Archetype Wealth Partners 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
AW
Archetype Wealth Partners
Institutional Filer 1.77%$797K199

Current Portfolio Holdings

Showing all 199 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VOOVANGUARD S&P 500 ETF180K$107K13.49%
2IEFAISHARES CORE MSCI EAFE ETF1.1M$99K12.43%
3IEFISHARES 7-10 YEAR TREASURY BOND ETF601K$57K7.20%
4VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF632K$52K6.57%
5BNDVANGUARD TOTAL BOND MARKET ETF669K$49K6.18%
6SPYSPDR S&P 500 ETF Trust74K$48K6.06%
7MUBISHARES NATIONAL MUNI BOND ETF443K$47K5.90%
8IJHISHARES CORE S&P MID-CAP ETF459K$31K3.89%
9IAUISHARES GOLD TRUST324K$29K3.59%
10GLDSPDR GOLD SHARES64K$27K3.43%
11IEMGISHARES CORE MSCI EMERGING MARKETS ETF312K$22K2.73%
12IJRISHARES CORE S&P SMALL CAP ETF149K$19K2.33%
13VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF122K$18K2.27%
14VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF172K$16K2.03%
15XLUUtilities Select Sector SPDR Fund334K$15K1.92%
Showing 1 to 15 of 199 holdings