$267 Million is the total value of Financial & Tax Architects, LLC's 64 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDX | New | BECTON DICKINSON & CO | $4,047,772 | – | 18,165 | +100.0% | 1.52% | – |
| BWX | New | SPDR SER TRbloomberg intl t | $2,713,030 | – | 130,246 | +100.0% | 1.02% | – |
| CSCO | New | CISCO SYS INC | $550,000 | – | 13,750 | +100.0% | 0.21% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $439,349 | – | 14,386 | +100.0% | 0.16% | – |
| KXI | New | ISHARES TRglb cnsm stp etf | $326,049 | – | 6,083 | +100.0% | 0.12% | – |
| FM | New | ISHARES INCfrontier and sel | $288,377 | – | 11,843 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-25
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 5.4% |
| VANGUARD MALVERN FDS | 11 | Q3 2023 | 5.1% |
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 4.9% |
| GOLDMAN SACHS ETF TR | 11 | Q3 2023 | 4.7% |
| PROSHARES TR | 11 | Q3 2023 | 3.2% |
| ISHARES TR | 11 | Q3 2023 | 3.3% |
| ISHARES TR | 11 | Q3 2023 | 2.3% |
| S&P GLOBAL INC | 11 | Q3 2023 | 1.9% |
| EXXON MOBIL CORP | 11 | Q3 2023 | 1.8% |
| MCDONALDS CORP | 11 | Q3 2023 | 1.8% |
View Financial & Tax Architects, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 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.