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CIK: 0001910174
Total reported value
$172.8M
$172.8M
61 檔
45.7%
In Q2 2024, Archvest Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $172.8M, distributed across 61 disclosed stock positions.
During Q2 2024, Archvest Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 22.06% | — | +6.86% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 15.69% | -0.41% | +8.77% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.96% | -1.34% | -8.91% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.89% | +0.44% | +77.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.20% | -0.54% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.59% | -0.01% | -31.68% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.59% | -0.37% | +5.63% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.82% | — | +32.99% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.74% | +0.83% | +21.91% | |
| 10 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 2.62% | -0.15% | EXIT | |
| 11 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.51% | -0.05% | +18.28% | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 2.35% | — | -32.62% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.23% | — | -46.46% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.16% | — | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.20% | +0.14% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.03% | +17.75% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.07% | +1.01% | +109.96% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | +0.14% | +89.79% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.97% | -0.11% | +64.25% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | -0.13% | +63.97% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +1.18% | +13.37% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.04% | +3.25% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.82% | +0.05% | +83.15% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.81% | +0.05% | +94.59% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.77% | -0.01% | — | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.75% | -0.05% | +121.68% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.75% | -0.39% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.29% | +4.65% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | — | +29.00% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.68% | -0.02% | +6.35% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.66% | — | +13.99% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | — | -4.14% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.37% | +907.84% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.05% | +44.80% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.10% | +9.25% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.42% | — | — | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.42% | +0.01% | +7.76% | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.41% | -0.06% | +15.18% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.12% | -27.22% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.40% | -0.07% | -3.01% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.18% | +3.47% | |
| 42 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.29% | +0.09% | -6.22% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.01% | -1.19% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.06% | +21.08% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | +34.09% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | +0.01% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.03% | +5.67% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.22% | — | -41.28% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.06% | +0.81% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | +0.04% | — |
According to official SEC Form 13F filings, Archvest Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $172.8M across 61 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VEU, GSLC) accounted for 45.7% of total reported equity market value during Q2 2024.
During Q2 2024, Archvest Wealth Advisors, Inc.'s top holdings by market value included AGG (22.1%)、VEU (15.7%)、GSLC (7.0%). The largest single position, AGG, represented 22.1% of total portfolio value.
In Q2 2024, Archvest Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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