Archetype Wealth Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Archetype Wealth Partners | Institutional Filer | ▲ 1.77% | $797K | 199 |
Current Portfolio Holdings
Showing all 199 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | — | 180K | $107K | 13.49% |
| 2 | IEFA | ISHARES CORE MSCI EAFE ETF | — | 1.1M | $99K | 12.43% |
| 3 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 601K | $57K | 7.20% |
| 4 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 632K | $52K | 6.57% |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 669K | $49K | 6.18% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 74K | $48K | 6.06% |
| 7 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 443K | $47K | 5.90% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 459K | $31K | 3.89% |
| 9 | IAU | ISHARES GOLD TRUST | — | 324K | $29K | 3.59% |
| 10 | GLD | SPDR GOLD SHARES | — | 64K | $27K | 3.43% |
| 11 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 312K | $22K | 2.73% |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 149K | $19K | 2.33% |
| 13 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 122K | $18K | 2.27% |
| 14 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | — | 172K | $16K | 2.03% |
| 15 | XLU | Utilities Select Sector SPDR Fund | — | 334K | $15K | 1.92% |
Showing 1 to 15 of 199 holdings