Archvest Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Concord, CA
CIK
0001910174
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 74 157,564 AGG, VEU, GSLC, VNQ 13F-HR 11/4/2024 000191017424000008
Q2 2024 61 150,886 AGG, VEU, GSLC, VNQ 13F-HR 8/12/2024 000191017424000006
Q1 2024 58 141,480 AGG, VEU, GSLC, VTIP 13F-HR 4/29/2024 000191017424000005
Q4 2023 55 132,715 AGG, VEU, GSLC, VTIP 13F-HR 1/16/2024 000191017424000001
Q3 2023 51 122,823 AGG, GSLC, VEU, VTIP NEW HOLDINGS 11/7/2023 000191017423000005
Q3 2023 47 121,907 AGG, GSLC, VEU, VTIP 13F-HR 10/30/2023 000191017423000004
Q2 2023 47 121,907 AGG, GSLC, VEU, VTIP 13F-HR 7/17/2023 000191017423000003
Q1 2023 45 112,927 AGG, GSLC, VTIP, VEU 13F-HR 5/2/2023 000191017423000002
Q4 2022 41 101,118 AGG, VEU, GSLC, VWO 13F-HR 2/3/2023 000191017423000001
Q3 2022 42 97,562 AGG, VTIP, GSLC, VEU 13F-HR 11/9/2022 000191017422000004
Q2 2022 37 100,471 AGG, GSLC, VTIP, VEU 13F-HR 7/26/2022 000191017422000003
Q1 2022 40 110,909 AGG, GSLC, VTIP, VEU 13F-HR 5/3/2022 000191017422000002
Q4 2021 44 115,471 AGG, GSLC, VTIP, VEU 13F-HR 2/14/2022 000191017422000001