Notify me when Financial Architects, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 316 | $662,528,236 | +$37,581,615 | -$20,181,458 | +$17,400,157 | AAPL, SCHB, SCHD, MSFT, JEPI | 13F-HR | 09 Aug 2023, 18:34 |
| Q1 2023 | 311 | $622,909,941 | +$24,737,113 | -$30,350,145 | -$5,613,032 | AAPL, SCHB, SCHD, JEPI, USMV | 13F-HR | 12 May 2023, 16:59 |
| Q4 2022 | 322 | $602,488,085 | +$37,688,642 | -$24,928,198 | +$12,760,444 | SCHD, SCHB, AAPL, JEPI, VTIP | 13F-HR | 06 Feb 2023, 17:27 |
| Q3 2022 | 308 | $567,654,622 | +$501,163,032 | -$1,384,188 | +$499,778,844 | AAPL, SCHB, VTIP, SCHD, TSLA | 13F-HR | 14 Nov 2022, 07:38 |
| Q2 2022 | 57 | $78,594,000 | +$7,725,128 | -$3,408,467 | +$4,316,661 | AAPL, BCE, ABBV, GOOG, AMZN | 13F-HR | 11 Aug 2022, 16:47 |
| Q1 2022 | 325 | $686,221,221 | +$71,864,194 | -$40,483,917 | +$31,380,277 | SCHB, AAPL, TSLA, SCHD, VTIP | 13F-HR | 04 May 2022, 21:49 |
| Q4 2021 | 334 | $738,375,307 | +$52,310,258 | -$28,614,228 | +$23,696,030 | SCHB, AAPL, TSLA, USMV, SCHD | 13F-HR | 14 Feb 2022, 08:31 |
| Q3 2021 | 323 | $688,545,000 | +$50,770,424 | -$47,878,705 | +$2,891,719 | SCHB, AAPL, USMV, TSLA, SCHD | 13F-HR | 12 Nov 2021, 10:16 |
| Q2 2021 | 334 | $693,720,000 | +$47,438,807 | -$27,932,258 | +$19,506,549 | SCHB, AAPL, USMV, ZM, IJR | 13F-HR | 10 Aug 2021, 17:01 |
| Q1 2021 | 326 | $637,713,000 | +$98,792,033 | -$22,248,800 | +$76,543,233 | SCHB, AAPL, USMV, IJR, TSLA | 13F-HR | 17 May 2021, 16:33 |
| Q4 2020 | 298 | $540,599,000 | +$75,819,986 | -$19,978,883 | +$55,841,103 | SCHB, AAPL, USMV, SCHZ, IJR | 13F-HR | 17 Feb 2021, 10:25 |
| Q3 2020 | 274 | $453,512,000 | +$45,813,449 | -$15,284,225 | +$30,529,224 | USMV, SCHB, AAPL, SCHZ, VCSH | 13F-HR | 06 Nov 2020, 20:24 |
| Q2 2020 | 826 | $434,715,000 | +$49,661,728 | -$32,145,422 | +$17,516,306 | USMV, SCHB, AAPL, SCHZ, EFAV | 13F-HR | 11 Aug 2020, 08:13 |
| Q1 2020 | 809 | $364,969,192 | +$28,188,624 | -$30,812,690 | -$2,624,066 | USMV, SCHB, SCHZ, AAPL, EFAV | 13F-HR | 07 May 2020, 15:55 |
| Q4 2019 | 867 | $462,751,230 | +$30,696,843 | -$17,156,234 | +$13,540,609 | SCHB, USMV, RSP, IJR, SCHZ | 13F-HR | 14 Feb 2020, 15:56 |
| Q3 2019 | 950 | $427,949,189 | +$19,902,797 | -$116,746,049 | -$96,843,252 | SCHB, USMV, RSP, IJR, SCHZ | 13F-HR | 06 Nov 2019, 15:16 |
| Q2 2019 | 1,130 | $535,312,315 | +$43,884,238 | -$83,591,470 | -$39,707,232 | BRKB, SCHB, USMV, RSP, IJR | 13F-HR | 14 Aug 2019, 11:10 |
| Q1 2019 | 1,340 | $584,974,177 | +$44,465,976 | -$22,812,560 | +$21,653,416 | BRKB, SCHB, JPM, RSP, USMV | Restatement | 10 May 2019, 20:34 |
| Q4 2018 | 1,259 | $519,894,208 | +$37,103,643 | -$30,141,794 | +$6,961,849 | BRKB, JPM, SCHB, RSP, XLF | 13F-HR | 01 Feb 2019, 16:16 |
| Q3 2018 | 1,348 | $611,998,171 | +$44,927,895 | -$16,809,787 | +$28,118,108 | BRKB, JPM, RSP, SCHB, XLF | 13F-HR | 29 Oct 2018, 16:40 |
| Q2 2018 | 1,246 | $557,721,189 | +$92,306,656 | -$14,223,924 | +$78,082,732 | BRKB, RSP, JPM, SCHB, XLF | 13F-HR | 03 Aug 2018, 12:27 |
| Q1 2018 | 1,330 | $509,301,138 | +$39,279,362 | -$41,392,204 | -$2,112,842 | BRKB, JPM, XLF, SCHB, MDY | 13F-HR | 23 Apr 2018, 14:03 |
| Q4 2017 | 1,435 | $598,430,067 | +$48,368,681 | -$25,907,237 | +$22,461,444 | BRKB, RSPXXXX, JPM, XLF, MDY | 13F-HR | 12 Feb 2018, 09:08 |
| Q3 2017 | 1,429 | $558,726,398 | +$36,711,999 | -$23,650,094 | +$13,061,905 | BRKB, RSPXXXX, JPM, XLF, MDY | Restatement | 01 Nov 2017, 13:38 |
| Q2 2017 | 1,450 | $556,397,422 | +$57,275,189 | -$66,313,395 | -$9,038,206 | BRKB, MU, RSPXXXX, JPM, XLF | 13F-HR | 21 Jul 2017, 14:18 |
| Q1 2017 | 1,488 | $562,180,347 | +$155,045,756 | -$20,074,924 | +$134,970,832 | BRKB, RSPXXXX, JPM, SCHB, XLF | 13F-HR | 26 Apr 2017, 16:21 |
| Q4 2016 | 1,296 | $423,465,225 | +$67,153,553 | -$21,319,051 | +$45,834,502 | RSPXXXX, IJR, RPVXXXX, MUB, SCHB | 13F-HR | 03 Feb 2017, 18:14 |
| Q3 2016 | 1,385 | $371,141,311 | +$27,903,104 | -$14,068,407 | +$13,834,697 | RSPXXXX, RPVXXXX, SCHF, RFGXXXX, IJR | 13F-HR | 28 Oct 2016, 13:03 |
| Q2 2016 | 1,367 | $353,795,093 | +$75,640,067 | -$4,460,721 | +$71,179,346 | RSPXXXX, RPVXXXX, RFGXXXX, IJR, JNJ | 13F-HR | 25 Jul 2016, 13:35 |
| Q1 2016 | 1,114 | $279,669,015 | +$45,825,317 | -$16,164,426 | +$29,660,891 | RSPXXXX, RPVXXXX, RFGXXXX, SCHF, IJR | 13F-HR | 09 May 2016, 10:39 |
| Q4 2015 | 209 | $246,134,000 | +$29,494,007 | -$17,493,374 | +$12,000,633 | RSPXXXX, RPVXXXX, RFGXXXX, SCHF, IJR | 13F-HR | 16 Feb 2016, 06:06 |
| Q3 2015 | 202 | $234,389,000 | +$24,761,153 | -$8,770,050 | +$15,991,103 | RSPXXXX, GAA, RPVXXXX, RFGXXXX, SCHF | 13F-HR | 12 Nov 2015, 17:32 |
| Q2 2015 | 1,110 | $274,022,003 | +$35,467,306 | -$9,173,482 | +$26,293,824 | RSPXXXX, RPVXXXX, GAA, RFGXXXX, SCHF | 13F-HR | 05 Aug 2015, 09:57 |
| Q1 2015 | 903 | $256,821,000 | +$39,661,539 | -$6,959,236 | +$32,702,303 | RSPXXXX, RPVXXXX, RFGXXXX, IJR, GAA | 13F-HR | 29 Apr 2015, 18:42 |
| Q4 2014 | 927 | $227,765,121 | +$44,221,833 | -$28,289,978 | +$15,931,855 | RSPXXXX, RPVXXXX, RFGXXXX, IJR, CSDXXXX | 13F-HR | 02 Feb 2015, 19:48 |
| Q3 2014 | 804 | $185,868,026 | +$11,612,495 | -$8,612,617 | +$2,999,878 | RSPXXXX, RFGXXXX, RPVXXXX, IJR, CSDXXXX | 13F-HR | 23 Oct 2014, 20:21 |
| Q2 2014 | 851 | $206,683,017 | +$38,551,282 | -$1,713,204 | +$36,838,078 | RSPXXXX, RFGXXXX, RPVXXXX, IJR, CSDXXXX | 13F-HR | 05 Aug 2014, 20:23 |
| Q1 2014 | 149 | $167,335,000 | +$8,997,006 | -$9,505,948 | -$508,942 | RFGXXXX, RSPXXXX, RPVXXXX, IJR, CSDXXXX | 13F-HR | 29 Apr 2014, 18:34 |
| Q4 2013 | 152 | $170,937,000 | $0 | RFGXXXX, RSPXXXX, RPVXXXX, IJR, SDIVXXXX | 13F-HR | 07 Feb 2014, 14:43 |