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Home > Institutional Investor > Archetype Wealth Partners, Llc > Profile

Instuitional Investor - Archetype Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Archetype Wealth Partners, Llc
Portfolio Value $686,373
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 193,458 $104,237 15.18%
2.
Ishares National Muni Bond Etf - ETF
 727,982 $77,566 11.3%
3.
Vanguard Bond Index Funds
 BND 844,045 $60,695 8.84%
4.
Ishares Core Msci Eafe Etf - ETF
 827,295 $58,142 8.47%
5.
Spdr S & P 500 Etf Trust
 SPY 94,210 $55,215 8.04%
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)