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
167786
0
0
ISHARES
S&P600 V
464287879
1456
12349
SH
SOLE
NONE
12349
0
0
ISHARES
S&P600
464287804
20681
181315
SH
SOLE
NONE
181315
0
0
JOHNSON & JOHNSON
COM
478160104
370
3539
SH
SOLE
NONE
3539
0
0
JPM CHASE
COM
46625h100
358
5726
SH
SOLE
NONE
5726
0
0
KINDER MORGAN INC
COM
49456B101
266
6278
SH
SOLE
NONE
6278
0
0
MCGRATH RENTCORP
COM
580589109
454
12652
SH
SOLE
NONE
12652
0
0
MERCK
COM
58933Y105
596
10501
SH
SOLE
NONE
10501
0
0
MICROSOFT CORP
COM
594918104
670
14432
SH
SOLE
NONE
14432
0
0
NIKE INC
COM
654106103
813
8453
SH
SOLE
NONE
8453
0
0
ORACLE CORPORATION
COM
68389x105
637
14157
SH
SOLE
NONE
14157
0
0
PEPSICO INC
COM
713448108
239
2532
SH
SOLE
NONE
2532
0
0
PFIZER INC
COM
717081103
270
8654
SH
SOLE
NONE
8654
0
0
PHILLIP MORRIS INTL INC
COM
718172109
479
5882
SH
SOLE
NONE
5882
0
0
PROCTER & GAMBLE CO
COM
742718109
670
7351
SH
SOLE
NONE
7351
0
0
REYNOLDS AMERICAN INC
COM
761713106
388
6040
SH
SOLE
NONE
6040
0
0
SPDR
S&P500
78462f103
4450
21653
SH
SOLE
NONE
21653
0
0
SPDR
S&P400
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