0001769089-19-000003.txt : 20190812 0001769089-19-000003.hdr.sgml : 20190812 20190812153110 ACCESSION NUMBER: 0001769089-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190812 DATE AS OF CHANGE: 20190812 EFFECTIVENESS DATE: 20190812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Archetype Wealth Partners, LLC CENTRAL INDEX KEY: 0001769089 IRS NUMBER: 821296373 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19433 FILM NUMBER: 191016228 BUSINESS ADDRESS: STREET 1: 2777 ALLEN PARKWAY STREET 2: STE. 525 CITY: HOUSTON STATE: TX ZIP: 77019 BUSINESS PHONE: 3463522360 MAIL ADDRESS: STREET 1: 2777 ALLEN PARKWAY STREET 2: STE. 525 CITY: HOUSTON STATE: TX ZIP: 77019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001769089 XXXXXXXX 06-30-2019 06-30-2019 Archetype Wealth Partners, LLC

2777 ALLEN PARKWAY STE. 525 HOUSTON TX 77019

13F HOLDINGS REPORT 028-19433 N Jeffrey Thomas 3463522360 Jeffrey Thomas Houston TX 08-12-2019 0 50 135945 false INFORMATION TABLE 2 13fFiling.xml 2Q FILING NUVEEN ESG MID-CAP GROWTH ETF ESG MID CAP GWTH 67092P409 511 15192 SH SOLE 0 0 15192 AGNICO EAGLE MINES LTD COM COM 008474108 394 7689 SH SOLE 0 0 7689 APPLE INC COM COM 037833100 472 2385 SH SOLE 0 0 2385 COLUMBIA EMERGING MARKETS CONSUMER ETF EMRG MARKETS ETF 19762B509 512 22445 SH SOLE 0 0 22445 ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 291 4570 SH SOLE 0 0 4570 ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 209 14859 SH SOLE 0 0 14859 EOG RES INC COM COM 26875P101 276 2958 SH SOLE 0 0 2958 GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF JUST US LRG CP 381430396 352 8377 SH SOLE 0 0 8377 HEALTH CARE SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 331 3575 SH SOLE 0 0 3575 INVESCO PREFERRED ETF PFD ETF 46138E511 2975 203378 SH SOLE 0 0 203378 INVESCO S&P 500 EQUAL WEIGHT ETF S&P500 EQL WGT 46137V357 3055 28337 SH SOLE 0 0 28337 INVESCO S&P 500 LOW VOLATILITY ETF S&P500 LOW VOL 46138E354 4731 85985 SH SOLE 0 0 85985 ISHARES 1-3 YEAR TREASURY BOND ETF 1 3 YR TREAS BD 464287457 1127 13294 SH SOLE 0 0 13294 ISHARES CORE HIGH DIVIDEND ETF CORE HIGH DV ETF 46429B663 3457 36586 SH SOLE 0 0 36586 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 4199 68381 SH SOLE 0 0 68381 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 4662 90623 SH SOLE 0 0 90623 ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF ESG 1 5 YR USD 46435G243 541 21351 SH SOLE 0 0 21351 ISHARES INTERNATIONAL SELECT DIVIDEND ETF INTL SEL DIV ETF 464288448 1397 45482 SH SOLE 0 0 45482 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1417 12511 SH SOLE 0 0 12511 ISHARES MBS ETF MBS ETF 464288588 1160 10783 SH SOLE 0 0 10783 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3941 59956 SH SOLE 0 0 59956 ISHARES MSCI EUROZONE ETF MSCI EURZONE ETF 464286608 1288 32573 SH SOLE 0 0 32573 ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822 1696 31071 SH SOLE 0 0 31071 JPMORGAN ALERIAN MLP INDEX ETN ALERIAN ML ETN 46625H365 366 14590 SH SOLE 0 0 14590 MARATHON PETE CORP COM COM 56585A102 386 6907 SH SOLE 0 0 6907 NEWMONT GOLDCORP CORPORATION COM COM 651639106 228 5917 SH SOLE 0 0 5917 NUVEEN ESG LARGE-CAP GROWTH ETF ESG LARGE CAP 67092P201 737 19824 SH SOLE 0 0 19824 NUVEEN ESG SMALL-CAP ETF ESG SMALL CAP 67092P607 479 16207 SH SOLE 0 0 16207 NUVEEN ESG U.S. AGGREGATE BOND ETF ESG US AGGRGTE 67092P870 216 8498 SH SOLE 0 0 8498 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 1-5 US TIP IDX 72201R205 1205 22900 SH SOLE 0 0 22900 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF BLMBRG BRC CNVRT 78464A359 2944 55675 SH SOLE 0 0 55675 SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF BLOOMBERG SRT TR 78468R408 674 24762 SH SOLE 0 0 24762 SPDR DOW JONES GLOBAL REAL ESTATE ETF DJ GLB RL ES ETF 78463X749 903 18090 SH SOLE 0 0 18090 SPDR GOLD SHARES GOLD SHS 78463V107 3621 27184 SH SOLE 0 0 27184 SPDR S&P 500 ETF TR UNIT 78462F103 35059 119655 SH SOLE 0 0 119655 SPROTT PHYSICAL GOLD TRUST UNIT UNIT 85207H104 658 58040 SH SOLE 0 0 58040 SPROTT PHYSICAL SILVER TR TR UNIT TR UNIT 85207K107 587 102715 SH SOLE 0 0 102715 VANECK VECTORS GOLD MINERS ETF GOLD MINERS ETF 92189F106 2484 97192 SH SOLE 0 0 97192 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 4867 116677 SH SOLE 0 0 116677 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 1102 25900 SH SOLE 0 0 25900 VANGUARD MID-CAP INDEX FUND MID CAP ETF 922908629 7728 46071 SH SOLE 0 0 46071 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 358 1323 SH SOLE 0 0 1323 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND SHRT TRM CORP BD 92206C409 16088 199408 SH SOLE 0 0 199408 VANGUARD SMALL-CAP INDEX FUND SMALL CP ETF 922908751 4439 28249 SH SOLE 0 0 28249 VANGUARD TOTAL BOND MARKET INDEX FUND TOTAL BND MRKT 921937835 8672 104399 SH SOLE 0 0 104399 VANGUARD TOTAL INTERNATIONAL BOND ETF INTL BD IDX ETF 92203J407 727 12693 SH SOLE 0 0 12693 WHEATON PRECIOUS METALS CORP COM COM 962879102 214 8832 SH SOLE 0 0 8832 X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF XTRACK MSCI EURP 233051853 1404 47241 SH SOLE 0 0 47241 X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF DBX ETF TR 233051507 805 20556 SH SOLE 0 0 20556