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  Name: Archvest Wealth Advisors Inc.
  City: WALNUT CREEK
  State: CA
  Zip: 94598
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,478,000
  Total Value Change : $8,767,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 27
  Unchanged Positions : 10
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 3 - $103.71 $11,162,000 107,839 7.89% 513,000 -5,678 0.073    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 4 - $48.28 $7,879,000 164,929 5.57% -628,000 -14,203 0.009    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 5 - $76.42 $6,279,000 82,289 4.44% -411,000 -4,571 0.016    Closed - End Fund - E...
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust 6 - $51.64 $5,250,000 102,420 3.71% -220,000 -4,527 0.083    Closed - End Fund - Debt
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 18 - $81.18 $1,176,000 14,787 0.83% 53,000 -112 0.002    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 24 - $79.65 $853,000 10,710 0.6% -33,000 -185 0.001    Closed - End Fund - Debt
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 25 - $172.50 $843,000 5,424 0.6% 36,000 -350 0    Search Engines & Info...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 26 - $43.08 $810,000 19,321 0.57% 12,000 -104 0    Closed - End Fund - E...
   (TDTF)1 Year Chart         TDTF FlexShares iBoxx 5 Year Target 29 - $23.40 $786,000 33,617 0.56% -179,000 -7,206 0.015    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 32 - $450.71 $644,000 1,448 0.46% 12,000 -96 0    Closed - End Fund - Debt
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 37 - $104.16 $575,000 5,499 0.41% -502,000 -4,717 0.006    Closed - End Fund - Debt
   (FB)1 Year Chart         FB Meta Platforms Inc 39 - $466.83 $515,000 1,049 0.36% 71,000 -205 0    Internet Service Prov...
   (GBIL)1 Year Chart         GBIL Goldman Sachs Treasuryacces... 40 - $100.12 $511,000 5,128 0.36% -8,000 -80 0.006    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 47 - $144.93 $328,000 2,005 0.23% -28,000 -613 0.001    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 48 - $162.30 $318,000 1,997 0.22% 4,000 -106 0    Integrated Oil & Gas
      15 Records Found
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