Financial Architects, LLC Portfolio Holdings by Sector
Financial Architects, LLC
- $144 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHP BND BNDX GSSC DFSV MTUM EUSA DISV 19 stocks |
$118 Million
81.75% of portfolio
|
  15  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$25.2 Million
17.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$588,176
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC BAC 2 stocks |
$559,148
0.39% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|