Instuitional Investor - Financial & Tax Architects, Llc
Fund Profile
Filing Period:
| Fund Name: | Financial & Tax Architects, Llc |
| Portfolio Value | $453,134,174 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VLUE | 237,642 | $22,188,656 | 4.9% | |
| 2. | Fidelity Total Bond Etf - ETF | 474,361 | $21,934,432 | 4.84% | |
| 3. | SPY | 32,921 | $21,931,508 | 4.84% | |
| 4. | Abrdn Bloomberg All Commodity Strategy K-1 Free Etf - ETF | 959,266 | $20,662,597 | 4.56% | |
| 5. | Ishares Core U.s. Reit Etf - ETF | 347,503 | $20,405,396 | 4.5% |
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