ARCHVEST WEALTH ADVISORS INC

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Time since open
% Portfolio
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DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
346,122+20,573+6.32%
Created with Highcharts 10.1.0
$30.198.94%0.00%10,809,3972025-03-31
IVV
ISHARES CORE S&P 500 ETF
15,337+3,310+27.52%
Created with Highcharts 10.1.0
$528.067.13%0.00%8,618,0102025-03-31
VNQ
VANGUARD REAL ESTATE INDEX FUND
89,016+5,465+6.54%
Created with Highcharts 10.1.0
$85.476.67%0.02%8,059,5482025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
127,092-9,053-6.65%
Created with Highcharts 10.1.0
$53.306.38%0.02%7,709,4082025-03-31
VWOB
VANGUARD WHITEHALL FUNDS
117,217-7,744-6.20%
Created with Highcharts 10.1.0
$62.946.23%0.14%7,525,3202025-03-31
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
162,632+13,341+8.94%
Created with Highcharts 10.1.0
$38.985.37%0.27%6,495,5412025-03-31
GSLC
GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY
55,330-11,558-17.28%
Created with Highcharts 10.1.0
$90.255.04%0.00%6,090,7112025-03-31
AAPL
APPLE
24,841-1,124-4.33%
Created with Highcharts 10.1.0
$159.514.57%0.00%5,517,9942025-03-31
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
77,091+77,091
Open
Created with Highcharts 10.1.0
$65.594.00%0.34%4,837,4792025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
40,918-208,711-83.61%
Created with Highcharts 10.1.0
$97.233.35%0.00%4,047,5762025-03-31
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
52,674-181-0.34%
Created with Highcharts 10.1.0
$69.643.33%0.00%4,029,5492025-03-31
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
103,337-9,427-8.36%
Created with Highcharts 10.1.0
$38.143.22%0.00%3,888,5652025-03-31
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
15,925+2,101+15.20%
Created with Highcharts 10.1.0
$193.422.66%0.02%3,219,0202025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
58,030+3,647+6.71%
Created with Highcharts 10.1.0
$49.592.44%0.00%2,949,6592025-03-31
VTV
VANGUARD VALUE INDEX FUND
16,857+2,755+19.54%
Created with Highcharts 10.1.0
$159.762.41%0.00%2,911,8372025-03-31
AMZN
AMAZON
9,771+765+8.49%
Created with Highcharts 10.1.0
$166.941.54%0.00%1,859,0302025-03-31
LLY
ELI LILLY
2,134+28+1.33%
Created with Highcharts 10.1.0
$713.701.46%0.00%1,762,5212025-03-31
MSFT
MICROSOFT
4,312-342-7.35%
Created with Highcharts 10.1.0
$347.221.34%0.00%1,618,4962025-03-31
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
30,713+400+1.32%
Created with Highcharts 10.1.0
$50.301.33%0.01%1,613,0262025-03-31
TIP
ISHARES TIPS BOND ETF
14,497+40+0.28%
Created with Highcharts 10.1.0
$106.121.33%0.01%1,610,4392025-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
18,603+287+1.57%
Created with Highcharts 10.1.0
$78.221.26%0.00%1,520,9972025-03-31
SCHP
SCHWAB US TIPS ETF
55,739+2,434+4.57%
Created with Highcharts 10.1.0
$25.221.24%0.00%1,498,8142025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
4,810+174+3.75%
Created with Highcharts 10.1.0
$228.341.09%0.00%1,321,9722025-03-31
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
33,041+3,223+10.81%
Created with Highcharts 10.1.0
$31.810.99%0.00%1,194,1032025-03-31
GOOGL
ALPHABET
7,372+441+6.36%
Created with Highcharts 10.1.0
$120.470.94%0.00%1,140,0802025-03-31
IWN
ISHARES RUSSELL 2000 VALUE ETF
7,206-389-5.12%
Created with Highcharts 10.1.0
$162.580.90%0.01%1,087,9092025-03-31
EFA
ISHARES MSCI EAFE ETF
12,330-1,852-13.06%
Created with Highcharts 10.1.0
$69.820.83%0.00%1,007,7592025-03-31
IBM
IBM
4,044+10+0.25%
Created with Highcharts 10.1.0
$191.090.83%0.00%1,005,5372025-03-31
NVDA
NVIDIA
8,801+1,423+19.29%
Created with Highcharts 10.1.0
$70.330.79%0.00%953,8002025-03-31
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
21,636+4,215+24.19%
Created with Highcharts 10.1.0
$34.430.70%0.00%851,5872025-03-31
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
8,205+1,279+18.47%
Created with Highcharts 10.1.0
$99.910.68%0.00%821,9772025-03-31
QQQ
INVESCO QQQ
1,651+237+16.76%
Created with Highcharts 10.1.0
$404.470.64%0.00%773,9722025-03-31
GOOG
ALPHABET
4,514+1,411+45.47%
Created with Highcharts 10.1.0
$125.500.58%0.00%705,2202025-03-31
MMC
MARSH & MCLENNAN COMPANIES
2,84000.00%
Created with Highcharts 10.1.0
$165.290.57%0.00%693,0452025-03-31
FNDX
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
29,063+455+1.59%
Created with Highcharts 10.1.0
$19.460.57%0.00%686,1702025-03-31
META
META
1,163-291-20.01%
Created with Highcharts 10.1.0
$511.770.55%0.00%670,0712025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
11,322-683-5.69%
Created with Highcharts 10.1.0
$276.960.55%0.00%660,6392025-03-31
IWM
ISHARES RUSSELL 2000 ETF
3,128-18,103-85.27%
Created with Highcharts 10.1.0
$225.220.52%0.00%624,0052025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
7,855-4,090-34.24%
Created with Highcharts 10.1.0
$73.480.48%0.00%576,9502025-03-31
IWO
ISHARES RUSSELL 2000 GROWTH ETF
2,249-234-9.42%
Created with Highcharts 10.1.0
$259.390.48%0.01%574,6742025-03-31
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
12,745+7,674+151.33%
Created with Highcharts 10.1.0
$41.800.44%0.00%536,0552025-03-31
BITB
BITWISE BITCOIN ETF
11,694+142+1.23%
Created with Highcharts 10.1.0
$40.190.43%0.00%524,8272025-03-31
COST
COSTCO WHOLESALE
508+78+18.14%
Created with Highcharts 10.1.0
$604.650.40%0.00%480,4562025-03-31
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
4,337+19+0.44%
Created with Highcharts 10.1.0
$94.270.38%0.01%462,5432025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
10,177-985-8.82%
Created with Highcharts 10.1.0
$38.660.38%0.00%460,6112025-03-31
HD
HOME DEPOT
1,147+248+27.59%
Created with Highcharts 10.1.0
$349.950.35%0.00%420,4782025-03-31
CVX
CHEVRON
2,491-62-2.43%
Created with Highcharts 10.1.0
$153.530.34%0.00%416,7152025-03-31
VV
VANGUARD LARGE-CAP INDEX FUND
1,425-21-1.45%
Created with Highcharts 10.1.0
$173.670.30%0.00%366,1942025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
3,112-425-12.02%
Created with Highcharts 10.1.0
$109.520.27%0.00%325,4162025-03-31
GE
GENERAL ELECTRIC
1,596+254+18.93%
Created with Highcharts 10.1.0
$131.680.26%0.00%319,4882025-03-31