Financial & Tax Architects, LLC
Q1 2025 13F Holdings
- Locationst louis, MO
- Num holdings
101
- Value ($000)
$398,407
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001758543
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.81M | 5 % | 37,197 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $19.98M | 5 % | 930,875 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $18.57M | 5 % | 227,216 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $18.43M | 5 % | 193,214 | ||
USRT ISHARES TR | CRE U S REIT ETF | 464288521 | $17.78M | 5 % | 308,737 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.20M | 4 % | 153,620 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $13.33M | 3 % | 292,033 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $13.11M | 3 % | 128,292 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.19M | 3 % | 129,065 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $9.88M | 3 % | 18,520 |
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