Archvest Wealth Advisors

Archvest Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 51 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 17.7 $22M 232k 94.04
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 11.2 $14M 164k 84.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.1 $14M 263k 51.87
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 8.7 $11M 226k 47.28
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 4.6 $5.7M 114k 50.09
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.5 $5.6M 74k 75.17
Flexshares Tr Iboxx 5yr Trgt (TDTF) 3.8 $4.6M 202k 22.94
Apple (AAPL) 3.7 $4.5M 26k 171.21
Ishares Tr Rus 2000 Val Etf (IWN) 3.4 $4.1M 31k 135.55
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.3 $4.1M 94k 43.72
Ishares Tr Conser Alloc Etf (AOK) 2.9 $3.5M 104k 33.96
Ishares Tr Aggres Alloc Etf (AOA) 2.2 $2.8M 43k 63.49
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 2.2 $2.7M 69k 39.21
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.2M 30k 75.66
Ishares Tr Core S&p 500 Etf (IVV) 1.7 $2.1M 4.9k 429.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $2.1M 21k 96.92
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $2.0M 20k 100.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.1M 4.3k 249.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.1M 5.0k 212.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.1M 10k 102.86
Microsoft Corporation (MSFT) 0.8 $1.0M 3.3k 315.71
Ishares Tr Msci Eafe Etf (EFA) 0.7 $893k 13k 68.92
Vanguard Value Etf Etf (VTV) 0.6 $787k 5.7k 137.93
Amazon (AMZN) 0.6 $757k 6.0k 127.12
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $751k 11k 69.78
Alphabet Cap Stk Cl A (GOOGL) 0.6 $712k 5.4k 130.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $681k 1.9k 358.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $676k 6.8k 100.14
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 0.5 $668k 11k 59.16
Marsh & Mclennan Cos Inc (MMC) 0.5 $568k 3.0k 190.30
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.4 $488k 15k 31.67
Ishares Tr Modert Alloc Etf (AOM) 0.3 $424k 11k 38.93
Ishares Tr Msci Usa Value (VLUE) 0.3 $409k 4.5k 90.73
Alphabet Inc Cap Stk CL C (GOOG) 0.3 $404k 3.1k 131.85
Chevron Corporation (CVX) 0.3 $392k 2.3k 168.61
Airbnb Com Cl A (ABNB) 0.3 $387k 2.8k 137.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $382k 972.00 392.70
Meta Platforms Cl A (META) 0.3 $378k 1.3k 300.21
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $372k 3.9k 94.32
Vanguard Index Fds Value Etf (VIG) 0.3 $349k 2.2k 155.38
Home Depot (HD) 0.2 $259k 857.00 302.15
NVIDIA Corporation (NVDA) 0.2 $250k 575.00 434.99
Vanguard Index Fds Large Cap Etf (VV) 0.2 $248k 1.3k 195.63
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $239k 2.7k 89.97
Starbucks Corporation (SBUX) 0.2 $233k 2.6k 91.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $232k 1.6k 141.69
Costco Wholesale Corporation (COST) 0.2 $219k 388.00 564.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $214k 4.5k 48.10
Ishares Tr Grwt Allocat Etf Com (AOR) 0.2 $200k 4.1k 49.41
At&t (T) 0.1 $154k 10k 15.02
Fuelcell Energy (FCEL) 0.0 $14k 11k 1.28