Instuitional Investor - Archvest Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Archvest Wealth Advisors, Inc. |
| Portfolio Value | $112,868,565 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 377,300 | $13,714,838 | 12.15% | |
| 2. | IEF | 17,895 | $11,976,805 | 10.61% | |
| 3. | Vanguard Real Estate Etf - ETF | 100,750 | $9,210,553 | 8.16% | |
| 4. | Ishares Msci Intl Momentum Factor Etf - ETF | 177,922 | $8,518,906 | 7.55% | |
| 5. | VWO | 106,409 | $7,594,444 | 6.73% |