Archvest Wealth Advisors, Inc. Incresed Positions in Q1 2025

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.31K
+ 27.52%
$554.06 - $615.85 $1.83M - $2.04M
15.3K $8.62M
DFAI
Dimensional ETF Tr

ETFs
20.6K
+ 6.32%
$28.88 - $32.4 $594K - $667K
346K $10.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
13.3K
+ 8.94%
$37.06 - $41.11 $494K - $548K
163K $6.5M
VNQ
Vanguard Specialized Funds Van

ETFs
5.47K
+ 6.54%
$85.55 - $94.34 $468K - $516K
89K $8.06M
VTV
Vanguard Value ETF

ETFs
2.76K
+ 19.54%
$167.73 - $179.21 $462K - $494K
16.9K $2.91M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.1K
+ 15.2%
$196.12 - $229.48 $412K - $482K
15.9K $3.22M
VEA
Vanguard Ftse Developed Market

ETFs
3.65K
+ 6.71%
$47.4 - $52.99 $173K - $193K
58K $2.95M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.67K
+ 151.33%
$40.79 - $42.32 $313K - $325K
12.7K $536K
DFIV
Dimensional ETF Tr

ETFs
4.22K
+ 24.19%
$35.33 - $40.77 $149K - $172K
21.6K $851K
FNDF
Schwab Fundamental Intl Large

ETFs
3.22K
+ 10.81%
$32.9 - $37.45 $106K - $121K
33K $1.19M
GBIL
Goldman Sachs Access Treasury

ETFs
1.28K
+ 18.47%
$99.85 - $100.19 $128K - $128K
8.21K $821K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.43K
+ 4.57%
$25.69 - $26.89 $62.5K - $65.5K
55.7K $1.5M
IBM
International Business Machines Corp

Technology
10
+ 0.25%
$217.4 - $264.74 $2.17K - $2.65K
4.04K $1.01M
GOOG
Alphabet Inc.

Communication Services
1.41K
+ 45.47%
$156.06 - $207.71 $220K - $293K
4.51K $705K
GE
General Electric CO

Industrials
254
+ 18.93%
$168.59 - $212.13 $42.8K - $53.9K
1.6K $319K
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 18.14%
$890.62 - $1076.86 $69.5K - $84K
508 $480K
HD
Home Depot, Inc.

Consumer Cyclical
248
+ 27.59%
$347.25 - $424.87 $86.1K - $105K
1.15K $420K
TIP
Ishares Tr Tips Bd ETF

ETFs
40
+ 0.28%
$106.22 - $111.09 $4.25K - $4.44K
14.5K $1.61M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
400
+ 1.32%
$50.82 - $52.7 $20.3K - $21.1K
30.7K $1.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
237
+ 16.76%
$468.34 - $539.52 $111K - $128K
1.65K $774K
VCIT
Vanguard Intermediate Term Cor

ETFs
287
+ 1.57%
$79.17 - $82.04 $22.7K - $23.5K
18.6K $1.52M
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 8.33%
N/A
1.3K $236K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.08%
$91.75 - $115.81 $184 - $232
2.38K $233K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8
+ 0.22%
$58.01 - $64.46 $464 - $516
3.65K $226K
FNDX
Schwab Fundamental U S Large C

ETFs
455
+ 1.59%
$23.03 - $25.01 $10.5K - $11.4K
29.1K $686K
VLUE
Ishares Msci Usa Value Factor

ETFs
19
+ 0.44%
$104.89 - $113.56 $1.99K - $2.16K
4.34K $462K
Bitwise Bitcoin ETF Trust
142
+ 1.23%
N/A
11.7K $0
VTI
Vanguard Total Stock Market Et

ETFs
174
+ 3.75%
$271.18 - $303.12 $47.2K - $52.7K
4.81K $1.32M
NVDA
Nvidia Corp

Technology
1.42K
+ 19.29%
$106.98 - $149.43 $152K - $213K
8.8K $953K
AMZN
Amazon Com Inc

Consumer Cyclical
765
+ 8.49%
$190.26 - $242.06 $146K - $185K
9.77K $1.86M
GOOGL
Alphabet Inc.

Communication Services
441
+ 6.36%
$154.33 - $206.19 $68.1K - $90.9K
7.37K $1.14M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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