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 62.89% of Financial Architects's stock portfolio.
- Added to shares of these 10 stocks: SCHP, BNDX, BND, DFEV, DISV, DFSV, GSSC, AAPL, VXUS, WFC.
- Started 4 new stock positions in TIP, BAC, AAPL, WFC.
- Reduced shares in these 2 stocks: MTUM, VTEB.
- Financial Architects was a net buyer of stock by $12M.
- Financial Architects has $145M in assets under management (AUM), dropping by 13.82%.
- Central Index Key (CIK): 0002008540
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Financial Architects holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Financial Architects
SEC 13F filings are viewable for Financial Architects going back to 2023
- Financial Architects 2024 Q1 filed April 25, 2024
- Financial Architects 2023 Q4 filed Jan. 29, 2024