Financial & Tax Architects

Financial & Tax Architects as of March 31, 2026

Portfolio Holdings for Financial & Tax Architects

Financial & Tax Architects holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 5.8 $26M 81k 320.81
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 5.1 $23M 942k 24.29
Ishares Msci Eafe Etf Etf (EFA) 4.6 $20M 210k 97.13
Ishares Core U.s. Reit Etf Etf (USRT) 4.3 $19M 327k 59.19
State Street Spdr S&p 500 Etf Etf (SPY) 4.3 $19M 30k 650.34
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 4.2 $19M 199k 95.44
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 2.3 $10M 103k 99.27
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) 2.1 $9.6M 105k 91.52
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 2.1 $9.4M 188k 49.95
Exxon Mobil Corp Stock (XOM) 2.0 $9.1M 54k 169.66
Chevron Corporation Stock (CVX) 2.0 $9.0M 44k 206.90
Walmart Stock (WMT) 2.0 $8.9M 72k 124.28
Nextera Energy Stock (NEE) 1.8 $8.1M 87k 92.88
Johnson & Johnson Stock (JNJ) 1.8 $8.0M 33k 244.44
Caterpillar Stock (CAT) 1.7 $7.7M 11k 708.45
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 1.7 $7.6M 72k 106.01
Coca Cola Stock (KO) 1.7 $7.5M 98k 76.05
International Business Machs Stock (IBM) 1.6 $7.4M 31k 242.39
Abbvie Stock (ABBV) 1.6 $7.3M 34k 217.49
Vanguard Russell 2000 Etf Etf (VTWO) 1.6 $7.3M 73k 100.17
General Dynamics Corp Stock (GD) 1.6 $7.2M 21k 343.22
Pepsico Stock (PEP) 1.6 $7.2M 46k 155.29
Mcdonalds Corp Stock (MCD) 1.6 $7.1M 23k 310.79
Lowes Cos Stock (LOW) 1.5 $6.7M 29k 236.28
Procter & Gamble Stock (PG) 1.5 $6.7M 46k 144.44
S&p Global Stock (SPGI) 1.5 $6.7M 16k 425.35
Abbott Laboratories Stock (ABT) 1.5 $6.6M 64k 102.67
Medtronic Stock (MDT) 1.4 $6.5M 75k 86.65
Sherwin Williams Stock (SHW) 1.4 $6.4M 20k 320.55
Automatic Data Processing Stock (ADP) 1.4 $6.4M 32k 203.18
Nvidia Corporation Stock (NVDA) 1.4 $6.1M 35k 174.40
Ecolab Stock (ECL) 1.3 $5.8M 22k 266.02
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY) 1.1 $4.8M 232k 20.90
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 1.1 $4.7M 7.7k 616.77
Spdr Gold Shares Etf (GLD) 1.0 $4.6M 11k 430.29
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.0 $4.3M 68k 64.08
Access Treasury 0-1 Year Etf Etf (GBIL) 1.0 $4.3M 43k 100.19
Apple Stock (AAPL) 0.9 $4.3M 17k 253.79
Ishares Tips Bond Etf Etf (TIP) 0.9 $4.2M 38k 110.36
Ishares Gold Trust Etf (IAU) 0.9 $4.2M 48k 88.16
Ishares Msci Emerging Markets Etf Etf (EEM) 0.9 $4.2M 73k 56.79
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.9 $4.1M 165k 24.91
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.9 $4.0M 40k 100.72
Vanguard Real Estate Etf Etf (VNQ) 0.9 $4.0M 45k 88.70
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.9 $3.8M 104k 36.84
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.8 $3.8M 47k 79.56
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) 0.8 $3.7M 40k 93.27
Microsoft Corp Stock (MSFT) 0.7 $3.3M 8.8k 370.16
Netflix Stock (NFLX) 0.6 $2.5M 26k 96.15
Ishares Msci Spain Etf Etf (EWP) 0.6 $2.5M 46k 54.31
Costco Wholesale Corporation Stock (COST) 0.5 $2.4M 2.4k 996.46
Amazon Stock (AMZN) 0.5 $2.3M 11k 208.26
Asml Hldg Nv N Y Registry Adr (ASML) 0.5 $2.3M 1.7k 1320.83
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.3M 7.9k 286.84
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.5 $2.3M 16k 142.19
Broadcom Stock (AVGO) 0.5 $2.1M 6.9k 309.53
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.4 $2.0M 19k 103.43
Meta Platforms Inc Cl A Stock (META) 0.4 $2.0M 3.5k 572.19
Vanguard Ftse Pacific Etf Etf (VPL) 0.4 $1.8M 18k 97.73
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX) 0.4 $1.6M 82k 19.19
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.3 $1.6M 26k 61.26
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.3 $1.4M 31k 45.89
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.3 $1.3M 27k 49.97
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.3 $1.3M 50k 25.62
Invesco Nasdaq 100 Etf Etf (QQQM) 0.3 $1.3M 5.4k 237.60
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.3 $1.2M 8.4k 146.61
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.3 $1.2M 28k 44.62
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.3 $1.2M 7.5k 161.73
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.3 $1.2M 15k 81.98
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.3 $1.2M 8.8k 132.90
Vanguard Communication Services Etf Etf (VOX) 0.3 $1.2M 6.5k 179.84
Ishares U.s. Real Estate Etf Etf (IYR) 0.3 $1.2M 12k 94.56
Vaneck Merk Gold Etf Etf (OUNZ) 0.3 $1.1M 25k 45.05
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $1.1M 10k 108.98
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $955k 10k 91.64
Autozone Stock (AZO) 0.2 $743k 220.00 3377.78
Enbridge Stock (ENB) 0.1 $646k 12k 54.14
Vodafone Group Adr (VOD) 0.1 $638k 43k 15.02
Novartis Adr (NVS) 0.1 $632k 4.1k 152.74
British Amern Tob Adr (BTI) 0.1 $627k 11k 58.47
Toronto Dominion Bk Ont Stock (TD) 0.1 $623k 6.7k 93.31
State Street Spdr S&p Global Natural Resources Etf Etf (GNR) 0.1 $620k 8.3k 74.67
Emerson Elec Stock (EMR) 0.1 $614k 4.7k 131.01
Vanguard Total Bond Market Etf Etf (BND) 0.1 $612k 8.3k 73.64
Ishares Global Infrastructure Etf Etf (IGF) 0.1 $606k 9.1k 67.00
Sun Life Financial Stock (SLF) 0.1 $562k 9.0k 62.56
Te Connectivity Plc Ord Stock (TEL) 0.1 $554k 2.6k 209.02
Royal Bk Cda Stock (RY) 0.1 $519k 3.2k 161.78
Manulife Finl Corp Stock (MFC) 0.1 $515k 15k 34.44
Toyota Motor Corp Ads Adr (TM) 0.1 $510k 2.5k 206.09
Vanguard Energy Etf Etf (VDE) 0.1 $458k 2.6k 173.04
Powershares Qqq Trust Series 1 Etf (QQQ) 0.1 $453k 784.00 577.33
Ishares Msci Uae Etf Etf (UAE) 0.1 $391k 21k 18.65
Bank Of Amer Corp Stock (BAC) 0.1 $375k 7.7k 48.75
Vaneck Agribusiness Etf Etf (MOO) 0.1 $350k 4.1k 84.50
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $322k 6.4k 50.34
Interdigital Stock (IDCC) 0.1 $322k 1.1k 302.00
Shell Plc Spon Ads Adr (SHEL) 0.1 $309k 3.3k 93.00
Tesla Stock (TSLA) 0.1 $279k 750.00 371.75
Vanguard Total World Stock Etf Etf (VT) 0.1 $262k 1.9k 138.33
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $261k 612.00 426.51
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.1 $248k 2.7k 92.69
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $247k 2.7k 90.53
Unitedhealth Group Stock (UNH) 0.1 $247k 914.00 270.59
Advanced Micro Devices Stock (AMD) 0.1 $235k 1.2k 203.43
Applied Matls Stock (AMAT) 0.0 $215k 630.00 341.95
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $210k 2.1k 97.91
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $202k 943.00 213.67