0001611518-20-000004.txt : 20200423 0001611518-20-000004.hdr.sgml : 20200423 20200422203636 ACCESSION NUMBER: 0001611518-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200423 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: 20808965 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 false false 0001611518 XXXXXXXX 03-31-2020 03-31-2020 Wealth Architects, LLC

800 WEST EL CAMINO REAL SUITE 201 MOUNTAIN VIEW CA 94040

13F HOLDINGS REPORT 028-16489 N Mark Gordon 650-325-9044 Mark Gordon Mountain View CA 04-22-2020 0 126 288211 false INFORMATION TABLE 2 1Q202013fWA.xml 3M CO COM 88579Y101 747 5471 SH SOLE 0 0 5471 ABBOTT LABS COM 002824100 334 4239 SH SOLE 0 0 4239 ABBVIE INC COM 00287Y109 244 3208 SH SOLE 0 0 3208 ADOBE INC COM 00724F101 758 2383 SH SOLE 0 0 2383 AIR PRODS & CHEMS INC COM 009158106 268 1345 SH SOLE 0 0 1345 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 364 1873 SH SOLE 0 0 1873 ALPHABET INC CAP STK CL A 02079K305 738 635 SH SOLE 0 0 635 ALPHABET INC CAP STK CL C 02079K107 643 553 SH SOLE 0 0 553 ALTRIA GROUP INC COM 02209S103 369 9554 SH SOLE 0 0 9554 AMAZON COM INC COM 023135106 4321 2216 SH SOLE 0 0 2216 AMERICAN CENTY ETF TR US SML CP VALU 025072877 552 17718 SH SOLE 0 0 17718 AMERICAN TOWER CORP NEW COM 03027X100 252 1156 SH SOLE 0 0 1156 AMERICAN WTR WKS CO INC NEW COM 030420103 466 3898 SH SOLE 0 0 3898 AMGEN INC COM 031162100 446 2200 SH SOLE 0 0 2200 ANTHEM INC COM 036752103 645 2839 SH SOLE 0 0 2839 APPLE INC COM 037833100 9410 37006 SH SOLE 0 0 37006 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 434 15089 SH SOLE 0 0 15089 AT&T INC COM 00206R102 293 10041 SH SOLE 0 0 10041 BANCO SANTANDER SA ADR 05964H105 36 15210 SH SOLE 0 0 15210 BAXTER INTL INC COM 071813109 569 7012 SH SOLE 0 0 7012 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4010 21932 SH SOLE 0 0 21932 BK OF AMERICA CORP COM 060505104 794 37380 SH SOLE 0 0 37380 BLACKBERRY LTD COM 09228F103 64 15390 SH SOLE 0 0 15390 BRISTOL-MYERS SQUIBB CO COM 110122108 413 7416 SH SOLE 0 0 7416 CALIFORNIA WTR SVC GROUP COM 130788102 331 6586 SH SOLE 0 0 6586 CATERPILLAR INC DEL COM 149123101 305 2631 SH SOLE 0 0 2631 CHINA YUCHAI INTL LTD COM G21082105 112 10411 SH SOLE 0 0 10411 CISCO SYS INC COM 17275R102 282 7176 SH SOLE 0 0 7176 CO DIAGNOSTICS INC COM 189763105 305 40000 SH SOLE 0 0 40000 COCA COLA CO COM 191216100 249 5636 SH SOLE 0 0 5636 COMCAST CORP NEW CL A 20030N101 202 5870 SH SOLE 0 0 5870 COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 128 12304 SH SOLE 0 0 12304 CONSOLIDATED EDISON INC COM 209115104 512 6565 SH SOLE 0 0 6565 CORCEPT THERAPEUTICS INC COM 218352102 147 12382 SH SOLE 0 0 12382 COSTCO WHSL CORP NEW COM 22160K105 250 877 SH SOLE 0 0 877 CVS HEALTH CORP COM 126650100 247 4169 SH SOLE 0 0 4169 DELTA AIR LINES INC DEL COM NEW 247361702 360 12607 SH SOLE 0 0 12607 DISNEY WALT CO COM DISNEY 254687106 485 5022 SH SOLE 0 0 5022 EBAY INC COM 278642103 484 16099 SH SOLE 0 0 16099 EDWARDS LIFESCIENCES CORP COM 28176E108 202 1069 SH SOLE 0 0 1069 ELECTRONIC ARTS INC COM 285512109 259 2585 SH SOLE 0 0 2585 EXXON MOBIL CORP COM 30231G102 432 11368 SH SOLE 0 0 11368 FACEBOOK INC CL A 30303M102 12935 77545 SH SOLE 0 0 77545 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 128 17757 SH SOLE 0 0 17757 FLEXSHARES TR MORNSTAR USMKT 33939L100 240 2577 SH SOLE 0 0 2577 FLEXSHARES TR MSTAR EMKT FAC 33939L308 540 14167 SH SOLE 0 0 14167 GENERAL ELECTRIC CO COM 369604103 151 19073 SH SOLE 0 0 19073 HOME DEPOT INC COM 437076102 242 1298 SH SOLE 0 0 1298 HONEYWELL INTL INC COM 438516106 343 2564 SH SOLE 0 0 2564 INTEL CORP COM 458140100 1777 32827 SH SOLE 0 0 32827 INTERNATIONAL BUSINESS MACHS COM 459200101 525 4734 SH SOLE 0 0 4734 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 349 4159 SH SOLE 0 0 4159 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 253 5394 SH SOLE 0 0 5394 INVESCO QQQ TR UNIT SER 1 46090E103 1326 6964 SH SOLE 0 0 6964 ISHARES TR CORE MSCI EAFE 46432F842 9739 195201 SH SOLE 0 0 195201 ISHARES TR CORE S&P SCP ETF 464287804 23401 417062 SH SOLE 0 0 417062 ISHARES TR CORE S&P500 ETF 464287200 37425 144835 SH SOLE 0 0 144835 ISHARES TR EAFE SML CP ETF 464288273 7332 163557 SH SOLE 0 0 163557 ISHARES TR EAFE VALUE ETF 464288877 328 9203 SH SOLE 0 0 9203 ISHARES TR GLB INFRASTR ETF 464288372 5523 161715 SH SOLE 0 0 161715 ISHARES TR MSCI ACWI ETF 464288257 398 6362 SH SOLE 0 0 6362 ISHARES TR MSCI EAFE ETF 464287465 437 8168 SH SOLE 0 0 8168 ISHARES TR RUS 1000 GRW ETF 464287614 477 3169 SH SOLE 0 0 3169 ISHARES TR RUS 1000 VAL ETF 464287598 286 2880 SH SOLE 0 0 2880 ISHARES TR RUS 2000 VAL ETF 464287630 1265 15417 SH SOLE 0 0 15417 ISHARES TR RUSSELL 2000 ETF 464287655 393 3430 SH SOLE 0 0 3430 ISHARES TR RUSSELL 3000 ETF 464287689 1129 7614 SH SOLE 0 0 7614 ISHARES TR SP SMCP600VL ETF 464287879 7947 79515 SH SOLE 0 0 79515 ISHARES TR U.S. REAL ES ETF 464287739 219 3150 SH SOLE 0 0 3150 JOHNSON & JOHNSON COM 478160104 525 4003 SH SOLE 0 0 4003 JPMORGAN CHASE & CO COM 46625H100 656 7286 SH SOLE 0 0 7286 MASTERCARD INC CL A 57636Q104 400 1656 SH SOLE 0 0 1656 MCDONALDS CORP COM 580135101 204 1234 SH SOLE 0 0 1234 MCGRATH RENTCORP COM 580589109 810 15456 SH SOLE 0 0 15456 MERCK & CO. 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