Notify me when Financial & Tax Architects, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 103 | $445,018,018 | +$81,698,967 | -$88,418,644 | -$6,719,677 | VTI, EFA, SPY, IEF, USRT | 13F-HR | 20 Jan 2026, 17:45 |
| Q3 2025 | 104 | $453,134,174 | +$124,239,169 | -$100,026,092 | +$24,213,077 | EFA, FBND, SPY, BCI, USRT | 13F-HR | 05 Nov 2025, 12:10 |
| Q2 2025 | 93 | $411,674,817 | +$119,039,654 | -$114,355,422 | +$4,684,232 | BIL, EFA, SPY, IEF, VTI | 13F-HR | 13 Aug 2025, 17:03 |
| Q1 2025 | 101 | $398,406,548 | +$80,050,978 | -$82,332,420 | -$2,281,442 | SPY, BCI, EFA, IEF, USRT | 13F-HR | 06 May 2025, 14:48 |
| Q4 2024 | 103 | $392,638,700 | +$85,164,168 | -$66,612,481 | +$18,551,687 | BIL, SPY, IEF, USRT, AGG | 13F-HR | 15 Jan 2025, 15:41 |
| Q3 2024 | 95 | $389,026,786 | +$41,281,266 | -$51,817,895 | -$10,536,629 | SPY, BIL, EFA, IEF, USRT | 13F-HR | 13 Nov 2024, 15:15 |
| Q2 2024 | 82 | $373,002,368 | +$73,080,092 | -$57,185,450 | +$15,894,642 | BIL, SPY, BCI, EFA, IEF | 13F-HR | 09 Aug 2024, 15:13 |
| Q1 2024 | 85 | $363,438,583 | +$69,569,160 | -$55,877,203 | +$13,691,957 | SPY, EFA, USRT, BCI, IEF | 13F-HR | 08 May 2024, 16:40 |
| Q4 2023 | 92 | $338,008,587 | +$67,350,884 | -$68,403,871 | -$1,052,987 | BIL, USRT, SPY, EFA, BCI | 13F-HR | 25 Jan 2024, 15:55 |
| Q3 2023 | 82 | $321,969,359 | +$77,639,142 | -$71,936,059 | +$5,703,083 | BIL, SPY, BCI, EFA, USRT | 13F-HR | 19 Oct 2023, 13:39 |
| Q2 2023 | 79 | $323,939,310 | +$61,079,336 | -$48,275,142 | +$12,804,194 | BIL, SPY, EFA, IEF, AGG | 13F-HR | 25 Jul 2023, 14:43 |
| Q1 2023 | 76 | $303,889,425 | +$50,861,855 | -$37,837,299 | +$13,024,556 | BIL, EFA, SPY, AGG, GBIL | 13F-HR | 26 Apr 2023, 18:54 |
| Q4 2022 | 81 | $292,114,482 | +$67,837,287 | -$60,638,522 | +$7,198,765 | BIL, EFA, GBIL, AGG, PCY | 13F-HR | 09 Feb 2023, 12:13 |
| Q3 2022 | 64 | $266,851,368 | +$38,351,215 | -$24,636,928 | +$13,714,287 | BIL, VTIP, SPAB, GBIL, BCI | 13F-HR | 25 Aug 2023, 16:32 |
| Q2 2022 | 77 | $264,009,154 | +$61,726,239 | -$40,611,539 | +$21,114,700 | BIL, AGG, SPAB, BCI, GBIL | 13F-HR | 25 Aug 2023, 16:18 |
| Q1 2022 | 90 | $264,886,233 | +$79,030,724 | -$55,586,844 | +$23,443,880 | BIL, AGG, VTI, SPAB, MDY | 13F-HR | 25 Aug 2023, 16:14 |
| Q4 2021 | 93 | $244,989,924 | +$45,431,749 | -$31,581,898 | +$13,849,851 | VTI, IEF, MVV, VTWO, AGG | 13F-HR | 25 Aug 2023, 14:22 |
| Q3 2021 | 97 | $219,436,457 | +$48,042,450 | -$29,580,734 | +$18,461,716 | BND, VTI, VTWO, AGG, JNK | 13F-HR | 25 Aug 2023, 14:19 |
| Q2 2021 | 96 | $204,058,253 | +$45,561,145 | -$22,658,761 | +$22,902,384 | VTI, SCHZ, VTWO, AGG, VTIP | 13F-HR | 25 Aug 2023, 14:14 |
| Q1 2021 | 97 | $178,290,115 | $0 | $0 | $0 | VTI, MDY, AGG, VTWO, GBIL | 13F-HR | 25 Aug 2023, 14:03 |