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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 $844,498
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 179,471 $123,262 14.6%
2.
Ishares Trust
 HYG 1,164,620 $112,479 13.32%
3.
Ishares Trust
 IEF 588,479 $55,652 6.59%
4.
Spdr S & P 500 Etf Trust
 SPY 73,993 $55,256 6.54%
5.
Vanguard Scottsdale Funds
 VCIT 638,941 $52,808 6.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.