Wealth Architects portfolio

What changed this quarter

174 positions with a change (22 new, 76 added to, 68 trimmed, 8 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Flexshares Tr+9.3%more sharesIncreased
  6.1% → 6.3%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Core S&P 500 ETFIVV6.9%
• Flexshares TrTDTF6.3%
• iShares Core S&P Small-cap E ETFIJR5.5%
• Vanguard Dividend Apprec ETFVIG4.9%
• Lam ResearchLRCX4.6%
• State Street SPDR S&P Global ETFGII3.8%
• AppleAAPL3.7%
• Vanguard Ftse Developed ETFVEA3.5%
• Dimensional ETF TrustDFIV3.2%
• Dimensional ETF TrustDFUV2.9%
• Vanguard Mrngstr Val ETF-aui ETFVTV2.4%
• Dimensional ETF TrustDFLV2.4%
• Vanguard Index FundsVBR2.3%
• American Centy ETF TrAVUV2.2%
• Vanguard International Equity Index FVT2.1%
• American Centy ETF TrAVDV1.7%
• Vanguard Index FundsVV1.7%
• iShares Core Msci Eafe ETFIEFA1.7%
• Dimensional ETF TrustDIHP1.7%
• State Str Spdr S&P 500 ETF TSPY1.7%
• Vanguard Most Sm-cap ETF-usd ETFVB1.3%
• iShares ESG Aware Msci USA S ETFESML1.1%
• iShares Msci Eafe Small-cap ETFSCZ1.1%
• iShares S&P Small-cap 600 VA ETFIJS1.1%
• iShares Trust iShares ESG AW ETFESGD1.1%
• Dimensional ETF TrustDFSU1.0%
• Berkshire HathawayBRK/B · BRK/A0.9%
• iShares ESG Aware Msci USA ETFESGU0.9%
• Meta PlatformsMETA0.9%
• MicrosoftMSFT0.8%
• AlphabetGOOG · GOOGL0.8%
• Dimensional ETF TrustDFAC0.7%
• Schwab International Equity ETFSCHF0.6%
• Dimensional ETF TrustDFGR0.6%
• Dimensional ETF TrustDFSE0.6%
• Vanguard Index FundsVTI0.6%
• Dimensional ETF TrustDFSI0.6%
• 3mMMM0.6%
• Vanguard S&P 500 ETFVOO0.5%
• NVIDIANVDA0.5%
• BroadcomAVGO0.5%
• iShares Ultra Short Duration ETFICSH0.4%
• Hewlett Packard EnterpriseHPE0.4%
• Dimensional ETF TrustDFAX0.4%
• iShares Msci Eafe Value ETFEFV0.4%
• iShares ESG Aware US Aggrega ETFEAGG0.4%
• Vanguard Short-term Bond ETFBSV0.3%
• CaterpillarCAT0.3%
• JPMorgan ChaseJPM0.3%
• Amazon.comAMZN0.3%
• Schwab US Small-cap ETFSCHA0.3%
• Rocket LabRKLB0.3%
• Palantir TechnologiesPLTR0.3%
• iShares Short-term National ETFSUB0.3%
• Eli LillyLLY0.3%
• IntelINTC0.3%
• Vanguard Total Bond Market ETFBND0.3%
• Vanguard Total International Bond ETFBNDX0.2%
• ProShares GLB Infrastructure ETFTOLZ0.2%
• WisdomTree International S/c DVD FundDLS0.2%
• Exxon MobilXOM0.2%
• Micron TechnologyMU0.2%
• iShares Russell 2000 Value E ETFIWN0.2%
• Flexshares TrNFRA0.2%
• iShares Russell 3000 ETFIWV0.2%
• State Street Technology Select Sector ETFXLK0.2%
• iShares Global Infrastructur ETFIGF0.2%
• Johnson & JohnsonJNJ0.2%
• Advanced Micro DevicesAMD0.2%
• Invesco QQQ Trust Series 1 ETFQQQ0.2%
• Procter & GamblePG0.2%
• UnitedHealth GroupUNH0.2%
• WalmartWMT0.2%
• Keysight TechnologiesKEYS0.2%
• Cisco SystemsCSCO0.2%
• Applied MaterialsAMAT0.2%
• Agilent TechnologiesA0.1%
• MerckMRK0.1%
• iShares Russell 2000 ETFIWM0.1%
• IsharesESGE0.1%
• KLAKLAC0.1%
• TeslaTSLA0.1%
• Schwab US Broad Market ETFSCHB0.1%
• Home DepotHD0.1%
• WelltowerWELL0.1%
• Bank of AmericaBAC0.1%
• RTXRTX0.1%
• Texas InstrumentsTXN0.1%
• Philip Morris InternationalPM0.1%
• AbbVieABBV0.1%
• Schwab International Small-cap Equity ETFSCHC0.1%
• Vanguard Admiral FundsVIOV0.1%
• VisaV0.1%
• SnowflakeSNOW0.1%
• iShares Russell 1000 ETFIWB0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.1%
• ProShares Ultrapro QQQ ETFTQQQ0.1%
• Vanguard Index FundsVO0.1%