Loading…
CIK 0001910174 • 7 13F filings • May 2, 2025 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("archvest-wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $216K | 0.1% | 946 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.8% | 3,801 SH | New |
| ALPHABET INC CAP STK | CL C | $1.5M | 0.9% | 4,622 SH | New |
| AMAZON INC | COM | $2.3M | 1.5% | 10,037 SH | New |
| AMERICAN FINL GROUP INC OHIO | COM | $923K | 0.6% | 6,750 SH | New |
| AMGEN INC | COM | $216K | 0.1% | 661 SH | New |
| APPLE INC | COM | $5.4M | 3.4% | 19,863 SH | New |
| APPLIED MATLS INC | COM | $219K | 0.1% | 852 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $281K | 0.2% | 559 SH | New |
| BITWISE BITCOIN ETF TRUST | SHS BEN INT | $572K | 0.4% | 12,035 SH | New |
| BROADCOM INC | COM | $442K | 0.3% | 1,278 SH | New |
| CATERPILLAR INC | COM | $286K | 0.2% | 500 SH | New |
| CHEVRON CORP NEW COM | COM | $422K | 0.3% | 2,766 SH | New |
| COSTCO WHSL CORP NEW | COM | $459K | 0.3% | 532 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $753K | 0.5% | 12,588 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL VAL FD | $1.1M | 0.7% | 23,026 SH | New |
| DIMESIONAL ETF TRUST | INTL CORE EQT MK | $14.4M | 9.2% | 378,128 SH | New |
| ELI LILLY & CO | COM | $2.4M | 1.6% | 2,261 SH | New |
| EXXON MOBIL CORP | COM | $205K | 0.1% | 1,700 SH | New |
| FLEXSHARES TR | IBOXX 5 YR TRGT | $39.3M | 25.1% | 1,639,598 SH | New |
| GE VERNOVA INC | COM | $326K | 0.2% | 498 SH | New |
| GENERAL ELECTRIC CO | COM NEW | $497K | 0.3% | 1,612 SH | New |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $736K | 0.5% | 7,369 SH | New |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $5.8M | 3.7% | 43,694 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $379K | 0.2% | 432 SH | New |
| HOME DEPOT INC | COM | $407K | 0.3% | 1,182 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.2M | 0.8% | 4,080 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $253K | 0.2% | 1,320 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.7% | 1,857 SH | New |
| ISHARES TR | AGGRES ALLOC ETF | $279K | 0.2% | 3,110 SH | New |
| ISHARES TR | CONSER ALLOC ETF | $444K | 0.3% | 11,055 SH | New |
| ISHARES TR | CORE S&P 500 ETF | $12.7M | 8.1% | 18,610 SH | New |
| ISHARES TR | CORE US AGGBD ET | $355K | 0.2% | 3,556 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $1.9M | 1.2% | 35,094 SH | New |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 0.7% | 10,625 SH | New |
| ISHARES TR | MSCI INTL MOMENT | $8.6M | 5.5% | 178,329 SH | New |
| ISHARES TR | MSCI USA MMENTM | $4.6M | 2.9% | 18,463 SH | New |
| ISHARES TR | MSCI USA VALUE | $600K | 0.4% | 4,392 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $594K | 0.4% | 3,277 SH | New |
| ISHARES TR | TIPS BD ETF | $1.9M | 1.2% | 17,057 SH | New |
| JOHNSON & JOHNSON | COM | $274K | 0.2% | 1,323 SH | New |
| JPMORGAN CHASE & CO | COM | $286K | 0.2% | 888 SH | New |
| MARSH & MCLENNAN COS | INC | $504K | 0.3% | 2,718 SH | New |
| META PLATFORMS INC | CLA | $891K | 0.6% | 1,350 SH | New |
| MICROSOFT CORP | COM | $2.2M | 1.4% | 4,593 SH | New |
| NVIDIA CORPORATION | COM | $2.1M | 1.3% | 11,275 SH | New |
| QUANTUMSCAPE CORP | COM | $245K | 0.2% | 23,500 SH | New |
| SALESFORCE INC | COM | $223K | 0.1% | 842 SH | New |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | $252K | 0.2% | 9,266 SH | New |
| SCHWAB STRATEGIC TR | SCHWB FDT INTL LG | $1.5M | 1.0% | 33,848 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.7M | 1.1% | 63,432 SH | New |
| STARBUCKS CORP | COM | $211K | 0.1% | 2,501 SH | New |
| VANECK SEMICONDUCTOR ETF | ETF | $414K | 0.3%Prev: 0.3% | 1,149 SH | Increased-55 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $440K | 0.3% | 1,399 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.2M | 5.9% | 103,951 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $208K | 0.1% | 331 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 1.0% | 4,862 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $4.0M | 2.6% | 20,989 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.8M | 5.0% | 106,457 SH | New |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | $368K | 0.2% | 6,845 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $240K | 0.2% | 4,853 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.8M | 1.1% | 21,349 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $258K | 0.2% | 3,414 SH | New |
| VANGUARD TAX-MANATGED INTL FD | FTSE DEV MKT ETF | $3.5M | 2.3% | 56,456 SH | New |
| 13F-HR |
| 0001910174-26-000004 |
| $172.8M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001910174-25-000004 | $114.7M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001910174-26-000003 | $155.0M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001910174-25-000002 | $120.9M | View |