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Home > Institutional Investor > Financial Architects, Inc > Profile

Instuitional Investor - Financial Architects, Inc

Fund Profile
Filing Period:
Fund Name: Financial Architects, Inc
Portfolio Value $662,528,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 179,244 $34,767,965 5.24%
2.
Schwab Strategic Trust
 FNDF 514,526 $26,601,020 4.01%
3.
Schwab Strategic Trust
 FNDF 336,895 $24,465,290 3.69%
4.
Microsoft Corp
 MSFT 63,943 $21,775,117 3.28%
5.
J P Morgan Exchange Traded F
 354,120 $19,593,459 2.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)