FA

Financial Architects, Inc

13F
Financial Architects, Inc
Last update 2023-08-10 314 Stocks (19 new)
Value $659.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(5.28%)SCHB(4.04%)SCHD(3.71%)MSFT(3.31%)JEPI(2.97%)
Summary Stock Picks Current Portfolio
Financial Architects, Inc Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
179,244
34,768.0
+5.90%
5.280
+0.29%
0.000
+5.00%
-14.12%
3,204,332.1
Hardware
SCHB
Schwab U.S. Broad Market ETF
514,526
26,601.0
+0.54%
4.040
+0.02%
0.120
+18.91%
+8.27%
35,238.9
 
SCHD
Schwab US Dividend Equity ETF
336,895
24,465.3
+2.36%
3.710
+0.09%
0.050
+8.75%
+2.10%
71,485.7
 
MSFT
Microsoft Corp
63,943
21,775.1
+64.89%
3.310
+1.30%
0.000
+35.11%
+20.25%
3,752,691.4
Software
JEPI
JPMorgan Equity Premium Income ETF
354,120
19,593.5
+6.80%
2.970
+0.19%
0.080
+8.32%
+3.95%
41,333.0
 
TSLA
Tesla Inc
72,371
18,944.6
0%
2.880
0%
0.000
+32.03%
-18.03%
1,066,276.9
Vehicles & Parts
USMV
iShares MSCI USA Min Vol Factor ETF
218,432
16,236.1
-2.74%
2.460
-0.07%
0.050
+4.10%
+6.33%
23,784.7
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
135,490
14,371.4
+0.01%
2.180
0%
0.030
+12.54%
+8.20%
59,585.7
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
171,937
13,008.7
+4.63%
1.970
+0.09%
0.040
+2.17%
+3.87%
34,962.8
 
XLK
Technology Select Sector SPDR ETF
74,210
12,902.2
+1.77%
1.960
+0.03%
0.030
+31.37%
+12.08%
82,530.7
 

Financial Architects, Inc's Historical Top Holdings Breakdowns

Financial Architects, Inc Total Holding History ($B)

To

Financial Architects, Inc's Asset Allocation

To

Financial Architects, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Financial Architects, Inc's Hypothetical Growth since 2023-06-30

Financial Architects, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Financial Architects, Inc's Holdings Heat Map

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Financial Architects, Inc's Holdings Bubble Chart

Financial Architects, Inc News

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