0001941040-24-000243.txt : 20240508 0001941040-24-000243.hdr.sgml : 20240508 20240508164031 ACCESSION NUMBER: 0001941040-24-000243 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial & Tax Architects, LLC CENTRAL INDEX KEY: 0001758543 ORGANIZATION NAME: IRS NUMBER: 431841119 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22869 FILM NUMBER: 24926924 BUSINESS ADDRESS: STREET 1: 12412 POWERSCOURT DRIVE, SUITE 25 CITY: ST LOUIS STATE: MO ZIP: 63131 BUSINESS PHONE: 314-858-1122 MAIL ADDRESS: STREET 1: 12412 POWERSCOURT DRIVE, SUITE 25 CITY: ST LOUIS STATE: MO ZIP: 63131 FORMER COMPANY: FORMER CONFORMED NAME: Financial & Tax Architects, Inc. DATE OF NAME CHANGE: 20181108 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001758543 XXXXXXXX 03-31-2024 03-31-2024 false Financial & Tax Architects, LLC

12412 Powerscourt Drive, Suite 25 St Louis MO 63131

13F HOLDINGS REPORT 028-22869 000119169 801-114688 N Andy Claus 314-858-1122 Andy Claus St Louis MO 05-08-2024 0 85 363438583 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 5896785 51881 SH SOLE 0 0 51881 ABBVIE INC COM 00287Y109 6447233 35405 SH SOLE 0 0 35405 ABRDN ETFS BBRG ALL COMD K1 003261104 17855945 903184 SH SOLE 0 0 903184 ADOBE INC COM 00724F101 815433 1616 SH SOLE 0 0 1616 ALPHABET INC CAP STK CL C 02079K107 1084091 7120 SH SOLE 0 0 7120 AMAZON COM INC COM 023135106 1277811 7084 SH SOLE 0 0 7084 AMCOR PLC ORD G0250X107 353606 37183 SH SOLE 0 0 37183 APPLE INC COM 037833100 1375638 8022 SH SOLE 0 0 8022 ASML HOLDING N V N Y REGISTRY SHS N07059210 1032600 1064 SH SOLE 0 0 1064 AUTOMATIC DATA PROCESSING IN COM 053015103 5774164 23121 SH SOLE 0 0 23121 BROADCOM INC COM 11135F101 1020663 770 SH SOLE 0 0 770 CATERPILLAR INC COM 149123101 6538930 17845 SH SOLE 0 0 17845 CHEVRON CORP NEW COM 166764100 5712501 36214 SH SOLE 0 0 36214 CHUBB LIMITED COM H1467J104 380490 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INC COM 78409V104 5866132 13788 SH SOLE 0 0 13788 SANOFI SPONSORED ADR 80105N105 353315 7270 SH SOLE 0 0 7270 SAP SE SPON ADR 803054204 394184 2021 SH SOLE 0 0 2021 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 2179968 44444 SH SOLE 0 0 44444 SELECT SECTOR SPDR TR INDL 81369Y704 700338 5560 SH SOLE 0 0 5560 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 642512 3494 SH SOLE 0 0 3494 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 659980 8643 SH SOLE 0 0 8643 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 674092 4563 SH SOLE 0 0 4563 SELECT SECTOR SPDR TR ENERGY 81369Y506 685983 7266 SH SOLE 0 0 7266 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 661377 7120 SH SOLE 0 0 7120 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 716504 17011 SH SOLE 0 0 17011 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 698121 3352 SH SOLE 0 0 3352 SHERWIN WILLIAMS CO COM 824348106 6123410 17630 SH SOLE 0 0 17630 SPDR S&P 500 ETF TR TR UNIT 78462F103 19663540 37593 SH SOLE 0 0 37593 SPDR S&P MIDCAP 400 ETF TR UTSER1 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