HoldingsChannel.com
Archetype Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 135,418 +16,236 $34,904
     SPY135,418+16,236$34,904
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 244,817 +21,996 $19,365
     VCSH244,817+21,996$19,365
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 147,165 +26,432 $12,561
     BND147,165+26,432$12,561
SPDR GOLD SHARES (GLD) 54,804 +28,327 $8,114
     GLD54,804+28,327$8,114
VANGUARD MID CAP INDEX FUND (VO) 52,090 +4,992 $6,858
     VO52,090+4,992$6,858
ISHARES CORE MSCI EAFE ETF (IEFA) 137,068 +51,264 $6,838
     IEFA137,068+51,264$6,838
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 163,724 +70,801 $6,626
     IEMG163,724+70,801$6,626
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 105,300 +14,518 $4,941
     SPLV105,300+14,518$4,941
INVESCO PREFERRED ETF (PGX) 237,140 -36,339 $3,121
     PGX237,140-36,339$3,121
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 63,506 -10,653 $3,039
     CWB63,506-10,653$3,039
ISHARES MSCI EAFE ETF (EFA) 55,828 +1,205 $2,985
     EFA55,828+1,205$2,985
VANGUARD SMALL CAP INDEX FUND (VB) 25,292 -2,323 $2,920
     VB25,292-2,323$2,920
VANECK VECTORS GOLD MINERS ETF (GDX) 123,056 +33,282 $2,835
     GDX123,056+33,282$2,835
ISHARES CORE HIGH DIVIDEND ETF (HDV) 38,147 -7,296 $2,729
     HDV38,147-7,296$2,729
ISHARES MSCI ACWI INDEX FUND (ACWI) 41,744 +41,744 $2,612
     ACWI41,744+41,744$2,612
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 28,337 UNCH $2,381
     RSP28,337UNCH$2,381
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 61,677 -55,961 $2,056
     VEA61,677-55,961$2,056
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 39,260 +17,108 $1,413
     RWO39,260+17,108$1,413
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 14,503 -1,278 $1,402
     EMB14,503-1,278$1,402
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 16,182 +2,888 $1,402
     SHY16,182+2,888$1,402
ISHARES MSCI JAPAN ETF (EWJ) 27,558 -1,917 $1,361
     EWJ27,558-1,917$1,361
ISHARES MBS ETF (MBB) 11,417 +634 $1,261
     MBB11,417+634$1,261
PIMCO 1 5 YEAR U.S. TIPS INDEX EXCHANGE TRADED FUND (STPZ) 24,236 +1,336 $1,253
     STPZ24,236+1,336$1,253
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 27,990 +27,990 $1,239
     SCHV27,990+27,990$1,239
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 20,229 +3,905 $1,138
     BNDX20,229+3,905$1,138
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 49,061 -7,606 $1,109
     IDV49,061-7,606$1,109
SPDR S&P DIVIDEND ETF (SDY) 12,854 +12,854 $1,027
     SDY12,854+12,854$1,027
BRISTOL MYERS SQUIBB CO COM 17,680 +17,680 $985
     BMY17,680+17,680$985
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 28,063 -518 $942
     VWO28,063-518$942
ARK INNOVATION ETF (ARKK) 21,372 +21,372 $940
     ARKK21,372+21,372$940
X TRACKERS MSCI EUROPE HEDGED EQUITY ETF (DBEU) 38,682 -5,277 $936
     DBEU38,682-5,277$936
ISHARES MSCI EUROZONE ETF (EZU) 28,394 -3,248 $866
     EZU28,394-3,248$866
SCHWAB U.S. MID CAP ETF (SCHM) 20,135 +20,135 $849
     SCHM20,135+20,135$849
SPROTT PHYSICAL GOLD TR UNIT 59,855 -11,105 $785
     PHYS59,855-11,105$785
NUVEEN ESG LARGE CAP GROWTH ETF (NULG) 20,864 -240 $735
     NULG20,864-240$735
X TRACKERS MSCI JAPAN HEDGED EQUITY ETF (DBJP) 19,061 -539 $676
     DBJP19,061-539$676
SPROTT PHYSICAL SILVER TR TR UNIT 126,035 -5,245 $659
     PSLV126,035-5,245$659
ISHARES ESG 1 5 YEAR USD CORPORATE BOND ETF (SUSB) 25,615 -318 $638
     SUSB25,615-318$638
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF (SJNK) 26,617 +1,855 $627
     SJNK26,617+1,855$627
EXXON MOBIL CORP COM 14,807 +14,807 $562
     XOM14,807+14,807$562
NUVEEN ESG MID CAP GROWTH ETF (NUMG) 16,266 -119 $476
     NUMG16,266-119$476
ROYAL DUTCH SHELL PLC SPON ADR B      $421
     RDS.B12,880+12,880$421
NUVEEN ESG SMALL CAP ETF (NUSC) 17,993 +68 $389
     NUSC17,993+68$389
COLUMBIA EMERGING MARKETS CONSUMER ETF (ECON) 19,719 -2,616 $385
     ECON19,719-2,616$385
BOSTON SCIENTIFIC CORP COM 11,467 +11,467 $374
     BSX11,467+11,467$374
HEALTHCARE TR AMER INC CL A NEW 14,612 +14,612 $355
     HTA14,612+14,612$355
PFIZER INC COM 10,689 +10,689 $349
     PFE10,689+10,689$349
GLOBAL X SILVER MINERS ETF (SIL) 14,434 +2,855 $344
     SIL14,434+2,855$344
VANECK VECTORS JUNIOR GOLD MINERS ETF (GDXJ) 11,814 +2,162 $332
     GDXJ11,814+2,162$332
AT&T INC COM 11,129 +11,129 $324
     T11,129+11,129$324

See Full List: All Stocks Held By Archetype Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Archetype Wealth Partners LLC

Size ($ in 1000's)
At 03/31/2020: $152,543
At 12/31/2019: $153,246

Archetype Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Archetype Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Archetype Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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