Archvest Wealth Advisors, Inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$120.9B
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAIDIMESIONAL ETF TRUST | 346,122 | $10.8B | 8.94% | |
| 2 | IVVISHARES TR | 15,337 | $8.6B | 7.13% | |
| 3 | VNQVANGUARD INDEX FDS | 89,016 | $8.1B | 6.67% | |
| 4 | VEUVANGUARD INTL EQUITY INDEX F | 127,092 | $7.7B | 6.38% | |
| 5 | VWOBVANGUARD WHITEHALL FDS | 117,217 | $7.5B | 6.23% | |
| 6 | IMTMISHARES TR | 162,632 | $6.5B | 5.37% | |
| 7 | GSLCGOLDMAN SACHS ETF TR | 55,330 | $6.1B | 5.04% | |
| 8 | AAPLAPPLE INC | 24,841 | $5.5B | 4.57% | |
| 9 | XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | 77,091 | $4.8B | 4.00% | |
| 10 | AGGISHARES TR | 40,918 | $4.0B | 3.35% | |
| 11 | AOAISHARES TR | 52,674 | $4.0B | 3.33% | |
| 12 | AOKISHARES TR | 103,337 | $3.9B | 3.22% | |
| 13 | MTUMISHARES TR | 15,925 | $3.2B | 2.66% | |
| 14 | VEAVANGUARD TAX-MANATGED INTL FD | 58,030 | $2.9B | 2.44% | |
| 15 | VTVVANGUARD INDEX FDS | 16,857 | $2.9B | 2.41% | |
| 16 | AMZNAMAZON INC | 9,771 | $1.9B | 1.54% | |
| 17 | LLYELI LILLY & CO | 2,134 | $1.8B | 1.46% | |
| 18 | MSFTMICROSOFT CORP | 4,312 | $1.6B | 1.34% | |
| 19 | IGIBISHARES TR | 30,713 | $1.6B | 1.33% | |
| 20 | TIPISHARES TR | 14,497 | $1.6B | 1.33% | |
| 21 | VCITVANGUARD SCOTTSDALE FDS | 18,603 | $1.5B | 1.26% | |
| 22 | SCHPSCHWAB STRATEGIC TR | 55,739 | $1.5B | 1.24% | |
| 23 | VTIVANGUARD INDEX FDS | 4,810 | $1.3B | 1.09% | |
| 24 | FNDFSCHWAB STRATEGIC TR | 33,041 | $1.2B | 0.99% | |
| 25 | GOOGLALPHABET INC | 7,372 | $1.1B | 0.94% | |
| 26 | IWNISHARES TR | 7,206 | $1.1B | 0.90% | |
| 27 | EFAISHARES TR | 12,330 | $1.0B | 0.83% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 4,044 | $1.0B | 0.83% | |
| 29 | NVDANVIDIA CORPORATION | 8,801 | $953.8M | 0.79% | |
| 30 | DFIVDIMENSIONAL ETF TRUST | 21,636 | $851.6M | 0.70% | |
| 31 | GBILGOLDMAN SACHS ETF TR | 8,205 | $822.0M | 0.68% | |
| 32 | NDQINVESCO QQQ TR | 1,651 | $774.0M | 0.64% | |
| 33 | GOOGALPHABET INC CAP STK | 4,514 | $705.2M | 0.58% | |
| 34 | MRSHMARSH & MCLENNAN COS | 2,840 | $693.0M | 0.57% | |
| 35 | FNDXSCHWAB STRATEGIC TR | 29,063 | $686.2M | 0.57% | |
| 36 | METAMETA PLATFORMS INC | 1,163 | $670.1M | 0.55% | |
| 37 | IJHISHARES TR | 11,322 | $660.6M | 0.55% | |
| 38 | IWMISHARES TR | 3,128 | $624.0M | 0.52% | |
| 39 | BNDVANGUARD BD INDEX FDS | 7,855 | $577.0M | 0.48% | |
| 40 | IWOISHARES TR | 2,249 | $574.7M | 0.48% | |
| 41 | DFCFDIMENSIONAL ETF TRUST | 12,745 | $536.1M | 0.44% | |
| 42 | BITBBITWISE BITCOIN ETF TRUST | 11,694 | $524.8M | 0.43% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 508 | $480.5M | 0.40% | |
| 44 | VLUEISHARES TR | 4,337 | $462.5M | 0.38% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX FD | 10,177 | $460.6M | 0.38% | |
| 46 | HDHOME DEPOT INC | 1,147 | $420.5M | 0.35% | |
| 47 | CVXCHEVRON CORP NEW COM | 2,491 | $416.7M | 0.34% | |
| 48 | VVVANGUARD INDEX FDS | 1,425 | $366.2M | 0.30% | |
| 49 | IJRISHARES TR | 3,112 | $325.4M | 0.27% | |
| 50 | GEGENERAL ELECTRIC CO | 1,596 | $319.5M | 0.26% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 501 | $266.8M | 0.22% | |
| 52 | VIGVANGUARD INDEX FDS | 1,301 | $252.4M | 0.21% | |
| 53 | AOMISHARES TR | 5,465 | $239.8M | 0.20% | |
| 54 | SMHVANECK SEMICONDUCTOR ETF | 1,129 | $238.7M | 0.20% | |
| 55 | SBUXSTARBUCKS CORP | 2,379 | $233.4M | 0.19% | |
| 56 | SCZISHARES TR | 3,644 | $231.5M | 0.19% | |
| 57 | RSPINVESCO EXCHANGE TRADED FD T | 1,312 | $227.3M | 0.19% | |
| 58 | VXUSVANGUARD STAR FDS | 3,647 | $226.5M | 0.19% | |
| 59 | CRMSALESFORCE INC | 835 | $224.1M | 0.19% | |
| 60 | GSGOLDMAN SACHS GROUP INC | 407 | $222.6M | 0.18% | |
| 61 | JNJJOHNSON & JOHNSON | 1,303 | $216.0M | 0.18% | |
| 62 | ABTABBOTTLABS | 1,596 | $211.7M | 0.18% | |
| 63 | XOMEXXON MOBIL CORP | 1,730 | $205.7M | 0.17% |