Financial Architects, Inc
13F Portfolio Filings
- Most recent 13FQ2 2023
- Locationmarlton, NJ
- CIK0001416692
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
316 | $662.53M | AAPL, SCHB, SCHD, MSFT | 13F-HR | Aug 10, 2023 | 000108514623003194 | ||
311 | $622.91M | AAPL, SCHB, SCHD, JEPI | 13F-HR | May 12, 2023 | 000108514623002307 | ||
322 | $602.49M | SCHD, SCHB, AAPL, JEPI | 13F-HR | Feb 7, 2023 | 000108514623000691 | ||
309 | $572.74M | AAPL, SCHB, VTIP, SCHD | 13F-HR | Nov 14, 2022 | 000108514622003981 | ||
57 | $78.59M | AAPL, BCE, ABBV, GOOG | 13F-HR | Aug 11, 2022 | 000108514622002979 | ||
328 | $697.85M | SCHB, AAPL, TSLA, SCHD | 13F-HR | May 5, 2022 | 000108514622001737 | ||
334 | $739.68M | SCHB, AAPL, TSLA, USMV | 13F-HR | Feb 14, 2022 | 000108514622000952 | ||
323 | $688.54M | SCHB, AAPL, USMV, TSLA | 13F-HR | Nov 12, 2021 | 000108514621003139 | ||
335 | $693.99M | SCHB, AAPL, USMV, ZM | 13F-HR | Aug 10, 2021 | 000108514621002359 | ||
328 | $638.15M | SCHB, AAPL, USMV, IJR | 13F-HR | May 17, 2021 | 000108514621001793 | ||
299 | $540.61M | SCHB, AAPL, USMV, SCHZ | 13F-HR | Feb 17, 2021 | 000108514621001020 | ||
274 | $453.51M | USMV, SCHB, AAPL, SCHZ | 13F-HR | Nov 9, 2020 | 000108514620002796 | ||
855 | $434.73M | USMV, SCHB, AAPL, SCHZ | 13F-HR | Aug 11, 2020 | 000108514620002096 | ||
858 | $365.20M | USMV, SCHB, SCHZ, AAPL | 13F-HR | May 7, 2020 | 000108514620001332 | ||
909 | $463.05M | SCHB, USMV, RSP, IJR | 13F-HR | Feb 14, 2020 | 000108514620000891 | ||
1,003 | $428.19M | SCHB, USMV, RSP, IJR | 13F-HR | Nov 6, 2019 | 000108514619002729 | ||
1,191 | $535.98M | BRK.B, SCHB, USMV, RSP | 13F-HR | Aug 14, 2019 | 000108514619002320 | ||
1,445 | $587.53M | BRK.B, SCHB, JPM, RSP | RESTATEMENT | May 13, 2019 | 000108514619001452 | ||
1,360 | $521.82M | BRK.B, JPM, SCHB, RSP | 13F-HR | Feb 1, 2019 | 000108514619000307 | ||
1,439 | $613.68M | BRK.B, JPM, RSP, SCHB | 13F-HR | Oct 29, 2018 | 000108514618002425 | ||
1,354 | $559.86M | BRK.B, RSP, JPM, SCHB | 13F-HR | Aug 3, 2018 | 000108514618001828 | ||
1,417 | $512.07M | BRK.B, JPM, XLF, SCHB | 13F-HR | Apr 23, 2018 | 000108514618001131 | ||
1,511 | $599.26M | BRK.B, 9000039D, JPM, XLF | 13F-HR | Feb 12, 2018 | 000108514618000501 | ||
1,517 | $561.93M | BRK.B, 9000039D, JPM, XLF | RESTATEMENT | Nov 1, 2017 | 000108514617002173 | ||
1,540 | $557.67M | BRK.B, MU, 9000039D, JPM | 13F-HR | Jul 21, 2017 | 000108514617001538 | ||
1,597 | $564.27M | BRK.B, 9000039D, JPM, SCHB | 13F-HR | Apr 26, 2017 | 000108514617001040 | ||
1,423 | $425.85M | 9000039D, IJR, 9000048D, MUB | 13F-HR | Feb 6, 2017 | 000108514617000274 | ||
1,491 | $372.52M | 9000039D, 9000048D, SCHF, 9000051D | 13F-HR | Oct 28, 2016 | 000108514616004586 | ||
1,474 | $354.57M | 9000039D, 9000048D, 9000051D, IJR | 13F-HR | Jul 25, 2016 | 000108514616004038 | ||
1,189 | $279.76M | 9000039D, 9000048D, 9000051D, SCHF | 13F-HR | May 9, 2016 | 000108514616003627 | ||
215 | $249.62M | 9000039D, 9000048D, 9000051D, SCHF | 13F-HR | Feb 16, 2016 | 000108514616003172 | ||
205 | $236.93M | 9000039D, GAA, 9000048D, 9000051D | 13F-HR | Nov 13, 2015 | 000108514615002296 | ||
1,257 | $278.27M | 9000039D, 9000048D, GAA, 9000051D | 13F-HR | Aug 5, 2015 | 000108514615001585 | ||
923 | $258.09M | 9000039D, 9000048D, 9000051D, IJR | 13F-HR | Apr 30, 2015 | 000108514615001012 | ||
954 | $228.93M | 9000039D, 9000048D, 9000051D, IJR | 13F-HR | Feb 3, 2015 | 000108514615000215 | ||
909 | $204.11M | 9000039D, 9000051D, 9000048D, IJR | 13F-HR | Oct 24, 2014 | 000108514614001977 | ||
937 | $207.19M | 9000039D, 9000051D, 9000048D, IJR | 13F-HR | Aug 6, 2014 | 000108514614001513 | ||
149 | $167.34M | 9000051D, 9000039D, 9000048D, IJR | 13F-HR | Apr 30, 2014 | 000108514614000934 | ||
152 | $170.94M | 9000051D, 9000039D, 9000048D, IJR | 13F-HR | Feb 7, 2014 | 000108514614000321 |