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Home > Institutional Investor > Archvest Wealth Advisors, Inc. > Profile

Instuitional Investor - Archvest Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Archvest Wealth Advisors, Inc.
Portfolio Value $199,414,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 GUNR 1,683,300 $38,177,244 19.14%
2.
Goldman Sachs Etf Tr
 249,115 $24,938,876 12.51%
3.
Ishares Trust
 IEF 21,693 $16,613,833 8.33%
4.
Dimensional Etf Trust
 DFAC 376,025 $15,578,729 7.81%
5.
Ishares Tr - MSCI INTL MOMENT
 191,255 $10,065,758 5.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.