Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Archetype Wealth Partners, Llc > Profile

Instuitional Investor - Archetype Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Archetype Wealth Partners, Llc
Portfolio Value $680,655
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 196,034 $100,744 14.8%
2.
Ishares National Muni Bond Etf - ETF
 722,791 $76,211 11.2%
3.
Vanguard Bond Index Funds
 BND 853,398 $62,682 9.21%
4.
Ishares Core Msci Eafe Etf - ETF
 802,694 $60,724 8.92%
5.
Spdr S & P 500 Etf Trust
 SPY 92,291 $51,627 7.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)