Archvest Wealth Advisors

Archvest Wealth Advisors as of March 31, 2022

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 40 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 15.7 $17M 162k 107.10
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 12.5 $14M 156k 89.04
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 10.2 $11M 220k 51.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.3 $10M 179k 57.59
Flexshares Tr Iboxx 5 Yr Trgt (TDTF) 6.8 $7.5M 278k 27.11
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 6.2 $6.9M 127k 54.48
Ishares Tr Rus 2000 Val Etf (IWN) 4.0 $4.5M 28k 161.38
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.0 $4.5M 57k 77.90
Apple (AAPL) 3.9 $4.3M 25k 174.60
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.9 $4.3M 93k 46.13
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.4 $3.8M 79k 48.03
Ishares Tr Conser Alloc Etf (AOK) 2.8 $3.1M 81k 37.67
Ishares Tr Aggres Alloc Etf (AOA) 1.9 $2.1M 31k 68.95
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $1.7M 7.7k 227.70
Ishares Tr Core S&p 500 Etf (IVV) 1.4 $1.6M 3.5k 453.75
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $1.6M 5.9k 268.36
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.4M 13k 108.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $944k 2.6k 362.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $872k 8.3k 104.63
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $833k 8.3k 100.22
Microsoft Corporation (MSFT) 0.6 $694k 2.3k 308.44
Marsh & Mclennan Cos Inc (MMC) 0.6 $631k 3.7k 170.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $615k 1.5k 415.26
Amazon (AMZN) 0.5 $570k 175.00 3257.14
Ishares Tr Modert Alloc Etf (AOM) 0.5 $543k 13k 42.96
Alphabet Cap Stk Cl A (GOOGL) 0.5 $526k 189.00 2783.07
Ishares Tr Msci Eafe Etf (EFA) 0.4 $463k 6.3k 73.61
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.4 $453k 5.7k 79.47
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $360k 3.3k 107.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $354k 3.2k 112.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $340k 6.6k 51.52
Ishares Tr Msci Usa Value (VLUE) 0.3 $330k 3.2k 104.53
Ishares Tr Grwt Alloc Etf (AOR) 0.3 $310k 5.8k 53.88
Tesla Motors (TSLA) 0.3 $303k 281.00 1078.29
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.3 $279k 8.7k 32.24
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $271k 2.8k 96.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $271k 1.7k 157.65
Vanguard Index Fds Large Cap Etf (VV) 0.2 $258k 1.2k 208.23
Vanguard Index Fds Growth Etf (VUG) 0.2 $239k 830.00 287.95
Costco Wholesale Corporation (COST) 0.2 $223k 388.00 574.74