Archvest Wealth Advisors, Inc. - Q3 2022 holdings

$97.6 Million is the total value of Archvest Wealth Advisors, Inc.'s 42 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .

 Value Shares↓ Weighting
TDTF NewFLEXSHARES TRiboxx 5yr trgt$7,040,000300,847
+100.0%
7.22%
STIP NewISHARES TR0-5 yr tips etf$805,0008,371
+100.0%
0.82%
CVX NewCHEVRON CORP NEW COM$451,0003,140
+100.0%
0.46%
VTV NewVANGUARD VALUE ETFetf$338,0002,734
+100.0%
0.35%
COST NewCOSTCO WHSL CORP NEW COM$236,000500
+100.0%
0.24%
TSLA NewTESLA INC COM$228,000860
+100.0%
0.23%
HD NewHOME DEPOT INC COM$217,000785
+100.0%
0.22%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR11Q2 202422.5%
VANGUARD INTL EQUITY INDEX F11Q2 202415.7%
GOLDMAN SACHS ETF TR11Q2 202412.5%
VANGUARD MALVERN FDS11Q2 202411.5%
PIMCO ETF TR11Q2 20246.6%
VANGUARD BD INDEX FDS11Q2 20245.0%
APPLE INC11Q2 20244.2%
VANUGARD TAX-MANAGED INTL FD11Q2 20243.7%
VANGUARD INTL EQUITY INDEX FD11Q2 20248.9%
ISHARES TR11Q2 20244.0%

View Archvest Wealth Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-30
13F-HR2024-08-12
13F-HR2024-04-29
13F-HR2024-01-16
13F-HR/A2023-11-07
13F-HR2023-10-30
13F-HR2023-07-17
13F-HR2023-05-02
13F-HR2023-02-03
13F-HR2022-11-09

View Archvest Wealth Advisors, Inc.'s complete filings history.

Export Archvest Wealth Advisors, Inc.'s holdings