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Home > Institutional Investor > Archvest Wealth Advisors, Inc. > Profile

Instuitional Investor - Archvest Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Archvest Wealth Advisors, Inc.
Portfolio Value $120,851,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 346,122 $10,809,397 8.94%
2.
Ishares Trust
 IEF 15,337 $8,618,010 7.13%
3.
Vanguard Index Fds - REAL ESTATE ETF
 89,016 $8,059,548 6.67%
4.
Vanguard Intl Equity Index Funds
 VWO 127,092 $7,709,408 6.38%
5.
Vanguard Whitehall Funds
 117,217 $7,525,320 6.23%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)