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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 $490,764
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares National Muni Bond Etf
 708,556 $72,655 14.8%
2.
Vanguard Scottsdale Funds
 819,374 $61,576 12.54%
3.
Vanguard Bond Index Funds
 BND 766,864 $53,512 10.9%
4.
Vanguard S&P 500 Etf
 122,600 $48,145 9.81%
5.
Spdr S & P 500 Etf Trust
 SPY 108,286 $46,290 9.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)