HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (USMV) |
318,674 | +47,293 | $17,212 |
| USMV | 318,674 | +47,293 | $17,212 |
| SCHWAB STRATEGIC TR |
243,059 | -1,949 | $14,688 |
| SCHB | 243,059 | -1,949 | $14,688 |
| SCHWAB STRATEGIC TR |
268,924 | +18,062 | $14,595 |
| SCHZ | 268,924 | +18,062 | $14,595 |
| APPLE INC |
45,623 | +453 | $11,602 |
| AAPL | 45,623 | +453 | $11,602 |
| ISHARES TR (EFAV) |
173,141 | +866 | $10,743 |
| EFAV | 173,141 | +866 | $10,743 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
124,408 | -15,720 | $10,453 |
| RSP | 124,408 | -15,720 | $10,453 |
| ISHARES TR (IJR) |
156,822 | -14,034 | $8,799 |
| IJR | 156,822 | -14,034 | $8,799 |
| INVESCO EXCHANGE TRADED FD T (RPG) |
87,676 | -11,193 | $8,780 |
| RPG | 87,676 | -11,193 | $8,780 |
| SCHWAB STRATEGIC TR |
335,135 | -21,526 | $8,660 |
| SCHF | 335,135 | -21,526 | $8,660 |
| VANGUARD WHITEHALL FDS (VYM) |
100,313 | +40 | $7,097 |
| VYM | 100,313 | +40 | $7,097 |
 BERKSHIRE HATHAWAY INC DEL |
$6,681 | ||
| BRK.B | 36,542 | -670 | $6,681 |
| MICROSOFT CORP |
41,296 | +4,793 | $6,513 |
| MSFT | 41,296 | +4,793 | $6,513 |
| SCHWAB STRATEGIC TR |
120,033 | +36,820 | $6,209 |
| SCHO | 120,033 | +36,820 | $6,209 |
| SELECT SECTOR SPDR TR (XLK) |
75,511 | -2,454 | $6,069 |
| XLK | 75,511 | -2,454 | $6,069 |
| VANGUARD CHARLOTTE FDS (BNDX) |
106,636 | -5,855 | $5,999 |
| BNDX | 106,636 | -5,855 | $5,999 |
| JOHNSON & JOHNSON |
43,532 | +1,477 | $5,708 |
| JNJ | 43,532 | +1,477 | $5,708 |
| VANGUARD MALVERN FDS (VTIP) |
90,787 | -4,769 | $4,423 |
| VTIP | 90,787 | -4,769 | $4,423 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
109,801 | -48,161 | $4,387 |
| RPV | 109,801 | -48,161 | $4,387 |
| INVESCO EXCH TRD SLF IDX FD |
203,284 | +9,171 | $4,263 |
| BSCL | 203,284 | +9,171 | $4,263 |
| SCHWAB STRATEGIC TR |
181,103 | -19,169 | $4,252 |
| FNDC | 181,103 | -19,169 | $4,252 |
| ISHARES TR (TIP) |
33,937 | -14,439 | $4,002 |
| TIP | 33,937 | -14,439 | $4,002 |
| SCHWAB STRATEGIC TR |
116,353 | -11,614 | $3,645 |
| FNDX | 116,353 | -11,614 | $3,645 |
| INVESCO EXCH TRD SLF IDX FD |
170,361 | +1,933 | $3,579 |
| BSCK | 170,361 | +1,933 | $3,579 |
| VERIZON COMMUNICATIONS INC |
65,919 | +4,759 | $3,542 |
| VZ | 65,919 | +4,759 | $3,542 |
| SELECT SECTOR SPDR TR (XLU) |
61,853 | -5,486 | $3,427 |
| XLU | 61,853 | -5,486 | $3,427 |
| PEPSICO INC |
28,118 | +2,824 | $3,377 |
| PEP | 28,118 | +2,824 | $3,377 |
| SCHWAB STRATEGIC TR |
74,231 | +9,401 | $3,130 |
| SCHM | 74,231 | +9,401 | $3,130 |
| CAMBRIA ETF TR (GAA) |
127,953 | -18,592 | $2,888 |
| GAA | 127,953 | -18,592 | $2,888 |
| SCHWAB STRATEGIC TR |
62,319 | +26,008 | $2,803 |
| SCHD | 62,319 | +26,008 | $2,803 |
| ISHARES TR (DVY) |
35,780 | -1,580 | $2,631 |
| DVY | 35,780 | -1,580 | $2,631 |
| FACEBOOK INC |
14,636 | -246 | $2,441 |
| FB | 14,636 | -246 | $2,441 |
| AMAZON COM INC |
1,220 | +492 | $2,379 |
| AMZN | 1,220 | +492 | $2,379 |
| WISDOMTREE TR |
87,606 | -34,145 | $2,315 |
| EZM | 87,606 | -34,145 | $2,315 |
| SPDR SER TR (CWB) |
48,070 | -2,597 | $2,301 |
| CWB | 48,070 | -2,597 | $2,301 |
| INTEL CORP |
41,844 | +895 | $2,265 |
| INTC | 41,844 | +895 | $2,265 |
| AUTOMATIC DATA PROCESSING IN |
16,484 | +1,313 | $2,253 |
| ADP | 16,484 | +1,313 | $2,253 |
| INVESCO EXCHANGE TRADED FD T (RHS) |
17,899 | -208 | $2,214 |
| RHS | 17,899 | -208 | $2,214 |
| SCHWAB STRATEGIC TR |
83,166 | +116 | $2,152 |
| FNDA | 83,166 | +116 | $2,152 |
| ALPHABET INC |
1,849 | +279 | $2,150 |
| GOOG | 1,849 | +279 | $2,150 |
| BCE INC |
51,221 | +13,825 | $2,093 |
| BCE | 51,221 | +13,825 | $2,093 |
| ISHARES TR (PFF) |
62,584 | -10,219 | $1,993 |
| PFF | 62,584 | -10,219 | $1,993 |
| SCHWAB STRATEGIC TR |
93,658 | -6,774 | $1,970 |
| FNDF | 93,658 | -6,774 | $1,970 |
| SCHWAB STRATEGIC TR |
44,264 | -1,368 | $1,960 |
| SCHV | 44,264 | -1,368 | $1,960 |
| SCHWAB STRATEGIC TR |
24,455 | -1,438 | $1,948 |
| SCHG | 24,455 | -1,438 | $1,948 |
| VISA INC |
11,787 | -7,180 | $1,899 |
| V | 11,787 | -7,180 | $1,899 |
| SPDR GOLD TRUST (GLD) |
12,264 | -14,070 | $1,816 |
| GLD | 12,264 | -14,070 | $1,816 |
| ISHARES TR (IXJ) |
29,525 | -369 | $1,799 |
| IXJ | 29,525 | -369 | $1,799 |
| NEXTERA ENERGY INC |
7,397 | -570 | $1,780 |
| NEE | 7,397 | -570 | $1,780 |
| SELECT SECTOR SPDR TR (XLF) |
84,243 | -16,712 | $1,754 |
| XLF | 84,243 | -16,712 | $1,754 |
| SELECT SECTOR SPDR TR (XLP) |
31,271 | +23,841 | $1,703 |
| XLP | 31,271 | +23,841 | $1,703 |
See Full List: All Stocks Held By Financial Architects Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Architects Inc
|
Size ($ in 1000's)
At 03/31/2020: $365,205 At 12/31/2019: $463,053 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 |
