Archvest Wealth Advisors, Inc.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$141M
Signature - Title
Eric Lai - Chief Compliance Officer
Location
1390 Willow Pass Road, Suite 930, Concord, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 58 $141M +$10.3M -$3.69M +$6.64M AGG, VEU, GSLC, VTIP, BSV, STPZ 13F-HR 4/29/2024, 02:14 PM
Q4 2023 55 $133M +$20.4M -$19.4M +$1.08M AGG, VEU, GSLC, VTIP, BSV, STPZ 13F-HR 1/16/2024, 10:03 AM
Q3 2023 51 $123M $0 $0 AGG, GSLC, VEU, VTIP, STPZ, BSV NEW HOLDINGS 11/7/2023, 11:31 AM
Q3 2023 52 $123M +$10.3M -$5.03M +$5.25M AGG, GSLC, VEU, VTIP, STPZ, BSV 13F-HR 10/30/2023, 02:57 PM
Q2 2023 47 $122M +$7.43M -$1.12M +$6.3M AGG, GSLC, VEU, VTIP, TDTF, STPZ 13F-HR 7/17/2023, 12:25 PM
Q1 2023 45 $113M +$19.4M -$15.5M +$3.92M AGG, GSLC, VTIP, VEU, TDTF, STPZ 13F-HR 5/2/2023, 10:40 AM
Q4 2022 40 $101M +$13.8M -$31.4M -$17.6M AGG, VEU, GSLC, VWO, TDTF, STPZ 13F-HR 2/3/2023, 10:28 AM
Q3 2022 42 $97.6M +$11.7M -$30.1M -$18.5M AGG, VTIP, GSLC, VEU, TDTF, STPZ 13F-HR 11/9/2022, 09:06 AM
Q2 2022 37 $100M +$10.3M -$1.15M +$9.13M AGG, GSLC, VTIP, VEU, GOOGL, STPZ 13F-HR 7/26/2022, 09:42 AM
Q1 2022 40 $111M +$3.12M -$926K +$2.2M AGG, GSLC, VTIP, VEU, TDTF, STPZ 13F-HR 5/3/2022, 10:23 AM
Q4 2021 44 $115M AGG, GSLC, VTIP, VEU, TDTF, STPZ 13F-HR 2/14/2022, 11:25 AM