Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest Wealth Advisors, Inc. has $141.48 million in total holdings as of March 31, 2024.Archvest Wealth Advisors, Inc. owns shares of 58 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.30% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Archvest Wealth Advisors, Inc. has purchased 55 new stocks and bought additional shares in 27 stocks.Archvest Wealth Advisors, Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $31,370,759Vanguard FTSE All-World ex-US ETF $21,671,847Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $11,162,445Vanguard Short-Term Inflation-Protected Securities ETF $7,878,658Vanguard Short-Term Bond ETF $6,279,446 Largest New Holdings this Quarter Eli Lilly and Company $1,596,394 HoldingiShares MSCI USA Momentum Factor ETF $737,822 HoldingInternational Business Machines $350,444 HoldingJohnson & Johnson $260,333 HoldingGeneral Electric $223,149 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 22,639 shares (about $2.19M)Eli Lilly and Company 2,099 shares (about $1.60M)Vanguard FTSE All-World ex-US ETF 16,271 shares (about $951.53K)iShares MSCI USA Momentum Factor ETF 3,934 shares (about $737.82K)iShares Core S&P Mid-Cap ETF 11,596 shares (about $700.05K) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 14,203 shares (about $678.48K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5,678 shares (about $587.73K)iShares Short-Term National Muni Bond ETF 4,717 shares (about $492.93K)Vanguard Short-Term Bond ETF 4,571 shares (about $348.81K)PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 4,527 shares (about $232.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchvest Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$31,370,759$2,194,625 ▲7.5%323,61022.2%FinanceVEUVanguard FTSE All-World ex-US ETF$21,671,847$951,527 ▲4.6%370,58615.3%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$11,162,445$587,731 ▼-5.0%107,8397.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,878,658$678,477 ▼-7.9%164,9295.6%ManufacturingBSVVanguard Short-Term Bond ETF$6,279,446$348,811 ▼-5.3%82,2894.4%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$5,250,049$232,054 ▼-4.2%102,4203.7%ETFVEAVanguard FTSE Developed Markets ETF$5,174,703$178,943 ▲3.6%103,5563.7%ETFIWNiShares Russell 2000 Value ETF$4,588,463$123,299 ▲2.8%29,2133.2%ETFAAPLApple$4,478,816$206,929 ▲4.8%26,3413.2%Computer and TechnologyVNQVanguard Real Estate ETF$3,393,752$598,107 ▲21.4%39,9122.4%ETFAOAiShares Core Aggressive Allocation ETF$3,322,001$63,455 ▲1.9%45,3892.3%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,247,927$571,586 ▲21.4%51,3512.3%ETFIVViShares Core S&P 500 ETF$3,244,418$640,380 ▲24.6%6,1812.3%ETFAOKiShares Core Conservative Allocation ETF$3,192,714$11,805 ▲0.4%87,0902.3%ETFLLYEli Lilly and Company$1,596,394$1,596,394 ▲New Holding2,0991.1%MedicalMSFTMicrosoft$1,320,369$114,206 ▲9.5%3,1100.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,229,982$16,621 ▲1.4%4,7360.9%ETFEFAiShares MSCI EAFE ETF$1,175,862$8,906 ▼-0.8%14,7870.8%FinanceAMZNAmazon.com$1,076,229$85,056 ▲8.6%5,9470.8%Retail/WholesaleFNDFSchwab Fundamental International Large Company Index ETF$974,350$16,921 ▲1.8%27,5240.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$896,409$101,048 ▲12.7%17,5560.6%ManufacturingIJHiShares Core S&P Mid-Cap ETF$875,063$700,050 ▲400.0%14,4950.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$873,4120.0%8,8090.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$853,162$14,737 ▼-1.7%10,7100.6%ETFGOOGLAlphabet$843,378$54,422 ▼-6.1%5,4240.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$810,323$4,362 ▼-0.5%19,3210.6%ETFBNDVanguard Total Bond Market ETF$807,830$14,313 ▲1.8%11,2320.6%ETFVTVVanguard Value ETF$807,211$44,124 ▲5.8%4,9760.6%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$786,298$168,548 ▼-17.7%33,6170.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$737,822$737,822 ▲New Holding3,9340.5%ETFSCHPSchwab U.S. TIPS ETF$676,6310.0%13,0750.5%ETFQQQInvesco QQQ$644,097$42,703 ▼-6.2%1,4480.5%FinanceTIPiShares TIPS Bond ETF$630,941$77,961 ▲14.1%5,9160.4%ETFMMCMarsh & McLennan Companies$609,0190.0%2,9870.4%FinanceFNDXSchwab Fundamental U.S. Large Company Index ETF$590,042$95,933 ▲19.4%8,7830.4%ETFNVDANVIDIA$576,529$73,196 ▲14.5%6380.4%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$574,646$492,927 ▼-46.2%5,4990.4%ETFDFIVDimensional International Value ETF$543,0230.0%14,8570.4%ETFMETAMeta Platforms$515,202$100,683 ▼-16.3%1,0490.4%Computer and TechnologyGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$511,415$7,978 ▼-1.5%5,1280.4%ETFVLUEiShares MSCI USA Value Factor ETF$492,758$2,050 ▲0.4%4,5680.3%ETFGOOGAlphabet$464,6490.0%2,9690.3%Computer and TechnologyAOMiShares Core Moderate Allocation ETF$446,238$596 ▲0.1%10,4800.3%ETFIJRiShares Core S&P Small-Cap ETF$431,991$219 ▲0.1%3,9490.3%ETFIBMInternational Business Machines$350,444$350,444 ▲New Holding1,8460.2%Computer and TechnologyVVVanguard Large-Cap ETF$336,330$15,331 ▲4.8%1,4040.2%ETFABNBAirbnb$327,557$100,146 ▼-23.4%2,0050.2%Computer and TechnologyCVXChevron$317,756$16,866 ▼-5.0%1,9970.2%Oils/EnergySUSAiShares MSCI USA ESG Select ETF$289,0020.0%2,6570.2%ETFCOSTCostco Wholesale$279,8410.0%3880.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$278,414$50,274 ▲22.0%1,5340.2%ETFRSPInvesco S&P 500 Equal Weight ETF$275,6220.0%1,6370.2%ETFJNJJohnson & Johnson$260,333$260,333 ▲New Holding1,6500.2%MedicalCRMSalesforce$252,6890.0%8360.2%Computer and TechnologyAORiShares Core Growth Allocation ETF$236,814$12,700 ▲5.7%4,2700.2%ETFVTEBVanguard Tax-Exempt Bond ETF$224,0130.0%4,4500.2%ETFGEGeneral Electric$223,149$223,149 ▲New Holding1,2730.2%TransportationABTAbbott Laboratories$201,314$201,314 ▲New Holding1,7960.1%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$591,655 ▼-100.0%00.0%ETFTSLATesla$0$226,365 ▼-100.0%00.0%Auto/Tires/TrucksFCELFuelCell Energy$0$17,522 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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