0001910174-22-000002.txt : 20220503 0001910174-22-000002.hdr.sgml : 20220503 20220503102315 ACCESSION NUMBER: 0001910174-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Archvest Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001910174 IRS NUMBER: 471649862 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21989 FILM NUMBER: 22884991 BUSINESS ADDRESS: STREET 1: 2820 SHADELANDS DR. STREET 2: SUITE 130 CITY: WALNUT CREEK STATE: CA ZIP: 94598 BUSINESS PHONE: 9252155600 MAIL ADDRESS: STREET 1: 2820 SHADELANDS DR. STREET 2: SUITE 130 CITY: WALNUT CREEK STATE: CA ZIP: 94598 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001910174 XXXXXXXX 03-31-2022 03-31-2022 Archvest Wealth Advisors, Inc.

2820 SHADELANDS DR. SUITE 130 WALNUT CREEK CA 94598

13F HOLDINGS REPORT 028-21989 N Eric Lai 925-215-5600 Eric Lai Walnut Creek CA 05-03-2022 0 40 110909 false INFORMATION TABLE 2 1Q22ARCV.xml 13F 1Q ARCHVEST ALPHABET INC CAP STK CL A 02079K305 526 189 SH SOLE 0 0 189 AMAZON INC COM 023135106 570 175 SH SOLE 0 0 175 APPLE INC COM 037833100 4311 24691 SH SOLE 0 0 24691 COSTCO WHSL CORP NEW COM 22160K105 223 388 SH SOLE 0 0 388 FLEXSHARES TR IBOXX 5 YR TRGT 33939L605 7528 277670 SH SOLE 0 0 277669 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 13902 156127 SH SOLE 0 0 156126 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 271 1719 SH SOLE 0 0 1719 INVESCO QQQ TR UNIT SER 1 46090E103 944 2604 SH SOLE 0 0 2604 ISHARES TR MSCI USA ESG SLC 464288802 271 2799 SH SOLE 0 0 2799 ISHARES TR GRWT ALLOC ETF 464289867 310 5754 SH SOLE 0 0 5754 ISHARES TR MSCI USA VALUE 46432F388 330 3157 SH SOLE 0 0 3157 ISHARES TR CORE S&P SCP ETF 464287804 360 3336 SH SOLE 0 0 3336 ISHARES TR MSCI EAFE ETF 464287465 463 6290 SH SOLE 0 0 6290 ISHARES TR MODERT ALLOC ETF 464289875 543 12639 SH SOLE 0 0 12639 ISHARES TR SHRT NAT MUN ETF 464288158 872 8334 SH SOLE 0 0 8334 ISHARES TR CORE S&P MCP ETF 464287507 1586 5910 SH SOLE 0 0 5910 ISHARES TR CORE S&P 500 ETF 464287200 1604 3535 SH SOLE 0 0 3534 ISHARES TR AGGRES ALLOC ETF 464289859 2136 30980 SH SOLE 0 0 30979 ISHARES TR CONSER ALLOC ETF 464289883 3055 81108 SH SOLE 0 0 81108 ISHARES TR CORE US AGGBD ET 464287226 17395 162416 SH SOLE 0 0 162416 ISHARES TR RUS 2000 VAL ETF 464287630 4466 27673 SH SOLE 0 0 27672 MARSH & MCLENNAN COS INC 571748102 631 3701 SH SOLE 0 0 3701 MICROSOFT CORP COM 594918104 694 2250 SH SOLE 0 0 2250 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 833 8312 SH SOLE 0 0 8312 PIMCO ETF TR 1-5 US TIP IDX 72201R205 6908 126796 SH SOLE 0 0 126796 SCHWAB STRATEGIC TR SCHWB FDT INTL LG 808524755 279 8654 SH SOLE 0 0 8654 TESLA INC COM 88160R101 303 281 SH SOLE 0 0 281 VANGUARD BD INDEX FDS TOTAL BD MRKT 921937835 453 5700 SH SOLE 0 0 5700 VANGUARD BD INDEX FDS SHORT TRM BND 921937827 4464 57302 SH SOLE 0 0 57301 VANGUARD INDEX FDS GROWTH ETF 922908736 239 830 SH SOLE 0 0 830 VANGUARD INDEX FDS LARGE CAP ETF 922908637 258 1239 SH SOLE 0 0 1239 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 615 1481 SH SOLE 0 0 1481 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1445 13332 SH SOLE 0 0 13332 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1749 7681 SH SOLE 0 0 7681 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 10320 179205 SH SOLE 0 0 179204 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 4283 92842 SH SOLE 0 0 92841 VANGUARD MALVERN FDS STRM INFOPRO IDX 922020805 11273 220140 SH SOLE 0 0 220140 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 340 6600 SH SOLE 0 0 6600 VANGUARD TAX-MANATGED INTL FD FTSE DEV MKT ETF 921943858 3802 79164 SH SOLE 0 0 79163 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 354 3156 SH SOLE 0 0 3156