Financial Architects

Financial Architects as of March 31, 2024

Portfolio Holdings for Financial Architects

Financial Architects holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 20.0 $29M 554k 52.16
Vanguard Index Fds Total Stk Mkt (VTI) 17.5 $25M 97k 259.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.4 $14M 188k 72.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.6 $12M 252k 49.19
Goldman Sachs Etf Tr Activebeta Us (GSSC) 7.4 $11M 163k 65.55
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.6 $8.1M 268k 30.10
Ishares Tr Msci Usa Mmentm (MTUM) 5.3 $7.7M 41k 187.35
Ishares Msci Equal Weite (EUSA) 5.3 $7.7M 84k 90.99
Dimensional Etf Trust Intl Small Cap V (DISV) 4.4 $6.4M 236k 27.19
Dimensional Etf Trust Emerging Mkts Va (DFEV) 4.2 $6.1M 234k 25.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $4.4M 73k 60.30
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 2.9 $4.2M 222k 19.08
Spdr Ser Tr Portfli High Yld (SPHY) 2.9 $4.2M 179k 23.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.2M 25k 50.60
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $634k 5.5k 115.30
Apple (AAPL) 0.4 $588k 3.4k 171.48
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $390k 4.2k 91.80
Ishares Tr Short Treas Bd (SHV) 0.3 $388k 3.5k 110.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $387k 8.1k 47.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $387k 8.0k 48.21
Wells Fargo & Company (WFC) 0.2 $290k 5.0k 57.96
Bank of America Corporation (BAC) 0.2 $269k 7.1k 37.92
Ishares Tr Tips Bd Etf (TIP) 0.2 $242k 2.3k 107.41