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 March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.3 $30M +90% 569k 53.39
Apple (AAPL) 4.2 $30M 170k 174.61
Tesla Motors (TSLA) 3.7 $26M 24k 1077.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $22M +15% 272k 78.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.0 $21M +27% 402k 51.21
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $19M -10% 249k 77.57
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $14M -3% 132k 107.88
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $14M +11% 122k 112.25
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $14M -3% 268k 50.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $13M -15% 172k 78.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $12M +10% 35k 352.91
Microsoft Corporation (MSFT) 1.7 $12M -3% 40k 308.31
Select Sector Spdr Tr Technology (XLK) 1.7 $12M -17% 77k 158.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $12M +4% 323k 36.72

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $12M -4% 74k 157.71
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 1.6 $11M -9% 59k 183.77
Johnson & Johnson (JNJ) 1.2 $8.7M 49k 177.23
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $8.3M -14% 115k 72.14
J P Morgan Exchange-traded F Equity Premium (JEPI) 1.0 $7.2M +58% 117k 61.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $7.1M 93k 75.86
Spdr Gold Tr Gold Shs (GLD) 1.0 $7.0M +68% 39k 180.65
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $6.5M -5% 40k 162.16
Vanguard Index Fds Growth Etf (VUG) 0.9 $6.5M -2% 23k 287.62
Latch (LTCH) 0.9 $6.4M +89% 1.5M 4.27
Ishares Tr Core Msci Total (IXUS) 0.9 $6.2M 93k 66.58
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.9 $6.0M +3% 102k 58.50
Pepsi (PEP) 0.8 $5.7M -2% 34k 167.39
Global X Fds Us Pfd Etf (PFFD) 0.8 $5.6M +13% 238k 23.50
Ishares Tr Tips Bd Etf (TIP) 0.8 $5.4M -17% 44k 124.58
Amplify Etf Tr Blackswan Grwt (SWAN) 0.7 $5.0M -32% 159k 31.32
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.7 $4.9M NEW 110k 44.80
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.7 $4.8M -3% 98k 48.56
Amazon (AMZN) 0.7 $4.8M +8% 1.5k 3259.08
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.7M +6% 1.7k 2793.16
Bce Com New (BCE) 0.7 $4.7M 85k 55.47
Mongodb Cl A (MDB) 0.6 $4.5M 10k 443.57
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $4.4M +554% 64k 67.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $4.2M +96% 56k 74.81
Abbvie (ABBV) 0.6 $4.1M +7% 26k 162.09
Blackstone Group Inc Com Cl A (BX) 0.6 $4.0M +8% 31k 126.95
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.7M -2% 1.3k 2781.27
Ishares Tr Select Divid Etf (DVY) 0.5 $3.7M 29k 128.12
Ishares Tr Barclays 7 10 Yr (IEF) 0.5 $3.7M +507% 34k 107.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $3.6M NEW 29k 122.05
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.5 $3.5M +11% 118k 29.67
Kraneshares Tr Quadratic Defla (BNDD) 0.5 $3.4M NEW 134k 25.62
Schwab Strategic Tr Internl Divid (SCHY) 0.5 $3.4M +34% 132k 25.68
Spdr Ser Tr Bloomberg Conv (CWB) 0.5 $3.4M -5% 44k 76.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $3.3M -3% 44k 74.46
Ishares Tr Self Drivng Ev (IDRV) 0.5 $3.2M +23% 70k 46.43
Visa Com Cl A (V) 0.5 $3.2M +24% 15k 221.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $3.1M -15% 60k 52.44
Meta Platforms Cl A (FB) 0.4 $3.1M -5% 14k 222.33
Ishares Tr Conv Bd Etf (ICVT) 0.4 $3.0M +34% 36k 83.33
Verizon Communications (VZ) 0.4 $2.9M -5% 57k 50.94
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.4 $2.9M +6% 135k 21.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.9M +9% 35k 81.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.8M +4% 6.3k 451.67
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $2.8M -12% 28k 102.98
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $2.8M NEW 63k 44.96
Palantir Technologies Cl A (PLTR) 0.4 $2.8M +99% 201k 13.73
Etf Ser Solutions Defiance Next (FIVG) 0.4 $2.7M +14% 72k 37.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $2.7M -4% 34k 78.04
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $2.7M 90k 29.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.6M 12k 227.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.6M 37k 71.38
Select Sector Spdr Tr Financial (XLF) 0.4 $2.6M -24% 69k 38.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $2.5M -11% 13k 185.03
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $2.4M -6% 28k 87.62
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $2.4M -3% 45k 53.45
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.4M -4% 7.1k 337.30
Zoom Video Communications In Cl A (ZM) 0.3 $2.4M -55% 20k 117.24
JPMorgan Chase & Co. (JPM) 0.3 $2.3M +5% 17k 136.35
Snowflake Cl A (SNOW) 0.3 $2.3M -6% 10k 229.16
Desktop Metal Com Cl A (DM) 0.3 $2.3M +380% 480k 4.74
Progressive Corporation (PGR) 0.3 $2.3M 20k 113.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $2.2M +662% 37k 60.70
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $2.2M -4% 60k 36.42
Enstar Group SHS (ESGR) 0.3 $2.1M -8% 8.2k 261.21
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.1M -5% 4.4k 490.52
Home Depot (HD) 0.3 $2.1M +5% 7.1k 299.32
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.0M +378% 27k 75.90
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $2.0M 36k 57.19
Costco Wholesale Corporation (COST) 0.3 $2.0M -2% 3.5k 575.87
United Parcel Service CL B (UPS) 0.3 $1.9M -5% 9.1k 214.47
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.9M +2% 24k 81.07
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 0.3 $1.9M -12% 11k 169.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.9M -24% 38k 49.55
Ishares Tr National Mun Etf (MUB) 0.3 $1.9M -6% 17k 109.62
Intel Corporation (INTC) 0.3 $1.9M -6% 38k 49.56
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.8M +5% 7.7k 237.79
Select Sector Spdr Tr Energy (XLE) 0.3 $1.8M -41% 24k 76.44
Duke Energy Corp Com New (DUK) 0.3 $1.8M 16k 111.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.8M 6.4k 277.59
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $1.7M +16% 34k 51.63
Vanguard Index Fds Value Etf (VTV) 0.2 $1.7M +10% 12k 147.79
Middlesex Water Company (MSEX) 0.2 $1.7M 17k 105.17
Opendoor Technologies (OPEN) 0.2 $1.7M +150% 200k 8.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.7M -11% 4.7k 362.57
Merck & Co (MRK) 0.2 $1.7M -2% 21k 82.07
Coca-Cola Company (KO) 0.2 $1.7M +32% 27k 62.01
Qualcomm (QCOM) 0.2 $1.7M +2% 11k 152.81
Twilio Cl A (TWLO) 0.2 $1.6M NEW 10k 164.80
Nextera Energy (NEE) 0.2 $1.6M -11% 19k 84.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.6M -12% 21k 77.89
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $1.6M +40% 77k 21.10
Procter & Gamble Company (PG) 0.2 $1.6M +5% 10k 152.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.5M 26k 57.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.5M -8% 8.4k 175.92
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.5M -10% 24k 60.96
Ishares Tr Global Tech Etf (IXN) 0.2 $1.4M 25k 58.00
Walt Disney Company (DIS) 0.2 $1.4M +9% 10k 137.25
International Business Machines (IBM) 0.2 $1.4M +23% 11k 130.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4M -29% 10k 137.00
Bank of America Corporation (BAC) 0.2 $1.4M 34k 41.23
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $1.4M +105% 15k 94.09
Mettler-Toledo International (MTD) 0.2 $1.4M 1.0k 1372.88
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.4M -2% 19k 73.74
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.2 $1.4M -17% 4.7k 289.13
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.3M NEW 12k 106.91
Exxon Mobil Corporation (XOM) 0.2 $1.3M -22% 16k 82.58
Pfizer (PFE) 0.2 $1.3M 25k 51.75
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $1.3M 76k 16.92
Comcast Corp Cl A (CMCSA) 0.2 $1.3M -19% 27k 46.82
Airbnb Com Cl A (ABNB) 0.2 $1.3M +149% 7.3k 171.72
Caterpillar (CAT) 0.2 $1.3M +19% 5.6k 222.75
CVS Caremark Corporation (CVS) 0.2 $1.2M +17% 12k 101.19
Sofi Technologies (SOFI) 0.2 $1.2M +136% 130k 9.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.2M NEW 15k 83.33
Abbott Laboratories (ABT) 0.2 $1.2M -15% 10k 118.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 3.4k 346.86
Essential Utils (WTRG) 0.2 $1.2M -7% 23k 51.12
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $1.1M NEW 23k 49.78
NVIDIA Corporation (NVDA) 0.2 $1.1M -3% 4.1k 272.99
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $1.1M 34k 32.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.1M 6.5k 165.98
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $1.1M +10% 21k 52.42
Chevron Corporation (CVX) 0.2 $1.1M 6.6k 162.83
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.0M +62% 9.9k 104.96
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.0M 42k 24.64
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.0M 9.9k 103.01
Social Capital Hedosopha Hld Shs Cl A (IPOF) 0.1 $1.0M +33% 100k 10.10
Social Capital Hedosopha Hld Shs Cl A (IPOD) 0.1 $999k +33% 100k 9.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $996k -5% 6.7k 149.62
Union Pacific Corporation (UNP) 0.1 $985k +28% 3.6k 273.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $972k -12% 12k 79.54
Public Service Enterprise (PEG) 0.1 $963k +21% 14k 70.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $947k -54% 34k 27.76
McDonald's Corporation (MCD) 0.1 $933k +4% 3.8k 247.22
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $932k 18k 50.60
Ark Etf Tr Fintech Innova (ARKF) 0.1 $923k -23% 32k 29.06
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.1 $922k -8% 4.5k 203.85
salesforce (CRM) 0.1 $919k -13% 4.3k 212.19
FedEx Corporation (FDX) 0.1 $895k +79% 3.9k 231.33
Novartis Sponsored Adr (NVS) 0.1 $865k -18% 9.9k 87.70
Diageo Spon Adr New (DEO) 0.1 $863k 4.2k 203.15
PNC Financial Services (PNC) 0.1 $862k 4.7k 184.54
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $854k -29% 24k 35.38
Ishares Tr Broad Usd High (USHY) 0.1 $852k NEW 22k 38.87
American Water Works (AWK) 0.1 $852k -4% 5.1k 165.47
Wal-Mart Stores (WMT) 0.1 $817k -7% 5.5k 148.92
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $815k +108% 39k 21.08
Strategy Ns 7handl Idx (HNDL) 0.1 $808k NEW 34k 24.11
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $796k -4% 21k 38.04
PPL Corporation (PPL) 0.1 $796k 28k 28.55
Mastercard Incorporated Cl A (MA) 0.1 $794k +11% 2.2k 357.18
Global X Fds Conscious Cos (KRMA) 0.1 $790k -3% 24k 32.42
Automatic Data Processing (ADP) 0.1 $788k -78% 3.5k 227.68
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $769k -85% 30k 25.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $764k +126% 14k 53.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $763k -25% 3.7k 205.16
Air Products & Chemicals (APD) 0.1 $741k +24% 3.0k 249.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $732k -2% 1.8k 414.97
Oracle Corporation (ORCL) 0.1 $731k +23% 8.8k 82.73
Starbucks Corporation (SBUX) 0.1 $709k -23% 7.8k 91.01
Corning Incorporated (GLW) 0.1 $705k +72% 19k 36.89
Lockheed Martin Corporation (LMT) 0.1 $676k -6% 1.5k 441.54
Proshares Tr Pet Care Etf (PAWZ) 0.1 $673k 10k 66.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $666k -85% 5.5k 120.89
Travelcenters Of America Com New (TA) 0.1 $655k NEW 29k 22.82
Dominion Resources (D) 0.1 $648k +11% 7.6k 84.94
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $627k -81% 36k 17.65
Amgen (AMGN) 0.1 $626k 2.6k 241.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $624k +99% 13k 47.37
Ishares Tr Esg Aware Msci (ESML) 0.1 $612k -14% 16k 38.03
Invesco Exchange Traded Fd T S&p500 Eql Fin (RYF) 0.1 $607k -5% 9.5k 63.64
CSX Corporation (CSX) 0.1 $603k +106% 16k 37.42
Berkshire Grey Com Cl A (BGRY) 0.1 $576k +100% 200k 2.88
Nike CL B (NKE) 0.1 $575k +115% 4.3k 134.53
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $571k -12% 5.9k 96.78
Cisco Systems (CSCO) 0.1 $564k 10k 55.68
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $563k +9% 12k 48.08
Paccar (PCAR) 0.1 $560k +2% 6.4k 88.06
Bristol Myers Squibb (BMY) 0.1 $559k -2% 7.7k 73.04
L3harris Technologies (LHX) 0.1 $551k +29% 2.2k 248.65
Eli Lilly & Co. (LLY) 0.1 $534k NEW 1.9k 286.63
UnitedHealth (UNH) 0.1 $528k +8% 1.0k 509.65
Aon Shs Cl A (AON) 0.1 $527k NEW 1.6k 325.71
National Grid Sponsored Adr Ne (NGG) 0.1 $513k 6.7k 76.81
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $500k 4.8k 104.34
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $497k -11% 8.2k 60.72
Tyson Foods Cl A (TSN) 0.1 $492k +2% 5.5k 89.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $488k -3% 4.8k 101.37
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $477k 10k 47.70
Mondelez Intl Cl A (MDLZ) 0.1 $475k +24% 7.6k 62.83
Toronto Dominion Bk Ont Com New (TD) 0.1 $463k 5.8k 79.34
Expedia Group Com New (EXPE) 0.1 $452k NEW 2.3k 195.76
Lowe's Companies (LOW) 0.1 $451k -17% 2.2k 202.15
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $450k 1.7k 263.77
Honeywell International (HON) 0.1 $448k NEW 2.3k 194.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $444k -7% 3.5k 128.25
3M Company (MMM) 0.1 $443k -31% 3.0k 149.21
At&t (T) 0.1 $440k -18% 19k 23.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $435k -6% 1.6k 268.52
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $431k -29% 11k 40.01
Vistra Energy (VST) 0.1 $426k NEW 18k 23.25
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $424k -11% 17k 25.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $422k -51% 5.1k 82.34
Palo Alto Networks (PANW) 0.1 $420k -23% 675.00 622.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $418k 2.0k 212.51
General Mills (GIS) 0.1 $416k +7% 6.1k 67.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $410k NEW 3.1k 132.09
Philip Morris International (PM) 0.1 $409k -4% 4.4k 93.98
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $408k NEW 12k 33.35
Raytheon Technologies Corp (RTX) 0.1 $402k 4.1k 99.16
Ishares Tr Msci Eafe Etf (EFA) 0.1 $401k +65% 5.5k 73.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $391k -21% 4.5k 86.03
Canadian Natural Resources (CNQ) 0.1 $387k -48% 6.2k 62.02
American Electric Power Company (AEP) 0.1 $386k +11% 3.9k 99.79
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $381k +15% 5.0k 75.90
Ishares Esg Awr Msci Em (ESGE) 0.1 $373k -10% 10k 36.74
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $370k +22% 888.00 416.67
Ishares Tr Core S&p500 Etf (IVV) 0.1 $369k -9% 813.00 453.87
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $368k NEW 9.6k 38.31
Investment Managers Ser Tr I Axs Change Finan 0.1 $361k NEW 12k 31.40
BlackRock (BLK) 0.1 $356k -10% 466.00 763.95
Target Corporation (TGT) 0.1 $356k +2% 1.7k 212.16
Glaxosmithkline Sponsored Adr (GSK) 0.1 $352k -6% 8.1k 43.59
Ishares Tr Residential Mult (REZ) 0.1 $350k 3.7k 95.89
Central Securities (CET) 0.1 $349k 8.4k 41.41
Block Cl A (SQ) 0.1 $349k -6% 2.6k 135.69
Unilever Spon Adr New (UL) 0.1 $349k -32% 7.7k 45.54
Paramount Global Class B Com (PARA) 0.0 $346k NEW 9.1k 37.84
South Jersey Industries (SJI) 0.0 $345k 10k 34.52
Tidal Etf Tr Leatherback Lng (LBAY) 0.0 $343k NEW 13k 27.47
Consolidated Edison (ED) 0.0 $343k NEW 3.6k 94.62
Alliant Energy Corporation (LNT) 0.0 $342k -10% 5.5k 62.55
Allegheny Technologies Incorporated (ATI) 0.0 $342k NEW 13k 26.88
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $338k -86% 7.0k 48.36
Fmc Corp Com New (FMC) 0.0 $338k NEW 2.6k 131.62
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.0 $337k NEW 13k 26.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $332k -4% 4.4k 76.30
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $331k NEW 3.9k 85.62
Intuit (INTU) 0.0 $328k +10% 682.00 480.94
Altria (MO) 0.0 $326k -5% 6.2k 52.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $320k -12% 2.9k 108.51
Netflix (NFLX) 0.0 $319k +27% 852.00 374.41
Edwards Lifesciences (EW) 0.0 $318k 2.7k 117.78
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $317k 2.0k 158.50
Chubb (CB) 0.0 $310k 1.4k 214.09
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $307k -10% 3.5k 88.14
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $306k NEW 3.2k 96.26
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $305k -26% 3.1k 97.76
Quanta Services (PWR) 0.0 $301k NEW 2.3k 131.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $299k +5% 2.8k 105.62
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $297k -38% 5.2k 56.60
Southern Company (SO) 0.0 $296k NEW 4.1k 72.58
Ishares Tr S&p 100 Etf (OEF) 0.0 $289k -34% 1.4k 208.66
Novo-nordisk A S Adr (NVO) 0.0 $287k 2.6k 111.07
Scholastic Corporation (SCHL) 0.0 $286k NEW 7.1k 40.33
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $285k +26% 7.2k 39.71
American Express Company (AXP) 0.0 $285k -6% 1.5k 186.76
AFLAC Incorporated (AFL) 0.0 $284k 4.4k 64.50
American Tower Reit (AMT) 0.0 $284k -57% 1.1k 251.33
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $281k 2.0k 143.95
Amdocs SHS (DOX) 0.0 $280k NEW 3.4k 82.35
TJX Companies (TJX) 0.0 $279k +2% 4.6k 60.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $279k -6% 2.8k 101.23
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $278k NEW 9.7k 28.78
Broadcom (AVGO) 0.0 $273k -4% 434.00 629.03
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $272k -3% 1.7k 161.33
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $270k 1.5k 180.00
Nortonlifelock (NLOK) 0.0 $270k NEW 10k 26.54
Hershey Company (HSY) 0.0 $268k NEW 1.2k 216.30
Vanguard World Fds Health Car Etf (VHT) 0.0 $268k 1.1k 254.51
Abiomed (ABMD) 0.0 $265k 800.00 331.25
Agf Invts Tr Agfiq Us Mk Anti (BTAL) 0.0 $264k NEW 14k 18.34
Enterprise Products Partners (EPD) 0.0 $257k 9.9k 25.85
Clorox Company (CLX) 0.0 $255k 1.8k 138.74
Shopify Cl A (SHOP) 0.0 $254k 376.00 675.53
Western Digital (WDC) 0.0 $252k NEW 5.1k 49.62
Juniper Networks (JNPR) 0.0 $251k -29% 6.8k 37.10
Metropcs Communications (TMUS) 0.0 $251k NEW 2.0k 128.59
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $249k NEW 3.7k 67.19
Paypal Holdings (PYPL) 0.0 $247k -35% 2.1k 115.80
Markel Corporation (MKL) 0.0 $246k -34% 167.00 1473.05
Charles Schwab Corporation (SCHW) 0.0 $240k -17% 2.8k 84.48
Motorola Solutions Com New (MSI) 0.0 $240k NEW 991.00 242.18
Kkr & Co (KKR) 0.0 $238k 4.1k 58.53
Us Bancorp Del Com New (USB) 0.0 $236k 4.4k 53.15
Thermo Fisher Scientific (TMO) 0.0 $236k NEW 400.00 590.00
Vanguard World Fds Financials Etf (VFH) 0.0 $235k -13% 2.5k 93.55
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $235k +13% 6.6k 35.67
Boeing Company (BA) 0.0 $233k -33% 1.2k 191.45
Ishares Tr Core Msci Euro (IEUR) 0.0 $231k -90% 4.3k 53.34
Ishares Gold Tr Ishares New (IAU) 0.0 $229k NEW 6.2k 36.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $227k -44% 886.00 256.21
Adobe Systems Incorporated (ADBE) 0.0 $227k -56% 498.00 455.82
Zoetis Cl A (ZTS) 0.0 $227k -49% 1.2k 188.38
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $226k -6% 3.9k 58.59
Dollar General (DG) 0.0 $226k -2% 1.0k 222.22
Astrazeneca Sponsored Adr (AZN) 0.0 $224k -2% 3.4k 66.43
Marriott Intl Cl A (MAR) 0.0 $217k NEW 1.2k 175.71
Cigna Corp (CI) 0.0 $217k NEW 904.00 240.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $215k NEW 2.6k 82.95
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $212k NEW 3.5k 60.09
FirstEnergy (FE) 0.0 $211k NEW 4.6k 45.80
Servicenow (NOW) 0.0 $211k -34% 378.00 558.20
General Electric Com New (GE) 0.0 $211k -53% 2.3k 91.54
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $205k +7% 7.1k 28.91
Tetra Tech (TTEK) 0.0 $205k NEW 1.2k 164.66
Ishares Core Msci Emkt (IEMG) 0.0 $204k -13% 3.7k 55.56
Ishares Tr Rus 1000 Etf (IWB) 0.0 $204k -32% 815.00 250.31
Kraneshares Tr Global Carb Stra (KRBN) 0.0 $200k -25% 4.3k 46.71
Moneygram Intl Com New (MGI) 0.0 $190k NEW 18k 10.55
Republic First Ban (FRBK) 0.0 $106k +32% 21k 5.17
Opko Health (OPK) 0.0 $100k 29k 3.42
Sundial Growers (SNDL) 0.0 $12k +59% 18k 0.69

Past Filings by Financial Architects

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

View all past filings