Financial Architects, LLC
WOODSTOCK GA · SEC CIK 0002008540
$2.09亿2026Q2 申报市值
24持仓数
86.3%前十大占比 · 第一大 19.9%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHP 加仓+$120.85万
BND 加仓+$100.24万
VGIT 加仓+$44.56万
BNDX 加仓+$38.77万
VTEB 加仓+$23.04万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$33.82万
AGG 清仓-$31.57万
DFEV 减仓-$16.79万
AAPL 减仓-$8.25万
SPMO 减仓-$6.54万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,180 | -100.0% | -$31.57万 | 清仓 |
| AVES | AMERICAN CENTY ETF TR | $30.90万 | 0.15% | 4,710 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $35.16万 | 0.17% | 1,215 | -285 | -19.0% | -$8.25万 | 减仓 |
| IXUS | ISHARES TR | $35.98万 | 0.17% | 3,770 | -110 | -2.8% | -$1.05万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $36.48万 | 0.17% | 3,540 | 30 | 0.9% | $3,092 | 加仓 |
| HD | HOME DEPOT INC | $37.38万 | 0.18% | 1,060 | -42 | -3.8% | -$1.48万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.66万 | 0.35% | 3,415 | 795 | 30.3% | $16.92万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $87.15万 | 0.42% | 5,395 | -405 | -7.0% | -$6.54万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $140.73万 | 0.67% | 11,280 | -310 | -2.7% | -$3.87万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $146.13万 | 0.70% | 38,395 | -1,150 | -2.9% | -$4.38万 | 减仓 |
| IAGG | ISHARES TR | $173.10万 | 0.83% | 34,210 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $200.88万 | 0.96% | 39,715 | 4,555 | 13.0% | $23.04万 | 加仓 |
| ITOT | ISHARES TR | $301.52万 | 1.45% | 18,355 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $610.27万 | 2.93% | 71,385 | 302 | 0.4% | $2.58万 | 加仓 |
| EUSA | ISHARES INC | $940.03万 | 4.51% | 82,322 | 607 | 0.7% | $6.93万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $992.48万 | 4.76% | 247,315 | 3,425 | 1.4% | $13.74万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,127.05万 | 5.40% | 264,150 | -3,935 | -1.5% | -$16.79万 | 减仓 |
| MTUM | ISHARES TR | $1,153.79万 | 5.53% | 33,655 | -180 | -0.5% | -$6.17万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,178.69万 | 5.65% | 199,845 | 7,555 | 3.9% | $44.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,241.88万 | 5.96% | 320,155 | 2,805 | 0.9% | $10.88万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,620.60万 | 7.77% | 177,580 | 960 | 0.5% | $8.76万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,658.68万 | 7.95% | 342,491 | 8,005 | 2.4% | $38.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,023.64万 | 9.70% | 275,663 | 13,655 | 5.2% | $100.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,855.15万 | 13.69% | 77,158 | -914 | -1.2% | -$33.82万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,153.31万 | 19.92% | 1,567,285 | 45,605 | 3.0% | $120.85万 | 加仓 |