0001910174-22-000001.txt : 20220214 0001910174-22-000001.hdr.sgml : 20220214 20220214122559 ACCESSION NUMBER: 0001910174-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22628058 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 12-31-2021 12-31-2021 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 02-14-2022 0 44 115471 false INFORMATION TABLE 2 4Q2021AV13F.xml 13F 4Q 2021 AV ALPHABET INC CAP STK CL A 02079K305 495 171 SH SOLE 0 0 162 AMAZON COM INC COM 023135106 540 162 SH SOLE 0 0 3068 APPLE INC COM 037833100 4430 24949 SH SOLE 0 0 7702 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 654 2188 SH SOLE 0 0 11317 FLEXSHARES TR IBOXX 5 YR TGT 33939L605 7215 257311 SH SOLE 0 0 2884 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 14066 147841 SH SOLE 0 0 31017 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 313 1922 SH SOLE 0 0 8342 INVESCO QQQ TR UNIT SER 1 46090E103 1221 3068 SH SOLE 0 0 5754 ISHARES TR AGGRES ALLOC ETF 464289859 2259 31018 SH SOLE 0 0 84023 ISHARES TR CORE S&P500 ETF 464287200 1686 3535 SH SOLE 0 0 128200 ISHARES TR CORE US AGGBD ETF 464287226 18857 165299 SH SOLE 0 0 27226 ISHARES TR GRWT ALLOC ETF 464289867 328 5754 SH SOLE 0 0 8312 ISHARES TR MODERT ALLOC ETF 464289875 554 12181 SH SOLE 0 0 3334 ISHARES TR MSCI EAFE ETF 464287465 495 6290 SH SOLE 0 0 2188 ISHARES TR MSCI USA ESG SLC 464288802 306 2884 SH SOLE 0 0 171 ISHARES TR MSCI USA QLT FCT 46432F339 205 1410 SH SOLE 0 0 1951 ISHARES TR MSCI USA VALUE 46432F388 353 3225 SH SOLE 0 0 1235 ISHARES TR RUSS 2000 VAL ETF 464287630 4521 27226 SH SOLE 0 0 276 ISHARES TR CORE S&P MCP ETF 464287507 1797 6348 SH SOLE 0 0 1309 ISHARES TR CORE S&P SCP ETF 464287804 382 3335 SH SOLE 0 0 1921 ISHARES TR CONSER ALLOC ETF 464289883 3362 84023 SH SOLE 0 0 12181 ISHARES TR SHRT NAT MUN ETF 464288158 896 8342 SH SOLE 0 0 967 MARSH & MCLENNAN COS INC COM 571748102 643 3701 SH SOLE 0 0 257310 META PLATFORMS INC CL A 30303M102 294 873 SH SOLE 0 0 873 MICROSOFT CORP COM 594918104 656 1952 SH SOLE 0 0 213103 PIMCO ETF TR 1-5 US TIP IDX 72201R205 7074 128200 SH SOLE 0 0 5549 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 844 8312 SH SOLE 0 0 171666 SALESFORCE INC COM CL A 79466L302 212 835 SH SOLE 0 0 1410 SCHWAB STRATEGIC TR SCHWAB FDT INT LG 808524755 274 8440 SH SOLE 0 0 8440 TESLA INC COM 88160R101 292 276 SH SOLE 0 0 3535 VAMGIARD ,A;VERM FDS STRM INFPROIDX 922020805 10953 213103 SH SOLE 0 0 6290 VANGUARD BD INDEX FDS SHORT TERM BOND 921937827 4598 56887 SH SOLE 0 0 6700 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 470 5549 SH SOLE 0 0 147841 VANGUARD INDEX FDS GROWTH ETF 922908736 310 967 SH SOLE 0 0 3225 VANGUARD INDEX FDS LARGE CAP ETF 922908637 273 1236 SH SOLE 0 0 165299 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1313 11318 SH SOLE 0 0 56887 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 571 1309 SH SOLE 0 0 6347 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1860 7702 SH SOLE 0 0 3701 VANGUARD INTL EQUITY INDEX F ALLWORLD EX US 922042775 10520 171666 SH SOLE 0 0 78990 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4396 88878 SH SOLE 0 0 3156 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 368 6700 SH SOLE 0 0 24948 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 228 1325 SH SOLE 0 0 835 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 354 3156 SH SOLE 0 0 1325 VANUGARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4033 78990 SH SOLE 0 0 88878