HoldingsChannel.com
| 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 | $269 |
See Full List: All Stocks Held By Financial Architects LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Architects LLC
|
Size ($ 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 |
