Financial & Tax Architects

Financial & Tax Architects as of March 31, 2025

Portfolio Holdings for Financial & Tax Architects

Financial & Tax Architects holds 101 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.2 $21M 37k 559.39
Abrdn Etfs Bbrg All Comd K1 (BCI) 5.0 $20M 931k 21.46
Ishares Tr Msci Eafe Etf (EFA) 4.7 $19M 227k 81.73
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.6 $18M 193k 95.37
Ishares Tr Cre U S Reit Etf (USRT) 4.5 $18M 309k 57.60
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $15M 154k 98.92
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.3 $13M 292k 45.65
Proshares Tr S&p 500 Dv Arist (NOBL) 3.3 $13M 128k 102.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $10M 129k 78.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $9.9M 19k 533.49
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.3 $9.2M 121k 76.62
Abbvie (ABBV) 1.9 $7.7M 37k 209.52
International Business Machines (IBM) 1.9 $7.6M 31k 248.66
Abbott Laboratories (ABT) 1.9 $7.5M 57k 132.65
Coca-Cola Company (KO) 1.8 $7.4M 103k 71.62
McDonald's Corporation (MCD) 1.8 $7.3M 23k 312.37
Chevron Corporation (CVX) 1.8 $7.2M 43k 167.29
S&p Global (SPGI) 1.8 $7.1M 14k 508.10
Automatic Data Processing (ADP) 1.8 $7.1M 23k 305.53
Johnson & Johnson (JNJ) 1.8 $7.1M 43k 165.84
Exxon Mobil Corporation (XOM) 1.8 $7.1M 59k 118.93
Wal-Mart Stores (WMT) 1.8 $7.1M 80k 87.79
Medtronic SHS (MDT) 1.7 $6.9M 77k 89.86
Procter & Gamble Company (PG) 1.7 $6.7M 40k 170.42
Sherwin-Williams Company (SHW) 1.7 $6.6M 19k 349.19
Ishares Tr Tips Bd Etf (TIP) 1.6 $6.5M 59k 111.09
Lowe's Companies (LOW) 1.6 $6.4M 28k 233.23
Nextera Energy (NEE) 1.6 $6.4M 90k 70.89
Pepsi (PEP) 1.6 $6.3M 42k 149.94
Cintas Corporation (CTAS) 1.6 $6.2M 30k 205.53
Illinois Tool Works (ITW) 1.5 $6.2M 25k 248.01
Ecolab (ECL) 1.4 $5.6M 22k 253.52
Spdr Ser Tr Bloomberg High Y (JNK) 1.2 $4.9M 51k 95.30
NVIDIA Corporation (NVDA) 1.0 $3.9M 36k 108.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $3.7M 47k 78.89
Ishares Tr Broad Usd High (USHY) 0.9 $3.5M 96k 36.81
Pimco Etf Tr 0-5 High Yield (HYS) 0.9 $3.4M 37k 93.66
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.9 $3.4M 120k 28.58
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $3.1M 31k 100.18
Ishares Gold Tr Ishares New (IAU) 0.8 $3.1M 53k 58.96
Apple (AAPL) 0.7 $3.0M 13k 222.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.6M 29k 90.54
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $2.5M 27k 91.73
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $2.4M 96k 24.86
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $2.3M 23k 103.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M 8.2k 274.85
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.5 $2.1M 23k 90.77
Microsoft Corporation (MSFT) 0.5 $2.1M 5.5k 375.37
Ishares Tr Msci Usa Value (VLUE) 0.5 $2.0M 19k 106.65
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $1.5M 52k 29.82
Amazon (AMZN) 0.4 $1.5M 8.0k 190.26
Costco Wholesale Corporation (COST) 0.4 $1.5M 1.6k 946.06
Netflix (NFLX) 0.4 $1.5M 1.6k 932.53
Meta Platforms Cl A (META) 0.4 $1.5M 2.6k 576.39
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 8.6k 156.22
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.3M 1.9k 662.64
Broadcom (AVGO) 0.3 $1.2M 7.2k 167.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.1M 14k 74.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $967k 12k 78.85
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $887k 35k 25.54
Select Sector Spdr Tr Financial (XLF) 0.2 $864k 17k 49.81
Select Sector Spdr Tr Energy (XLE) 0.2 $857k 9.2k 93.45
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $854k 11k 81.67
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $830k 8.7k 95.75
Select Sector Spdr Tr Indl (XLI) 0.2 $828k 6.3k 131.07
Spdr Gold Tr Gold Shs (GLD) 0.2 $803k 2.8k 288.14
Vanguard World Comm Srvc Etf (VOX) 0.2 $799k 5.4k 148.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $798k 5.5k 146.01
Select Sector Spdr Tr Technology (XLK) 0.2 $780k 3.8k 206.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $776k 3.9k 197.46
Ishares Msci Singpor Etf (EWS) 0.2 $763k 32k 23.76
Ishares Tr Core S&p500 Etf (IVV) 0.2 $753k 1.3k 561.72
British Amern Tob Sponsored Adr (BTI) 0.2 $714k 17k 41.37
Chubb (CB) 0.2 $707k 2.3k 302.04
Sanofi Sponsored Adr (SNY) 0.2 $696k 13k 55.46
Sap Se Spon Adr (SAP) 0.2 $685k 2.6k 268.46
Linde SHS (LIN) 0.2 $680k 1.5k 465.65
Unilever Spon Adr New (UL) 0.2 $676k 11k 59.55
Novartis Sponsored Adr (NVS) 0.2 $672k 6.0k 111.48
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $668k 8.3k 80.65
Amcor Ord (AMCR) 0.2 $617k 64k 9.70
Pentair SHS (PNR) 0.1 $590k 6.7k 87.47
Infosys Sponsored Adr (INFY) 0.1 $570k 31k 18.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $529k 10k 50.83
Ishares Tr Core Msci Eafe (IEFA) 0.1 $524k 6.9k 75.65
Caterpillar (CAT) 0.1 $483k 1.5k 329.91
Ishares Msci Mly Etf New (EWM) 0.1 $460k 20k 23.08
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $457k 9.1k 50.12
UnitedHealth (UNH) 0.1 $455k 869.00 523.75
Vanguard Index Fds Small Cp Etf (VB) 0.1 $442k 2.0k 221.76
Colgate-Palmolive Company (CL) 0.1 $358k 3.8k 93.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $357k 4.6k 78.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $348k 742.00 468.90
Bank of America Corporation (BAC) 0.1 $343k 8.2k 41.73
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $343k 11k 30.14
Vanguard World Energy Etf (VDE) 0.1 $300k 2.3k 129.71
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $245k 3.8k 64.05
Mastercard Incorporated Cl A (MA) 0.1 $239k 436.00 548.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $238k 920.00 258.52
At&t (T) 0.1 $205k 7.2k 28.28
Nuveen Floating Rate Income Fund (JFR) 0.0 $159k 19k 8.47