Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL & TAX ARCHITECTS LLC | 08-07-2024 | 06-30-2024 | 82 | 373,002,368 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN ETF TR | SHRT DUR US GOVT | 51 | $2,694,318 | 29,915 | 0.00 | 0.00 | 6,688 | 28.79 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 52 | $2,535,244 | 57,711 | 0.00 | 0.00 | 54 | 0.09 | 06-30-2024 |
| ISHARES TR | MSCI USA VALUE | 53 | $2,412,998 | 23,323 | 0.00 | 0.00 | -194 | -0.82 | 06-30-2024 |
| MICROSOFT CORP | COM | 54 | $2,262,085 | 5,061 | 0.00 | 0.00 | 1,202 | 31.15 | 06-30-2024 |
