Ownership history in Wealth Architects, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in FLEXSHARES TR (TLTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealth Architects, LLC underperformed the S&P 500 by β2.3% annually on this TLTD position. Timing score: 55% (12/22 decisions correct). Average cost basis: $53.64. Maximum drawdown during holding period: β26.3%.
β οΈ Trailed SPY by 2.3% ann. on this position.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $44.49 (2020 Q2) Β· Worst: $81.72 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 8 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size