Financial Architects, LLC
- SEC CIK
- 0002008540
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/29 申報。只含多頭部位。
- 持股檔數
- 19
- 2023 年第 3 季沒有申報
- 總值
- $1.27 億
- 2023 年第 3 季沒有申報
Financial Architects, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 482,208 | $2,517 萬 | 19.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 96,953 | $2,300 萬 | 18.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 164,765 | $1,212 萬 | 9.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 211,300 | $1,043 萬 | 8.2% | – | – | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 153,225 | $967.2 萬 | 7.6% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 243,545 | $709.2 萬 | 5.6% | – | – | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 81,609 | $689.1 萬 | 5.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 42,675 | $669.5 萬 | 5.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 207,020 | $533.8 萬 | 4.2% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 202,170 | $509.5 萬 | 4.0% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 168,530 | $394.0 萬 | 3.1% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 212,336 | $393.0 萬 | 3.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 67,765 | $392.8 萬 | 3.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,445 | $150.3 萬 | 1.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,500 | $57.9 萬 | 0.5% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,510 | $38.7 萬 | 0.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,925 | $38.4 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,195 | $38.3 萬 | 0.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,030 | $38.1 萬 | 0.3% | – | – | – |