Financial & Tax Architects, LLC
Q2 2025 13F Holdings
- Locationst louis, MO
- Num holdings
93
- Value ($000)
$411,675
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $40.74M | 10 % | 444,133 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $21.12M | 5 % | 236,248 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.59M | 5 % | 31,704 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $19.51M | 5 % | 203,679 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.44M | 5 % | 60,676 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.83M | 4 % | 149,546 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $14.24M | 4 % | 283,182 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $11.57M | 3 % | 114,904 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $10.12M | 3 % | 122,431 | ||
IBM INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $8.83M | 2 % | 29,944 |
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