$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 | New | FLEXSHARES TRiboxx 5yr trgt | $7,040,000 | – | 300,847 | +100.0% | 7.22% | – |
STIP | New | ISHARES TR0-5 yr tips etf | $805,000 | – | 8,371 | +100.0% | 0.82% | – |
CVX | New | CHEVRON CORP NEW COM | $451,000 | – | 3,140 | +100.0% | 0.46% | – |
VTV | New | VANGUARD VALUE ETFetf | $338,000 | – | 2,734 | +100.0% | 0.35% | – |
COST | New | COSTCO WHSL CORP NEW COM | $236,000 | – | 500 | +100.0% | 0.24% | – |
TSLA | New | TESLA INC COM | $228,000 | – | 860 | +100.0% | 0.23% | – |
HD | New | HOME DEPOT INC COM | $217,000 | – | 785 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.