Archvest Wealth Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $24.2M, Dimensional ETF Tr with a value of $9.51M, Vanguard Ftse All World Ex Us with a value of $7.82M, Vanguard Emerging Mkts Govt Bd with a value of $7.8M, and Goldman Sachs ETF Tr Activebet with a value of $7.7M.
Examining the 13F form we can see an decrease of $28.6M in the current position value, from $166M to 137M.
Below you can find more details about Archvest Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.