$101 Million is the total value of Archvest Wealth Advisors, Inc.'s 41 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Exit | TESLA INC COM | $0 | – | -860 | -100.0% | -0.23% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -3,110 | -100.0% | -0.24% | – |
| AOR | Exit | ISHARES TRgrwt alloc etf | $0 | – | -5,605 | -100.0% | -0.26% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -3,113 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 16.8% |
| GOLDMAN SACHS ETF TR | 8 | Q3 2023 | 12.5% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 10.7% |
| VANGUARD MALVERN FDS | 8 | Q3 2023 | 11.5% |
| PIMCO ETF TR | 8 | Q3 2023 | 6.6% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 4.9% |
| VANGUARD INTL EQUITY INDEX FD | 8 | Q3 2023 | 8.9% |
| APPLE INC | 8 | Q3 2023 | 4.2% |
| ISHARES TR | 8 | Q3 2023 | 4.0% |
| VANUGARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.5% |
View Archvest Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-03 |
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.