Financial Architects, Inc
Q2 2023 13F Holdings
- Locationmarlton, NJ
- Num holdings
316
- Value ($000)
$662,528
- Date Filed08/10/2023
- Form type13F-HR
- CIK0001416692
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $34.77M | 5 % | 179,244 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $26.60M | 4 % | 514,526 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $24.47M | 4 % | 336,895 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.78M | 3 % | 63,943 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $19.59M | 3 % | 354,120 | ||
TSLA TESLA INC | COM | 88160R101 | $18.94M | 3 % | 72,371 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $16.24M | 3 % | 218,432 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $14.37M | 2 % | 135,490 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $13.01M | 2 % | 171,937 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $12.90M | 2 % | 74,210 |
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