Archvest Wealth Advisors

Archvest Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 47 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) 15.9 $19M 198k 97.95
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 11.3 $14M 158k 87.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.8 $12M 220k 54.41
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 8.8 $11M 227k 47.42
Flexshares Tr Iboxx 5yr Trgt (TDTF) 5.4 $6.6M 279k 23.68
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 5.2 $6.3M 125k 50.30
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.4 $5.3M 71k 75.57
Apple (AAPL) 4.2 $5.1M 26k 193.97
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.8 $4.6M 114k 40.68
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.4 $4.2M 90k 46.18
Ishares Tr Rus 2000 Val Etf (IWN) 3.3 $4.0M 29k 140.80
Ishares Tr Conser Alloc Etf (AOK) 3.2 $3.9M 110k 35.24
Ishares Tr Aggres Alloc Etf (AOA) 2.2 $2.7M 41k 66.34
Ishares Tr Core S&p 500 Etf (IVV) 1.7 $2.1M 4.8k 445.75
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $2.0M 20k 100.07
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $1.8M 22k 83.56
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.4M 6.5k 220.28
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.2M 4.5k 261.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.1M 10k 104.04
Microsoft Corporation (MSFT) 0.9 $1.0M 3.1k 340.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $975k 10k 97.60
Ishares Tr Msci Eafe Etf (EFA) 0.8 $938k 13k 72.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $786k 2.1k 369.42
Amazon (AMZN) 0.6 $759k 5.8k 130.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $699k 7.0k 99.76
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $690k 9.5k 72.69
Alphabet Cap Stk Cl A (GOOGL) 0.5 $642k 5.4k 119.70
Marsh & Mclennan Cos Inc (MMC) 0.5 $621k 3.3k 188.08
Ishares Tr Modert Alloc Etf (AOM) 0.4 $514k 13k 40.41
Vanguard Value Etf Etf (VTV) 0.4 $506k 3.6k 142.10
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.4 $498k 15k 32.29
Isuares Tr Msci Usa Value (VLUE) 0.3 $423k 4.5k 93.80
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $393k 3.9k 99.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $371k 911.00 407.28
Alphabet Inc Cap Stk CL C (GOOG) 0.3 $371k 3.1k 120.97
Chevron Corporation (CVX) 0.3 $367k 2.3k 157.35
Vanguard Index Fds Value Etf (VIG) 0.3 $365k 2.2k 162.43
Airbnb Com Cl A (ABNB) 0.3 $361k 2.8k 128.16
Meta Platforms Cl A (META) 0.3 $356k 1.2k 286.98
Home Depot (HD) 0.2 $266k 855.00 310.64
Tesla Motors (TSLA) 0.2 $263k 1.0k 261.77
Vanguard Index Fds Large Cap Etf (VV) 0.2 $256k 1.3k 202.64
Starbucks Corporation (SBUX) 0.2 $253k 2.6k 99.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $245k 1.6k 149.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $231k 4.6k 50.22
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $216k 2.3k 93.64
Costco Wholesale Corporation (COST) 0.2 $209k 388.00 538.38