Financial Architects

Latest statistics and disclosures from Financial Architects's latest quarterly 13F-HR filing:

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Positions held by Financial Architects consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Architects

Companies in the Financial Architects portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.5 $31M 299k 104.27
Apple (AAPL) 3.4 $24M +2% 174k 136.96
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $19M -6% 258k 73.61
Zoom Video Communications In Cl A (ZM) 2.5 $18M 46k 387.03
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $17M 154k 112.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $17M +5% 226k 75.62
Tesla Motors (TSLA) 2.3 $16M 24k 679.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $16M +8% 190k 82.71
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $15M +20% 293k 52.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $15M 274k 54.60
Select Sector Spdr Tr Technology (XLK) 1.9 $13M -2% 88k 147.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $12M 307k 39.45
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 1.7 $12M -2% 66k 184.11
Kraneshares Tr Quadrtc Int Rt (IVOL) 1.7 $12M +11% 430k 27.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $12M 78k 150.73
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $12M 110k 104.77
Microsoft Corporation (MSFT) 1.6 $11M +2% 41k 270.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $8.9M 32k 277.92
Johnson & Johnson (JNJ) 1.2 $8.4M 51k 164.73
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $8.2M -10% 109k 75.54
Snowflake Cl A (SNOW) 1.1 $7.6M -37% 31k 241.82
Ishares Tr Tips Bd Etf (TIP) 1.1 $7.3M +2% 57k 128.01
Amplify Etf Tr Blackswan Grwt (SWAN) 1.0 $7.2M 210k 34.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $7.1M +3% 91k 78.27
Ishares Tr Core Msci Total (IXUS) 1.0 $6.6M +18% 90k 73.30
Vanguard Index Fds Growth Etf (VUG) 0.9 $6.3M +17% 22k 286.80
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $6.2M 40k 154.79
Latch (LTCH) 0.9 $6.1M NEW 500k 12.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $5.9M -18% 180k 32.88
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.8 $5.4M 99k 54.72
Select Sector Spdr Tr Financial (XLF) 0.8 $5.3M +7% 144k 36.69
Pepsi (PEP) 0.8 $5.3M 36k 148.17
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.7 $5.2M +17% 101k 51.18
Facebook Cl A (FB) 0.7 $4.9M 14k 347.71
Global X Fds Us Pfd Etf (PFFD) 0.7 $4.7M +13% 181k 26.17
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.7 $4.7M 223k 21.10
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.7 $4.6M 229k 20.09
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.7 $4.6M -3% 80k 57.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $4.3M +40% 42k 102.40
Amazon (AMZN) 0.6 $4.3M +10% 1.2k 3438.65
Bce Com New (BCE) 0.6 $4.2M 86k 49.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $4.1M +3% 28k 145.97
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.6 $4.0M 46k 86.73
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.8M +3% 1.5k 2505.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $3.7M -12% 72k 51.22
Verizon Communications (VZ) 0.5 $3.6M -6% 65k 56.02
Mongodb Cl A (MDB) 0.5 $3.6M 10k 361.50
Ishares Tr Select Divid Etf (DVY) 0.5 $3.5M 30k 116.62
Automatic Data Processing (ADP) 0.5 $3.4M +6% 17k 198.63
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.3M 1.4k 2441.61
Select Sector Spdr Tr Energy (XLE) 0.4 $3.0M -9% 56k 53.87
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.4 $3.0M +3% 90k 33.18
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $2.9M +172% 75k 39.25
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $2.8M +3% 89k 31.95
Blackstone Group Inc Com Cl A (BX) 0.4 $2.8M 29k 97.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $2.8M +2% 35k 79.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.8M +3% 31k 89.95
Visa Com Cl A (V) 0.4 $2.8M +6% 12k 233.80
Spotify Technology S A SHS (SPOT) 0.4 $2.8M 10k 275.60
JPMorgan Chase & Co. (JPM) 0.4 $2.7M +10% 17k 155.51
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $2.7M 50k 54.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $2.7M +18% 15k 178.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.7M +7% 12k 222.80
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.4 $2.7M -2% 123k 21.59
Palantir Technologies Cl A (PLTR) 0.4 $2.7M 101k 26.36
Abbvie (ABBV) 0.4 $2.6M 23k 112.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.6M +28% 6.0k 428.10
Ishares Tr Self Drivng Ev (IDRV) 0.4 $2.5M +21% 50k 49.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.5M -3% 36k 68.36
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $2.5M 30k 83.11
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $2.4M +6% 61k 39.33
Home Depot (HD) 0.3 $2.3M 7.4k 318.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.3M 4.7k 491.14
Ishares Tr Conv Bd Etf (ICVT) 0.3 $2.3M +2% 23k 101.96
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 0.3 $2.3M -3% 14k 161.12
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $2.2M +12% 35k 64.15
Intel Corporation (INTC) 0.3 $2.2M 40k 56.15
Ark Etf Tr Fintech Innova (ARKF) 0.3 $2.2M -2% 41k 54.12
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.2M 7.4k 294.78
Enstar Group SHS (ESGR) 0.3 $2.2M 9.0k 238.89
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.1M +2% 13k 165.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.0M +3% 24k 82.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M +10% 5.5k 354.39
United Parcel Service CL B (UPS) 0.3 $2.0M 9.4k 208.00
Exxon Mobil Corporation (XOM) 0.3 $1.9M +21% 31k 63.08
Progressive Corporation (PGR) 0.3 $1.9M 19k 98.21
Etf Ser Solutions Defiance Next (FIVG) 0.3 $1.9M +53% 49k 38.06
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.9M +5% 23k 79.96
Comcast Corp Cl A (CMCSA) 0.3 $1.8M -4% 32k 57.01
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.3 $1.8M NEW 29k 60.58
Walt Disney Company (DIS) 0.3 $1.8M 10k 175.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.7M 6.4k 271.53
Teladoc (TDOC) 0.2 $1.7M -5% 10k 166.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.7M -10% 27k 63.40
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.2 $1.7M 22k 75.56
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.2 $1.7M 5.8k 289.96
Merck & Co (MRK) 0.2 $1.6M +4% 21k 77.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.6M +6% 9.4k 173.64
Duke Energy Corp Com New (DUK) 0.2 $1.6M 17k 98.71
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $1.6M +16% 29k 55.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.6M +5% 6.5k 237.43
Bank of America Corporation (BAC) 0.2 $1.5M +3% 38k 41.22
Qualcomm (QCOM) 0.2 $1.5M 11k 142.90
Nextera Energy (NEE) 0.2 $1.5M 21k 73.27
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $1.5M 77k 19.29
Ishares Tr Core Msci Euro (IEUR) 0.2 $1.5M NEW 26k 57.28
Costco Wholesale Corporation (COST) 0.2 $1.5M +2% 3.7k 395.74
Ishares Tr National Mun Etf (MUB) 0.2 $1.4M +22% 12k 117.17
Opendoor Technologies (OPEN) 0.2 $1.4M 80k 17.73
Ishares Tr Global Tech Etf (IXN) 0.2 $1.4M 4.1k 337.36
Mettler-Toledo International (MTD) 0.2 $1.4M 1.0k 1384.85
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $1.4M +5% 22k 63.25
Middlesex Water Company (MSEX) 0.2 $1.4M +2% 17k 81.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.4M +18% 17k 79.06
Vanguard Index Fds Value Etf (VTV) 0.2 $1.4M +34% 9.9k 137.50
Procter & Gamble Company (PG) 0.2 $1.3M +15% 9.8k 134.88
International Business Machines (IBM) 0.2 $1.3M +23% 8.7k 146.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.3M -4% 9.9k 125.98
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.3M +7% 3.5k 361.17
Caterpillar (CAT) 0.2 $1.2M -5% 5.7k 217.68
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M +13% 5.4k 229.29
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $1.2M 35k 33.29
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.2 $1.2M -3% 5.2k 226.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 3.4k 344.92
Abbott Laboratories (ABT) 0.2 $1.2M -2% 10k 115.89
Coca-Cola Company (KO) 0.2 $1.1M -7% 21k 54.12
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $1.1M +6% 52k 21.74
Novartis Sponsored Adr (NVS) 0.2 $1.1M -3% 12k 91.25
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $1.1M +348% 14k 82.31
Essential Utils (WTRG) 0.2 $1.1M 25k 45.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.1M 13k 85.87
Starbucks Corporation (SBUX) 0.2 $1.1M +2% 9.7k 111.82
Sofi Technologies (SOFI) 0.2 $1.1M NEW 55k 19.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M 6.5k 158.62
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.0M +20% 40k 26.05
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $1.0M -2% 19k 53.68
Pfizer (PFE) 0.1 $995k 25k 39.14
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $960k -3% 15k 63.34
At&t (T) 0.1 $958k -23% 33k 28.79
McDonald's Corporation (MCD) 0.1 $955k 4.1k 230.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $942k 6.7k 140.43
3M Company (MMM) 0.1 $940k -2% 4.7k 198.69
Ishares Tr Gbl Green Etf (BGRN) 0.1 $939k 17k 54.76
Ishares Tr U.s. Tech Etf (IYW) 0.1 $937k 9.4k 99.40
Diageo Spon Adr New (DEO) 0.1 $929k 4.8k 191.70
Unilever Spon Adr New (UL) 0.1 $928k -3% 16k 58.53
PNC Financial Services (PNC) 0.1 $910k 4.8k 190.86
Paypal Holdings (PYPL) 0.1 $877k -7% 3.0k 291.36
Wal-Mart Stores (WMT) 0.1 $863k 6.1k 141.08
CVS Caremark Corporation (CVS) 0.1 $861k 10k 83.49
salesforce (CRM) 0.1 $844k +27% 3.5k 244.28
Lockheed Martin Corporation (LMT) 0.1 $827k 2.2k 378.14
Global X Fds Conscious Cos (KRMA) 0.1 $802k 26k 31.30
NVIDIA Corporation (NVDA) 0.1 $802k +3% 1.0k 800.40
PPL Corporation (PPL) 0.1 $793k 28k 27.96
Capital One Financial (COF) 0.1 $792k +85% 5.1k 154.66
FedEx Corporation (FDX) 0.1 $777k +4% 2.6k 298.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $776k 7.4k 104.25
Mastercard Incorporated Cl A (MA) 0.1 $773k 2.1k 365.14
American Water Works (AWK) 0.1 $765k 5.0k 154.05
Chevron Corporation (CVX) 0.1 $759k 7.2k 104.79
Ishares Tr Esg Aware Msci (ESML) 0.1 $739k +14% 18k 40.36
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $737k +13% 20k 37.73
Air Products & Chemicals (APD) 0.1 $736k +4% 2.6k 287.61
Invesco Exchange Traded Fd T S&p500 Eql Fin (RYF) 0.1 $733k 12k 59.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $721k +32% 1.8k 393.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $710k 6.8k 103.94
Union Pacific Corporation (UNP) 0.1 $691k +61% 3.1k 220.06
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $690k +44% 7.8k 88.01
Public Service Enterprise (PEG) 0.1 $677k 11k 59.75
Canadian Natural Resources (CNQ) 0.1 $677k +14% 19k 36.28
Square Cl A (SQ) 0.1 $668k 2.7k 243.80
Ishares Msci Jpn Etf New (EWJ) 0.1 $666k -53% 9.9k 67.58
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $623k -11% 15k 40.49
General Electric Company 0.1 $618k +36% 46k 13.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $610k -20% 11k 55.18
Amgen (AMGN) 0.1 $609k 2.5k 243.60
Range Resources (RRC) 0.1 $580k +132% 35k 16.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $579k +13% 4.8k 120.17
Oracle Corporation (ORCL) 0.1 $555k 7.1k 77.79
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $555k +14% 8.6k 64.58
Paccar (PCAR) 0.1 $553k 6.2k 89.28
Shopify Cl A (SHOP) 0.1 $551k 377.00 1461.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $549k -2% 11k 51.51
Ishares Esg Awr Msci Em (ESGE) 0.1 $544k +53% 12k 45.16
Dominion Resources (D) 0.1 $539k -10% 7.3k 73.60
Citizens Financial (CFG) 0.1 $537k +29% 12k 45.89
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.1 $532k 26k 20.58
Boeing Company (BA) 0.1 $532k +22% 2.2k 239.75
Lowe's Companies (LOW) 0.1 $526k 2.7k 194.02
Cisco Systems (CSCO) 0.1 $525k 9.9k 53.01
Adobe Systems Incorporated (ADBE) 0.1 $525k +2% 897.00 585.28
Bristol Myers Squibb (BMY) 0.1 $523k 7.8k 66.79
Ishares Msci Germany Etf (EWG) 0.1 $522k NEW 15k 34.58
Broadridge Financial Solutions (BR) 0.1 $520k 3.2k 161.64
Social Capital Hedosopha Hld Shs Cl A (IPOD) 0.1 $520k 50k 10.40
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $518k +3% 19k 27.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $511k 1.6k 311.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $511k -7% 5.2k 98.52
Social Capital Hedosopha Hld Shs Cl A (IPOF) 0.1 $510k 50k 10.20
Zimmer Holdings (ZBH) 0.1 $507k +68% 3.2k 160.80
BlackRock (BLK) 0.1 $504k 576.00 875.00
Vanguard Index Fds Small Cp Etf (VB) 0.1 $504k +7% 2.2k 225.40
Cloudflare Cl A Com (NET) 0.1 $503k -31% 4.8k 105.89
Blade Air Mobility Cl A Com (BLDE) 0.1 $499k NEW 48k 10.51
Revolution Accelertn Acqu Com Cl A 0.1 $499k 50k 9.98
American Tower Reit (AMT) 0.1 $494k +53% 1.8k 269.95
Philip Morris International (PM) 0.1 $478k +6% 4.8k 99.17
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $477k 5.0k 95.53
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $474k 10k 47.40
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $471k 1.7k 276.08
AMN Healthcare Services (AMN) 0.1 $468k NEW 4.8k 96.89
Constellation Brands Cl A (STZ) 0.1 $465k +2% 2.0k 233.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $464k -4% 1.7k 268.83
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $455k 2.0k 226.59
Metropcs Communications (TMUS) 0.1 $454k NEW 3.1k 144.91
Corning Incorporated (GLW) 0.1 $452k 11k 40.90
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $440k -2% 6.3k 69.95
Tyson Foods Cl A (TSN) 0.1 $437k -3% 5.9k 73.78
National Grid Sponsored Adr Ne (NGG) 0.1 $435k 6.8k 63.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $433k +5% 4.6k 95.16
Target Corporation (TGT) 0.1 $431k 1.8k 241.86
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $428k -30% 24k 17.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $424k 3.5k 122.26
Advance Auto Parts (AAP) 0.1 $424k NEW 2.1k 204.93
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.1 $411k NEW 8.1k 50.95
American Express Company (AXP) 0.1 $409k 2.5k 165.19
Capri Holdings SHS (CPRI) 0.1 $406k 7.1k 57.18
Toronto Dominion Bk Ont Com New (TD) 0.1 $402k -3% 5.7k 70.02
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $399k +32% 4.3k 92.60
Ishares Tr Core S&p500 Etf (IVV) 0.1 $396k 921.00 429.97
Albemarle Corporation (ALB) 0.1 $392k +47% 2.3k 168.60
Proshares Tr Pet Care Etf (PAWZ) 0.1 $383k 4.7k 81.06
Ark Etf Tr Innovation Etf (ARKK) 0.1 $369k -22% 2.8k 130.94
L3harris Technologies (LHX) 0.1 $368k +4% 1.7k 216.09
General Mills (GIS) 0.1 $364k 6.0k 60.92
Ouster (OUST) 0.1 $361k NEW 29k 12.50
Central Securities (CET) 0.1 $356k 8.4k 42.24
Mondelez Intl Cl A (MDLZ) 0.1 $355k 5.7k 62.37
Iheartmedia Com Cl A (IHRT) 0.1 $355k NEW 13k 26.97
Chubb (CB) 0.1 $352k 2.2k 159.06
Juniper Networks (JNPR) 0.1 $350k NEW 13k 27.39
Raytheon Technologies Corp (RTX) 0.1 $349k +14% 4.1k 85.23
Mp Materials Corp Com Cl A (MP) 0.0 $345k -64% 9.4k 36.88
Direxion Shs Etf Tr Oil Gas Bl 2x Sh (GUSH) 0.0 $345k 3.6k 96.18
Glaxosmithkline Sponsored Adr (GSK) 0.0 $345k 8.7k 39.84
Texas Instruments Incorporated (TXN) 0.0 $344k -3% 1.8k 192.07
Ishares Tr Msci Eafe Etf (EFA) 0.0 $344k +32% 4.4k 78.81
Public Storage (PSA) 0.0 $343k NEW 1.1k 300.88
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $340k NEW 15k 22.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $339k NEW 3.3k 101.89
Netflix (NFLX) 0.0 $336k 637.00 527.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $332k -17% 7.4k 45.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $331k 4.6k 72.72
Clorox Company (CLX) 0.0 $329k +2% 1.8k 179.88
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $325k +4% 2.9k 112.53
AFLAC Incorporated (AFL) 0.0 $322k 6.0k 53.64
Sunopta (STKL) 0.0 $319k -52% 26k 12.25
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $318k NEW 7.2k 44.31
UnitedHealth (UNH) 0.0 $317k -23% 792.00 400.25
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $314k +9% 4.4k 71.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $313k +47% 1.1k 289.55
Altria (MO) 0.0 $311k +2% 6.5k 47.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $305k -3% 2.9k 103.67
Innovative Industria A (IIPR) 0.0 $305k -42% 1.6k 191.22
Armstrong World Industries (AWI) 0.0 $305k NEW 2.8k 107.21
Ishares Tr Residential Mult (REZ) 0.0 $304k 3.7k 83.29
TJX Companies (TJX) 0.0 $303k -19% 4.5k 67.36
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $302k +33% 14k 22.21
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $302k +4% 4.8k 62.42
Intuit (INTU) 0.0 $302k 617.00 489.47
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $298k 2.0k 149.00
Ishares Tr Rus 1000 Etf (IWB) 0.0 $294k -3% 1.2k 241.98
American Electric Power Company (AEP) 0.0 $294k +16% 3.5k 84.65
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $290k 726.00 399.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $288k 1.7k 165.52
Alliant Energy Corporation (LNT) 0.0 $285k -3% 5.1k 55.85
Hess (HES) 0.0 $283k NEW 3.2k 87.21
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $283k NEW 2.7k 106.15
Ishares Core Msci Emkt (IEMG) 0.0 $283k NEW 4.2k 66.98
Nomad Foods Usd Ord Shs (NOMD) 0.0 $282k -3% 10k 28.27
Edwards Lifesciences (EW) 0.0 $280k 2.7k 103.70
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $278k 1.5k 185.33
Designer Brands Cl A (DBI) 0.0 $277k -14% 17k 16.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $272k +5% 2.8k 98.77
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $271k +9% 2.7k 100.82
Gamestop Corp Cl A (GME) 0.0 $269k NEW 1.3k 214.17
Vanguard World Fds Financials Etf (VFH) 0.0 $264k 2.9k 90.57
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $263k 2.0k 133.30
Vanguard World Fds Health Car Etf (VHT) 0.0 $260k 1.1k 246.91
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.0 $257k 1.3k 201.73
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $256k -2% 3.6k 71.97
South Jersey Industries (SJI) 0.0 $255k -10% 9.8k 25.90
Charles Schwab Corporation (SCHW) 0.0 $254k 3.5k 72.88
Honeywell International (HON) 0.0 $252k 1.1k 219.70
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $251k +11% 4.1k 60.69
Ishares Tr S&p 100 Etf (OEF) 0.0 $251k 1.3k 196.09
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $250k 6.4k 38.86
CSX Corporation (CSX) 0.0 $250k +239% 7.8k 32.05
Us Bancorp Del Com New (USB) 0.0 $250k 4.4k 56.96
Abiomed (ABMD) 0.0 $250k 800.00 312.50
Docusign (DOCU) 0.0 $248k NEW 886.00 279.91
Vodafone Group Sponsored Adr (VOD) 0.0 $244k 14k 17.15
Kkr & Co (KKR) 0.0 $239k NEW 4.0k 59.17
Enterprise Products Partners (EPD) 0.0 $237k +4% 9.8k 24.09
Nike CL B (NKE) 0.0 $237k 1.5k 154.40
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $234k NEW 7.2k 32.29
Colgate-Palmolive Company (CL) 0.0 $232k 2.9k 81.35
Linde SHS (LIN) 0.0 $230k NEW 794.00 289.67
Cigna Corp (CI) 0.0 $226k +2% 951.00 237.64
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $224k 5.7k 39.57
Markel Corporation (MKL) 0.0 $224k NEW 189.00 1185.19
Novo-nordisk A S Adr (NVO) 0.0 $224k NEW 2.7k 83.64
Expedia Group Com New (EXPE) 0.0 $221k -39% 1.4k 163.70
Gilead Sciences (GILD) 0.0 $220k -14% 3.2k 68.94
Ishares Tr Devsmcp Exna Etf (IEUS) 0.0 $219k NEW 3.2k 69.41
Freeport-mcmoran CL B (FCX) 0.0 $217k NEW 5.8k 37.14
Goldman Sachs (GS) 0.0 $217k NEW 571.00 380.04
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $214k 682.00 313.78
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $212k NEW 5.8k 36.36
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $210k +3% 1.8k 115.32
Overstock (OSTK) 0.0 $209k NEW 2.3k 92.27
Astrazeneca Sponsored Adr (AZN) 0.0 $208k NEW 3.5k 60.03
Exponent (EXPO) 0.0 $208k 2.3k 89.19
Broadcom (AVGO) 0.0 $207k -28% 434.00 476.96
Bryn Mawr Bank (BMTC) 0.0 $206k 4.9k 42.11
Zoetis Cl A (ZTS) 0.0 $206k NEW 1.1k 186.43
Global X Fds Glb X Superdiv (SDIV) 0.0 $180k NEW 13k 14.16
Opko Health (OPK) 0.0 $118k 29k 4.04
Paya Holdings Com Cl A (PAYA) 0.0 $116k NEW 11k 10.98
Aspirational Consumer Life A 0.0 $104k -45% 10k 9.97
Direxion Shs Etf Tr Dly S&p Oil Gas (DRIP) 0.0 $102k NEW 14k 7.08
Republic First Ban (FRBK) 0.0 $62k 16k 4.00
Sundial Growers (SNDL) 0.0 $10k 11k 0.91

Past Filings by Financial Architects

SEC 13F filings are viewable for Financial Architects going back to 2010

View all past filings