Financial Architects, LLC Portfolio Holdings by Sector
Financial Architects, LLC
- $156 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHP BND BNDX GSSC DFSV MTUM EUSA DISV 19 stocks |
$126 Million
80.5% of portfolio
|
10
|
5
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$27.4 Million
17.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$2.42 Million
1.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$637,319
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|