Archvest Wealth Advisors

Archvest Wealth Advisors as of June 30, 2024

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 61 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.1 $33M 346k 96.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.7 $24M 403k 58.73
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.0 $11M 98k 106.95
Vanguard Index Fds Real Estate Etf (VNQ) 3.9 $5.9M 71k 82.97
Apple (AAPL) 3.8 $5.7M 26k 216.75
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 3.6 $5.4M 113k 48.06
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.6 $5.4M 109k 49.46
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 2.8 $4.3M 68k 62.40
Ishares Tr Core S&p 500 Etf (IVV) 2.7 $4.1M 7.5k 548.43
Ishares Tr Aggres Alloc Etf (AOA) 2.6 $3.9M 53k 74.78
Ishares Tr Conser Alloc Etf (AOK) 2.5 $3.8M 103k 36.83
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 2.4 $3.6M 69k 51.45
Vanguard Bd Index Fds Short Trm Bnd (BSV) 2.2 $3.4M 44k 76.38
Ishares Tr Russell 2000 Etf (IWM) 2.2 $3.3M 16k 201.19
Eli Lilly & Co. (LLY) 1.3 $1.9M 2.1k 914.37
Microsoft Corporation (MSFT) 1.1 $1.7M 3.7k 456.74
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $1.6M 8.3k 195.20
Vanguard Index Fds Value Etf (VTV) 1.0 $1.5M 9.4k 159.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $1.5M 29k 50.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $1.4M 18k 79.29
Amazon (AMZN) 0.9 $1.3M 6.7k 197.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.3M 4.9k 268.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.2M 24k 51.58
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.2M 12k 105.92
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 15k 78.47
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $1.1M 11k 99.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $1.1M 7.5k 150.92
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.0M 5.7k 182.98
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.7 $1.0M 15k 71.45
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.7 $1.0M 29k 35.09
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $994k 10k 98.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $806k 14k 57.97
NVIDIA Corporation (NVDA) 0.5 $799k 6.4k 124.30
Meta Platforms Cl A (META) 0.5 $767k 1.5k 504.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $762k 1.6k 481.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $640k 2.5k 260.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $633k 9.5k 66.82
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $618k 17k 36.10
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.4 $617k 14k 43.86
Marsh & Mclennan Cos Inc (MMC) 0.4 $609k 2.9k 210.25
Alphabet Inc Cap Stk CL C (GOOG) 0.4 $567k 3.1k 184.48
Ishares Tr Msci Usa Value (VLUE) 0.3 $442k 4.3k 103.13
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $413k 3.9k 105.83
Chevron Corporation (CVX) 0.3 $379k 2.4k 156.53
Vanguard Index Fds Value Etf (VIG) 0.2 $375k 2.1k 182.15
Vanguard Index Fds Large Cap Etf (VV) 0.2 $352k 1.4k 250.35
Costco Wholesale Corporation (COST) 0.2 $347k 410.00 845.67
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $337k 3.2k 104.30
International Business Machines (IBM) 0.2 $326k 1.9k 175.13
Home Depot (HD) 0.2 $308k 917.00 336.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $307k 613.00 501.32
Airbnb Com Cl A (ABNB) 0.2 $274k 1.8k 151.63
Vanguard Index Fds Growth Etf (VUG) 0.2 $274k 726.00 376.70
Ishares Tr Modert Alloc Etf (AOM) 0.2 $255k 6.0k 42.91
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.2 $239k 10k 23.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $232k 1.4k 162.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $222k 4.5k 49.93
salesforce (CRM) 0.1 $214k 836.00 256.21
General Electric Com New (GE) 0.1 $213k 1.3k 159.02
Exxon Mobil Corporation (XOM) 0.1 $210k 1.8k 114.94
Fuelcell Energy (FCEL) 0.0 $11k 17k 0.61