Financial & Tax Architects, LLC
CIK Number: 0001758543
392.64M
Market Value
102
# of Holdings
8 months
Avg. Holding Period
22.64%
Win Rate
11.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR Bloomberg 1-3 M... | 91.51 | 0.00% | 424.65K | +88.40% | 38.83M | 91.43 | 9.89% |
| 2 | SPY | SPDR S&P 500 ETF Tru... | 524.86 | -4.33% | 38.16K | +1.88% | 22.37M | 421 | 5.70% |
| 3 | IEF | iShares 7-10 Year Tr... | 94.05 | -0.61% | 197.23K | +4.81% | 18.23M | 93.48 | 4.64% |
| 4 | USRT | iShares Core U.S. RE... | 52.33 | -2.56% | 304.71K | +4.40% | 17.46M | 61.39 | 4.45% |
| 5 | AGG | iShares Core U.S. Ag... | 97.14 | -0.79% | 164.21K | +2.80% | 15.91M | 100.72 | 4.05% |
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