- New Purchases: A2A, IXUS, IEF, TDOC, RPM, NDSN, PRAA, BSJL, SUSA, ECPG, SLG, IGV, ZM, AKAM, CHWY, MDB, BTAI, ICLN, VRTX, SSO, FBND, EMB, PXH, SMH, SOXX, ARKW, BYND, USO, VGK, CRSP, GAM, AMED, CX, IT, LHCG, MIDD, REGN, DHC, SIRI, CGBD, BBL, MSCI, WD, MNK, CWEN.A, ADNT, IR,
- Added Positions: USMV, SCHO, XLP, SCHD, SCHZ, AMZN, MSFT, BCE, BIV, SCHM, VCSH, PEP, GOOG, EXPO, VZ, HD, TXN, AMN, BLK, GOOGL, JNJ, BSCL, BSCM, VUG, ADP, CHD, MKC, MCD, MDT, NVDA, PG, SYK, AVGO, AXP, IHI, QQQ, MMM, CB, ACN, CL, DEO, FDX, HON, JPM, LRCX, VFC, IUSV, LGLV, SUSB, VBR, VEA, VO, VOO, AFL, AWR, STZ, SJI, SBUX, DFS, BND, BSV, SCHE, SHY, SPLV, SPTS, VEU, VIG, APD, ALGN, AEP, BAC, CAT, CI, INTC, ISRG, MKTX, PGR, ROST, SPXC, CRM, TMO, TIF, UGI, AWK, PAYC, TEAM, FND, BSCK, FHLC, IEFA, ITOT, IUSG, IXN, PSCH, SPTM, SPY, TLT, VB, VNQI, BHC, BAM, CSCO, DKS, ECL, GSK, GPN, HPQ, IRM, JCI, NKE, OXY, BKNG, RCL, SNPS, SYY, UAA, UNP, UNH, WAB, WEC, OPK, ET, ETW, TEL, MAIN, DG, NOW, PNR, WDAY, IRT, SHOP, HPE, AYX, ALC, ARKK, HYG, IEMG, IWM, PRFZ, SUSC, VGSH, VSS, VWO,
- Reduced Positions: XLE, GLD, ITB, RSP, TIP, VNQ, EZM, RPG, CNQ, V, IJR, MHK, SCHF, MKL, GIL, DIS, GDX, XLF, FNDX, STOR, ROKU, ANTM, SNE, PFF, XLU, BNDX, PGF, RRC, WMT, VTIP, ADBE, SLB, TOL, FNDF, ITA, XLK, BRK.B, MA, PYPL, GH, ACWV, DVY, MDY, AMT, CVX, NEE, ORLY, PNC, SO, GM, SQ, CWB, IWR, MUB, SCHC, SCHG, XLY, XMLV, T, CME, C, COP, DLTR, EPD, XOM, MGA, RDS.A, THC, WFC, FLOW, PINS, IWN, RYT, SCHV, SLV, SPHD, TFI, VOE, MO, ARCC, TFC, BA, CVS, TPR, CMCSA, DUK, ENB, GIS, MAR, MRK, MCO, NFLX, PCAR, PPL, PFE, SU, TD, TOT, RTX, RDS.B, MYI, OC, PM, KL, CHTR, PLOW, TRGP, DNKN, FB, ZTS, BABA, KHC, AMJ, DIA, EEM, IAU, IXJ, SCHA, VGT, XLI, ABT, A, LNT, ALL, AFG, NLY, AJG, BP, BIDU, BMO, BDX, BBBY, BMY, CTL, SCHW, CHK, CLX, KO, CPRT, D, DD, ELS, FLO, FCX, GPC, GS, MNST, HEI, IBM, KLAC, MDLZ, LMT, LOW, MU, NJR, ORCL, PEG, O, RSG, SFE, SIMO, TRV, TSCO, USB, UL, OLED, VTR, VOD, WBA, EVRG, ZBH, CMG, TDG, BX, GNRC, PBA, NXPI, RFP, ABBV, VEEV, VBLT, CDK, NVT, DOW, CTVA, LK, AGG, AMLP, AOA, DES, DLS, DTH, EEMV, IDU, IVV, IVW, IWP, IXG, IYW, MTUM, PHO, PSJ, SCHP, SLYG, VFH, VTV,
- Sold Out: WTRG, URI, APO, EXP, ITCI, AVB, VVV, FRC, WOOD, RCI, RHP, DVN, DRI, PAM, EIS, BUD, LL, EWC, EXG, FRA, MPA, GSG, IBB, HSBCPA.PFD, PBR, CACC, HAL, PGZ, EVA, UNIT, NSA, QSR, FGEN, KEYS, TPVG, CTAS, LILAK, NRZ, KNOP, USAC, SUN, TCPC, GNE, UI, ELAN, ARW, PKW, PEY, NIB, AZO, VIAC, CDNS, CPB, CCR, ARNC, LW, AA, TRHC, XEC, CRON, USFD, NMFC, HFC, FHI, GAB, XLNX, WEX, VRSN, GGG, TXT, SUI, EEFT, PBCT, ES, MCHP, MET, SPGI, MIC, KEY, INFY, OPTT, CEQP, GMLP, CAG, XRAY, VRSK, FTNT, STWD, DXCM, ZG, DISH, LULU, CNK, ENDP, SPR, LBTYK, VAL,
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- iShares Edge MSCI Min Vol USA (USMV) - 318,674 shares, 5.25% of the total portfolio. Shares added by 17.43%
- Schwab U.S. Broad Market (SCHB) - 243,059 shares, 4.48% of the total portfolio. Shares reduced by 0.8%
- Schwab US Aggregate Bond (SCHZ) - 268,924 shares, 4.45% of the total portfolio. Shares added by 7.20%
- Apple Inc (AAPL) - 45,623 shares, 3.54% of the total portfolio. Shares added by 1.00%
- Invesco S&P 500 Equal Weight (RSP) - 124,408 shares, 3.19% of the total portfolio. Shares reduced by 11.22%
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.
Here is the complete portfolio of Financial Architects, Inc. Also check out:
1. Financial Architects, Inc's Undervalued Stocks
2. Financial Architects, Inc's Top Growth Companies, and
3. Financial Architects, Inc's High Yield stocks
4. Stocks that Financial Architects, Inc keeps buying