Archvest Wealth Advisors

Archvest Wealth Advisors as of June 30, 2022

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 37 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.3 $16M 161k 101.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 11.2 $11M 150k 74.94
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 11.2 $11M 224k 50.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.0 $9.1M 181k 49.96
Alphabet Cap Stk Cl A (GOOGL) 7.6 $7.7M 304k 25.22
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 6.6 $6.6M 127k 52.29
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.7 $4.8M 62k 76.80
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.9 $4.0M 95k 41.65
Ishares Tr Rus 2000 Val Etf (IWN) 3.8 $3.8M 28k 136.17
Apple (AAPL) 3.5 $3.5M 26k 136.73
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.2 $3.2M 78k 40.80
Ishares Tr Conser Alloc Etf (AOK) 2.8 $2.8M 81k 34.57
Ishares Tr Aggres Alloc Etf (AOA) 1.9 $1.9M 32k 59.89
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $1.5M 16k 91.08
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.4M 7.4k 188.68
Ishares Tr Core S&p 500 Etf (IVV) 1.4 $1.4M 3.6k 379.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $1.3M 13k 99.12
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $1.1M 4.7k 226.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $867k 8.3k 104.62
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.7 $710k 9.4k 75.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $670k 2.4k 280.33
Microsoft Corporation (MSFT) 0.6 $635k 2.5k 256.88
Marsh & Mclennan Cos Inc (MMC) 0.6 $568k 3.7k 155.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $514k 1.5k 347.06
Ishares Tr Modert Alloc Etf (AOM) 0.5 $489k 13k 39.00
Ishares Tr Msci Eafe Etf (EFA) 0.4 $420k 6.7k 62.55
Amazon (AMZN) 0.4 $418k 3.9k 106.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $317k 6.4k 49.92
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $297k 3.2k 92.26
Ishares Tr Msci Usa Value (VLUE) 0.3 $282k 3.1k 90.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $276k 2.7k 101.88
Ishares Tr Grwt Alloc Etf (AOR) 0.3 $276k 5.8k 47.97
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.2 $245k 8.7k 28.31
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $245k 3.0k 80.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $231k 1.7k 134.38
Vanguard Index Fds Large Cap Etf (VV) 0.2 $214k 1.2k 172.16
Verizon Communications (VZ) 0.1 $133k 2.6k 50.69