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Gordon C. Haave

@Financial & Tax Architects, Llc

Latest period2024 - Q4ReportedManaged Assets$392.639MTotal holdings103
Assets growth rate0.93%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial & Tax Architects, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Financial & Tax Architects, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 392.639M in assets, with a quarterly growth rate of 0.93% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Gordon C. Haave, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PCYInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$14.432M
671,270 shares@ $21.51 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Exited
0%
$8.935M
145,193 shares@ $61.54 avg price
SCHDSchwab Strategic Tr
Recent Activity
Exited
0%
$363,523
4,301 shares@ $84.53 avg price
IVEIshares Tr
Recent Activity
Exited
0%
$225,562
1,144 shares@ $197.17 avg price