Archvest Wealth Advisors

Archvest Wealth Advisors as of March 31, 2024

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 58 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
Ishares Tr Core Us Aggbd Et (AGG) 22.2 $31M 324k 96.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.3 $22M 371k 58.48
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.9 $11M 108k 103.51
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 5.6 $7.9M 165k 47.77
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.4 $6.3M 82k 76.31
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 3.7 $5.3M 102k 51.26
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.7 $5.2M 104k 49.97
Ishares Tr Rus 2000 Val Etf (IWN) 3.2 $4.6M 29k 157.07
Apple (AAPL) 3.2 $4.5M 26k 170.03
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $3.4M 40k 85.03
Ishares Tr Aggres Alloc Etf (AOA) 2.3 $3.3M 45k 73.19
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 2.3 $3.2M 51k 63.25
Ishares Tr Core S&p 500 Etf (IVV) 2.3 $3.2M 6.2k 524.90
Ishares Tr Conser Alloc Etf (AOK) 2.3 $3.2M 87k 36.66
Eli Lilly & Co. (LLY) 1.1 $1.6M 2.1k 760.55
Microsoft Corporation (MSFT) 0.9 $1.3M 3.1k 424.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.2M 4.7k 259.71
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 15k 79.52
Amazon (AMZN) 0.8 $1.1M 5.9k 180.97
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.7 $974k 28k 35.40
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $896k 18k 51.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $875k 15k 60.37
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $873k 8.8k 99.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $853k 11k 79.66
Alphabet Cap Stk Cl A (GOOGL) 0.6 $843k 5.4k 155.49
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.6 $810k 19k 41.94
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $808k 11k 71.92
Vanguard Index Fds Value Etf (VTV) 0.6 $807k 5.0k 162.22
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.6 $786k 34k 23.39
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $738k 3.9k 187.55
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $677k 13k 51.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $644k 1.4k 444.82
Ishares Tr Tips Bd Etf (TIP) 0.4 $631k 5.9k 106.65
Marsh & Mclennan Cos Inc (MMC) 0.4 $609k 3.0k 203.89
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $590k 8.8k 67.18
NVIDIA Corporation (NVDA) 0.4 $577k 638.00 903.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $575k 5.5k 104.50
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $543k 15k 36.55
Meta Platforms Cl A (META) 0.4 $515k 1.0k 491.14
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $511k 5.1k 99.73
Ishares Tr Msci Usa Value (VLUE) 0.3 $493k 4.6k 107.87
Alphabet Inc Cap Stk CL C (GOOG) 0.3 $465k 3.0k 156.50
Ishares Tr Modert Alloc Etf (AOM) 0.3 $446k 11k 42.58
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $432k 3.9k 109.39
International Business Machines (IBM) 0.2 $350k 1.8k 189.84
Vanguard Index Fds Large Cap Etf (VV) 0.2 $336k 1.4k 239.55
Airbnb Com Cl A (ABNB) 0.2 $328k 2.0k 163.37
Chevron Corporation (CVX) 0.2 $318k 2.0k 159.12
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $289k 2.7k 108.77
Costco Wholesale Corporation (COST) 0.2 $280k 388.00 721.24
Vanguard Index Fds Value Etf (VIG) 0.2 $278k 1.5k 181.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $276k 1.6k 168.37
Johnson & Johnson (JNJ) 0.2 $260k 1.7k 157.78
salesforce (CRM) 0.2 $253k 836.00 302.26
Ishares Tr Grwt Allocat Etf Com (AOR) 0.2 $237k 4.3k 55.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $224k 4.5k 50.34
General Electric Com New (GE) 0.2 $223k 1.3k 175.29
Abbott Laboratories (ABT) 0.1 $201k 1.8k 112.09