$322 Million is the total value of Financial & Tax Architects, LLC's 82 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WESTERN DIGITAL CORP.note 1.500% 2/0 | $18,695 | +1.5% | 19,000 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.