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  Name: Financial & Tax Architects LLC
  City: St Louis
  State: MO
  Zip: 63131
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $363,440,000
  Total Value Change : $25,431,000
  Securities Held Change : -7
   
All Securities Held : 85
  New Positions : 8
  Closed Positions : 15
  Increased Positions : 51
  Unchanged Positions : 1
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 5 New $92.88 $17,296,000 182,722 4.76% 17,296,000 182,722 0.065    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 27 New $294.06 $5,743,000 20,329 1.58% 5,743,000 20,329 0.007    Aerospace/Defense - M...
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 44 New $48.42 $2,180,000 44,444 0.6% 2,180,000 44,444 0.007    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 52 New $68.21 $977,000 13,694 0.27% 977,000 13,694 0.008    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 66 New $77.25 $660,000 8,643 0.18% 660,000 8,643 0    Closed - End Fund - E...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 75 New $132.92 $379,000 2,952 0.1% 379,000 2,952 0    Drug Manufacturers - ...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 76 New $54.04 $358,000 7,130 0.1% 358,000 7,130 0.001    Food - Major Diversified
   (COP)1 Year Chart         COP ConocoPhillips 85 New $121.04 $206,000 1,617 0.06% 206,000 1,617 0    Integrated Oil & Gas

      8 Records Found
  1    
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