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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 $156,674,019
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,211,536 $32,578,203 20.79%
2.
Vanguard Index Fds
 96,348 $26,480,284 16.9%
3.
Vanguard Bond Index Funds
 BND 214,870 $15,782,202 10.07%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 284,150 $13,872,203 8.85%
5.
Goldman Sachs Etf Tr
 174,650 $11,078,049 7.07%
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)