The Analysis of Financial Architects, LLC's Holdings
Currently, Financial Architects, LLC holds 30 types of securities in its portfolio with a total value $185.9M. In the most recent quarter, they have increased their positions in VGIT (+180.3K shares, valued at $10.8M), SCHP (+105.3K shares, valued at $2.8M), BNDX (+24.8K shares, valued at $1.2M); decreased their positions in VTI (-1.5K shares, valued at $508.6K), AAPL (-81 shares, valued at $22.0K); initiated new positions in VGIT (+180.3K shares, valued at $10.8M), TIP (+5.5K shares, valued at $599.0K), HD (+1.3K shares, valued at $461.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHP SCHWAB STRATEGIC TR1.4M shares7.93%2025-12-312026-01-21
VTI VANGUARD INDEX FDS80.8K shares-1.84%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS250.0K shares6.40%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS343.0K shares7.80%2025-12-312026-01-21 GSSC GOLDMAN SACHS ETF TR176.8K shares2.41%2025-12-312026-01-21 VGIT VANGUARD SCOTTSDALE FDS180.3K sharesnew addition2025-12-312026-01-21 DFSV DIMENSIONAL ETF TRUST321.0K shares5.46%2025-12-312026-01-21 DISV DIMENSIONAL ETF TRUST247.5K shares1.72%2025-12-312026-01-21 DFEV DIMENSIONAL ETF TRUST265.8K shares2.20%2025-12-312026-01-21 MTUM ISHARES TR32.8K shares2.67%2025-12-312026-01-21 EUSA ISHARES INC76.8K shares6.25%2025-12-312026-01-21 VXUS VANGUARD STAR FDS73.3K shares1.51%2025-12-312026-01-21 ITOT ISHARES TR15.3K shares0.00%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS31.7K shares1.00%2025-12-312026-01-21 AVUV AMERICAN CENTY ETF TR10.8K shares0.00%2025-12-312026-01-21 FNDA SCHWAB STRATEGIC TR28.2K shares9.29%2025-12-312026-01-21 TIP ISHARES TR5.5K sharesnew addition2025-12-312026-01-21 AAPL APPLE INC1.8K shares-4.34%2025-12-312026-01-21 SPMO INVESCO EXCH TRADED FD TR II3.9K shares0.00%2025-12-312026-01-21 HD HOME DEPOT INC1.3K sharesnew addition2025-12-312026-01-21 SHV ISHARES TR3.0K shares1.02%2025-12-312026-01-21 SCHO SCHWAB STRATEGIC TR13.5K shares0.82%2025-12-312026-01-21 BIL SPDR SERIES TRUST3.6K shares0.98%2025-12-312026-01-21 VBIL VANGUARD INSTL INDEX FD4.4K shares0.81%2025-12-312026-01-21 IXUS ISHARES TR3.9K sharesnew addition2025-12-312026-01-21 IAGG ISHARES TR6.0K sharesnew addition2025-12-312026-01-21 AGG ISHARES TR3.0K sharesnew addition2025-12-312026-01-21 AVES AMERICAN CENTY ETF TR4.7K shares0.00%2025-12-312026-01-21 AVDV AMERICAN CENTY ETF TR2.8K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available