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Home > Institutional Investor > Financial & Tax Architects, Llc > Profile

Instuitional Investor - Financial & Tax Architects, Llc

Fund Profile
Filing Period:
Fund Name: Financial & Tax Architects, Llc
Portfolio Value $338,008,587
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 233,231 $21,314,995 6.3%
2.
Ishares Tr
 333,747 $18,119,100 5.36%
3.
Spdr S & P 500 Etf Trust
 SPY 37,851 $17,990,959 5.32%
4.
Ishares Trust
 IEF 230,689 $17,382,390 5.14%
5.
Abrdn Etfs
 839,483 $16,252,399 4.8%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)