- New Purchases: USHY, HNDL, SRLN, INFL, EFG, STZ, CHGX, ITB, MTUM, SPIP, FWONK, SPLV, ECPG, VIAC, PAVE, VTWO, UUP, VONG, DMXF, ALTL, BUD, CODI, ROK, PRU, MAR, LLY, CCI, ED, CI, EXC,
- Added Positions: LTCH, VTIP, ZM, DM, OPEN, SCHD, IEF, SCHP, VYMI, BA, ICVT, GRID, JEPI, PFFD, VYM, BGRY, IDRV, SCHY, ABNB, KRBN, MUB, XLY, FDX, NKE, TSLA, BIV, FIVG, XLF, IPOD, IPOF, BAB, STIP, TIP, XLP, AMZN, BRK.B, CVS, KO, MSFT, V, BSCM, BSCN, EAGG, IWN, QQQ, VNQ, VUG, NVDA, ABBV, GOOG, DIA, QUAL, SCHM, VIG, VO, T, ACN, APD, CVX, COST, GOOGL, IBM, INTU, JPM, NFLX, PCAR, PG, SBUX, TJX, TGT, MA, ZTS, AGG, CGW, DRIP, DTH, ESGV, FNDE, IWF, SCHG, SPHB, VGT, VSGX, VTI, AAP, AEP, CLX, EW, GIS, JNPR, PGR, TD, UNH, DIS, PM, KKR, SNDL, ARKK, BGRN, BND, BSCO, ESGE, IXJ, RYF, SCHA, SCHX, USXF, VB, VEA,
- Reduced Positions: LQD, IVOL, VCSH, PDBC, EFAV, SCHE, GLD, XLU, USMV, IEUR, RPG, SCHZ, XLV, ADP, HYG, SCHO, ADBE, AMT, FB, PYPL, BNDX, XLE, AMN, COF, CMCSA, VZ, ARKF, BSV, XLI, ALB, XOM, RRC, IWO, RHS, ULST, MMM, NEE, IT, GE, JNJ, DGX, CRM, ZBH, NOW, IIPR, NET, SNOW, EMB, FNDC, FNDX, OEF, SCHF, SCHJ, VCIT, XLRE, ABT, BAM, CNQ, SCHW, GS, MKL, NVS, PEG, PSA, BR, MP, CWB, DVY, IHI, IWB, IWM, IWR, MDY, NULG, NULV, RYT, SUSC, VBR, MO, AXP, BMY, CSCO, D, GILD, MRK, NGG, ORCL, QCOM, FRBK, WMT, AWK, DG, PANW, ESML, FNDF, HACK, IEMG, IJH, ITOT, IVW, SIZE, VT, VTV,
- Sold Out: BSCL, PLTR, SPOT, TDOC, EWG, EMQQ, MJ, SUNL, NUSC, BMTC, INDA, FXE, DASH, DOCU, BABA, MSCI, VOD, GME, ALGN, SDIV, KD,
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- Schwab U.S. Broad Market ETF (SCHB) - 295,983 shares, 4.53% of the total portfolio. Shares reduced by 0.86%
- Apple Inc (AAPL) - 169,498 shares, 4.08% of the total portfolio. Shares reduced by 0.78%
- Tesla Inc (TSLA) - 24,117 shares, 3.45% of the total portfolio. Shares added by 1.32%
- BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 263,641 shares, 2.89% of the total portfolio. Shares reduced by 4.83%
- Schwab US Dividend Equity ETF (SCHD) - 256,650 shares, 2.81% of the total portfolio. Shares added by 8.67%
Financial Architects, Inc initiated holding in iShares Broad USD High Yield Corporate Bond ETF. The purchase prices were between $40.03 and $41.07, with an estimated average price of $40.64. The stock is now traded at around $39.100000. The impact to a portfolio due to this purchase was 0.28%. The holding were 50,983 shares as of 2021-12-31.
New Purchase: SPDR Blackstone Senior Loan ETF (SRLN)Financial Architects, Inc initiated holding in SPDR Blackstone Senior Loan ETF. The purchase prices were between $44.85 and $45.53, with an estimated average price of $45.24. The stock is now traded at around $45.315500. The impact to a portfolio due to this purchase was 0.12%. The holding were 19,510 shares as of 2021-12-31.
New Purchase: Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)Financial Architects, Inc initiated holding in Strategy Shares Nasdaq 7HANDL Index ETF. The purchase prices were between $24.28 and $25.7, with an estimated average price of $25.17. The stock is now traded at around $23.997000. The impact to a portfolio due to this purchase was 0.12%. The holding were 34,604 shares as of 2021-12-31.
New Purchase: Horizon Kinetics Inflation Beneficiaries ETF (INFL)Financial Architects, Inc initiated holding in Horizon Kinetics Inflation Beneficiaries ETF. The purchase prices were between $29.18 and $31.77, with an estimated average price of $30.73. The stock is now traded at around $31.115000. The impact to a portfolio due to this purchase was 0.11%. The holding were 26,295 shares as of 2021-12-31.
New Purchase: Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)Financial Architects, Inc initiated holding in Change Finance U.S. Large Cap Fossil Fuel Free ETF. The purchase prices were between $32.21 and $35.36, with an estimated average price of $34.17. The stock is now traded at around $31.600000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,536 shares as of 2021-12-31.
New Purchase: Constellation Brands Inc (STZ)Financial Architects, Inc initiated holding in Constellation Brands Inc. The purchase prices were between $211.62 and $250.97, with an estimated average price of $228.43. The stock is now traded at around $219.760000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,353 shares as of 2021-12-31.
Added: Latch Inc (LTCH)Financial Architects, Inc added to a holding in Latch Inc by 89.87%. The purchase prices were between $7.18 and $10.96, with an estimated average price of $8.78. The stock is now traded at around $5.815000. The impact to a portfolio due to this purchase was 0.73%. The holding were 1,500,000 shares as of 2021-12-31.
Added: Zoom Video Communications Inc (ZM)Financial Architects, Inc added to a holding in Zoom Video Communications Inc by 30.18%. The purchase prices were between $181.81 and $285.66, with an estimated average price of $233.56. The stock is now traded at around $144.970000. The impact to a portfolio due to this purchase was 0.34%. The holding were 59,287 shares as of 2021-12-31.
Added: Desktop Metal Inc (DM)Financial Architects, Inc added to a holding in Desktop Metal Inc by 380.00%. The purchase prices were between $4.75 and $9.2, with an estimated average price of $6.7. The stock is now traded at around $4.345000. The impact to a portfolio due to this purchase was 0.25%. The holding were 480,000 shares as of 2021-12-31.
Added: Opendoor Technologies Inc (OPEN)Financial Architects, Inc added to a holding in Opendoor Technologies Inc by 150.00%. The purchase prices were between $13.3 and $24.75, with an estimated average price of $18.98. The stock is now traded at around $11.255000. The impact to a portfolio due to this purchase was 0.24%. The holding were 200,000 shares as of 2021-12-31.
Added: Schwab U.S. Tips ETF (SCHP)Financial Architects, Inc added to a holding in Schwab U.S. Tips ETF by 503.16%. The purchase prices were between $61.5 and $63.1, with an estimated average price of $62.27. The stock is now traded at around $60.161000. The impact to a portfolio due to this purchase was 0.21%. The holding were 29,199 shares as of 2021-12-31.
Added: iShares 7-10 Year Treasury Bond ETF (IEF)Financial Architects, Inc added to a holding in iShares 7-10 Year Treasury Bond ETF by 239.98%. The purchase prices were between $113.25 and $116.14, with an estimated average price of $114.66. The stock is now traded at around $110.070000. The impact to a portfolio due to this purchase was 0.21%. The holding were 19,175 shares as of 2021-12-31.
Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)Financial Architects, Inc sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.
Sold Out: Palantir Technologies Inc (PLTR)Financial Architects, Inc sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.
Sold Out: Spotify Technology SA (SPOT)Financial Architects, Inc sold out a holding in Spotify Technology SA. The sale prices were between $221.91 and $300.95, with an estimated average price of $250.29.
Sold Out: Teladoc Health Inc (TDOC)Financial Architects, Inc sold out a holding in Teladoc Health Inc. The sale prices were between $87.43 and $154.29, with an estimated average price of $118.83.
Sold Out: iShares MSCI Germany ETF (EWG)Financial Architects, Inc sold out a holding in iShares MSCI Germany ETF. The sale prices were between $31.5 and $34.38, with an estimated average price of $32.91.
Sold Out: ETCT EMQQ The Emerging Markets Internet and Ecomme (EMQQ)Financial Architects, Inc sold out a holding in ETCT EMQQ The Emerging Markets Internet and Ecomme. The sale prices were between $40.93 and $54.57, with an estimated average price of $48.42.
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