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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 $126,917,781
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 482,208 $25,171,258 19.83%
2.
Vanguard Index Fds
 96,953 $22,999,191 18.12%
3.
Vanguard Bond Index Funds
 BND 164,765 $12,118,466 9.54%
4.
Vanguard Charlotte Fds
 211,300 $10,430,825 8.21%
5.
Goldman Sachs Etf Tr
 153,225 $9,671,562 7.62%
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)