Archvest Wealth Advisors, Inc. New Holdings in Q3 2024

Archvest Wealth Advisors, Inc.

Stock	Shares change	Price Range	Shares Held
DFAI Dimensional ETF Tr ETFs	42.9K New	$28.69 - $32.06 $1.23M - $1.38M	42.9K $1.36M
IMTM Ishares Msci Intl Momentum Fac ETFs	20.3K New	$35.7 - $41.13 $723K - $833K	20.3K $817K
CMF Ishares California Muni Bond E ETFs	6.57K New	$56.65 - $58.17 $372K - $382K	6.57K $381K
SCZ Ishares Tr Msci Eafe Small Cap ETFs	3.92K New	$60.13 - $68.17 $235K - $267K	3.92K $265K
SBUX Starbucks Corp Consumer Cyclical	2.37K New	$72.51 - $98.6 $172K - $234K	2.37K $231K
ABT Abbott Laboratories Healthcare	1.8K New	$100.07 - $118.13 $180K - $212K	1.8K $204K
VXUS Vanguard Star Fd Vanguard Tota ETFs	3.11K New	$58.03 - $65.37 $180K - $203K	3.11K $201K
PFE Pfizer Inc Healthcare	5.9K New	$27.7 - $31.39 $163K - $185K	5.9K $170K
VZ Verizon Communications Inc Communication Services	3.48K New	$38.89 - $45.0 $135K - $156K	3.48K $156K
T At&T Inc. Communication Services	5.41K New	$18.21 - $22.28 $98.5K - $120K	5.41K $118K
PCG Pg&E Corp Utilities	3.91K New	$17.08 - $20.6 $66.8K - $80.6K	3.91K $77K
PID Invesco Exchange Traded Fd Tr ETFs	3.82K New	$17.85 - $17.85 $68.3K - $68.3K	3.82K $68K
HPI John Hancock Preferred Income Fund Financial Services	3.35K New	$16.64 - $18.91 $55.7K - $63.3K	3.35K $63K
UBFO United Security Bancshares Financial Services	4.56K New	$7.07 - $8.91 $32.2K - $40.6K	4.56K $39K
GGN Gamco Global Gold, Natural Resources & Income Trust Financial Services	4.63K New	$3.99 - $4.33 $18.5K - $20K	4.63K $19K
Bitwise Bitcoin ETF Trust	4.65K New	N/A	4.65K $0
2023 ETF Series Trust Ii	4.61K New	N/A	4.61K $0

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