The Analysis of Archvest Wealth Advisors, Inc.'s Holdings
Currently, Archvest Wealth Advisors, Inc. holds 61 types of securities in its portfolio with a total value $112.1M. In the most recent quarter, they have increased their positions in META (+1.2K shares, valued at $915.5K), DXUV (+12.1K shares, valued at $705.2K), VNQ (+6.3K shares, valued at $575.1K); decreased their positions in AOA (-48.1K shares, valued at $4.2M), AOK (-91.5K shares, valued at $3.7M), AAPL (-3.2K shares, valued at $810.7K); initiated new positions in META (+1.2K shares, valued at $915.5K), DXUV (+12.1K shares, valued at $705.2K), QS (+23.5K shares, valued at $289.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF377.3K shares3.46%2025-09-302025-10-29
IVV ISHARES CORE S&P 500 ETF17.9K shares4.36%2025-09-302025-10-29 VNQ VANGUARD REAL ESTATE ETF100.8K shares6.66%2025-09-302025-10-29 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF177.9K shares3.42%2025-09-302025-10-29 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND106.4K shares-6.66%2025-09-302025-10-29 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF47.6K shares-11.05%2025-09-302025-10-29 AAPL APPLE INC COM21.0K shares-13.14%2025-09-302025-10-29 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF17.8K shares4.57%2025-09-302025-10-29 VTV VANGUARD VALUE ETF19.1K shares5.77%2025-09-302025-10-29 VEA VANGUARD FTSE DEVELOPED MARKETS ETF51.1K shares-12.77%2025-09-302025-10-29 AMZN AMAZON COM INC COM10.0K shares-1.63%2025-09-302025-10-29 MSFT MICROSOFT CORP COM3.8K shares-14.00%2025-09-302025-10-29 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF32.1K shares3.21%2025-09-302025-10-29 TIP ISHARES TIPS BOND ETF15.3K shares2.97%2025-09-302025-10-29 LLY ELI LILLY & CO COM2.2K shares-1.74%2025-09-302025-10-29 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF19.4K shares5.74%2025-09-302025-10-29 NVDA NVIDIA CORPORATION COM8.6K shares-8.64%2025-09-302025-10-29 SCHP SCHWAB US TIPS ETF57.3K shares2.37%2025-09-302025-10-29 VTI VANGUARD TOTAL STOCK MARKET ETF4.6K shares-3.74%2025-09-302025-10-29 AGG ISHARES CORE U.S. AGGREGATE BOND ETF14.6K shares-17.26%2025-09-302025-10-29 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF33.2K shares0.00%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS COM4.1K shares0.42%2025-09-302025-10-29 GOOG ALPHABET INC CAP STK CL C4.5K shares-2.47%2025-09-302025-10-29 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF22.9K shares3.80%2025-09-302025-10-29 QQQ INVESCO QQQ TRUST SERIES I1.7K shares-7.80%2025-09-302025-10-29 EFA ISHARES MSCI EAFE ETF10.6K shares-10.72%2025-09-302025-10-29 AFG AMERICAN FINL GROUP INC OHIO COM6.3K shares0.02%2025-09-302025-10-29 META META PLATFORMS INC CL A1.2K sharesnew addition2025-09-302025-10-29 GOOGL ALPHABET INC CAP STK CL A3.6K shares-2.54%2025-09-302025-10-29 BITB BITWISE BITCOIN ETF TRUST11.7K shares-0.55%2025-09-302025-10-29 DXUV DIMENSIONAL US VECTOR EQUITY ETF12.1K sharesnew addition2025-09-302025-10-29 MMC MARSH & MCLENNAN COS INC COM2.8K shares0.11%2025-09-302025-10-29 IWN ISHARES RUSSELL 2000 VALUE ETF3.1K shares0.42%2025-09-302025-10-29 VLUE ISHARES MSCI USA VALUE FACTOR ETF4.4K shares0.37%2025-09-302025-10-29 BND VANGUARD TOTAL BOND MARKET ETF7.2K shares0.20%2025-09-302025-10-29 CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF10.1K shares0.99%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW COM540 shares6.30%2025-09-302025-10-29 GE GE AEROSPACE COM NEW1.6K shares-1.69%2025-09-302025-10-29 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF11.5K shares-88.81%2025-09-302025-10-29 VV VANGUARD LARGE-CAP ETF1.4K shares0.21%2025-09-302025-10-29 DFCF DIMENSIONAL CORE FIXED INCOME ETF9.6K shares-29.29%2025-09-302025-10-29 SMH VANECK SEMICONDUCTOR ETF1.2K shares0.00%2025-09-302025-10-29 GBIL ACCESS TREASURY 0-1 YEAR ETF3.9K shares-57.11%2025-09-302025-10-29 CVX CHEVRON CORP NEW COM2.3K shares-13.86%2025-09-302025-10-29 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF3.9K shares-92.43%2025-09-302025-10-29 HD HOME DEPOT INC COM750 shares-35.40%2025-09-302025-10-29 GEV GE VERNOVA INC COM489 shares23.17%2025-09-302025-10-29 QS QUANTUMSCAPE CORP COM CL A23.5K sharesnew addition2025-09-302025-10-29 JPM JPMORGAN CHASE & CO. COM834 shares2.71%2025-09-302025-10-29 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.6K shares-3.23%2025-09-302025-10-29 VWO VANGUARD FTSE EMERGING MARKETS ETF4.8K shares-9.43%2025-09-302025-10-29 RSP INVESCO S&P 500 EQUAL WEIGHT ETF1.3K shares0.76%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON COM1.3K sharesnew addition2025-09-302025-10-29 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.8K sharesnew addition2025-09-302025-10-29 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF9.2K shares-68.30%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC COM285 shares-33.57%2025-09-302025-10-29 CAT CATERPILLAR INC COM475 sharesnew addition2025-09-302025-10-29 AVGO BROADCOM INC COM675 sharesnew addition2025-09-302025-10-29 SCHB SCHWAB U.S. BROAD MARKET ETF8.5K shares0.29%2025-09-302025-10-29 CRM SALESFORCE INC COM892 shares6.83%2025-09-302025-10-29 TSLA TESLA INC COM466 sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings