Portfolio (Quarterly)
Guide ↗
Archvest Wealth Advisors, Inc.
· CIK 0001910174| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWN | ISHARES TR | — | 3,162 | $599K | 0.39% | SOLD |
| 2 | SPTI | SPDR SERIES TRUST | — | 10,846 | $311K | 0.20% | SOLD |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | — | 3,500 | $289K | 0.19% | SOLD |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,030 | $240K | 0.15% | SOLD |
| 5 | AOA | ISHARES TR | — | 2,687 | $238K | 0.15% | SOLD |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,836 | $227K | 0.15% | SOLD |
| 7 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,163 | $211K | 0.14% | SOLD |
| 8 | WMT | WALMART INC | Consumer Defensive | 1,636 | $203K | 0.13% | SOLD |
Sector Allocation
Technology
48.6%
Financial Services
16.2%
Consumer Cyclical
10.7%
Communication Services
8.6%
Healthcare
7.8%
Industrials
2.9%
Utilities
2.1%
Consumer Defensive
1.7%
Energy
1.3%