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Financial Architects

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

Top 5 stock holdings are SCHP, VTI, BND, BNDX, GSSC, and represent 63.62% of Financial Architects's stock portfolio.
Added to shares of these 10 stocks: SCHP, BND, BNDX, SPHY, DFSV, HYEM, VTEB, VTI, TIP, DFEV.
Reduced shares in these 6 stocks: MTUM, EUSA, AAPL, VXUS, SCHO, GSSC.
Financial Architects was a net buyer of stock by $553k.
Financial Architects has $155M in assets under management (AUM), dropping by 5.49%.
Central Index Key (CIK): 0002008540

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Portfolio Holdings for Financial Architects

Financial Architects holds 21 positions in its portfolio as reported in the September 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	$31M		579k	53.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	17.5	$27M		96k	283.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.8	$15M		202k	75.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.9	$14M		275k	50.28	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	7.5	$12M		167k	69.35	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.6	$8.6M		280k	30.80	View chart
Ishares Msci Equal Weite (EUSA)	5.0	$7.8M		81k	95.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.9	$7.5M	-5%	37k	202.76	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.5	$7.0M		241k	29.06	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.4	$6.8M		239k	28.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.1	$4.8M		74k	64.74	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	3.0	$4.6M		231k	19.89	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	2.9	$4.6M		190k	24.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.4M	+4%	28k	51.12	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$722k	+3%	6.5k	110.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$691k		5.5k	125.62	View chart
Apple (AAPL)	0.4	$633k	-14%	2.7k	233.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$332k		6.7k	49.31	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$327k		3.0k	110.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$326k		3.6k	91.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$315k	-4%	6.4k	48.98	View chart

Past Filings by Financial Architects

SEC 13F filings are viewable for Financial Architects going back to 2023

Financial Architects 2024 Q3 filed Oct. 23, 2024
Financial Architects 2024 Q2 filed July 16, 2024
Financial Architects 2024 Q1 filed April 25, 2024
Financial Architects 2023 Q4 filed Jan. 29, 2024

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