Financial & Tax Architects, LLC has disclosed 82 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $373.00 Mil. The turnover rate is 19%.
In Financial & Tax Architects, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), S&P 500 ETF TRUST ETF (SPY), abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), iShares MSCI EAFE ETF (EFA), iShares 7-10 Year Treasury Bond ETF (IEF), not including call and put options.
Financial & Tax Architects, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Financial & Tax Architects, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Financial & Tax Architects, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Financial & Tax Architects, LLC.