Financial Architects

Financial Architects as of March 31, 2025

Portfolio Holdings for Financial Architects

Financial Architects holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 20.8 $33M 1.2M 26.89
Vanguard Index Fds Total Stk Mkt (VTI) 16.9 $27M 96k 274.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.1 $16M 215k 73.45
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.9 $14M 284k 48.82
Goldman Sachs Etf Tr Activebeta Us (GSSC) 7.1 $11M 175k 63.43
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.5 $8.7M 309k 28.15
Ishares Msci Equal Weite (EUSA) 4.8 $7.6M 81k 93.59
Ishares Tr Msci Usa Mmentm (MTUM) 4.7 $7.4M 37k 202.13
Dimensional Etf Trust Intl Small Cap V (DISV) 4.5 $7.1M 244k 29.12
Dimensional Etf Trust Emerging Mkts Va (DFEV) 4.4 $6.9M 254k 27.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $4.9M 79k 62.10
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 3.0 $4.7M 242k 19.65
Spdr Ser Tr Portfli High Yld (SPHY) 3.0 $4.7M 201k 23.42
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.9M 38k 49.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $671k 5.5k 122.01
Ishares Tr Tips Bd Etf (TIP) 0.4 $554k 5.0k 111.09
Apple (AAPL) 0.3 $514k 2.3k 222.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $326k 13k 24.34
Ishares Tr Short Treas Bd (SHV) 0.2 $325k 2.9k 110.46
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $325k 3.5k 91.73
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $324k 4.3k 75.44