Financial Architects, LLC

Q1 2025 13F Holdings

  • Location
    woodstock, GA
  • Num holdings

    21

  • Value ($000)

    $156,674

  • Date Filed
    04/29/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$32.58 M
21 %

1,211,536

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$26.48 M
17 %

96,348

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$15.78 M
10 %

214,870

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$13.87 M
9 %

284,150

GSSC
GSSC

GOLDMAN SACHS ETF TR

ACTIVEBETA US
$11.08 M
7 %

174,650

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$8.69 M
6 %

308,695

EUSA
EUSA

ISHARES INC

MSCI EQUAL WEITE
$7.58 M
5 %

80,952

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$7.37 M
5 %

36,460

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$7.10 M
5 %

243,660

DFEV
DFEV

DIMENSIONAL ETF TRUST

EMERGING MKTS VA
$6.86 M
4 %

253,730

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