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Home > Institutional Investor > Financial Architects, Llc > Profile

Instuitional Investor - Financial Architects, Llc

Fund Profile
Filing Period:
Fund Name: Financial Architects, Llc
Portfolio Value $164,607,465
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,242,196 $33,141,789 20.13%
2.
Vanguard Index Fds
 85,040 $25,846,207 15.7%
3.
Vanguard Bond Index Funds
 BND 218,830 $16,112,453 9.79%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 288,555 $14,286,358 8.68%
5.
Goldman Sachs Etf Tr
 170,750 $11,715,157 7.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)