Archetype Wealth Partners

Latest statistics and disclosures from Arkos Global Advisors's latest quarterly 13F-HR filing:

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Positions held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arkos Global Advisors

Arkos Global Advisors holds 144 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 13.6 $82M 170k 480.70
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Ishares National Muni Bond Etf Etf (MUB) 11.5 $69M 642k 107.60
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Ishares Core Msci Eafe Etf Etf (IEFA) 9.4 $57M +2% 762k 74.22
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Vanguard Total Bond Market Etf Etf (BND) 9.1 $54M 750k 72.63
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Spdr S&p 500 Etf Trust Etf (SPY) 9.0 $54M -2% 103k 523.07
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 8.2 $50M 640k 77.31
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Vanguard High Dividend Yield Index Etf Etf (VYM) 4.1 $25M -4% 205k 120.99
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Ishares Core S&p Mid-cap Etf Etf (IJH) 2.5 $15M +425% 248k 60.74
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Spdr Gold Shares Etf (GLD) 2.5 $15M 72k 205.72
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.9 $12M +5% 222k 51.60
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Vanguard Mid-cap Etf Etf (VO) 1.8 $11M -2% 44k 249.86
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Ishares Core S&p Small Cap Etf Etf (IJR) 1.8 $11M +5% 98k 110.52
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Vanguard International High Dividend Yield Etf Etf (VYMI) 1.8 $11M +11% 154k 68.80
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 1.5 $9.1M +8% 181k 50.29
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Ishares Gold Trust Etf (IAU) 1.4 $8.3M 197k 42.01
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First Trust North American Energy Infrastructure Fund Etf (EMLP) 1.3 $8.0M -2% 272k 29.53
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Invesco Preferred Etf Etf (PGX) 1.3 $7.8M 655k 11.88
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Vanguard Small-cap Etf Etf (VB) 1.3 $7.6M -2% 34k 228.59
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Ishares Core Dividend Growth Etf Etf (DGRO) 1.1 $6.5M +10% 112k 58.06
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Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.8 $5.0M 69k 73.04
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Ishares Msci Acwi Etf Etf (ACWI) 0.7 $4.3M -2% 39k 110.12
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $3.4M 20k 169.35
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Ishares Global Reit Etf Etf (REET) 0.5 $2.9M 122k 23.68
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First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.5 $2.7M NEW 110k 24.60
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Apple Stock (AAPL) 0.4 $2.6M +2% 15k 171.47
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.4 $2.5M -8% 24k 104.73
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Vanguard Growth Etf Etf (VUG) 0.4 $2.3M +99% 6.7k 344.26
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Ishares Short Treasury Bond Etf Etf (SHV) 0.4 $2.1M 19k 110.51
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Vaneck Gold Miners Etf Etf (GDX) 0.3 $1.8M -3% 58k 31.62
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Vanguard Mega Cap Value Etf Etf (MGV) 0.3 $1.7M NEW 14k 119.48
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Ishares International Select Dividend Etf Etf (IDV) 0.2 $1.5M 53k 28.05
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $1.5M NEW 8.1k 182.59
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $1.5M -5% 9.8k 150.92
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Alerian Mlp Etf Etf (AMLP) 0.2 $1.4M 29k 47.46
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Nuveen Quality Muncp Income Cef (NAD) 0.2 $1.3M 116k 11.46
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $1.3M +57% 3.0k 420.51
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Vanguard Total International Stock Etf Etf (VXUS) 0.2 $1.2M 21k 60.31
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Walmart Stock (WMT) 0.2 $1.2M +200% 21k 60.16
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Microsoft Corp Stock (MSFT) 0.2 $1.1M -11% 2.7k 420.64
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.2 $948k NEW 15k 62.03
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Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.2 $947k +48% 12k 77.76
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Spdr Dow Jones Global Real Estate Etf Etf (RWO) 0.2 $933k -4% 22k 42.81
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First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.2 $917k +71% 26k 34.83
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Jpmorgan Chase & Co Stock (JPM) 0.2 $908k -7% 4.5k 200.26
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Vanguard Information Technology Etf Etf (VGT) 0.1 $887k NEW 1.7k 524.54
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Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $858k 18k 48.74
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Shell Plc Spon Ads Adr (SHEL) 0.1 $848k +14% 13k 67.01
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Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.1 $840k 76k 11.07
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Home Depot Stock (HD) 0.1 $830k +84% 2.2k 383.73
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Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.1 $803k 66k 12.23
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Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $801k -12% 19k 42.13
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $801k -5% 2.0k 397.91
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Goldman Sachs Group Stock (GS) 0.1 $785k +99% 1.9k 417.55
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Amazon Stock (AMZN) 0.1 $730k -4% 4.0k 180.29
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Ark Innovation Etf Etf (ARKK) 0.1 $721k +65% 14k 50.09
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Ishares Core S&p 500 Etf Etf (IVV) 0.1 $717k 1.4k 526.05
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $679k 8.3k 81.46
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Intel Corp Stock (INTC) 0.1 $667k +5% 15k 44.16
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Salesforce Stock (CRM) 0.1 $666k +26% 2.2k 301.08
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Invesco Qqq Trust Series I Etf (QQQ) 0.1 $661k +5% 1.5k 444.22
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First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.1 $637k 6.4k 99.25
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $625k -19% 13k 47.90
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $601k NEW 7.5k 80.57
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Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.1 $593k NEW 12k 50.58
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Pimco 1-5 Year Us Tips Index Exchange-traded Fund Pimco 1-5 Year U.s. Tips Etf (STPZ) 0.1 $591k 12k 51.49
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Merck & Co Stock (MRK) 0.1 $573k -10% 4.3k 132.03
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Broadcom Stock (AVGO) 0.1 $538k -25% 406.00 1325.12
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Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $529k 16k 32.66
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Chevron Corp Stock (CVX) 0.1 $527k +51% 3.3k 157.60
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Cummins Stock (CMI) 0.1 $503k NEW 1.7k 294.50
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Disney Walt Stock (DIS) 0.1 $499k NEW 4.1k 122.45
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American Express Stock (AXP) 0.1 $480k NEW 2.1k 227.49
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Johnson & Johnson Stock (JNJ) 0.1 $463k NEW 2.9k 158.18
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Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $456k 1.5k 304.61
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $453k 3.5k 131.15
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $453k 6.9k 65.88
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Boston Scientific Corp Stock (BSX) 0.1 $435k 6.3k 68.57
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Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $435k +75% 14k 32.27
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Costco Whsl Corp Stock (COST) 0.1 $415k 566.00 733.22
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Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.1 $414k -3% 3.8k 109.26
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Target Corp Stock (TGT) 0.1 $397k NEW 2.2k 177.23
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Exxon Mobil Corp Stock (XOM) 0.1 $394k -9% 3.4k 116.33
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Bank America Corp Stock (BAC) 0.1 $393k NEW 10k 37.96
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Nuveen Mun High Income Opportu Cef (NMZ) 0.1 $393k 37k 10.56
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Valero Energy Corp Stock (VLO) 0.1 $386k NEW 2.3k 170.72
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Crown Castle Reit (CCI) 0.1 $382k +43% 3.6k 105.70
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Union Pac Corp Stock (UNP) 0.1 $379k NEW 1.5k 245.78
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Coca Cola Stock (KO) 0.1 $376k -11% 6.1k 61.24
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Goldman Sachs Just Us Large Cap Eq Etf Etf (JUST) 0.1 $376k -4% 5.0k 75.05
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Canadian Imperial Bk Comm Toro Stock (CM) 0.1 $370k 7.3k 50.66
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Bristol-myers Squibb Stock (BMY) 0.1 $368k NEW 6.8k 54.19
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Pepsico Stock (PEP) 0.1 $368k -4% 2.1k 174.99
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Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $366k +18% 1.4k 265.03
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Ishares Msci Eurozone Etf Etf (EZU) 0.1 $364k NEW 7.1k 51.12
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $352k 3.8k 92.63
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Mongodb Inc Cl A Stock (MDB) 0.1 $351k +15% 978.00 358.90
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Vanguard Health Care Etf Etf (VHT) 0.1 $345k NEW 1.3k 270.80
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Williams Cos Stock (WMB) 0.1 $338k 8.7k 38.92
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Mcdonalds Corp Stock (MCD) 0.1 $334k NEW 1.2k 281.86
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.1 $330k 4.1k 79.88
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Occidental Pete Corp Stock (OXY) 0.1 $329k NEW 5.1k 65.02
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $329k 4.0k 81.70
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Philip Morris Intl Stock (PM) 0.1 $328k NEW 3.6k 91.57
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $327k 6.5k 50.22
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $326k 4.1k 79.86
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $323k NEW 1.7k 186.71
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Aflac Stock (AFL) 0.1 $320k +35% 3.7k 85.84
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Energy Select Sector Spdr Fund Etf (XLE) 0.1 $316k NEW 3.3k 94.53
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $312k NEW 2.1k 148.57
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Enterprise Prods Partners Stock (EPD) 0.1 $305k +3% 11k 29.16
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Verizon Communications Stock (VZ) 0.1 $301k -14% 7.2k 41.94
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Bny Mellon Strategic Municipals Cef (LEO) 0.0 $293k 48k 6.10
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Ishares Silver Trust Etf (SLV) 0.0 $291k -4% 13k 22.72
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Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $285k 24k 12.13
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Financial Select Sector Spdr Fund Etf (XLF) 0.0 $284k NEW 6.8k 42.06
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Vanguard Total International Bond Etf Etf (BNDX) 0.0 $272k 5.5k 49.17
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Meta Platforms Inc Cl A Stock (META) 0.0 $272k NEW 561.00 484.85
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Toyota Motor Corp Ads Adr (TM) 0.0 $271k NEW 1.1k 251.86
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Snowflake Inc Cl A Stock (SNOW) 0.0 $269k +3% 1.7k 161.76
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Bank Montreal Que Stock (BMO) 0.0 $261k 2.7k 97.68
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Lowes Cos Stock (LOW) 0.0 $259k NEW 1.0k 255.17
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Johnson Ctls Intl Stock (JCI) 0.0 $259k NEW 4.0k 65.39
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Smucker J M Stock (SJM) 0.0 $258k NEW 2.0k 125.92
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Nvidia Corporation Stock (NVDA) 0.0 $255k NEW 282.00 904.26
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Medtronic Stock (MDT) 0.0 $253k NEW 2.9k 87.06
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Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $252k -46% 1.7k 147.54
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Agnico Eagle Mines Stock (AEM) 0.0 $245k 4.1k 59.76
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Cisco Sys Stock (CSCO) 0.0 $244k -13% 4.9k 49.87
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3M Stock (MMM) 0.0 $242k NEW 2.3k 106.23
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Eli Lilly & Co Stock (LLY) 0.0 $234k NEW 301.00 777.41
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Autozone Stock (AZO) 0.0 $233k NEW 74.00 3148.65
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Vanguard Industrials Etf Etf (VIS) 0.0 $231k NEW 946.00 244.19
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Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $228k 5.1k 44.45
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Procter And Gamble Stock (PG) 0.0 $223k 1.4k 162.18
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Vanguard Consumer Staples Etf Etf (VDC) 0.0 $222k NEW 1.1k 204.42
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Putnam Managed Mun Income Tr Cef (PMM) 0.0 $222k 37k 6.00
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $213k NEW 615.00 346.34
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Healthcare Rlty Tr Cl A Reit (HR) 0.0 $212k 15k 14.18
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Bny Mellon Strategic Muni Bond Cef (DSM) 0.0 $211k 36k 5.86
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BP Adr (BP) 0.0 $202k NEW 5.4k 37.60
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Eaton Vance Mun Bd Cef (EIM) 0.0 $166k 16k 10.38
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Nuveen Dynamic Mun Opportuniti Cef (NDMO) 0.0 $152k 14k 10.86
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Chimera Invt Corp Reit 0.0 $46k 10k 4.59
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Amarin Corp Plc Spons Adr (AMRN) 0.0 $9.0k 10k 0.90
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Past Filings by Arkos Global Advisors

SEC 13F filings are viewable for Arkos Global Advisors going back to 2018

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