Financial Architects, LLC

Q4 2024 13F Holdings

  • Location
    woodstock, GA
  • Num holdings

    22

  • Value ($000)

    $156,083

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0002008540
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$31.25 M
20 %

1,209,926

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$27.37 M
18 %

94,457

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$15.32 M
10 %

213,080

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$13.85 M
9 %

282,285

GSSC
GSSC

GOLDMAN SACHS ETF TR

ACTIVEBETA US
$11.05 M
7 %

159,825

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$8.26 M
5 %

268,325

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$7.43 M
5 %

35,920

EUSA
EUSA

ISHARES INC

MSCI EQUAL WEITE
$7.33 M
5 %

76,892

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$6.68 M
4 %

251,380

DFEV
DFEV

DIMENSIONAL ETF TRUST

EMERGING MKTS VA
$6.50 M
4 %

248,045

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