Filling information for Financial & Tax Architects, LLC as Treemap, investor disclosed 79 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 5563146 | 63145 | |
191216100 | 191216100 | COCA COLA CO | COM | 5195799 | 86280 | |
464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 17293019 | 179017 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 5226141 | 34441 | |
46138E784 | 46138E784 | INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 13712617 | 703572 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 5271164 | 31846 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 5330266 | 39835 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 686457 | 2392 | |
931142103 | 931142103 | WALMART INC | COM | 5792293 | 36851 | |
97717W422 | 97717W422 | WISDOMTREE TR | INDIA ERNGS FD | 1295503 | 37227 | |
037833100 | 037833100 | APPLE INC | COM | 1047639 | 5401 | |
78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 5474856 | 215800 | |
500472303 | 500472303 | KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 329645 | 15198 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 5050588 | 65558 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 7928361 | 35992 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 760537 | 10064 | |
G7S00T104 | G7S00T104 | PENTAIR PLC | SHS | 339616 | 5257 | |
808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 2812488 | 57072 | |
464288737 | 464288737 | ISHARES TR | GLB CNSM STP ETF | 267335 | 4369 | |
92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 308740 | 5348 | |
713448108 | 713448108 | PEPSICO INC | COM | 5353984 | 28906 | |
78409V104 | 78409V104 | S&P GLOBAL INC | COM | 5987157 | 14935 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 18237182 | 251547 | |
958102AP0 | 958102AP0 | WESTERN DIGITAL CORP. | NOTE 1.500% 2/0 | 18421 | 19000 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 883353 | 5202 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 596534 | 1108 | |
66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 294541 | 2919 | |
74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 8718509 | 92475 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 5298242 | 20068 | |
381430529 | 381430529 | GOLDMAN SACHS ETF TR | ACCES TREASURY | 3057631 | 30555 | |
G0250X107 | G0250X107 | AMCOR PLC | ORD | 258029 | 25855 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1384645 | 4066 | |
023135106 | 023135106 | AMAZON COM INC | COM | 774469 | 5941 | |
046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 583510 | 8153 | |
46090A887 | 46090A887 | INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 594901 | 11984 | |
46432F388 | 46432F388 | ISHARES TR | MSCI USA VALUE | 2673578 | 28506 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 905986 | 5211 | |
G54950103 | G54950103 | LINDE PLC | SHS | 201602 | 529 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 5379889 | 21865 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 857167 | 7987 | |
72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 2260667 | 24791 | |
464288653 | 464288653 | ISHARES TR | 10-20 YR TRS ETF | 2774677 | 25049 | |
00206R102 | 00206R102 | AT&T INC | COM | 242679 | 15215 | |
00326A104 | 00326A104 | ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 925462 | 50379 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 5154820 | 107258 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 6414159 | 59600 | |
464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 2848172 | 78268 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 4741427 | 35193 | |
548661107 | 548661107 | LOWES COS INC | COM | 5771942 | 25573 | |
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 8845730 | 186540 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 5043793 | 22948 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1655278 | 3913 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 40660393 | 442827 | |
N07059210 | N07059210 | ASML HOLDING N V | N Y REGISTRY SHS | 611701 | 844 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 5882002 | 80919 | |
464286640 | 464286640 | ISHARES INC | MSCI CHILE ETF | 311851 | 10687 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 4870464 | 30953 | |
92204A884 | 92204A884 | VANGUARD WORLD FDS | COMM SRVC ETF | 844739 | 7946 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 263559 | 1519 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 15060476 | 153757 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 19745214 | 44543 | |
H1467J104 | H1467J104 | CHUBB LIMITED | COM | 258064 | 1340 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 220522 | 479 | |
80105N105 | 80105N105 | SANOFI | SPONSORED ADR | 303017 | 5622 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 640187 | 738 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 5101692 | 47569 | |
92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 320720 | 2841 | |
46429B606 | 46429B606 | ISHARES TR | MSCI POLAND ETF | 1004687 | 52382 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 4897106 | 65999 | |
464286145 | 464286145 | ISHARES INC | FRONTIER AND SEL | 640055 | 24741 | |
921078101 | 921078101 | VANECK MERK GOLD TR | GOLD TRUST | 340119 | 18286 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 5718299 | 19162 | |
92206C664 | 92206C664 | VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 4493723 | 59425 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 5294220 | 21163 | |
353506108 | 353506108 | FRANKLIN ETF TR | SHRT DUR US GOVT | 1431558 | 16006 | |
456788108 | 456788108 | INFOSYS LTD | SPONSORED ADR | 279168 | 17372 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 611141 | 5052 | |
002824100 | 002824100 | ABBOTT LABS | COM | 5401487 | 49545 | |
803054204 | 803054204 | SAP SE | SPON ADR | 308800 | 2257 |