StockDriftsStockDriftsTop 50 Archvest Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDTF | FLEXSHARES TR | 25.13% | 1.62M | $38.9M | -1.48%(-24.30K) | $24.12(+0.37%) | 2026-03-31 | |
| DFAI | DIMESIONAL ETF TRUST | 9.8% | 389.8K | $15.2M | +3.10%(+11.71K) | $31.04(+33.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.15% | 19.3K | $12.6M | +3.90%(+725) | $544.44(+38.04%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 6.34% | 110.7K | $9.8M | +6.53%(+6.79K) | $86.56(+10.11%) | 2026-03-31 | |
| IMTM | ISHARES TR | 5.73% | 185.0K | $8.9M | +3.73%(+6.66K) | $39.75(+33.34%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.74% | 97.9K | $7.4M | -8.01%(-8.53K) | $56.38(+46.99%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.13% | 38.8K | $4.9M | -11.20%(-4.89K) | $89.56(+58.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.11% | 19.0K | $4.8M | -4.43%(-880) | $161.86(+84.24%) | 2026-03-31 | |
| MTUM | ISHARES TR | 3.01% | 19.4K | $4.7M | +5.27%(+973) | $200.78(+53.03%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.55% | 20.1K | $3.9M | +1.91%(+378) | $162.46(+28.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.23% | +33.94% |
| Top 20 Holdings Unweighted | +11.19% | +37.47% |
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