Universe · entity
Financial & Tax Architects, LLC
Institutional manager (13F) · CIK 1758543
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $394M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $26M | 80,604 |
| 2 | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $23M | 942,286 |
| 3 | ISHARES MSCI EAFE ETF | $20M | 210,197 |
| 4 | ISHARES CORE U.S. REIT ETF | $19M | 326,791 |
| 5 | STATE STREET SPDR S&P 500 ETF | $19M | 29,632 |
| 6 | ISHARES 7-10 YEAR TREASURY BOND ETF | $19M | 198,604 |
| 7 | ISHARES CORE U.S. AGGREGATE BOND ETF | $10M | 102,613 |
| 8 | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $10M | 105,088 |
| 9 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $9M | 187,643 |
| 10 | EXXON MOBIL CORP COM | $9M | 53,654 |
| 11 | CHEVRON CORPORATION COM | $9M | 43,720 |
| 12 | WALMART INC COM | $9M | 71,868 |
| 13 | NEXTERA ENERGY INC COM | $8M | 87,289 |
| 14 | JOHNSON & JOHNSON COM | $8M | 32,887 |
| 15 | CATERPILLAR INC COM | $8M | 10,812 |
| 16 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $8M | 71,692 |
| 17 | COCA COLA CO COM | $7M | 98,087 |
| 18 | INTERNATIONAL BUSINESS MACHS COM | $7M | 30,477 |
| 19 | ABBVIE INC COM | $7M | 33,759 |
| 20 | VANGUARD RUSSELL 2000 ETF | $7M | 73,017 |
| 21 | GENERAL DYNAMICS CORP COM | $7M | 21,089 |
| 22 | PEPSICO INC COM | $7M | 46,342 |
| 23 | MCDONALDS CORP COM | $7M | 22,730 |
| 24 | LOWES COS INC COM | $7M | 28,466 |
| 25 | PROCTER & GAMBLE CO COM | $7M | 46,283 |
| 26 | S&P GLOBAL INC COM | $7M | 15,696 |
| 27 | ABBOTT LABORATORIES COM | $7M | 64,050 |
| 28 | MEDTRONIC PLC SHS | $6M | 74,636 |
| 29 | SHERWIN WILLIAMS CO COM | $6M | 20,067 |
| 30 | AUTOMATIC DATA PROCESSING INC COM | $6M | 31,632 |
| 31 | NVIDIA CORPORATION COM | $6M | 34,755 |
| 32 | ECOLAB INC COM | $6M | 21,650 |
| 33 | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $5M | 231,834 |
| 34 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $5M | 7,690 |
| 35 | SPDR GOLD SHARES | $5M | 10,605 |
| 36 | VANGUARD FTSE DEVELOPED MARKETS ETF | $4M | 67,709 |
| 37 | ACCESS TREASURY 0-1 YEAR ETF | $4M | 42,947 |
| 38 | APPLE INC COM | $4M | 16,774 |
| 39 | ISHARES TIPS BOND ETF | $4M | 38,141 |
| 40 | ISHARES GOLD TRUST | $4M | 47,530 |
| 41 | ISHARES MSCI EMERGING MARKETS ETF | $4M | 73,305 |
| 42 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $4M | 164,648 |
| 43 | ISHARES 10-20 YEAR TREASURY BOND ETF | $4M | 39,798 |
| 44 | VANGUARD REAL ESTATE ETF | $4M | 45,088 |
| 45 | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4M | 103,890 |
| 46 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4M | 47,148 |
| 47 | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $4M | 39,531 |
| 48 | MICROSOFT CORP COM | $3M | 8,820 |
| 49 | NETFLIX INC. COM | $3M | 26,025 |
| 50 | ISHARES MSCI SPAIN ETF | $2M | 45,560 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.