| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 22.5% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 15.7% |
| GOLDMAN SACHS ETF TR | 11 | Q2 2024 | 12.5% |
| VANGUARD MALVERN FDS | 11 | Q2 2024 | 11.5% |
| PIMCO ETF TR | 11 | Q2 2024 | 6.6% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 5.0% |
| APPLE INC | 11 | Q2 2024 | 4.2% |
| VANUGARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 3.7% |
| VANGUARD INTL EQUITY INDEX FD | 11 | Q2 2024 | 8.9% |
| ISHARES TR | 11 | Q2 2024 | 4.0% |
View Archvest Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-16 |
| 13F-HR/A | 2023-11-07 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
View Archvest Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.