Instuitional Investor - Archvest Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Archvest Wealth Advisors, Inc. |
| Portfolio Value | $154,990,747 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Flexshares Trust | 1,615,297 | $38,944,802 | 25.13% | |
| 2. | Dimensional Etf Trust | 389,842 | $15,188,227 | 9.8% | |
| 3. | IEF | 19,335 | $12,629,726 | 8.15% | |
| 4. | Vanguard Index Fds - REAL ESTATE ETF | 110,740 | $9,822,678 | 6.34% | |
| 5. | Ishares Tr - MSCI INTL MOMENT | 184,989 | $8,883,160 | 5.73% |