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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 $132,715,544
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 300,971 $29,871,403 22.5%
2.
Vanguard Intl Equity Index Funds
 VWO 354,315 $19,891,269 14.98%
3.
Goldman Sachs Etf Tr
 113,517 $10,648,997 8.02%
4.
Vanguard Malvern Fds
 179,132 $8,506,979 6.4%
5.
Vanguard Bond Index Funds
 BND 86,860 $6,689,983 5.04%
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)