Financial Architects, LLC

The portfolio consists of 30 holdings, indicating a focused yet diversified strategy. The structure is highly institutionalized, with a heavy reliance on Exchange Traded Funds (ETFs) to achieve broad market exposure. The concentration risk is moderate; the top 10 holdings account for approximately 85.8% of the total portfolio value, with the largest single position (SCHP) comprising 20.44%. This suggests a core-satellite approach where a few core funds drive the majority of performance, supplemented by smaller tactical positions.

2. Key Holdings