Financial Architects

Financial Architects as of Dec. 31, 2024

Portfolio Holdings for Financial Architects

Financial Architects holds 22 positions in its portfolio as reported in the December 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 1.2M 25.83
Vanguard Index Fds Total Stk Mkt (VTI) 17.5 $27M 95k 289.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.8 $15M 213k 71.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.9 $14M 282k 49.05
Goldman Sachs Etf Tr Activebeta Us (GSSC) 7.1 $11M 160k 69.13
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.3 $8.3M 268k 30.78
Ishares Tr Msci Usa Mmentm (MTUM) 4.8 $7.4M 36k 206.92
Ishares Msci Equal Weite (EUSA) 4.7 $7.3M 77k 95.36
Dimensional Etf Trust Intl Small Cap V (DISV) 4.3 $6.7M 251k 26.57
Dimensional Etf Trust Emerging Mkts Va (DFEV) 4.2 $6.5M 248k 26.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.0 $4.7M 79k 58.93
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 3.0 $4.6M 238k 19.47
Spdr Ser Tr Portfli High Yld (SPHY) 3.0 $4.6M 197k 23.47
Assurant (AIZ) 1.6 $2.4M 11k 213.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.5M 29k 50.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $707k 5.5k 128.62
Apple (AAPL) 0.4 $637k 2.5k 250.42
Ishares Tr Tips Bd Etf (TIP) 0.4 $554k 5.2k 106.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $326k 6.7k 48.42
Ishares Tr Short Treas Bd (SHV) 0.2 $325k 3.0k 110.11
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $325k 3.6k 91.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $324k 14k 24.06