Financial Architects, LLC: 13F holdings

CIK 20085402026Q2

Positions24
Reported value$208.5m
Filed2026-07-21

Top 10 holdings

SecuritySharesValueWeight
SCHP SCHWAB STRATEGIC TR1,567,285$41.5m19.9%
VTI VANGUARD INDEX FDS77,158$28.6m13.7%
BND VANGUARD BD INDEX FDS275,663$20.2m9.7%
BNDX VANGUARD CHARLOTTE FDS342,491$16.6m8.0%
GOLDMAN SACHS ETF TR177,580$16.2m7.8%
DIMENSIONAL ETF TRUST320,155$12.4m6.0%
VGIT VANGUARD SCOTTSDALE FDS199,845$11.8m5.7%
MTUM ISHARES TR33,655$11.5m5.5%
DIMENSIONAL ETF TRUST264,150$11.3m5.4%
DISV DIMENSIONAL ETF TRUST247,315$9.9m4.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2008540")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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