| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q2 2024 | 5.4% |
| PROSHARES TR | 14 | Q2 2024 | 4.0% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 4.9% |
| GOLDMAN SACHS ETF TR | 14 | Q2 2024 | 4.7% |
| ISHARES TR | 14 | Q2 2024 | 2.3% |
| S&P GLOBAL INC | 14 | Q2 2024 | 1.9% |
| ISHARES TR | 14 | Q2 2024 | 3.3% |
| ABBVIE INC | 14 | Q2 2024 | 1.8% |
| INTERNATIONAL BUSINESS MACHS | 14 | Q2 2024 | 1.9% |
| WALMART INC | 14 | Q2 2024 | 1.9% |
View Financial & Tax Architects, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-25 |
| 13F-HR | 2023-08-25 |
| 13F-HR | 2023-08-25 |
| 13F-HR | 2023-08-25 |
| 13F-HR | 2023-08-25 |
View Financial & Tax Architects, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.