The Analysis of Financial Architects, LLC's Holdings
Currently, Financial Architects, LLC holds 28 types of securities in its portfolio with a total value $175.9M. In the most recent quarter, they have increased their positions in SCHP (+87.0K shares, valued at $2.3M), BNDX (+29.6K shares, valued at $1.5M), BND (+16.2K shares, valued at $1.2M); decreased their positions in VTI (-2.7K shares, valued at $891.6K), EUSA (-4.3K shares, valued at $446.4K), MTUM (-1.7K shares, valued at $428.3K); initiated new positions in IDYN (+4.0K shares, valued at $333.2K), VTEI (+2.0K shares, valued at $200.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHP SCHWAB STRATEGIC TR1.3M shares7.01%2025-09-302025-10-20
VTI VANGUARD INDEX FDS82.3K shares-3.19%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS235.0K shares7.39%2025-09-302025-10-20 BNDX VANGUARD CHARLOTTE FDS318.2K shares10.27%2025-09-302025-10-20 GSSC GOLDMAN SACHS ETF TR172.6K shares1.10%2025-09-302025-10-20 DFSV DIMENSIONAL ETF TRUST304.4K shares2.16%2025-09-302025-10-20 DISV DIMENSIONAL ETF TRUST243.4K shares1.20%2025-09-302025-10-20 DFEV DIMENSIONAL ETF TRUST260.1K shares2.40%2025-09-302025-10-20 MTUM ISHARES TR32.0K shares-4.96%2025-09-302025-10-20 EUSA ISHARES INC72.3K shares-5.66%2025-09-302025-10-20 VXUS VANGUARD STAR FDS72.2K shares-0.47%2025-09-302025-10-20 SPHY SPDR SERIES TRUST210.1K shares4.89%2025-09-302025-10-20 HYEM VANECK ETF TRUST249.9K shares4.20%2025-09-302025-10-20 ITOT ISHARES TR15.3K shares0.00%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS31.4K shares-19.42%2025-09-302025-10-20 AVUV AMERICAN CENTY ETF TR10.8K shares0.00%2025-09-302025-10-20 FNDA SCHWAB STRATEGIC TR25.8K shares0.00%2025-09-302025-10-20 AAPL APPLE INC1.9K shares-14.60%2025-09-302025-10-20 SPMO INVESCO EXCH TRADED FD TR II3.9K shares-6.14%2025-09-302025-10-20 IDYN BLACKROCK ETF TRUST4.0K sharesnew addition2025-09-302025-10-20 VBIL VANGUARD INSTL INDEX FD4.3K shares-0.12%2025-09-302025-10-20 BIL SPDR SERIES TRUST3.6K shares-0.28%2025-09-302025-10-20 SHV ISHARES TR3.0K shares-0.34%2025-09-302025-10-20 SCHO SCHWAB STRATEGIC TR13.4K shares-0.67%2025-09-302025-10-20 RSP INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-09-302025-10-20 AVES AMERICAN CENTY ETF TR4.7K shares0.00%2025-09-302025-10-20 AVDV AMERICAN CENTY ETF TR2.8K shares0.00%2025-09-302025-10-20 VTEI VANGUARD MUN BD FDS2.0K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available