Archvest Wealth Advisors

Archvest Wealth Advisors as of March 31, 2023

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 45 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 15.0 $17M 170k 99.64
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 10.8 $12M 150k 81.22
Vanguard Malvern Fds Strm Infopro Idx (VTIP) 9.9 $11M 233k 47.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.4 $11M 199k 53.47
Flexshares Tr Iboxx 5yr Trgt (TDTF) 6.4 $7.2M 296k 24.49
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 5.5 $6.3M 123k 51.04
Vanguard Bd Index Fds Short Trm Bnd (BSV) 4.6 $5.2M 68k 76.49
Apple (AAPL) 4.0 $4.6M 28k 164.90
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.8 $4.3M 105k 40.40
Ishares Tr Rus 2000 Val Etf (IWN) 3.4 $3.9M 28k 137.02
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 3.3 $3.8M 83k 45.17
Ishares Tr Conser Alloc Etf (AOK) 3.3 $3.7M 107k 34.96
Ishares Tr Aggres Alloc Etf (AOA) 2.2 $2.5M 39k 63.59
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $1.8M 18k 100.14
Ishares Tr Core S&p 500 Etf (IVV) 1.6 $1.8M 4.4k 411.10
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $1.6M 19k 83.04
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.3M 6.5k 204.10
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.1M 4.5k 250.16
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.1M 11k 104.68
Ishares Tr Msci Eafe Etf (EFA) 0.8 $925k 13k 71.52
Microsoft Corporation (MSFT) 0.8 $888k 3.1k 288.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $881k 8.9k 99.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $804k 8.1k 99.25
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.6 $698k 9.5k 73.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $683k 2.1k 320.93
Amazon (AMZN) 0.5 $594k 5.7k 103.29
Marsh & Mclennan Cos Inc (MMC) 0.5 $554k 3.3k 166.55
Alphabet Cap Stk Cl A (GOOGL) 0.5 $544k 5.2k 103.73
Ishares Tr Modert Alloc Etf (AOM) 0.4 $469k 12k 39.86
Isuares Tr Msci Usa Value (VLUE) 0.4 $416k 4.5k 92.60
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.4 $404k 13k 31.27
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $398k 4.1k 96.70
Vanguard Value Etf Etf (VTV) 0.3 $365k 2.6k 138.11
Chevron Corporation (CVX) 0.3 $365k 2.2k 163.13
Airbnb Com Cl A (ABNB) 0.3 $351k 2.8k 124.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $343k 911.00 376.07
Alphabet Inc Cap Stk CL C (GOOG) 0.3 $319k 3.1k 104.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $274k 5.4k 50.66
Starbucks Corporation (SBUX) 0.2 $266k 2.6k 104.15
Meta Platforms Cl A (META) 0.2 $263k 1.2k 211.94
Home Depot (HD) 0.2 $249k 843.00 295.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $237k 1.6k 144.62
Vanguard Index Fds Large Cap Etf (VV) 0.2 $235k 1.3k 186.88
Tesla Motors (TSLA) 0.2 $206k 991.00 207.46
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $203k 2.3k 87.77