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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 $137,952,930
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 249,629 $24,189,023 17.53%
2.
Dimensional Etf Trust
 325,549 $9,506,023 6.89%
3.
Vanguard Whitehall Funds
 124,961 $7,891,315 5.72%
4.
Vanguard Intl Equity Index Funds
 VWO 136,145 $7,816,111 5.66%
5.
Goldman Sachs Etf Tr
 66,888 $7,704,174 5.58%
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)