Archvest-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "FNDF", null, "ABT", "GOOGL", "BITB", "HD", null, "META", null, null, "IJH", null, "MMC", "MSFT", "GE", null, "IJR", null, "IVV", null, "AAPL", "NVDA", "GS", "FNDX", "IBM", "SBUX", "VNQ", "VV", "VWO", "VCIT", null, "VIG", null, "IWO", "IWN", "GSLC", "AMZN", "VEU", "VEA", null, "VXUS", "BND", "VTV", null, null, "CRM", null, "MTUM", null, "BRK-B", "CVX", "COST", null, "RSP", "EFA", "QQQ", "IWM", "GOOG", "XOM", "JNJ", "LLY", null, "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 63
- Total Value
- 120851586
- Accession Number
- 0001910174-25-000002
- Form Type
- 13F-HR
- Manager Name
- Archvest-Wealth-Advisors
Data Enrichment
73% identified46 identified17 unidentified
Holdings
63 positions • $120.9M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.3K | All Managers (Combined) | $216.0K | 0.2% ($216.0K/$120.9M) | |||
1.6K | All Managers (Combined) | $211.7K | 0.2% ($211.7K/$120.9M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $205.7K | 0.2% ($205.7K/$120.9M) | QoQ NEW(+$205.7K) YoY NEW(+$205.7K) |