Financial Architects, LLC
WOODSTOCK GA · SEC CIK 0002008540
$1.90亿2026Q1 申报市值
25持仓数
86.6%前十大占比 · 第一大 21.4%
0 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHP 加仓+$231.80万
IAGG 加仓+$141.14万
BND 加仓+$88.10万
VGIT 加仓+$71.19万
EUSA 加仓+$49.92万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$87.71万
TIP 清仓-$59.90万
BNDX 减仓-$40.94万
SHV 清仓-$32.88万
SCHO 清仓-$32.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | $4,049.19万 | 21.36% | 1,521,680 | 87,110 | 6.1% | $231.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,504.63万 | 13.21% | 78,072 | -2,734 | -3.4% | -$87.71万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,929.43万 | 10.18% | 262,008 | 11,964 | 4.8% | $88.10万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,607.21万 | 8.48% | 334,486 | -8,520 | -2.5% | -$40.94万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,316.66万 | 6.94% | 176,620 | -170 | -0.1% | -$1.27万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,145.09万 | 6.04% | 192,290 | 11,955 | 6.6% | $71.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,111.99万 | 5.87% | 317,350 | -3,640 | -1.1% | -$12.75万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $961.90万 | 5.07% | 243,890 | -3,640 | -1.5% | -$14.36万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $959.21万 | 5.06% | 268,085 | 2,245 | 0.8% | $8.03万 | 加仓 |
| EUSA | ISHARES INC | $831.61万 | 4.39% | 81,715 | 4,905 | 6.4% | $49.92万 | 加仓 |
| MTUM | ISHARES TR | $812.01万 | 4.28% | 33,835 | 1,010 | 3.1% | $24.24万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $548.12万 | 2.89% | 71,083 | -2,180 | -3.0% | -$16.81万 | 减仓 |
| ITOT | ISHARES TR | $261.43万 | 1.38% | 18,355 | 3,075 | 20.1% | $43.80万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $175.41万 | 0.93% | 35,160 | 3,480 | 11.0% | $17.36万 | 加仓 |
| IAGG | ISHARES TR | $171.19万 | 0.90% | 34,210 | 28,205 | 469.7% | $141.14万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $128.24万 | 0.68% | 39,545 | 11,320 | 40.1% | $36.71万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $128.03万 | 0.68% | 11,590 | 840 | 7.8% | $9.28万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $65.02万 | 0.34% | 5,800 | 1,900 | 48.7% | $21.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.28万 | 0.27% | 2,620 | 995 | 61.2% | $19.10万 | 加仓 |
| AAPL | APPLE INC | $38.07万 | 0.20% | 1,500 | -285 | -16.0% | -$7.23万 | 减仓 |
| HD | HOME DEPOT INC | $36.24万 | 0.19% | 1,102 | -240 | -17.9% | -$7.89万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $35.05万 | 0.18% | 3,510 | 750 | 27.2% | $7.49万 | 加仓 |
| IXUS | ISHARES TR | $33.62万 | 0.18% | 3,880 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $31.57万 | 0.17% | 3,180 | 175 | 5.8% | $1.74万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $28.25万 | 0.15% | 4,710 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -5,450 | -100.0% | -$59.90万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,985 | -100.0% | -$32.88万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,490 | -100.0% | -$32.88万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,595 | -100.0% | -$32.85万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -4,355 | -100.0% | -$32.85万 | 清仓 |