0001910174-22-000004.txt : 20221109 0001910174-22-000004.hdr.sgml : 20221109 20221109100645 ACCESSION NUMBER: 0001910174-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221371037 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 false false 0001910174 XXXXXXXX 09-30-2022 09-30-2022 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 11-09-2022 0 42 97562 false INFORMATION TABLE 2 3Q22ARCV.xml 13F 3Q ARCHVEST ALPHABET INC CAP STK CL A 02079K305 396 4140 SH SOLE 0 0 4140 AMAZON INC COM 023135106 443 3921 SH SOLE 0 0 3921 APPLE INC COM 037833100 3530 25544 SH SOLE 0 0 25544 CHEVRON CORP NEW COM COM 166764100 451 3140 SH SOLE 0 0 3140 COSTCO WHSL CORP NEW COM COM 22160K105 236 500 SH SOLE 0 0 500 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 7040 300847 SH SOLE 0 0 300847 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 10211 143782 SH SOLE 0 0 143782 HOME DEPOT INC COM COM 437076102 217 785 SH SOLE 0 0 784 INVESCO QQQ TR UNIT SER 1 46090E103 589 2203 SH SOLE 0 0 2203 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 219 1720 SH SOLE 0 0 1720 ISHARES TR 0-5 YR TIPS ETF 46429B747 805 8371 SH SOLE 0 0 8371 ISHARES TR AGGRES ALLOC ETF 464289859 1858 33503 SH SOLE 0 0 33502 ISHARES TR CONSER ALLOC ETF 464289883 2790 85528 SH SOLE 0 0 85527 ISHARES TR GRWT ALLOC ETF 464289867 251 5605 SH SOLE 0 0 5605 ISHARES TR MODERT ALLOC ETF 464289875 442 12081 SH SOLE 0 0 12081 ISHARES TR CORE S&P 500 ETF 464287200 1578 4401 SH SOLE 0 0 4400 ISHARES TR CORE S&P MCP ETF 464287507 1013 4619 SH SOLE 0 0 4618 ISHARES TR CORE S&P SCP ETF 464287804 365 4184 SH SOLE 0 0 4183 ISHARES TR CORE US AGGBD ET 464287226 15629 162232 SH SOLE 0 0 162232 ISHARES TR MSCI EAFE ETF 464287465 754 13460 SH SOLE 0 0 13460 ISHARES TR MSCI USA ESG SLC 464288802 236 3110 SH SOLE 0 0 3110 ISHARES TR MSCI USA VALUE 46432F388 255 3113 SH SOLE 0 0 3113 ISHARES TR RUS 2000 VAL ETF 464287630 3392 26309 SH SOLE 0 0 26308 ISHARES TR SHRT NAT MUN ETF 464288158 1047 10197 SH SOLE 0 0 10197 MARSH & MCLENNAN COS INC 571748102 546 3659 SH SOLE 0 0 3659 MICROSOFT CORP COM 594918104 681 2924 SH SOLE 0 0 2924 PIMCO ETF TR 1-5 US TIP IDX 72201R205 6103 123515 SH SOLE 0 0 123515 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1199 12126 SH SOLE 0 0 12126 SCHWAB STRATEGIC TR SCHWB FDT INTL LG 808524755 442 17578 SH SOLE 0 0 17578 TESLA INC COM COM 88160R101 228 860 SH SOLE 0 0 860 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8101 182620 SH SOLE 0 0 182620 VANGUARD TAX-MANATGED INTL FD FTSE DEV MKT ETF 921943858 2922 80364 SH SOLE 0 0 80363 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 3467 95017 SH SOLE 0 0 95017 VANGUARD INDEX FDS LARGE CAP ETF 922908637 204 1248 SH SOLE 0 0 1248 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1345 16774 SH SOLE 0 0 16774 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 450 1372 SH SOLE 0 0 1372 VANGUARD BD INDEX FDS SHORT TRM BND 921937827 4746 63431 SH SOLE 0 0 63430 VANGUARD MALVERN FDS STRM INFOPRO IDX 922020805 11187 232540 SH SOLE 0 0 232540 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 296 6150 SH SOLE 0 0 6150 VANGUARD BD INDEX FDS TOTAL BD MRKT 921937835 412 5772 SH SOLE 0 0 5771 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1148 6394 SH SOLE 0 0 6394 VANGUARD VALUE ETF ETF 922908744 338 2734 SH SOLE 0 0 2734