0001611518-15-000001.txt : 20150211 0001611518-15-000001.hdr.sgml : 20150211 20150211160532 ACCESSION NUMBER: 0001611518-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150211 DATE AS OF CHANGE: 20150211 EFFECTIVENESS DATE: 20150211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Architects, LLC CENTRAL INDEX KEY: 0001611518 IRS NUMBER: 203052198 STATE OF INCORPORATION: CA FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16489 FILM NUMBER: 15599573 BUSINESS ADDRESS: STREET 1: 800 WEST EL CAMINO REAL SUITE 201 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94040 BUSINESS PHONE: 6503259044 MAIL ADDRESS: STREET 1: 800 WEST EL CAMINO REAL SUITE 201 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94040 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001611518 XXXXXXXX 12-31-2014 12-31-2014 Wealth Architects, LLC
800 WEST EL CAMINO REAL SUITE 201 MOUNTAIN VIEW CA 94040
13F HOLDINGS REPORT 028-16489 N
Mark R Gordon CIO/CCO 6503259044 Mark R Gordon Mountain View CA 02-11-2015 0 103 107203 false
INFORMATION TABLE 2 00117392.xml 3M COMPANY COM 88579y101 421 2561 SH SOLE NONE 2561 0 0 8X8 Inc. COM 282914100 92 10000 SH SOLE NONE 10000 0 0 ABBOTT LABORATORIES COM 002824100 269 5973 SH SOLE NONE 5973 0 0 ABBVIE INC COM 00287Y109 381 5827 SH SOLE NONE 5827 0 0 ADOBE SYS INC COM 00724f101 284 3906 SH SOLE NONE 3906 0 0 AIR PROD & CHEM COM 9158106 298 2065 SH SOLE NONE 2065 0 0 ALLERGAN INC COM 018490102 272 1280 SH SOLE NONE 1280 0 0 ALTRIA GROUP INC COM 02209s103 586 11885 SH SOLE NONE 11885 0 0 AMAZON.COM INC COM 023135106 260 837 SH SOLE NONE 837 0 0 AMERICANEXPRESS CO COM 025816109 213 2287 SH SOLE NONE 2287 0 0 ANTHEM INC COM 036752103 521 4149 SH SOLE NONE 4149 0 0 APPLE INC COM 037833100 1587 14379 SH SOLE NONE 14379 0 0 APPLE INC COM 037833100 688 6230 SH SOLE NONE 6230 0 0 AT&T INC COM COM 00206r102 300 8925 SH SOLE NONE 8925 0 0 BANK OF AMERICA CORP COM 060505104 191 10664 SH SOLE NONE 10664 0 0 BAXTER INTL COM 71813109 267 3640 SH SOLE NONE 3640 0 0 BERKSHIRE HTWY CL A 84670108 1130 500 SH SOLE NONE 500 0 0 BERKSHIRE HTWY CL B 084670207 2352 15665 SH SOLE NONE 15665 0 0 BOEING CO COM 097023105 345 2654 SH SOLE NONE 2654 0 0 BRISTOL MYERS SQUIBB COM 110122108 471 7984 SH SOLE NONE 7984 0 0 CATERPILLARINC COM 149123101 247 2704 SH SOLE NONE 2704 0 0 CHEVRON CORP NEW COM 166764100 290 2587 SH SOLE NONE 2587 0 0 CISCO SYS INC COM 17275r102 524 18849 SH SOLE NONE 18849 0 0 COCA COLA CO COM 191216100 400 9468 SH SOLE NONE 9468 0 0 CONSOLIDATED EDISON COM 209115104 448 6786 SH SOLE NONE 6786 0 0 CYAN INC COM 23247W104 53 21252 SH SOLE NONE 21252 0 0 DISNEY WALT CO COM 254687106 329 3492 SH SOLE NONE 3492 0 0 DU PONT COM 263534109 212 2868 SH SOLE NONE 2868 0 0 ELECTRONIC ARTS INC COM 285512109 236 5027 SH SOLE NONE 5027 0 0 EXXON MOBIL CORP COM 30231g102 941 10178 SH SOLE NONE 10178 0 0 FACEBOOK INC COM 30303M102 1719 22027 SH SOLE NONE 22027 0 0 F&M BANK COM 308243104 602 100 SH SOLE NONE 100 0 0 GENERAL ELECTRIC CO COM 369604103 818 32356 SH SOLE NONE 32356 0 0 GILEAD SCIENCES INC COM 375558103 206 2183 SH SOLE NONE 2183 0 0 GLAXOSMITHKLINE COM 37733w105 223 5228 SH SOLE NONE 5228 0 0 GOOGLE INC COM 38259p508 255 481 SH SOLE NONE 481 0 0 GOOGLE INC CL A COM 38259P508 255 485 SH SOLE NONE 485 0 0 HP COM 428236103 239 5944 SH SOLE NONE 5944 0 0 INTEGRYS ENERGY COM 45822P105 322 4136 SH SOLE NONE 4136 0 0 INTEL CORP COM 458140100 1064 29316 SH SOLE NONE 29316 0 0 INTL BUSINESS MACH COM 459200101 849 5294 SH SOLE NONE 5294 0 0 ISHARES US AGG 464287226 812 7378 SH SOLE NONE 7378 0 0 ISHARES EAFE SM 464288273 6998 149821 SH SOLE NONE 149821 0 0 ISHARES EAFE VAL 464288877 252 4940 SH SOLE NONE 4940 0 0 ISHARES RUS 1K V 464287598 375 3593 SH SOLE NONE 3593 0 0 ISHARES RUS 3K 464287689 1141 9332 SH SOLE NONE 9332 0 0 ISHARES DJ REIT 464287739 278 3619 SH SOLE NONE 3619 0 0 ISHARES EAFE 464287465 937 15398 SH SOLE NONE 15398 0 0 ISHARES R1K 464287622 213 1854 SH SOLE NONE 1854 0 0 ISHARES R1K GR 464287614 328 3427 SH SOLE NONE 3427 0 0 ISHARES R2K VAL 464287630 214 2108 SH SOLE NONE 2108 0 0 ISHARES S&P500 464287200 34710 167786 SH SOLE NONE 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595635103 468 1773 SH SOLE NONE 1773 0 0 SCHLUMBERGER LTD COM 806857108 447 5235 SH SOLE NONE 5235 0 0 SCHWAB INT'L 808524805 3874 134015 SH SOLE NONE 134015 0 0 SCHWAB INT'L SM 808524888 917 31793 SH SOLE NONE 31793 0 0 SCHWAB US MKT 808524102 223 4472 SH SOLE NONE 4472 0 0 SCHWAB LG GR 808524300 592 11435 SH SOLE NONE 11435 0 0 SCHWAB SMALL 808524607 259 4694 SH SOLE NONE 4694 0 0 SPDR ACWIEX 78463x848 354 10593 SH SOLE NONE 10593 0 0 SUMMIT BANK COM 86601L105 138 10000 SH SOLE NONE 10000 0 0 TIME WARNER INC COM 887317303 217 2538 SH SOLE NONE 2538 0 0 UPS CL B 911312106 1041 9360 SH SOLE NONE 9360 0 0 UNITED TECH COM 913017109 506 4403 SH SOLE NONE 4403 0 0 UHG COM 91324p102 334 3307 SH SOLE NONE 3307 0 0 VANGUARD EM 922042858 915 22870 SH SOLE NONE 22870 0 0 VANGUARD GR 922908736 830 7951 SH SOLE NONE 7951 0 0 VANGUARD HIGH DIV 921946406 433 6300 SH SOLE NONE 6300 0 0 VANGUARD LARGE 922908637 6514 69007 SH SOLE NONE 69007 0 0 VANGUARD SMALL 922908751 724 6206 SH SOLE NONE 6206 0 0 VANGUARD ALL W EX 922042775 683 14581 SH SOLE NONE 14581 0 0 VANGUARD MID 922908629 395 3195 SH SOLE NONE 3195 0 0 VANGUARD EAFE 921943858 17199 454030 SH SOLE NONE 454030 0 0 VANGUARD REIT 922908553 534 6591 SH SOLE NONE 6591 0 0 VANGUARD R2K 92206C664 258 2700 SH SOLE NONE 2700 0 0 VANGUARD S&P500 922908413 546 2900 SH SOLE NONE 2900 0 0 VANGUARD S&P600 V 921932778 698 6885 SH SOLE NONE 6885 0 0 VANGUARD SH BOND 921937827 885 11072 SH SOLE NONE 11072 0 0 VANGUARD SM VAL 922908611 15547 146985 SH SOLE NONE 146985 0 0 VANGUARD TOT MKT 922908769 751 7088 SH SOLE NONE 7088 0 0 VANGUARD TOT WRLD 922042742 7563 125806 SH SOLE NONE 125806 0 0 VANGUARD VALUE 922908744 1349 15971 SH SOLE NONE 15971 0 0 VANGUARD SH TIPS 922020805 1084 22468 SH SOLE NONE 22468 0 0 VARIAN COM 92220P105 2098 24257 SH SOLE NONE 24257 0 0 VERIZON COM 92343v104 514 10995 SH SOLE NONE 10995 0 0 WELLS FARGO COM 949746101 802 14621 SH SOLE NONE 14621 0 0 WISDOMTREE EQ INC 97717W208 294 4780 SH SOLE NONE 4780 0 0