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Archvest Wealth Advisors

Latest statistics and disclosures from Archvest Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VEU, GSLC, VTIP, BSV, and represent 55.39% of Archvest Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, LLY, VEU, MTUM, IJH, IVV, VNQ, VWOB, IBM, JNJ.
Started 6 new stock positions in IBM, JNJ, GE, MTUM, LLY, ABT.
Reduced shares in these 10 stocks: VTIP, , GSLC, SUB, BSV, STPZ, , TDTF, META, ABNB.
Sold out of its positions in FCEL, MINT, TSLA.
Archvest Wealth Advisors was a net buyer of stock by $6.6M.
Archvest Wealth Advisors has $142M in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0001910174

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Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 58 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	22.2	$31M	+7%	324k	96.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	15.3	$22M	+4%	371k	58.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.9	$11M	-5%	108k	103.51	View chart
Vanguard Malvern Fds Strm Infopro Idx (VTIP)	5.6	$7.9M	-7%	165k	47.77	View chart
Vanguard Bd Index Fds Short Trm Bnd (BSV)	4.4	$6.3M	-5%	82k	76.31	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	3.7	$5.3M	-4%	102k	51.26	View chart
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)	3.7	$5.2M	+3%	104k	49.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	3.2	$4.6M	+2%	29k	157.07	View chart
Apple (AAPL)	3.2	$4.5M	+4%	26k	170.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$3.4M	+21%	40k	85.03	View chart
Ishares Tr Aggres Alloc Etf (AOA)	2.3	$3.3M		45k	73.19	View chart
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)	2.3	$3.2M	+21%	51k	63.25	View chart
Ishares Tr Core S&p 500 Etf (IVV)	2.3	$3.2M	+24%	6.2k	524.90	View chart
Ishares Tr Conser Alloc Etf (AOK)	2.3	$3.2M		87k	36.66	View chart
Eli Lilly & Co. (LLY)	1.1	$1.6M	NEW	2.1k	760.55	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M	+9%	3.1k	424.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.2M		4.7k	259.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.2M		15k	79.52	View chart
Amazon (AMZN)	0.8	$1.1M	+8%	5.9k	180.97	View chart
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF)	0.7	$974k		28k	35.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$896k	+12%	18k	51.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$875k	+400%	15k	60.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$873k		8.8k	99.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$853k		11k	79.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$843k	-6%	5.4k	155.49	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.6	$810k		19k	41.94	View chart
Vanguard Bd Index Fds Total Bd Mrkt (BND)	0.6	$808k		11k	71.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$807k	+5%	5.0k	162.22	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.6	$786k	-17%	34k	23.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$738k	NEW	3.9k	187.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$677k		13k	51.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$644k	-6%	1.4k	444.82	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$631k	+14%	5.9k	106.65	View chart
Marsh & Mclennan Cos Inc (MMC)	0.4	$609k		3.0k	203.89	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.4	$590k	+19%	8.8k	67.18	View chart
NVIDIA Corporation (NVDA)	0.4	$577k	+14%	638.00	903.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$575k	-46%	5.5k	104.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$543k		15k	36.55	View chart
Meta Platforms Cl A (META)	0.4	$515k	-16%	1.0k	491.14	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$511k		5.1k	99.73	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$493k		4.6k	107.87	View chart
Alphabet Inc Cap Stk CL C (GOOG)	0.3	$465k		3.0k	156.50	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.3	$446k		11k	42.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$432k		3.9k	109.39	View chart
International Business Machines (IBM)	0.2	$350k	NEW	1.8k	189.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$336k	+4%	1.4k	239.55	View chart
Airbnb Com Cl A (ABNB)	0.2	$328k	-23%	2.0k	163.37	View chart
Chevron Corporation (CVX)	0.2	$318k	-5%	2.0k	159.12	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$289k		2.7k	108.77	View chart
Costco Wholesale Corporation (COST)	0.2	$280k		388.00	721.24	View chart
Vanguard Index Fds Value Etf (VIG)	0.2	$278k	+22%	1.5k	181.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$276k		1.6k	168.37	View chart
Johnson & Johnson (JNJ)	0.2	$260k	NEW	1.7k	157.78	View chart
salesforce (CRM)	0.2	$253k		836.00	302.26	View chart
Ishares Tr Grwt Allocat Etf Com (AOR)	0.2	$237k	+5%	4.3k	55.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$224k		4.5k	50.34	View chart
General Electric Com New (GE)	0.2	$223k	NEW	1.3k	175.29	View chart
Abbott Laboratories (ABT)	0.1	$201k	NEW	1.8k	112.09	View chart

Past Filings by Archvest Wealth Advisors

SEC 13F filings are viewable for Archvest Wealth Advisors going back to 2021

Archvest Wealth Advisors 2024 Q1 filed April 29, 2024
Archvest Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Archvest Wealth Advisors 2023 Q3 amended filed Nov. 7, 2023
Archvest Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Archvest Wealth Advisors 2023 Q2 filed July 17, 2023
Archvest Wealth Advisors 2023 Q1 filed May 2, 2023
Archvest Wealth Advisors 2022 Q4 filed Feb. 3, 2023
Archvest Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Archvest Wealth Advisors 2022 Q2 filed July 26, 2022
Archvest Wealth Advisors 2022 Q1 filed May 3, 2022
Archvest Wealth Advisors 2021 Q4 filed Feb. 14, 2022

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