Financial & Tax Architects, LLC
Q4 2024 13F Holdings
- Locationst louis, MO
- Num holdings
103
- Value ($000)
$392,639
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001758543
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $38.83M | 10 % | 424,653 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $22.37M | 6 % | 38,162 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $18.23M | 5 % | 197,230 | ||
USRT ISHARES TR | CRE U S REIT ETF | 464288521 | $17.46M | 4 % | 304,711 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.91M | 4 % | 164,212 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $12.80M | 3 % | 128,535 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $12.75M | 3 % | 284,242 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $11.79M | 3 % | 163,956 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $9.88M | 3 % | 126,628 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $9.14M | 2 % | 117,343 |
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