Archvest Wealth Advisors

Archvest Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 44 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Etf (AGG) 16.3 $19M 165k 114.08
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 12.2 $14M 148k 95.14
Vamgiard ,a;verm Fds Strm Infproidx (VTIP) 9.5 $11M 213k 51.40
Vanguard Intl Equity Index F Allworld Ex Us (VEU) 9.1 $11M 172k 61.28
Flexshares Tr Iboxx 5 Yr Tgt (TDTF) 6.2 $7.2M 257k 28.04
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 6.1 $7.1M 128k 55.18
Vanguard Bd Index Fds Short Term Bond (BSV) 4.0 $4.6M 57k 80.83
Ishares Tr Russ 2000 Val Etf (IWN) 3.9 $4.5M 27k 166.05
Apple (AAPL) 3.8 $4.4M 25k 177.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $4.4M 89k 49.46
Vanugard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.5 $4.0M 79k 51.06
Ishares Tr Conser Alloc Etf (AOK) 2.9 $3.4M 84k 40.01
Ishares Tr Aggres Alloc Etf (AOA) 2.0 $2.3M 31k 72.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $1.9M 7.7k 241.50
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $1.8M 6.3k 283.08
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.7M 3.5k 476.94
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.3M 11k 116.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $1.2M 3.1k 397.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $896k 8.3k 107.41
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $844k 8.3k 101.54
Microsoft Corporation (MSFT) 0.6 $656k 2.0k 336.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $654k 2.2k 298.90
Marsh & McLennan Companies (MMC) 0.6 $643k 3.7k 173.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $571k 1.3k 436.21
Ishares Tr Modert Alloc Etf (AOM) 0.5 $554k 12k 45.48
Amazon (AMZN) 0.5 $540k 162.00 3333.33
Alphabet Cap Stk Cl A (GOOGL) 0.4 $495k 171.00 2894.74
Ishares Tr Msci Eafe Etf (EFA) 0.4 $495k 6.3k 78.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $470k 5.5k 84.70
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $382k 3.3k 114.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $368k 6.7k 54.93
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $354k 3.2k 112.17
Ishares Tr Msci Usa Value (VLUE) 0.3 $353k 3.2k 109.46
Ishares Tr Grwt Alloc Etf (AOR) 0.3 $328k 5.8k 57.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $313k 1.9k 162.85
Vanguard Index Fds Growth Etf (VUG) 0.3 $310k 967.00 320.58
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $306k 2.9k 106.10
Meta Platforms Cl A (META) 0.3 $294k 873.00 336.77
Tesla Motors (TSLA) 0.3 $292k 276.00 1057.97
Schwab Strategic Tr Schwab Fdt Int Lg (FNDF) 0.2 $274k 8.4k 32.46
Vanguard Index Fds Large Cap Etf (VV) 0.2 $273k 1.2k 220.87
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $228k 1.3k 172.08
Salesforce Cl A (CRM) 0.2 $212k 835.00 253.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $205k 1.4k 145.39