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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Financial Architects, Inc INSTITUTION : Financial Architects, Inc
Financial Architects, Inc Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (MSCI MIN VOL ETF) USMV 17,212,000 318,674 4.71%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 14,688,000 243,059 4.02%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 14,595,000 268,924 3.99%
APPLE INC    (COM) AAPL 11,602,000 45,623 3.17%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 10,743,000 173,141 2.94%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 10,453,000 124,408 2.86%
ISHARES TR    (CORE S&P SCP ETF) IJR 8,799,000 156,822 2.40%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 8,780,000 87,676 2.40%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 8,660,000 335,135 2.37%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 7,097,000 100,313 1.94%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 6,681,000 36,542 1.82%
MICROSOFT CORP    (COM) MSFT 6,513,000 41,296 1.78%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 6,209,000 120,033 1.70%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 6,069,000 75,511 1.66%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 5,999,000 106,636 1.64%
JOHNSON & JOHNSON    (COM) JNJ 5,708,000 43,532 1.56%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 4,423,000 90,787 1.21%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR VAL) 4,387,000 109,801 1.20%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 4,263,000 203,284 1.16%
SCHWAB STRATEGIC TR    (SCHWB FDT INT SC) FNDC 4,252,000 181,103 1.16%
ISHARES TR    (TIPS BD ETF) TIP 4,002,000 33,937 1.09%
SCHWAB STRATEGIC TR    (SCHWAB FDT US LG) FNDX 3,645,000 116,353 0.99%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 3,579,000 170,361 0.97%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,542,000 65,919 0.96%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 3,427,000 61,853 0.93%
PEPSICO INC    (COM) PEP 3,377,000 28,118 0.92%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 3,130,000 74,231 0.85%
CAMBRIA ETF TR    (GLB ASSET ALLO) GAA 2,888,000 127,953 0.79%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 2,803,000 62,319 0.76%
ISHARES TR    (SELECT DIVID ETF) DVY 2,631,000 35,780 0.72%
FACEBOOK INC    (CL A) FB 2,441,000 14,636 0.66%
AMAZON COM INC    (COM) AMZN 2,379,000 1,220 0.65%
WISDOMTREE TR    (US MIDCAP FUND) EZM 2,315,000 87,606 0.63%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 2,301,000 48,070 0.63%
INTEL CORP    (COM) INTC 2,265,000 41,844 0.62%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 2,253,000 16,484 0.61%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL STP) 2,214,000 17,899 0.60%
SCHWAB STRATEGIC TR    (SCHWAB FDT US SC) FNDA 2,152,000 83,166 0.58%
ALPHABET INC    (CAP STK CL C) GOOG 2,150,000 1,849 0.58%
BCE INC    (COM NEW) BCE 2,093,000 51,221 0.57%
ISHARES TR    (PFD AND INCM SEC) PFF 1,993,000 62,584 0.54%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 1,970,000 93,658 0.53%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,960,000 44,264 0.53%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,948,000 24,455 0.53%
VISA INC    (COM CL A) V 1,899,000 11,787 0.51%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,816,000 12,264 0.49%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 1,799,000 29,525 0.49%
NEXTERA ENERGY INC    (COM) NEE 1,780,000 7,397 0.48%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,754,000 84,243 0.48%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 1,703,000 31,271 0.46%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,656,000 6,422 0.45%
ALPHABET INC    (CAP STK CL A) GOOGL 1,650,000 1,420 0.45%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 1,595,000 75,288 0.43%
MERCK & CO. INC    (COM) MRK 1,546,000 20,091 0.42%
ISHARES TR    (RUS MID CAP ETF) IWR 1,496,000 34,655 0.40%
ENSTAR GROUP LIMITED    (SHS) ESGR 1,431,000 9,000 0.39%
PROGRESSIVE CORP OHIO    (COM) PGR 1,428,000 19,343 0.39%
ABBVIE INC    (COM) ABBV 1,407,000 18,463 0.38%
JPMORGAN CHASE & CO    (COM) JPM 1,384,000 15,370 0.37%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 1,364,000 80,742 0.37%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,364,000 5,189 0.37%
AT&T INC    (COM) T 1,330,000 45,632 0.36%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,291,000 18,481 0.35%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,284,000 62,063 0.35%
ISHARES TR    (CONV BD ETF) 1,282,000 23,591 0.35%
INVESCO QQQ TR    (UNIT SER 1) 1,276,000 6,700 0.34%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 1,248,000 30,422 0.34%
DISNEY WALT CO    (COM DISNEY) DIS 1,199,000 12,415 0.32%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,190,000 10,534 0.32%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL TEC) 1,170,000 7,338 0.32%
PROCTER & GAMBLE CO    (COM) PG 1,128,000 10,253 0.30%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,119,000 23,807 0.30%
ESSENTIAL UTILS INC    (COM) 1,116,000 27,413 0.30%
NOVARTIS A G    (SPONSORED ADR) NVS 1,112,000 13,487 0.30%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 1,100,000 12,389 0.30%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,058,000 11,845 0.28%
MASTERCARD INC    (CL A) MA 1,002,000 4,147 0.27%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,002,000 7,771 0.27%
COSTCO WHSL CORP NEW    (COM) COST 998,000 3,502 0.27%
DUKE ENERGY CORP NEW    (COM NEW) DUK 983,000 12,152 0.26%
ISHARES TR    (RUS 1000 GRW ETF) IWF 965,000 6,403 0.26%
LOCKHEED MARTIN CORP    (COM) LMT 958,000 2,827 0.26%
MIDDLESEX WATER CO    (COM) MSEX 938,000 15,600 0.25%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 896,000 43,584 0.24%
COMCAST CORP NEW    (CL A) CMCSA 896,000 26,073 0.24%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP400 PR) 884,000 7,923 0.24%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 844,000 9,524 0.23%
HOME DEPOT INC    (COM) HD 843,000 4,515 0.23%
SOUTHERN CO    (COM) SO 833,000 15,394 0.22%
ISHARES TR    (GLOBAL TECH ETF) IXN 827,000 4,537 0.22%
BK OF AMERICA CORP    (COM) BAC 821,000 38,674 0.22%
UNILEVER PLC    (SPON ADR NEW) UL 814,000 16,094 0.22%
AMERICAN TOWER CORP NEW    (COM) AMT 763,000 3,503 0.20%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 758,000 7,519 0.20%
PFIZER INC    (COM) PFE 753,000 23,071 0.20%
ISHARES TR    (ESG MSCI EAFE) 749,000 14,097 0.20%
EXXON MOBIL CORP    (COM) XOM 745,000 19,616 0.20%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 720,000 3,283 0.19%
ABBOTT LABS    (COM) ABT 719,000 9,114 0.19%
MARKEL CORP    (COM) MKL 713,000 768 0.19%
QUALCOMM INC    (COM) QCOM 710,000 10,500 0.19%
PPL CORP    (COM) PPL 699,000 28,319 0.19%
DIAGEO P L C    (SPON ADR NEW) DEO 694,000 5,463 0.19%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 693,000 1,003 0.18%
INVESCO DB US DLR INDEX TR    (BULLISH FD) 690,000 25,730 0.18%
ISHARES TR    (RUS 1000 VAL ETF) IWD 685,000 6,909 0.18%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 681,000 7,984 0.18%
MCDONALDS CORP    (COM) MCD 669,000 4,047 0.18%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 653,000 3,356 0.17%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 652,000 8,018 0.17%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 649,000 5,340 0.17%
INVESCO EXCHANGE-TRADED FD T    (S&P GBL WATER) 635,000 19,146 0.17%
SSGA ACTIVE ETF TR    (ULT SHT TRM BD) ULST 632,000 16,216 0.17%
WALMART INC    (COM) WMT 626,000 5,511 0.17%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 622,000 5,201 0.17%
DOMINION ENERGY INC    (COM) D 618,000 8,556 0.16%
ISHARES TR    (GBL GREEN ETF) 613,000 11,560 0.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 605,000 5,451 0.16%
SOUTH JERSEY INDS INC    (COM) SJI 600,000 23,987 0.16%
CATERPILLAR INC DEL    (COM) CAT 573,000 4,941 0.15%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 566,000 12,613 0.15%
CHEVRON CORP NEW    (COM) CVX 563,000 7,771 0.15%
ISHARES TR    (ESG US AGR BD) 551,000 9,942 0.15%
GLOBAL X FDS    (CONSCIOUS COS) 504,000 27,606 0.13%
PNC FINL SVCS GROUP INC    (COM) PNC 503,000 5,251 0.13%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 499,000 9,692 0.13%
SCHWAB STRATEGIC TR    (1 5YR CORP BD) 497,000 10,137 0.13%
ISHARES TR    (U.S. TECH ETF) IYW 495,000 2,421 0.13%
BLACKSTONE GROUP INC    (COM CL A) 492,000 10,795 0.13%
NATIONAL GRID PLC    (SPONSORED ADR NE) 486,000 8,339 0.13%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 484,000 3,087 0.13%
AMN HEALTHCARE SVCS INC    (COM) AHS 473,000 8,180 0.12%
CVS HEALTH CORP    (COM) CVS 464,000 7,826 0.12%
CISCO SYS INC    (COM) CSCO 457,000 11,630 0.12%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 448,000 2,743 0.12%
AMGEN INC    (COM) AMGN 444,000 2,188 0.12%
ISHARES TR    (ESG 1 5 YR USD) 444,000 17,826 0.12%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 434,000 5,491 0.11%
BOEING CO    (COM) BA 433,000 2,903 0.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 433,000 7,772 0.11%
PACCAR INC    (COM) PCAR 425,000 6,956 0.11%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL FIN) 424,000 13,512 0.11%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 421,000 12,617 0.11%
3M CO    (COM) MMM 413,000 3,026 0.11%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 389,000 6,357 0.10%
ISHARES TR    (RUSSELL 2000 ETF) IWM 385,000 3,362 0.10%
VANGUARD WORLD FD    (ESG INTL STK ETF) 375,000 9,102 0.10%
ISHARES TR    (ESG MSCI USA ETF) 372,000 6,468 0.10%
BP PLC    (SPONSORED ADR) BP 363,000 14,895 0.09%
NVIDIA CORP    (COM) NVDA 363,000 1,377 0.09%
ROSS STORES INC    (COM) ROST 360,000 4,141 0.09%
TJX COS INC NEW    (COM) TJX 357,000 7,462 0.09%
ORACLE CORP    (COM) ORCL 351,000 7,255 0.09%
PHILIP MORRIS INTL INC    (COM) PM 342,000 4,688 0.09%
CLOROX CO DEL    (COM) CLX 341,000 1,968 0.09%
TORONTO DOMINION BK ONT    (COM NEW) TD 339,000 7,991 0.09%
ISHARES TR    (1 3 YR TREAS BD) SHY 338,000 3,905 0.09%
GILEAD SCIENCES INC    (COM) GILD 335,000 4,486 0.09%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 328,000 8,667 0.08%
ISHARES TR    (US HOME CONS ETF) ITB 327,000 11,310 0.08%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 327,000 5,542 0.08%
UNION PAC CORP    (COM) UNP 323,000 2,290 0.08%
ISHARES TR    (U.S. MED DVC ETF) IHI 321,000 1,424 0.08%
UNITED TECHNOLOGIES CORP    (COM) UTX 311,000 3,295 0.08%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 305,000 3,217 0.08%
L3HARRIS TECHNOLOGIES INC    (COM) 299,000 1,660 0.08%
RENAISSANCERE HOLDINGS LTD    (COM) RNR 299,000 2,000 0.08%
GENERAL MLS INC    (COM) GIS 296,000 5,600 0.08%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 294,000 6,260 0.08%
GENERAL ELECTRIC CO    (COM) GE 294,000 37,081 0.08%
EXPONENT INC    (COM) EXPO 291,000 4,042 0.07%
TEXAS INSTRS INC    (COM) TXN 284,000 2,841 0.07%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 282,000 5,563 0.07%
CHERRY HILL MTG INVT CORP    (COM) CHMI 277,000 44,756 0.07%
ALTRIA GROUP INC    (COM) MO 271,000 7,001 0.07%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 268,000 7,688 0.07%
SPDR SER TR    (S&P DIVID ETF) SDY 268,000 3,357 0.07%
WISDOMTREE TR    (ITL HIGH DIV FD) DTH 267,000 9,069 0.07%
CONSTELLATION BRANDS INC    (CL A) STZ 266,000 1,855 0.07%
AMERICAN EXPRESS CO    (COM) AXP 266,000 3,106 0.07%
AFLAC INC    (COM) AFL 264,000 7,703 0.07%
CONSOLIDATED EDISON INC    (COM) ED 263,000 3,377 0.07%
COCA COLA CO    (COM) KO 263,000 5,933 0.07%
BROADCOM INC    (COM) 261,000 1,100 0.07%
ISHARES TR    (CORE S&P MCP ETF) IJH 261,000 1,812 0.07%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 257,000 7,873 0.07%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 257,000 10,000 0.07%
ISHARES TR    (IBOXX HI YD ETF) HYG 255,000 3,312 0.06%
AMERICAN ELEC PWR CO INC    (COM) AEP 255,000 3,189 0.06%
ALLIANT ENERGY CORP    (COM) LNT 255,000 5,273 0.06%
VANGUARD INDEX FDS    (MID CAP ETF) VO 252,000 1,915 0.06%
ISHARES TR    (RUS 2000 GRW ETF) IWO 251,000 1,586 0.06%
CHUBB LIMITED    (COM) CB 250,000 2,242 0.06%
ISHARES TR    (MSCI EAFE ETF) EFA 249,000 4,666 0.06%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 246,000 10,700 0.06%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 236,000 17,150 0.06%
BLACKROCK INC    (COM) BLK 234,000 532 0.06%
TELADOC HEALTH INC    (COM) 230,000 1,485 0.06%
VANGUARD WORLD FD    (ESG US STK ETF) 229,000 5,007 0.06%
ROKU INC    (COM CL A) 227,000 2,595 0.06%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 365,205,000 SEC FILING
* Portfolios do not reflect changes after reporting
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