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The Analysis of Financial Architects, LLC's Holdings & P&L

Currently, Financial Architects, LLC holds 25 types of securities in its portfolio with a total value $189.6M. In the most recent quarter, they have increased their positions in SCHP (+87.1K shares, valued at $2.3M), IAGG (+28.2K shares, valued at $1.4M), BND (+12.0K shares, valued at $881.0K); decreased their positions in VTI (-2.7K shares, valued at $877.1K), BNDX (-8.5K shares, valued at $409.4K), VXUS (-2.2K shares, valued at $168.1K).

1M P&L

+3.7M+1.86%

3M P&L

+4.5M+2.30%

HY P&L

+13.9M+7.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A188.3M

99.6%

2Consumer Electronics380.7K

0.2%

3Home Improvement Retail362.4K

0.2%

Top Industries by Stock Count

1N/A22 stocks

91.7%

2Consumer Electronics1 stocks

4.2%

3Home Improvement Retail1 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHP SCHWAB STRATEGIC TR1.5M shares6.07%2026-03-312026-04-21

VTI VANGUARD INDEX FDS78.1K shares-3.38%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS262.0K shares4.78%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS334.5K shares-2.48%2026-03-312026-04-21

GSSC GOLDMAN SACHS ETF TR176.6K shares-0.10%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS192.3K shares6.63%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST317.4K shares-1.13%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST243.9K shares-1.47%2026-03-312026-04-21

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DFEV DIMENSIONAL ETF TRUST268.1K shares0.84%2026-03-312026-04-21

EUSA ISHARES INC81.7K shares6.39%2026-03-312026-04-21

MTUM ISHARES TR33.8K shares3.08%2026-03-312026-04-21

VXUS VANGUARD STAR FDS71.1K shares-2.98%2026-03-312026-04-21

ITOT ISHARES TR18.4K shares20.12%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS35.2K shares10.98%2026-03-312026-04-21

IAGG ISHARES TR34.2K shares469.69%2026-03-312026-04-21

FNDA SCHWAB STRATEGIC TR39.5K shares40.11%2026-03-312026-04-21

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AVUV AMERICAN CENTY ETF TR11.6K shares7.81%2026-03-312026-04-21

SPMO INVESCO EXCH TRADED FD TR II5.8K shares48.72%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.6K shares61.23%2026-03-312026-04-21

AAPL APPLE INC1.5K shares-15.97%2026-03-312026-04-21

HD HOME DEPOT INC1.1K shares-17.88%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR3.5K shares27.17%2026-03-312026-04-21

IXUS ISHARES TR3.9K shares0.00%2026-03-312026-04-21

AGG ISHARES TR3.2K shares5.82%2026-03-312026-04-21

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AVES AMERICAN CENTY ETF TR4.7K shares0.00%2026-03-312026-04-21

SCHP

SCHWAB STRATEGIC TR

6.07%

Shares1.5M

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-3.38%

Shares78.1K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

4.78%

Shares262.0K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

-2.48%

Shares334.5K

Event2026-03-31

Filed2026-04-21

GSSC

GOLDMAN SACHS ETF TR

-0.10%

Shares176.6K

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD SCOTTSDALE FDS

6.63%

Shares192.3K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

-1.13%

Shares317.4K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-1.47%

Shares243.9K

Event2026-03-31

Filed2026-04-21

DFEV

DIMENSIONAL ETF TRUST

0.84%

Shares268.1K

Event2026-03-31

Filed2026-04-21

EUSA

ISHARES INC

6.39%

Shares81.7K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

3.08%

Shares33.8K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

-2.98%

Shares71.1K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

20.12%

Shares18.4K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

10.98%

Shares35.2K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

469.69%

Shares34.2K

Event2026-03-31

Filed2026-04-21

FNDA

SCHWAB STRATEGIC TR

40.11%

Shares39.5K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

7.81%

Shares11.6K

Event2026-03-31

Filed2026-04-21

SPMO

INVESCO EXCH TRADED FD TR II

48.72%

Shares5.8K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

61.23%

Shares2.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-15.97%

Shares1.5K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-17.88%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

27.17%

Shares3.5K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

5.82%

Shares3.2K

Event2026-03-31

Filed2026-04-21

AVES

AMERICAN CENTY ETF TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available