Financial & Tax Architects, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
St Louis, MO
CIK
0001758543
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 85 363,438 SPY, EFA, USRT, BCI 13F-HR 5/8/2024 000194104024000243
Q4 2023 92 338,008 BIL, USRT, SPY, EFA 13F-HR 1/25/2024 000194104024000043
Q3 2023 82 321,969 BIL, SPY, BCI, EFA 13F-HR 10/19/2023 000194104023000289
Q2 2023 79 323,939 BIL, SPY, EFA, IEF 13F-HR 7/25/2023 000194104023000174
Q1 2023 76 303,889 BIL, EFA, SPY, AGG 13F-HR 4/26/2023 000194104023000109
Q4 2022 81 293,081 BIL, EFA, GBIL, AGG 13F-HR 2/9/2023 000194104023000065
Q3 2022 64 266,851 BIL, VTIP, SPAB, GBIL 13F-HR 8/25/2023 000194104023000235
Q2 2022 77 264,009 BIL, AGG, SPAB, BCI 13F-HR 8/25/2023 000194104023000234
Q1 2022 90 264,886 BIL, AGG, VTI, SPAB 13F-HR 8/25/2023 000194104023000233
Q4 2021 93 244,989 VTI, IEF, MVV, VTWO 13F-HR 8/25/2023 000194104023000232
Q3 2021 97 219,436 BND, VTI, VTWO, AGG 13F-HR 8/25/2023 000194104023000231
Q2 2021 96 204,058 VTI, SCHZ, VTWO, AGG 13F-HR 8/25/2023 000194104023000230
Q1 2021 97 178,290 VTI, MDY, AGG, VTWO 13F-HR 8/25/2023 000194104023000229