Financial Architects, Inc Buys Schwab Short-Term U.S. Treasury, SPDR Select Sector Fund - Consumer Staples, Schwab US Dividend Equity, Sells SPDR Select Sector Fund - Energy Select Sector, SPDR Gold Trust, iShares U.S. Home Construction

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May 07, 2020
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Marlton, NJ, based Investment company Financial Architects, Inc (Current Portfolio) buys Schwab Short-Term U.S. Treasury, SPDR Select Sector Fund - Consumer Staples, Schwab US Dividend Equity, Essential Utilities Inc, iShares Core MSCI Total International Stock ETF, sells SPDR Select Sector Fund - Energy Select Sector, SPDR Gold Trust, iShares U.S. Home Construction, iShares TIPS Bond, Vanguard Real Estate during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Financial Architects, Inc. As of 2020Q1, Financial Architects, Inc owns 771 stocks with a total value of $328 million. These are the details of the buys and sells.

For the details of Financial Architects, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/financial+architects%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Architects, Inc
  1. iShares Edge MSCI Min Vol USA (USMV) - 318,674 shares, 5.25% of the total portfolio. Shares added by 17.43%
  2. Schwab U.S. Broad Market (SCHB) - 243,059 shares, 4.48% of the total portfolio. Shares reduced by 0.8%
  3. Schwab US Aggregate Bond (SCHZ) - 268,924 shares, 4.45% of the total portfolio. Shares added by 7.20%
  4. Apple Inc (AAPL) - 45,623 shares, 3.54% of the total portfolio. Shares added by 1.00%
  5. Invesco S&P 500 Equal Weight (RSP) - 124,408 shares, 3.19% of the total portfolio. Shares reduced by 11.22%
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

Financial Architects, Inc initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.84. The impact to a portfolio due to this purchase was 0.34%. The holding were 23,807 shares as of .

New Purchase: Essential Utilities Inc (A2A)

Financial Architects, Inc initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $38.20. The impact to a portfolio due to this purchase was 0.34%. The holding were 27,413 shares as of .

New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Financial Architects, Inc initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $110.2 and $121.21, with an estimated average price of $114.69. The stock is now traded at around $121.93. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,340 shares as of .

New Purchase: Teladoc Health Inc (TDOC)

Financial Architects, Inc initiated holding in Teladoc Health Inc. The purchase prices were between $82.96 and $167.44, with an estimated average price of $115.45. The stock is now traded at around $174.93. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,485 shares as of .

New Purchase: Nordson Corp (NDSN)

Financial Architects, Inc initiated holding in Nordson Corp. The purchase prices were between $99.46 and $178.76, with an estimated average price of $154.67. The stock is now traded at around $160.25. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,540 shares as of .

New Purchase: RPM International Inc (RPM)

Financial Architects, Inc initiated holding in RPM International Inc. The purchase prices were between $46.81 and $76.76, with an estimated average price of $69.18. The stock is now traded at around $67.50. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,050 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Financial Architects, Inc added to a holding in Schwab Short-Term U.S. Treasury by 44.25%. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.68. The impact to a portfolio due to this purchase was 0.58%. The holding were 120,033 shares as of .

Added: SPDR Select Sector Fund - Consumer Staples (XLP)

Financial Architects, Inc added to a holding in SPDR Select Sector Fund - Consumer Staples by 320.87%. The purchase prices were between $48.63 and $64.79, with an estimated average price of $61. The stock is now traded at around $56.85. The impact to a portfolio due to this purchase was 0.4%. The holding were 31,271 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Financial Architects, Inc added to a holding in Schwab US Dividend Equity by 71.63%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.64. The impact to a portfolio due to this purchase was 0.36%. The holding were 62,319 shares as of .

Added: Amazon.com Inc (AMZN)

Financial Architects, Inc added to a holding in Amazon.com Inc by 67.58%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2367.61. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,220 shares as of .

Added: BCE Inc (BCE)

Financial Architects, Inc added to a holding in BCE Inc by 36.97%. The purchase prices were between $31.96 and $49.18, with an estimated average price of $44.96. The stock is now traded at around $40.39. The impact to a portfolio due to this purchase was 0.17%. The holding were 51,221 shares as of .

Added: Vanguard Intermediate-Term Bond (BIV)

Financial Architects, Inc added to a holding in Vanguard Intermediate-Term Bond by 85.72%. The purchase prices were between $83.42 and $91.83, with an estimated average price of $88.16. The stock is now traded at around $91.09. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,845 shares as of .

Sold Out: Essential Utilities Inc (WTRG)

Financial Architects, Inc sold out a holding in Essential Utilities Inc. The sale prices were between $32.65 and $54.07, with an estimated average price of $47.33.

Sold Out: United Rentals Inc (URI)

Financial Architects, Inc sold out a holding in United Rentals Inc. The sale prices were between $69.59 and $168.65, with an estimated average price of $133.86.

Sold Out: Apollo Global Management Inc (APO)

Financial Architects, Inc sold out a holding in Apollo Global Management Inc. The sale prices were between $23.8 and $52.14, with an estimated average price of $43.18.

Sold Out: Intra-Cellular Therapies Inc (ITCI)

Financial Architects, Inc sold out a holding in Intra-Cellular Therapies Inc. The sale prices were between $12.31 and $34.31, with an estimated average price of $22.

Sold Out: Eagle Materials Inc (EXP)

Financial Architects, Inc sold out a holding in Eagle Materials Inc. The sale prices were between $43.17 and $94.11, with an estimated average price of $80.22.

Sold Out: First Republic Bank (FRC)

Financial Architects, Inc sold out a holding in First Republic Bank. The sale prices were between $75.6 and $120.75, with an estimated average price of $106.4.



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