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| Name: |
Archvest Wealth Advisors Inc. |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94598 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
STIP |
Ishares Barclays 0-5 Year T... |
23 |
- |
$99.16 |
$873,000 |
8,809 |
0.62% |
5,000 |
0 |
0.001 |
N/A |
|
|
SCHP |
Schwab U.S. Tips Etf |
31 |
- |
$52.13 |
$677,000 |
13,075 |
0.48% |
-6,000 |
0 |
0.004 |
N/A |
|
|
MMC |
Marsh & McLennan Companies Inc |
34 |
- |
$208.13 |
$609,000 |
2,987 |
0.43% |
43,000 |
0 |
0.001 |
Insurance Brokers |
|
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DFIV |
Dimensional International V... |
38 |
- |
$37.62 |
$543,000 |
14,857 |
0.38% |
33,000 |
0 |
0.002 |
N/A |
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GOOG |
Alphabet Inc |
42 |
- |
$177.07 |
$465,000 |
2,969 |
0.33% |
47,000 |
0 |
0 |
Search Engines & Info... |
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KLD |
iShares KLD Select Social I... |
49 |
- |
$110.47 |
$289,000 |
2,657 |
0.2% |
22,000 |
0 |
0.003 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
50 |
- |
$834.30 |
$280,000 |
388 |
0.2% |
24,000 |
0 |
0 |
Discount, Variety Stores |
|
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RSP |
Guggenheim ETF Trust - Gugg... |
52 |
- |
$165.40 |
$276,000 |
1,637 |
0.2% |
18,000 |
0 |
0.001 |
Closed - End Fund - E... |
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CRM |
Salesforce.com Inc |
54 |
- |
$236.53 |
$253,000 |
836 |
0.18% |
33,000 |
0 |
0 |
Internet Software & S... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
56 |
- |
$50.03 |
$224,000 |
4,450 |
0.16% |
-3,000 |
0 |
0 |
N/A |
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