Archvest Wealth Advisors

Archvest Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Archvest Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 17.5 $24M 250k 96.90
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 6.9 $9.5M 326k 29.20
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 5.7 $7.9M 125k 63.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.7 $7.8M 136k 57.41
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.6 $7.7M 67k 115.18
Vanguard Index Fds Real Estate Etf (VNQ) 5.4 $7.4M 84k 89.08
Ishares Tr Core S&p 500 Etf (IVV) 5.1 $7.1M 12k 588.69
Apple (AAPL) 4.7 $6.5M 26k 250.42
Ishares Tr Msci Intl Moment (IMTM) 4.0 $5.6M 149k 37.40
Ishares Tr Russell 2000 Etf (IWM) 3.4 $4.7M 21k 220.96
Ishares Tr Conser Alloc Etf (AOK) 3.0 $4.2M 113k 37.30
Ishares Tr Aggres Alloc Etf (AOA) 2.9 $4.0M 53k 76.61
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $2.9M 14k 206.92
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 1.9 $2.6M 54k 47.82
Vanguard Index Fds Value Etf (VTV) 1.7 $2.4M 14k 169.30
Amazon (AMZN) 1.4 $2.0M 9.0k 219.39
Microsoft Corporation (MSFT) 1.4 $2.0M 4.7k 421.54
Eli Lilly & Co. (LLY) 1.2 $1.6M 2.1k 772.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $1.6M 30k 51.51
Ishares Tr Tips Bd Etf (TIP) 1.1 $1.5M 15k 106.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.5M 18k 80.27
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.4M 53k 25.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.3M 4.6k 289.81
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.3M 6.9k 189.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.2M 7.6k 164.16
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.1M 14k 75.61
NVIDIA Corporation (NVDA) 0.7 $991k 7.4k 134.28
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.7 $990k 30k 33.21
International Business Machines (IBM) 0.6 $887k 4.0k 219.82
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $859k 12k 71.91
Meta Platforms Cl A (META) 0.6 $852k 1.5k 585.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $748k 12k 62.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $723k 1.4k 511.06
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $715k 2.5k 287.83
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $692k 6.9k 99.92
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.5 $677k 29k 23.68
Dimensional Etf Trust International Val Fd (DFIV) 0.4 $618k 17k 35.48
Marsh & Mclennan Cos Inc 0.4 $603k 2.8k 212.41
Alphabet Inc Cap Stk CL C (GOOG) 0.4 $591k 3.1k 190.47
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.4 $587k 12k 50.85
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 0.4 $545k 11k 48.42
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.4 $492k 11k 44.04
Ishares Tr Msci Usa Value (VLUE) 0.3 $456k 4.3k 105.61
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $408k 3.5k 115.21
Costco Wholesale Corporation (COST) 0.3 $394k 430.00 916.27
Vanguard Index Fds Large Cap Etf (VV) 0.3 $390k 1.4k 269.65
Chevron Corporation (CVX) 0.3 $370k 2.6k 144.84
Home Depot (HD) 0.3 $350k 899.00 389.02
salesforce (CRM) 0.2 $280k 836.00 334.33
Ishares Tr Modert Alloc Etf (AOM) 0.2 $275k 6.3k 43.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $273k 5.5k 50.13
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $238k 3.9k 60.75
Vanguard Index Fds Value Etf (VIG) 0.2 $235k 1.2k 195.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $230k 1.3k 175.23
General Electric Com New (GE) 0.2 $224k 1.3k 166.80
Starbucks Corporation (SBUX) 0.2 $217k 2.4k 91.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $214k 3.6k 58.93
Tesla Motors (TSLA) 0.2 $211k 522.00 403.84
Johnson & Johnson (JNJ) 0.2 $210k 1.5k 144.59
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $209k 5.1k 41.27
Abbott Laboratories (ABT) 0.1 $203k 1.8k 113.11