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Size ($ in 1000's)
At 12/31/2023: $132,711
At 09/30/2023: $123,088
Archvest Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Archvest Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Archvest Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Archvest Wealth Advisors Inc..
In the Archvest Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Archvest Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Archvest Wealth Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (AGG) |
300,971 |
+69,322 |
$29,871 | | AGG | 300,971 | +69,322 | $29,871 | | VANGUARD INTL EQUITY INDEX F (VEU) |
354,315 |
+91,226 |
$19,891 | | VEU | 354,315 | +91,226 | $19,891 | | GOLDMAN SACHS ETF TR (GSLC) |
113,517 |
-50,201 |
$10,649 | | GSLC | 113,517 | -50,201 | $10,649 | | VANGUARD MALVERN FDS (VTIP) |
179,132 |
-46,385 |
$8,507 | | VTIP | 179,132 | -46,385 | $8,507 | | VANGUARD BD INDEX FDS (BSV) |
86,860 |
+12,927 |
$6,690 | | BSV | 86,860 | +12,927 | $6,690 | | PIMCO ETF TR (STPZ) |
106,947 |
-6,588 |
$5,470 | | STPZ | 106,947 | -6,588 | $5,470 | | APPLE INC |
25,124 |
-1,071 |
$4,837 | | AAPL | 25,124 | -1,071 | $4,837 | | VANGUARD TAX MANATGED INTL FD (VEA) |
99,975 |
+6,464 |
$4,789 | | VEA | 99,975 | +6,464 | $4,789 | | ISHARES TR (IWN) |
28,428 |
-2,137 |
$4,416 | | IWN | 28,428 | -2,137 | $4,416 | | ISHARES TR (AOK) |
86,768 |
-17,518 |
$3,137 | | AOK | 86,768 | -17,518 | $3,137 | | ISHARES TR (AOA) |
44,522 |
+1,177 |
$3,074 | | AOA | 44,522 | +1,177 | $3,074 | | VANGUARD INDEX FDS (VNQ) |
32,878 |
+3,152 |
$2,905 | | VNQ | 32,878 | +3,152 | $2,905 | | VANGUARD WHITEHALL FDS (VWOB) |
42,314 |
+31,030 |
$2,698 | | VWOB | 42,314 | +31,030 | $2,698 | | ISHARES TR (IVV) |
4,961 |
+108 |
$2,369 | | IVV | 4,961 | +108 | $2,369 | | ISHARES TR (EFA) |
14,899 |
+1,942 |
$1,123 | | EFA | 14,899 | +1,942 | $1,123 | | VANGUARD INDEX FDS (VTI) |
4,672 |
-320 |
$1,108 | | VTI | 4,672 | -320 | $1,108 | | ISHARES TR (SUB) |
10,216 |
-63 |
$1,077 | | SUB | 10,216 | -63 | $1,077 | | MICROSOFT CORP |
2,841 |
-428 |
$1,068 | | MSFT | 2,841 | -428 | $1,068 | | FLEXSHARES TR (TDTF) |
40,823 |
-161,253 |
$965 | | TDTF | 40,823 | -161,253 | $965 | | SCHWAB STRATEGIC TR |
27,046 |
+11,640 |
$912 | | FNDF | 27,046 | +11,640 | $912 | | VANGUARD SCOTTSDALE FDS (VCIT) |
10,895 |
+10,895 |
$886 | | VCIT | 10,895 | +10,895 | $886 | | ISHARES TR (STIP) |
8,809 |
-12,351 |
$868 | | STIP | 8,809 | -12,351 | $868 | | AMAZON INC |
5,477 |
-477 |
$832 | | AMZN | 5,477 | -477 | $832 | | VANGUARD BD INDEX FDS (BND) |
11,033 |
+273 |
$811 | | BND | 11,033 | +273 | $811 | | ISHARES TR (IGIB) |
15,577 |
+15,577 |
$810 | | IGIB | 15,577 | +15,577 | $810 | | ALPHABET INC |
5,774 |
+334 |
$807 | | GOOGL | 5,774 | +334 | $807 | | ISHARES TR (IJH) |
2,899 |
-1,359 |
$803 | | IJH | 2,899 | -1,359 | $803 | | VANGUARD INTL EQUITY INDEX FD (VWO) |
19,425 |
-49,857 |
$798 | | VWO | 19,425 | -49,857 | $798 | | VANGUARD INDEX FDS (VTV) |
4,704 |
-1,003 |
$703 | | VTV | 4,704 | -1,003 | $703 | | SCHWAB STRATEGIC TR |
13,075 |
+13,075 |
$683 | | SCHP | 13,075 | +13,075 | $683 | | INVESCO QQQ TR |
1,544 |
-357 |
$632 | | QQQ | 1,544 | -357 | $632 | | PIMCO ETF TR (MINT) |
5,929 |
-821 |
$592 | | MINT | 5,929 | -821 | $592 | | MARSH & MCLENNAN COS |
2,987 |
UNCH |
$566 | | MMC | 2,987 | UNCH | $566 | | ISHARES TR (TIP) |
5,185 |
+5,185 |
$557 | | TIP | 5,185 | +5,185 | $557 | | GOLDMAN SACHS ETF TR (GBIL) |
5,208 |
-14,767 |
$519 | | GBIL | 5,208 | -14,767 | $519 | | DIMENSIONAL ETF TRUST (DFIV) |
14,857 |
+14,857 |
$510 | | DFIV | 14,857 | +14,857 | $510 | | ISHARES TR (VLUE) |
4,549 |
+41 |
$460 | | VLUE | 4,549 | +41 | $460 | | SCHWAB STRATEGIC TR |
7,355 |
+7,355 |
$456 | | FNDX | 7,355 | +7,355 | $456 | | META PLATFORMS INC |
1,254 |
-5 |
$444 | | META | 1,254 | -5 | $444 | | ISHARES TR (AOM) |
10,466 |
-416 |
$434 | | AOM | 10,466 | -416 | $434 | | ISHARES TR (IJR) |
3,947 |
+6 |
$427 | | IJR | 3,947 | +6 | $427 | | ALPHABET INC CAP STK |
2,969 |
-97 |
$418 | | GOOG | 2,969 | -97 | $418 | | AIRBNB INC |
2,618 |
-200 |
$356 | | ABNB | 2,618 | -200 | $356 | | CHEVRON CORP NEW COM |
2,103 |
-221 |
$314 | | CVX | 2,103 | -221 | $314 | | VANGUARD INDEX FDS (VV) |
1,340 |
+74 |
$292 | | VV | 1,340 | +74 | $292 | | NVIDIA CORPORATION |
557 |
-18 |
$276 | | NVDA | 557 | -18 | $276 | | ISHARES TR (SUSA) |
2,657 |
UNCH |
$267 | | SUSA | 2,657 | UNCH | $267 | | INVESCO EXCHANGE TRADED FD T (RSP) |
1,637 |
UNCH |
$258 | | RSP | 1,637 | UNCH | $258 | | COSTCO WHSL CORP NEW |
388 |
UNCH |
$256 | | COST | 388 | UNCH | $256 | | VANGUARD MUN BD FDS (VTEB) |
4,450 |
UNCH |
$227 | | VTEB | 4,450 | UNCH | $227 |
See Full List: All Stocks Held By Archvest Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Archvest Wealth Advisors Inc.
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