Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ARCHITECTS LLC | 07-16-2024 | 06-30-2024 | 21 | 147,079,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 1 | $29,767,299 | 572,338 | 0.02 | 0.02 | 18,205 | 3.29 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $25,554,695 | 95,528 | 0.02 | 0.02 | -1,490 | -1.54 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3 | $14,271,304 | 198,075 | 0.01 | 0.01 | 10,460 | 5.58 | 06-30-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 4 | $13,128,976 | 269,755 | 0.01 | 0.01 | 17,590 | 6.98 | 06-30-2024 |
