AW

Archvest Wealth Advisors, Inc.

13F
Archvest Wealth Advisors, Inc.
Last update 2025-05-02 63 Stocks (5 new)
Value $121.00 Mil Turnover 10 %
Countries:
Top Holdings: DFAI(8.94%)IVV(7.13%)VNQ(6.67%)VEU(6.38%)VWOB(6.23%)
Summary Stock Picks Current Portfolio
Archvest Wealth Advisors, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
346,122
10,809.4
+6.32%
8.940
+0.53%
0.120
+14.20%
+20.15%
10,488.7
 
IVV
iShares Core S&P 500 ETF
15,337
8,618.0
+27.52%
7.130
+1.54%
0.000
+16.31%
+7.32%
623,476.8
 
VNQ
Vanguard Real Estate Index Fund ETF
89,016
8,059.6
+6.54%
6.670
+0.41%
0.020
+6.72%
+3.31%
33,464.1
 
VEU
Vanguard FTSE All-World ex-US ETF
127,092
7,709.4
-6.65%
6.380
-0.38%
0.020
+14.21%
+18.16%
43,871.0
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
117,217
7,525.3
-6.20%
6.230
-0.35%
0.150
+5.34%
+5.98%
4,971.7
 
IMTM
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
162,632
6,495.5
+8.94%
5.370
+0.44%
0.250
+15.68%
+22.08%
3,022.9
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
55,330
6,090.7
-17.28%
5.040
-0.96%
0.050
+16.00%
+7.06%
13,959.1
 
AAPL
Apple Inc
24,841
5,518.0
-4.33%
4.570
-0.20%
0.000
+3.41%
-16.27%
3,123,977.4
Hardware
XSMO
Invesco S&P SmallCap Momentum ETF
77,091
4,837.5
New Holding
4.000
+4.00%
0.340
+17.21%
+5.42%
1,712.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
40,918
4,047.6
-83.61%
3.350
-14.66%
0.000
+1.44%
+3.17%
127,710.7
 

Archvest Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Archvest Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-14.66%
●
95.85 ($97.76) 99.25
$98.05
0.30%
Reduce -83.61%
40,918
-208,711
XSMO
Invesco S&P SmallCap Momentum ETF
2025-03-31
New Buy
New Buy
+4.00%
●
59.97 ($65.77) 70.03
$69.35
5.44%
New holding
77,091
77,091
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-2.90%
●
198.1 ($216.92) 229.79
$222.83
2.73%
Reduce -85.27%
3,128
-18,103
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.54%
●
554.06 ($590.51) 615.85
$627.68
6.29%
Add 27.52%
15,337
3,310
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Reduce
Reduce
-0.96%
●
108.02 ($115.65) 120.45
$122.61
6.01%
Reduce -17.28%
55,330
-11,558
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.53%
●
28.88 ($30.87) 32.4
$34.52
11.84%
Add 6.32%
346,122
20,573
IMTM
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
2025-03-31
Add
Add
+0.44%
●
37.06 ($39.56) 41.11
$45.12
14.04%
Add 8.94%
162,632
13,341
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.41%
●
85.55 ($90.76) 94.34
$90.21
-0.61%
Add 6.54%
89,016
5,465
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.39%
●
167.73 ($174.39) 179.21
$178.20
2.19%
Add 19.54%
16,857
2,755
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Sold Out
Sold Out
-0.39%
●
48.43 ($49.09) 49.9
$49.94
1.73%
Sold Out
0
-11,249

Archvest Wealth Advisors, Inc. Total Holding History ($B)

To

Archvest Wealth Advisors, Inc.'s Asset Allocation

To

Archvest Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Archvest Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Archvest Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Archvest Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Archvest Wealth Advisors, Inc.'s Holdings Bubble Chart

Archvest Wealth Advisors, Inc. News

  • 1

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