Financial & Tax Architects, LLC
Q3 2025 13F Holdings
- Locationst louis, MO
- Num holdings
104
- Value ($000)
$453,134
- Date Filed 11/05/2025
- Form type13F-HR
- CIK 0001758543
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
E ISHARES MSCI EAFE ETF | ETF | 464287465 | $22.19M | 5 % | 237,642 | ||
F FIDELITY TOTAL BOND ETF | ETF | 316188309 | $21.93M | 5 % | 474,361 | ||
S SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $21.93M | 5 % | 32,921 | ||
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | ETF | 003261104 | $20.66M | 5 % | 959,266 | ||
U ISHARES CORE U.S. REIT ETF | ETF | 464288521 | $20.41M | 5 % | 347,503 | ||
I ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | $20.17M | 5 % | 209,066 | ||
A ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $13.87M | 3 % | 138,314 | ||
N PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 | $11.24M | 3 % | 109,004 | ||
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 78464A359 | $10.23M | 2 % | 112,987 | ||
V VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $9.53M | 2 % | 119,209 |
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