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Size ($ in 1000's)
At 03/31/2024: $144,463 At 12/31/2023: $126,917
Financial Architects LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Architects LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Financial Architects LLC top holdings by largest position size, as per the latest 13f filing made by Financial Architects LLC.
In the Financial Architects LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Architects LLC in that top holding, then the share count change between reporting periods, and finally the Financial Architects LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
554,133 |
+71,925 |
$28,904 | SCHP | 554,133 | +71,925 | $28,904 | VANGUARD INDEX FDS (VTI) |
97,018 |
+65 |
$25,215 | VTI | 97,018 | +65 | $25,215 | VANGUARD BD INDEX FDS (BND) |
187,615 |
+22,850 |
$13,626 | BND | 187,615 | +22,850 | $13,626 | VANGUARD CHARLOTTE FDS (BNDX) |
252,165 |
+40,865 |
$12,404 | BNDX | 252,165 | +40,865 | $12,404 | GOLDMAN SACHS ETF TR (GSSC) |
163,385 |
+10,160 |
$10,710 | GSSC | 163,385 | +10,160 | $10,710 | DIMENSIONAL ETF TRUST (DFSV) |
267,505 |
+23,960 |
$8,052 | DFSV | 267,505 | +23,960 | $8,052 | ISHARES TR (MTUM) |
41,115 |
-1,560 |
$7,703 | MTUM | 41,115 | -1,560 | $7,703 | ISHARES INC (EUSA) |
84,409 |
+2,800 |
$7,680 | EUSA | 84,409 | +2,800 | $7,680 | DIMENSIONAL ETF TRUST (DISV) |
236,045 |
+29,025 |
$6,418 | DISV | 236,045 | +29,025 | $6,418 | DIMENSIONAL ETF TRUST (DFEV) |
234,380 |
+32,210 |
$6,085 | DFEV | 234,380 | +32,210 | $6,085 | VANGUARD STAR FDS (VXUS) |
73,310 |
+5,545 |
$4,421 | VXUS | 73,310 | +5,545 | $4,421 | VANECK ETF TRUST (HYEM) |
221,736 |
+9,400 |
$4,231 | HYEM | 221,736 | +9,400 | $4,231 | SPDR SER TR (SPHY) |
179,030 |
+10,500 |
$4,200 | SPHY | 179,030 | +10,500 | $4,200 | VANGUARD MUN BD FDS (VTEB) |
24,485 |
-4,960 |
$1,239 | VTEB | 24,485 | -4,960 | $1,239 | ISHARES TR (ITOT) |
5,500 |
UNCH |
$634 | ITOT | 5,500 | UNCH | $634 | APPLE INC |
3,430 |
+3,430 |
$588 | AAPL | 3,430 | +3,430 | $588 | SPDR SER TR (BIL) |
4,245 |
+50 |
$390 | BIL | 4,245 | +50 | $390 | ISHARES TR (SHV) |
3,510 |
UNCH |
$388 | SHV | 3,510 | UNCH | $388 | SCHWAB STRATEGIC TR |
8,025 |
+100 |
$387 | SCHO | 8,025 | +100 | $387 | VANGUARD MALVERN FDS (VTIP) |
8,090 |
+60 |
$387 | VTIP | 8,090 | +60 | $387 | WELLS FARGO CO NEW |
5,002 |
+5,002 |
$290 | WFC | 5,002 | +5,002 | $290 | BANK AMERICA CORP |
7,100 |
+7,100 |
$269 | BAC | 7,100 | +7,100 | $269 |
See Full List: All Stocks Held By Financial Architects LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Architects LLC
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