Holdings
Financial & Tax Architects, LLC
As of Sep 30, 2026, Financial & Tax Architects, LLC reported 104 positions worth US$469M. Largest: abrdn Bloomberg All Commodity Strategy K-1 Free ETF, iShares MSCI EAFE ETF and State Street SPDR S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 970K | US$25.1M | new | Sep 30, 2026 |
| iShares MSCI EAFE ETF | 227K | US$23.6M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 29,835 | US$22.8M | new | Sep 30, 2026 |
| iShares Core U.S. REIT ETF | 358K | US$22.1M | new | Sep 30, 2026 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 239K | US$21.9M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 480K | US$20.8M | new | Sep 30, 2026 |
| Access Treasury 0-1 Year ETF | 189K | US$19M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 245K | US$12.1M | new | Sep 30, 2026 |
| Vanguard Russell 2000 ETF | 107K | US$12M | new | Sep 30, 2026 |
| State Street SPDR Bloomberg Convertible Securities ETF | 117K | US$11.9M | new | Sep 30, 2026 |