Archvest Wealth Advisors

Archvest Wealth Advisors as of March 31, 2025

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 8.9 $11M 346k 31.23
Ishares Tr Core S&p 500 Etf (IVV) 7.1 $8.6M 15k 561.91
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $8.1M 89k 90.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.4 $7.7M 127k 60.66
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB) 6.2 $7.5M 117k 64.20
Ishares Tr Msci Intl Moment (IMTM) 5.4 $6.5M 163k 39.94
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.0 $6.1M 55k 110.08
Apple (AAPL) 4.6 $5.5M 25k 222.13
Invesco S&p Smallcap Momentum Etf Etf (XSMO) 4.0 $4.8M 77k 62.75
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $4.0M 41k 98.92
Ishares Tr Aggres Alloc Etf (AOA) 3.3 $4.0M 53k 76.50
Ishares Tr Conser Alloc Etf (AOK) 3.2 $3.9M 103k 37.63
Ishares Tr Msci Usa Mmentm (MTUM) 2.7 $3.2M 16k 202.14
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 2.4 $2.9M 58k 50.83
Vanguard Index Fds Value Etf (VTV) 2.4 $2.9M 17k 172.74
Amazon (AMZN) 1.5 $1.9M 9.8k 190.26
Eli Lilly & Co. (LLY) 1.5 $1.8M 2.1k 825.92
Microsoft Corporation (MSFT) 1.3 $1.6M 4.3k 375.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $1.6M 31k 52.52
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.6M 15k 111.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $1.5M 19k 81.76
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.5M 56k 26.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.3M 4.8k 274.84
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 1.0 $1.2M 33k 36.14
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.1M 7.4k 154.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.1M 7.2k 150.97
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.0M 12k 81.73
International Business Machines (IBM) 0.8 $1.0M 4.0k 248.65
NVIDIA Corporation (NVDA) 0.8 $954k 8.8k 108.37
Dimensional Etf Trust International Val Fd (DFIV) 0.7 $852k 22k 39.36
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.7 $822k 8.2k 100.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $774k 1.7k 468.79
Alphabet Inc Cap Stk CL C (GOOG) 0.6 $705k 4.5k 156.23
Marsh & Mclennan Cos Inc 0.6 $693k 2.8k 244.03
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.6 $686k 29k 23.61
Meta Platforms Cl A (META) 0.6 $670k 1.2k 576.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $661k 11k 58.35
Ishares Tr Russell 2000 Etf (IWM) 0.5 $624k 3.1k 199.49
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.5 $577k 7.9k 73.45
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $575k 2.2k 255.52
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $536k 13k 42.06
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.4 $525k 12k 44.88
Costco Wholesale Corporation (COST) 0.4 $481k 508.00 945.78
Ishares Tr Msci Usa Value (VLUE) 0.4 $463k 4.3k 106.65
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.4 $461k 10k 45.26
Home Depot (HD) 0.3 $421k 1.1k 366.59
Chevron Corporation (CVX) 0.3 $417k 2.5k 167.29
Vanguard Index Fds Large Cap Etf (VV) 0.3 $366k 1.4k 256.98
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $325k 3.1k 104.57
General Electric Com New (GE) 0.3 $320k 1.6k 200.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $267k 501.00 532.58
Vanguard Index Fds Value Etf (VIG) 0.2 $252k 1.3k 193.99
Ishares Tr Modert Alloc Etf (AOM) 0.2 $240k 5.5k 43.88
Vaneck Semiconductor Etf Etf (SMH) 0.2 $239k 1.1k 211.40
Starbucks Corporation (SBUX) 0.2 $233k 2.4k 98.09
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $232k 3.6k 63.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $227k 1.3k 173.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $227k 3.6k 62.09
salesforce (CRM) 0.2 $224k 835.00 268.36
Goldman Sachs (GS) 0.2 $223k 407.00 546.81
Johnson & Johnson (JNJ) 0.2 $216k 1.3k 165.80
Abbott Laboratories (ABT) 0.2 $212k 1.6k 132.65
Exxon Mobil Corporation (XOM) 0.2 $206k 1.7k 118.93