Instuitional Investor - Archvest Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Archvest Wealth Advisors, Inc. |
| Portfolio Value | $156,710,088 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Flexshares Trust | 1,639,598 | $39,292,959 | 25.07% | |
| 2. | Dimensional Etf Trust | 378,128 | $14,410,468 | 9.2% | |
| 3. | IEF | 18,610 | $12,746,627 | 8.13% | |
| 4. | Vanguard Index Fds - REAL ESTATE ETF | 103,951 | $9,198,607 | 5.87% | |
| 5. | Ishares Tr - MSCI INTL MOMENT | 178,329 | $8,554,430 | 5.46% |