Archvest Wealth Advisors

Archvest Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 42 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.0 $16M 162k 96.34
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 11.5 $11M 233k 48.11
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 10.5 $10M 144k 71.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.3 $8.1M 183k 44.36
Flexshares Tr Iboxx 5yr Trgt (TDTF) 7.2 $7.0M 301k 23.40
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 6.3 $6.1M 124k 49.41
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.9 $4.7M 63k 74.82
Apple (AAPL) 3.6 $3.5M 26k 138.19
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.6 $3.5M 95k 36.49
Ishares Tr Rus 2000 Val Etf (IWN) 3.5 $3.4M 26k 128.93
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.0 $2.9M 80k 36.36
Ishares Tr Conser Alloc Etf (AOK) 2.9 $2.8M 86k 32.62
Ishares Tr Aggres Alloc Etf (AOA) 1.9 $1.9M 34k 55.46
Ishares Tr Core S&p 500 Etf (IVV) 1.6 $1.6M 4.4k 358.55
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.3M 17k 80.18
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.2 $1.2M 12k 98.88
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.1M 6.4k 179.54
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.0M 10k 102.68
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.0M 4.6k 219.31
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $805k 8.4k 96.17
Ishares Tr Msci Eafe Etf (EFA) 0.8 $754k 14k 56.02
Microsoft Corporation (MSFT) 0.7 $681k 2.9k 232.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $589k 2.2k 267.36
Marsh & Mclennan Cos Inc (MMC) 0.6 $546k 3.7k 149.22
Chevron Corporation (CVX) 0.5 $451k 3.1k 143.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $450k 1.4k 327.99
Amazon (AMZN) 0.5 $443k 3.9k 112.98
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.5 $442k 18k 25.15
Ishares Tr Modert Alloc Etf (AOM) 0.5 $442k 12k 36.59
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.4 $412k 5.8k 71.38
Alphabet Cap Stk Cl A (GOOGL) 0.4 $396k 4.1k 95.65
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $365k 4.2k 87.24
Vanguard Value Etf Etf (VTV) 0.3 $338k 2.7k 123.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $296k 6.2k 48.13
Ishares Tr Msci Usa Value (VLUE) 0.3 $255k 3.1k 81.91
Ishares Tr Grwt Alloc Etf (AOR) 0.3 $251k 5.6k 44.78
Costco Wholesale Corporation (COST) 0.2 $236k 500.00 472.00
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $236k 3.1k 75.88
Tesla Motors (TSLA) 0.2 $228k 860.00 265.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $219k 1.7k 127.33
Home Depot (HD) 0.2 $217k 785.00 276.43
Vanguard Index Fds Large Cap Etf (VV) 0.2 $204k 1.2k 163.46