StockDriftsStockDriftsTop 50 Wealth Architects, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 6.74% | 115.7K | $75.6M | +0.40%(+463) | $108.57(+583.83%) | 2026-03-31 | |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 6.7% | 3.12M | $75.1M | +4.16%(+124.28K) | $23.73(+1.70%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5.61% | 506.0K | $62.9M | +1.90%(+9.44K) | $74.46(+79.86%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 5.01% | 263.2K | $56.2M | -0.01%(-30) | $101.72(+179.90%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.82% | 251.3K | $54.0M | +2.45%(+6.00K) | $117.08(+95.93%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.77% | 835.6K | $53.5M | -9.72%(-89.98K) | $42.46(+62.69%) | 2026-03-31 | |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 4.42% | 652.7K | $49.6M | +1.27%(+8.20K) | $51.16(+46.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.49% | 154.1K | $39.1M | -6.10%(-10.01K) | $112.72(+166.34%) | 2026-03-31 | |
| DFIV | DFA INTERNATIONAL VALUE ETF | 3.42% | 725.9K | $38.3M | -1.04%(-7.63K) | $33.68(+62.83%) | 2026-03-31 | |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 3.02% | 700.3K | $33.9M | -1.48%(-10.55K) | $32.13(+62.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.58% |
| Top 20 Holdings Unweighted | +14.43% | +49.84% |
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