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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
IVVIshares Tr
Recent Activity
Decreased -45.89%
0.16%
$597,580
1,015 shares@ $588.75 avg price
EFAIshares Tr
Recent Activity
Decreased -97.56%
0.11%
$426,101
5,636 shares@ $75.61 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -92.15%
0.11%
$400,042
1,518 shares@ $263.54 avg price
BCIAbrdn Etfs
Recent Activity
Decreased -8.26%
0.09%
$352,147
17,830 shares@ $19.76 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.42%
0.09%
$351,965
4,555 shares@ $77.28 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -93.8%
0.09%
$341,243
3,754 shares@ $90.91 avg price
EWMIshares Inc
Recent Activity
Decreased -75.86%
0.08%
$278,987
11,373 shares@ $24.54 avg price
ARGTGlobal X Fds
Recent Activity
Decreased -11.01%
0.07%
$269,922
3,265 shares@ $82.68 avg price