Financial & Tax Architects, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    st louis, MO
  • CIK
    0001758543
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

103

$392.64M
KRE, SPY, IEF, USRT
13F-HR
Jan 15, 2025
000121465925000660

95

$389.03M
SPY, KRE, EFA, IEF
13F-HR
Nov 13, 2024
000121465924018843

82

$373.00M
KRE, SPY, ABRDN ETFS, EFA
13F-HR
Aug 9, 2024
000121465924014158

85

$363.44M
SPY, EFA, USRT, ABRDN ETFS
13F-HR
May 8, 2024
000194104024000243

92

$338.01M
KRE, USRT, SPY, EFA
13F-HR
Jan 25, 2024
000194104024000043

82

$321.97M
KRE, SPY, ABRDN ETFS, EFA
13F-HR
Oct 19, 2023
000194104023000289

79

$323.94M
KRE, SPY, EFA, IEF
13F-HR
Jul 25, 2023
000194104023000174

76

$303.89M
KRE, EFA, SPY, AGG
13F-HR
Apr 27, 2023
000194104023000109

81

$293.08M
KRE, EFA, GBIL, AGG
13F-HR
Feb 9, 2023
000194104023000065

64

$266.85M
KRE, VTIP, KRE, GBIL
13F-HR
Aug 25, 2023
000194104023000235

77

$264.01M
KRE, AGG, KRE, ABRDN ETFS
13F-HR
Aug 25, 2023
000194104023000234

90

$264.89M
KRE, AGG, VTI, KRE
13F-HR
Aug 25, 2023
000194104023000233

93

$244.99M
VTI, IEF, MVV, VANGUARD SCOTTSDALE FDS
13F-HR
Aug 25, 2023
000194104023000232

97

$219.44M
BND, VTI, VANGUARD SCOTTSDALE FDS, AGG
13F-HR
Aug 25, 2023
000194104023000231

96

$204.06M
VTI, SCHZ, VANGUARD SCOTTSDALE FDS, AGG
13F-HR
Aug 25, 2023
000194104023000230

97

$178.29M
VTI, MDY, AGG, VANGUARD SCOTTSDALE FDS
13F-HR
Aug 25, 2023
000194104023000229
Financial & Tax Architects, Llc 13F Filings