| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 20.2% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 18.1% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 9.7% |
| VANGUARD CHARLOTTE FDS | 3 | Q2 2024 | 8.9% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 7.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.6% |
| ISHARES TR | 3 | Q2 2024 | 5.3% |
| ISHARES INC | 3 | Q2 2024 | 5.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.5% |
View Financial Architects, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-02 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
View Financial 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.