Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHVEST WEALTH ADVISORS INC | 04-29-2024 | 03-31-2024 | 58 | 141,480,551 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $31,370,759 | 323,610 | 0.02 | 0.02 | 22,639 | 7.52 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $21,671,847 | 370,586 | 0.02 | 0.01 | 16,271 | 4.59 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 3 | $11,162,445 | 107,839 | 0.01 | 0.01 | -5,678 | -5.00 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFOPRO IDX | 4 | $7,878,658 | 164,929 | 0.01 | 0.01 | -14,203 | -7.93 | 03-31-2024 |
