0001910174-22-000003.txt : 20220726 0001910174-22-000003.hdr.sgml : 20220726 20220726094220 ACCESSION NUMBER: 0001910174-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 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: 221105101 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 06-30-2022 06-30-2022 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 07-26-2022 0 38 100471 false INFORMATION TABLE 2 2Q22ARCV.xml 13F 2022 Q2 ARCHVEST ALPHABET INC CAP STK CL A 02079K305 7667 304006 SH SOLE 0 0 304006 AMAZON INC COM 023135106 418 3940 SH SOLE 0 0 3940 APPLE INC COM 037833100 3496 25568 SH SOLE 0 0 25567 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 11246 150063 SH SOLE 0 0 150062 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 231 1719 SH SOLE 0 0 1719 INVESCO QQQ TR UNIT SER 1 46090E103 670 2390 SH SOLE 0 0 2390 ISHARES TR CORE S&P 500 ETF 464287200 1358 3582 SH SOLE 0 0 3582 ISHARES TR CORE US AGGBD ET 464287226 16370 160996 SH SOLE 0 0 160996 ISHARES TR MSCI EAFE ETF 464287465 420 6715 SH SOLE 0 0 6715 ISHARES TR CORE S&P MCP ETF 464287507 1061 4688 SH SOLE 0 0 4687 ISHARES TR CORE S&P SCP ETF 464287804 297 3219 SH SOLE 0 0 3218 ISHARES TR SHRT NAT MUN ETF 464288158 867 8287 SH SOLE 0 0 8287 ISHARES TR MSCI USA ESG SLC 464288802 245 3032 SH SOLE 0 0 3032 ISHARES TR AGGRES ALLOC ETF 464289859 1884 31460 SH SOLE 0 0 31460 ISHARES TR GRWT ALLOC ETF 464289867 276 5754 SH SOLE 0 0 5754 ISHARES TR MODERT ALLOC ETF 464289875 489 12540 SH SOLE 0 0 12540 ISHARES TR CONSER ALLOC ETF 464289883 2799 80955 SH SOLE 0 0 80955 ISHARES TR MSCI USA VALUE 46432F388 282 3113 SH SOLE 0 0 3113 ISHARES TR RUS 2000 VAL ETF 464287630 3772 27701 SH SOLE 0 0 27701 MARSH & MCLENNAN COS INC 571748102 568 3659 SH SOLE 0 0 3659 MICROSOFT CORP COM 594918104 635 2472 SH SOLE 0 0 2472 PIMCO ETF TR 1-5 US TIP IDX 72201R205 6627 126739 SH SOLE 0 0 126739 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1306 13176 SH SOLE 0 0 13176 SCHWAB STRATEGIC TR SCHWB FDT INTL LG 808524755 245 8654 SH SOLE 0 0 8654 VANGUARD BD INDEX FDS SHORT TRM BND 921937827 4769 62098 SH SOLE 0 0 62098 VANGUARD BD INDEX FDS TOTAL BD MRKT 921937835 710 9427 SH SOLE 0 0 9427 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 514 1481 SH SOLE 0 0 1481 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1493 16392 SH SOLE 0 0 16392 VANGUARD INDEX FDS LARGE CAP ETF 922908637 214 1243 SH SOLE 0 0 1243 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1387 7351 SH SOLE 0 0 7351 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9058 181310 SH SOLE 0 0 181309 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 3954 94944 SH SOLE 0 0 94943 VANGUARD MALVERN FDS STRM INFOPRO IDX 922020805 11239 224242 SH SOLE 0 0 224242 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 317 6350 SH SOLE 0 0 6350 VANGUARD TAX-MANATGED INTL FD FTSE DEV MKT ETF 921943858 3178 77894 SH SOLE 0 0 77894 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 276 2709 SH SOLE 0 0 2709 VERIZON COMMUNICATIONS INC COM 92343V104 133 2624 SH SOLE 0 0 2624