$246 Million is the total value of Archvest Wealth Advisors, Inc.'s 102 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VWOB | New | VANGUARD WHITEHALL FDSem mc gov bd etf | $667,561 | – | 11,284 | +100.0% | 0.27% | – |
NVDA | New | NVIDIA CORPORATION | $250,119 | – | 575 | +100.0% | 0.10% | – |
AOR | New | ISHARES TR | $200,209 | – | 4,052 | +100.0% | 0.08% | – |
T | New | AT&T INC | $153,864 | – | 10,244 | +100.0% | 0.06% | – |
FCEL | New | FUELCELL ENERGY INC | $14,017 | – | 10,951 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.