Instuitional Investor - Financial & Tax Architects, Llc
Fund Profile
Filing Period:
| Fund Name: | Financial & Tax Architects, Llc |
| Portfolio Value | $474,274,967 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Total Bond Etf - ETF | 528,955 | $24,062,145 | 5.07% | |
| 2. | Ishares Core U.s. Reit Etf - ETF | 338,845 | $22,516,232 | 4.75% | |
| 3. | HYG | 215,339 | $22,369,392 | 4.72% | |
| 4. | SPY | 27,859 | $20,804,116 | 4.39% | |
| 5. | Abrdn Bloomberg All Commodity Strategy K-1 Free Etf - ETF | 917,652 | $20,500,349 | 4.32% |
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