Financial & Tax Architects, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET | $26.40M | 5.9% |
| ISHARES MSCI EAFE | $20.80M | 4.7% |
| SPDR S&P 500 ETF TRUST | $20.73M | 4.7% |
| ISHARES 7-10 YEAR TREASURY BOND | $18.85M | 4.2% |
| ISHARES CORE U.S. REIT | $18.70M | 4.2% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE | $17.33M | 3.9% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $13.97M | 3.1% |
| ISHARES CORE U.S. AGGREGATE BOND | $11.51M | 2.6% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS | $9.23M | 2.1% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES | $9.08M | 2.0% |
| Walmart Inc. | $8.81M | 2.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $8.46M | 1.9% |
| JOHNSON & JOHNSON | $8.24M | 1.9% |
| AbbVie Inc. | $8.13M | 1.8% |
| CATERPILLAR INC | $7.70M | 1.7% |
| S&P Global Inc. | $7.67M | 1.7% |
| EXXON MOBIL CORP | $7.63M | 1.7% |
| GENERAL DYNAMICS CORP | $7.62M | 1.7% |
| NEXTERA ENERGY INC | $7.57M | 1.7% |
| Medtronic plc | $7.52M | 1.7% |
| ABBOTT LABORATORIES | $7.37M | 1.7% |
| COCA COLA CO | $7.36M | 1.7% |
| CHEVRON CORP | $7.33M | 1.6% |
| MCDONALD'S CORP | $7.33M | 1.6% |
| LOWES COMPANIES INC | $7.23M | 1.6% |
| PEPSICO INC | $7.06M | 1.6% |
| AUTOMATIC DATA PROCESSING INC | $6.95M | 1.6% |
| PROCTER & GAMBLE Co | $6.76M | 1.5% |
| ECOLAB INC. | $6.66M | 1.5% |
| SHERWIN WILLIAMS CO | $6.60M | 1.5% |
| VANGUARD RUSSELL 2000 | $6.58M | 1.5% |
| NVIDIA Corp | $6.52M | 1.5% |
| VANGUARD TOTAL BOND MARKET | $6.16M | 1.4% |
| ISHARES TIPS BOND | $4.74M | 1.1% |
| Apple Inc. | $4.64M | 1.0% |
| ISHARES GOLD TRUST | $4.06M | 0.9% |
| MICROSOFT CORP | $3.93M | 0.9% |
| ACCESS TREASURY 0-1 YEAR | $3.75M | 0.8% |
| SPDR GOLD SHARES | $3.71M | 0.8% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND | $3.58M | 0.8% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND | $3.57M | 0.8% |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $3.48M | 0.8% |
| SCHWAB INTERMEDIATE-TERM US TREASURY | $3.46M | 0.8% |
| VANGUARD REAL ESTATE | $3.41M | 0.8% |
| ISHARES 10-20 YEAR TREASURY BOND | $3.41M | 0.8% |
| ISHARES S&P 500 GROWTH | $3.33M | 0.7% |
| ISHARES MSCI EMERGING MARKETS | $3.24M | 0.7% |
| Alphabet Inc. | $2.55M | 0.6% |
| Amazon.com Inc | $2.46M | 0.6% |
| ASML HOLDING N V N Y REGISTRY | $2.37M | 0.5% |