Financial & Tax Architects, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationst louis, MO
- CIK0001758543
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
93 | $411.68M | KRE, EFA, SPY, IEF | 13F-HR | Aug 13, 2025 | 000121465925012000 | ||
101 | $398.41M | SPY, ABRDN ETFS, EFA, IEF | 13F-HR | May 6, 2025 | 000121465925007031 | ||
103 | $392.64M | KRE, SPY, IEF, USRT | 13F-HR | Jan 15, 2025 | 000121465925000660 | ||
95 | $389.03M | SPY, KRE, EFA, IEF | 13F-HR | Nov 13, 2024 | 000121465924018843 | ||
82 | $373.00M | KRE, SPY, ABRDN ETFS, EFA | 13F-HR | Aug 9, 2024 | 000121465924014158 | ||
85 | $363.44M | SPY, EFA, USRT, ABRDN ETFS | 13F-HR | May 8, 2024 | 000194104024000243 | ||
92 | $338.01M | KRE, USRT, SPY, EFA | 13F-HR | Jan 25, 2024 | 000194104024000043 | ||
82 | $321.97M | KRE, SPY, ABRDN ETFS, EFA | 13F-HR | Oct 19, 2023 | 000194104023000289 | ||
79 | $323.94M | KRE, SPY, EFA, IEF | 13F-HR | Jul 25, 2023 | 000194104023000174 | ||
76 | $303.89M | KRE, EFA, SPY, AGG | 13F-HR | Apr 27, 2023 | 000194104023000109 | ||
81 | $293.08M | KRE, EFA, GBIL, AGG | 13F-HR | Feb 9, 2023 | 000194104023000065 | ||
64 | $266.85M | KRE, VTIP, KRE, GBIL | 13F-HR | Aug 25, 2023 | 000194104023000235 | ||
77 | $264.01M | KRE, AGG, KRE, ABRDN ETFS | 13F-HR | Aug 25, 2023 | 000194104023000234 | ||
90 | $264.89M | KRE, AGG, VTI, KRE | 13F-HR | Aug 25, 2023 | 000194104023000233 | ||
93 | $244.99M | VTI, IEF, MVV, VANGUARD SCOTTSDALE FDS | 13F-HR | Aug 25, 2023 | 000194104023000232 | ||
97 | $219.44M | BND, VTI, VANGUARD SCOTTSDALE FDS, AGG | 13F-HR | Aug 25, 2023 | 000194104023000231 | ||
96 | $204.06M | VTI, SCHZ, VANGUARD SCOTTSDALE FDS, AGG | 13F-HR | Aug 25, 2023 | 000194104023000230 | ||
97 | $178.29M | VTI, MDY, AGG, VANGUARD SCOTTSDALE FDS | 13F-HR | Aug 25, 2023 | 000194104023000229 |