HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
245,008 | +4,388 | $18,836 |
| SCHB | 245,008 | +4,388 | $18,836 |
| ISHARES TR (USMV) |
271,381 | +4,953 | $17,803 |
| USMV | 271,381 | +4,953 | $17,803 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
140,128 | -3,558 | $16,216 |
| RSP | 140,128 | -3,558 | $16,216 |
| ISHARES TR (IJR) |
170,856 | +1,992 | $14,326 |
| IJR | 170,856 | +1,992 | $14,326 |
| SCHWAB STRATEGIC TR |
250,862 | +27,810 | $13,404 |
| SCHZ | 250,862 | +27,810 | $13,404 |
| APPLE INC |
45,170 | -1,668 | $13,264 |
| AAPL | 45,170 | -1,668 | $13,264 |
| ISHARES TR (EFAV) |
172,275 | +10,270 | $12,841 |
| EFAV | 172,275 | +10,270 | $12,841 |
| INVESCO EXCHANGE TRADED FD T (RPG) |
98,869 | -1,627 | $12,535 |
| RPG | 98,869 | -1,627 | $12,535 |
| SCHWAB STRATEGIC TR |
356,661 | +5,306 | $11,995 |
| SCHF | 356,661 | +5,306 | $11,995 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
157,962 | -3,394 | $10,942 |
| RPV | 157,962 | -3,394 | $10,942 |
| VANGUARD WHITEHALL FDS INC (VYM) |
100,273 | +473 | $9,397 |
| VYM | 100,273 | +473 | $9,397 |
 BERKSHIRE HATHAWAY INC DEL |
$8,429 | ||
| BRK.B | 37,212 | -620 | $8,429 |
| SELECT SECTOR SPDR TR (XLK) |
77,965 | -851 | $7,147 |
| XLK | 77,965 | -851 | $7,147 |
| SCHWAB STRATEGIC TR |
200,272 | -5,851 | $6,659 |
| FNDC | 200,272 | -5,851 | $6,659 |
| VANGUARD CHARLOTTE FDS (BNDX) |
112,491 | +521 | $6,365 |
| BNDX | 112,491 | +521 | $6,365 |
| JOHNSON & JOHNSON |
42,055 | +2,269 | $6,135 |
| JNJ | 42,055 | +2,269 | $6,135 |
| MICROSOFT CORP |
36,503 | -642 | $5,756 |
| MSFT | 36,503 | -642 | $5,756 |
| ISHARES TR (TIP) |
48,376 | +48,204 | $5,639 |
| TIP | 48,376 | +48,204 | $5,639 |
| SCHWAB STRATEGIC TR |
127,967 | +1,812 | $5,462 |
| FNDX | 127,967 | +1,812 | $5,462 |
| WISDOMTREE TR |
121,751 | +1,382 | $5,124 |
| EZM | 121,751 | +1,382 | $5,124 |
| VANGUARD MALVERN FDS (VTIP) |
95,556 | +785 | $4,709 |
| VTIP | 95,556 | +785 | $4,709 |
| SELECT SECTOR SPDR TR (XLU) |
67,339 | -8,455 | $4,351 |
| XLU | 67,339 | -8,455 | $4,351 |
| SCHWAB STRATEGIC TR |
83,213 | +22,966 | $4,201 |
| SCHO | 83,213 | +22,966 | $4,201 |
| INVESCO EXCH TRD SLF IDX FD |
194,113 | +27,415 | $4,123 |
| BSCL | 194,113 | +27,415 | $4,123 |
| CAMBRIA ETF TR (GAA) |
146,545 | +26,196 | $4,046 |
| GAA | 146,545 | +26,196 | $4,046 |
| ISHARES TR (DVY) |
37,360 | -1,765 | $3,947 |
| DVY | 37,360 | -1,765 | $3,947 |
| SCHWAB STRATEGIC TR |
64,830 | +18,511 | $3,899 |
| SCHM | 64,830 | +18,511 | $3,899 |
| SPDR GOLD TRUST (GLD) |
26,334 | -679 | $3,763 |
| GLD | 26,334 | -679 | $3,763 |
| VERIZON COMMUNICATIONS INC |
61,160 | +155 | $3,755 |
| VZ | 61,160 | +155 | $3,755 |
| INVESCO EXCH TRD SLF IDX FD |
168,428 | +13,029 | $3,586 |
| BSCK | 168,428 | +13,029 | $3,586 |
| VISA INC |
18,967 | -417 | $3,564 |
| V | 18,967 | -417 | $3,564 |
| PEPSICO INC |
25,294 | -617 | $3,457 |
| PEP | 25,294 | -617 | $3,457 |
| SCHWAB STRATEGIC TR |
83,050 | +3,789 | $3,342 |
| FNDA | 83,050 | +3,789 | $3,342 |
| VANGUARD INDEX FDS (VNQ) |
35,201 | -438 | $3,266 |
| VNQ | 35,201 | -438 | $3,266 |
| SELECT SECTOR SPDR TR (XLE) |
52,419 | +51,529 | $3,147 |
| XLE | 52,419 | +51,529 | $3,147 |
| SELECT SECTOR SPDR TR (XLF) |
100,955 | +112 | $3,107 |
| XLF | 100,955 | +112 | $3,107 |
| FACEBOOK INC |
14,882 | -500 | $3,055 |
| FB | 14,882 | -500 | $3,055 |
| INVESCO EXCHANGE TRADED FD T (RFG) |
19,083 | -6,623 | $2,924 |
| RFG | 19,083 | -6,623 | $2,924 |
| SCHWAB STRATEGIC TR |
100,432 | +13,849 | $2,904 |
| FNDF | 100,432 | +13,849 | $2,904 |
| SPDR SERIES TRUST (CWB) |
50,667 | +2,409 | $2,812 |
| CWB | 50,667 | +2,409 | $2,812 |
| SCHWAB STRATEGIC TR |
45,632 | +132 | $2,743 |
| SCHV | 45,632 | +132 | $2,743 |
| ISHARES TR (PFF) |
72,803 | +3,596 | $2,737 |
| PFF | 72,803 | +3,596 | $2,737 |
| INVESCO EXCHANGE TRADED FD T (RHS) |
18,107 | -380 | $2,643 |
| RHS | 18,107 | -380 | $2,643 |
| AUTOMATIC DATA PROCESSING IN |
15,171 | UNCH | $2,587 |
| ADP | 15,171 | UNCH | $2,587 |
| ISHARES TR (ITB) |
56,135 | +3,935 | $2,494 |
| ITB | 56,135 | +3,935 | $2,494 |
| INTEL CORP |
40,949 | -4,607 | $2,451 |
| INTC | 40,949 | -4,607 | $2,451 |
| SCHWAB STRATEGIC TR |
25,893 | +1,021 | $2,406 |
| SCHG | 25,893 | +1,021 | $2,406 |
| DISNEY WALT CO |
16,149 | -1,220 | $2,336 |
| DIS | 16,149 | -1,220 | $2,336 |
| ISHARES TR (IWR) |
36,475 | -81 | $2,175 |
| IWR | 36,475 | -81 | $2,175 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
5,612 | +12 | $2,107 |
| MDY | 5,612 | +12 | $2,107 |
See Full List: All Stocks Held By Financial Architects Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Architects Inc
|
Size ($ in 1000's)
At 12/31/2019: $463,053 At 09/30/2019: $428,186 Financial Architects Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Architects Inc 13F filings. Link to 13F filings: SEC filings |
