Archvest Wealth Advisors

Archvest Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 55 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.5 $30M 301k 99.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.0 $20M 354k 56.14
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 8.0 $11M 114k 93.81
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 6.4 $8.5M 179k 47.49
Vanguard Bd Index Fds Short Trm Bnd (BSV) 5.0 $6.7M 87k 77.02
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 4.1 $5.5M 107k 51.15
Apple (AAPL) 3.6 $4.8M 25k 192.53
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.6 $4.8M 100k 47.90
Ishares Tr Rus 2000 Val Etf (IWN) 3.3 $4.4M 28k 155.33
Ishares Tr Conser Alloc Etf (AOK) 2.4 $3.1M 87k 36.15
Ishares Tr Aggres Alloc Etf (AOA) 2.3 $3.1M 45k 69.05
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $2.9M 33k 88.36
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 2.0 $2.7M 42k 63.75
Ishares Tr Core S&p 500 Etf (IVV) 1.8 $2.4M 5.0k 477.62
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.1M 15k 75.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.1M 4.7k 237.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.1M 10k 105.43
Microsoft Corporation (MSFT) 0.8 $1.1M 2.8k 376.01
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.7 $965k 41k 23.63
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.7 $912k 27k 33.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $886k 11k 81.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $869k 8.8k 98.59
Amazon (AMZN) 0.6 $832k 5.5k 151.94
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $812k 11k 73.55
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $810k 16k 52.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $807k 5.8k 139.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $804k 2.9k 277.15
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.6 $798k 19k 41.10
Vanguard Index Fds Value Etf (VTV) 0.5 $703k 4.7k 149.50
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $683k 13k 52.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $632k 1.5k 409.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $592k 5.9k 99.79
Marsh & Mclennan Cos Inc (MMC) 0.4 $566k 3.0k 189.47
Ishares Tr Tips Bd Etf (TIP) 0.4 $557k 5.2k 107.49
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $519k 5.2k 99.74
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $511k 15k 34.36
Ishares Tr Msci Usa Value (VLUE) 0.3 $460k 4.5k 101.16
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $456k 7.4k 61.94
Meta Platforms Cl A (META) 0.3 $444k 1.3k 353.96
Ishares Tr Modert Alloc Etf (AOM) 0.3 $434k 11k 41.51
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $427k 3.9k 108.24
Alphabet Inc Cap Stk CL C (GOOG) 0.3 $418k 3.0k 140.93
Airbnb Com Cl A (ABNB) 0.3 $356k 2.6k 136.14
Chevron Corporation (CVX) 0.2 $314k 2.1k 149.18
Vanguard Index Fds Large Cap Etf (VV) 0.2 $292k 1.3k 218.18
NVIDIA Corporation (NVDA) 0.2 $276k 557.00 495.23
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $267k 2.7k 100.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $258k 1.6k 157.80
Costco Wholesale Corporation (COST) 0.2 $256k 388.00 660.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $227k 4.5k 51.05
Tesla Motors (TSLA) 0.2 $226k 911.00 248.48
salesforce (CRM) 0.2 $220k 836.00 263.14
Ishares Tr Grwt Allocat Etf Com (AOR) 0.2 $215k 4.0k 53.19
Vanguard Index Fds Value Etf (VIG) 0.2 $214k 1.3k 170.40
Fuelcell Energy (FCEL) 0.0 $18k 11k 1.60