All Stocks Held By Archetype Wealth Partners LLC

As of 12/31/2023, we find all stocks held by Arkos Global Advisors to be as follows, presented in the table below with each row detailing each Arkos Global Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Arkos Global Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Arkos Global Advisors as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD S&P 500 ETF (VOO)	167,929	+45,329	$73,352
VOO	167,929	+45,329	$73,352
ISHARES NATIONAL MUNI BOND ETF (MUB)	635,272	-73,284	$68,870
MUB	635,272	-73,284	$68,870
VANGUARD TOTAL BOND MARKET ETF (BND)	742,883	-23,981	$54,639
BND	742,883	-23,981	$54,639
ISHARES CORE MSCI EAFE ETF (IEFA)	746,743	+140,442	$52,533
IEFA	746,743	+140,442	$52,533
SPDR S&P 500 ETF TRUST (SPY)	105,850	-2,436	$50,312
SPY	105,850	-2,436	$50,312
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH)	634,071	-185,303	$49,058
VCSH	634,071	-185,303	$49,058
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM)	213,475	+5,440	$23,830
VYM	213,475	+5,440	$23,830
SPDR GOLD SHARES (GLD)	71,824	-4,818	$13,731
GLD	71,824	-4,818	$13,731
ISHARES CORE S&P MID CAP ETF (IJH)	47,107	+18,373	$13,056
IJH	47,107	+18,373	$13,056
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)	209,624	+25,972	$10,603
IEMG	209,624	+25,972	$10,603
VANGUARD MID CAP ETF (VO)	45,196	-900	$10,514
VO	45,196	-900	$10,514
ISHARES CORE S&P SMALL CAP ETF (IJR)	93,302	+33,830	$10,100
IJR	93,302	+33,830	$10,100
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VYMI)	138,568	+8,490	$9,213
VYMI	138,568	+8,490	$9,213
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	166,905	+18,096	$8,385
USFR	166,905	+18,096	$8,385
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP)	280,072	+242	$7,755
EMLP	280,072	+242	$7,755
ISHARES GOLD TRUST (IAU)	193,918	+6,014	$7,569
IAU	193,918	+6,014	$7,569
INVESCO PREFERRED ETF (PGX)	644,763	-254,325	$7,395
PGX	644,763	-254,325	$7,395
VANGUARD SMALL CAP ETF (VB)	34,369	-602	$7,332
VB	34,369	-602	$7,332
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)	101,597	+16,219	$5,468
DGRO	101,597	+16,219	$5,468
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB)	70,083	-105	$5,056
CWB	70,083	-105	$5,056
ISHARES MSCI ACWI ETF (ACWI)	40,067	+21,841	$4,078
ACWI	40,067	+21,841	$4,078
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)	19,776	UNCH	$3,121
RSP	19,776	UNCH	$3,121
ISHARES GLOBAL REIT ETF (REET)	123,422	+3,730	$2,984
REET	123,422	+3,730	$2,984
APPLE INC COM	14,743	-588	$2,838
AAPL	14,743	-588	$2,838
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB)	26,274	+4,872	$2,770
SUB	26,274	+4,872	$2,770
ISHARES SHORT TREASURY BOND ETF (SHV)	19,137	+19,137	$2,108
SHV	19,137	+19,137	$2,108
VANECK GOLD MINERS ETF (GDX)	59,545	-1,067	$1,846
GDX	59,545	-1,067	$1,846
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV)	53,953	-2,184	$1,510
IDV	53,953	-2,184	$1,510
ALPHABET INC CAP STK CL A	10,365	+175	$1,448
GOOGL	10,365	+175	$1,448
NUVEEN QUALITY MUNCP INCOME FD COM	116,186	+87,032	$1,330
NAD	116,186	+87,032	$1,330
ALERIAN MLP ETF (AMLP)	28,910	UNCH	$1,229
AMLP	28,910	UNCH	$1,229
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS)	20,711	+214	$1,200
VXUS	20,711	+214	$1,200
MICROSOFT CORP COM	3,025	+121	$1,137
MSFT	3,025	+121	$1,137
WALMART INC COM	6,848	-36	$1,080
WMT	6,848	-36	$1,080
VANGUARD GROWTH ETF (VUG)	3,359	UNCH	$1,044
VUG	3,359	UNCH	$1,044
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO)	22,773	-2,750	$995
RWO	22,773	-2,750	$995
SPDR BLACKSTONE SENIOR LOAN ETF (SRLN)	21,812	+1,614	$915
SRLN	21,812	+1,614	$915
NUVEEN AMT FREE QLTY MUN INCME COM	75,893	+47,136	$835
NEA	75,893	+47,136	$835
JPMORGAN CHASE & CO COM	4,880	+309	$830
JPM	4,880	+309	$830
WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON)	17,669	-1,807	$807
DON	17,669	-1,807	$807
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)	2,133	UNCH	$804
DIA	2,133	UNCH	$804
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT	65,637	+40,833	$776
NZF	65,637	+40,833	$776
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP)	16,136	-12,413	$766
VTIP	16,136	-12,413	$766
SHELL PLC SPON ADS	11,021	-179	$725
SHEL	11,021	-179	$725
INTEL CORP COM	14,281	-209	$718
INTC	14,281	-209	$718
BERKSHIRE HATHAWAY INC DEL CL B NEW			$686
BRK.B	1,922	+76	$686
AMAZON COM INC COM	4,221	+533	$641
AMZN	4,221	+533	$641
ISHARES CORE S&P 500 ETF (IVV)	1,343	UNCH	$641
IVV	1,343	UNCH	$641
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF (HYG)	8,197	-76	$634
HYG	8,197	-76	$634
SCHWAB U.S. MID CAP ETF (SCHM)	8,335	UNCH	$628
SCHM	8,335	UNCH	$628
BROADCOM INC COM	548	+225	$612
AVGO	548	+225	$612
PIMCO 1 5 YEAR US TIPS INDEX ETF (STPZ)	11,479	-916	$587
STPZ	11,479	-916	$587
FIRST TRUST LARGE CAP CORE ALPHADEX FUND (FEX)	6,418	UNCH	$579
FEX	6,418	UNCH	$579
INVESCO QQQ TRUST SERIES I	1,415	+279	$579
QQQ	1,415	+279	$579
MERCK & CO INC COM	4,847	+222	$528
MRK	4,847	+222	$528
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES)	15,958	-1,017	$513
DES	15,958	-1,017	$513
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY)	15,337	+15,337	$503
SDVY	15,337	+15,337	$503
SALESFORCE INC COM	1,745	+247	$459
CRM	1,745	+247	$459
ARK INNOVATION ETF (ARKK)	8,714	-2,516	$456
ARKK	8,714	-2,516	$456
HEALTH CARE SELECT SECTOR SPDR FUND (XLV)	3,208	-24	$438
XLV	3,208	-24	$438
SPDR S&P DIVIDEND ETF (SDY)	3,454	UNCH	$432
SDY	3,454	UNCH	$432
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV)	6,876	UNCH	$431
SPLV	6,876	UNCH	$431
HOME DEPOT INC COM	1,175	UNCH	$407
HD	1,175	UNCH	$407
COCA COLA CO COM	6,903	-41	$407
KO	6,903	-41	$407
VANGUARD S&P 500 GROWTH ETF (VOOG)	1,497	UNCH	$405
VOOG	1,497	UNCH	$405
ISHARES MSCI USA ESG SELECT ETF (SUSA)	3,946	-538	$397
SUSA	3,946	-538	$397
COSTCO WHSL CORP NEW COM	566	+2	$374
COST	566	+2	$374
PEPSICO INC COM	2,197	-38	$373
PEP	2,197	-38	$373
EXXON MOBIL CORP COM	3,726	-592	$372
XOM	3,726	-592	$372
NUVEEN MUN HIGH INCOME OPPORTU COM	37,200	+37,200	$368
NMZ	37,200	+37,200	$368
BOSTON SCIENTIFIC CORP COM	6,344	-454	$367
BSX	6,344	-454	$367
GOLDMAN SACHS GROUP INC COM	942	+76	$363
GS	942	+76	$363
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF (JUST)	5,272	-728	$358
JUST	5,272	-728	$358
CANADIAN IMPERIAL BK COMM TORO COM	7,304	UNCH	$352
CM	7,304	UNCH	$352
MONGODB INC CL A	850	UNCH	$348
MDB	850	UNCH	$348
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY)	4,027	-12,869	$330
SHY	4,027	-12,869	$330
CHEVRON CORP NEW COM	2,209	-399	$329
CVX	2,209	-399	$329
SNOWFLAKE INC CL A	1,610	UNCH	$320
SNOW	1,610	UNCH	$320
VERIZON COMMUNICATIONS INC COM	8,438	-1,850	$318
VZ	8,438	-1,850	$318
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG)	3,800	UNCH	$315
SCHG	3,800	UNCH	$315
ISHARES ESG AWARE MSCI EAFE ETF (ESGD)	4,126	-1,649	$312
ESGD	4,126	-1,649	$312
ISHARES MSCI EAFE ETF (EFA)	4,082	UNCH	$308
EFA	4,082	UNCH	$308
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	6,440	+836	$308
VEA	6,440	+836	$308
WILLIAMS COS INC COM	8,685	UNCH	$302
WMB	8,685	UNCH	$302
ISHARES SILVER TRUST (SLV)	13,415	+2,530	$292
SLV	13,415	+2,530	$292
CROWN CASTLE INC COM	2,514	+2,514	$290
CCI	2,514	+2,514	$290
CISCO SYS INC COM	5,655	+299	$286
CSCO	5,655	+299	$286
BNY MELLON STRATEGIC MUNS INC COM	48,000	+48,000	$281
LEO	48,000	+48,000	$281
NUVEEN AMT FREE MUN CR INC FD COM	23,493	+23,493	$278
NVG	23,493	+23,493	$278
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX)	5,532	-268	$273
BNDX	5,532	-268	$273
ENTERPRISE PRODS PARTNERS L P COM	10,060	UNCH	$265
EPD	10,060	UNCH	$265
BANK MONTREAL QUE COM	2,672	UNCH	$264
BMO	2,672	UNCH	$264
HEALTHCARE RLTY TR CL A COM	14,952	+340	$258
HR	14,952	+340	$258
INTERCONTINENTAL EXCHANGE INC COM (ICE)	1,979	UNCH	$254
ICE	1,979	UNCH	$254
ISHARES PREFERRED & INCOME SECURITIES ETF (PFF)	7,701	+7,701	$240
PFF	7,701	+7,701	$240
AFLAC INC COM	2,753	UNCH	$227
AFL	2,753	UNCH	$227
AGNICO EAGLE MINES LTD COM	4,100	+4,100	$225
AEM	4,100	+4,100	$225
PUTNAM MANAGED MUN INCOME TR COM	37,000	+18,000	$225
PMM	37,000	+18,000	$225
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC)	3,056	UNCH	$222
XLC	3,056	UNCH	$222
WP CAREY INC COM	3,414	+3,414	$221
WPC	3,414	+3,414	$221
NUVEEN ESG MID CAP GROWTH ETF (NUMG)	5,126	-1,501	$217
NUMG	5,126	-1,501	$217
BNY MELLON STRATEGIC MUN BD FD COM	36,000	+18,000	$206
DSM	36,000	+18,000	$206
COINBASE GLOBAL INC COM CL A	1,161	+1,161	$202
COIN	1,161	+1,161	$202
PROCTER AND GAMBLE CO COM	1,375	-105	$202
PG	1,375	-105	$202
EATON VANCE MUN BD FD COM	16,000	+16,000	$162
EIM	16,000	+16,000	$162
NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS	14,000	+14,000	$139
NDMO	14,000	+14,000	$139
CHIMERA INVT CORP COM NEW	10,014	UNCH	$50
CIM	10,014	UNCH	$50
AMARIN CORP PLC SPONS ADR NEW	10,000	+0	$9
AMRN	10,000	UNCH	$9
ISHARES ESG AWARE US AGGREGATE BOND ETF			$0 (exited)
EAGG	0	-7,926	$0
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF			$0 (exited)
SJNK	0	-11,836	$0
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF			$0 (exited)
SPHD	0	-5,211	$0
ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF			$0 (exited)
SUSB	0	-9,513	$0
ENERGY SELECT SECTOR SPDR FUND	0	-2,736	$0 (exited)
XLE	0	-2,736	$0

See Summary: Arkos Global Advisors Top Holdings
See Details: Top 10 Stocks Held By Arkos Global Advisors

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SHV	+19,137	+$2,108
SDVY	+15,337	+$503
NMZ	+37,200	+$368
CCI	+2,514	+$290
LEO	+48,000	+$281
NVG	+23,493	+$278
PFF	+7,701	+$240
AEM	+4,100	+$225
WPC	+3,414	+$221
COIN	+1,161	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
EAGG	-7,926	-$359
SJNK	-11,836	-$290
XLE	-2,736	-$247
SUSB	-9,513	-$226
SPHD	-5,211	-$204

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IEFA	+140,442	+$13,518
NAD	+87,032	+$1,034
NEA	+47,136	+$557
VOO	+45,329	+$25,207
NZF	+40,833	+$517
IJR	+33,830	+$4,490
IEMG	+25,972	+$1,863
ACWI	+21,841	+$2,394
IJH	+18,373	+$5,891
USFR	+18,096	+$897

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PGX	-254,325	-$2,450
VCSH	-185,303	-$12,518
MUB	-73,284	-$3,785
BND	-23,981	+$1,127
SHY	-12,869	-$1,038
VTIP	-12,413	-$584
GLD	-4,818	+$591
RWO	-2,750	+$20
ARKK	-2,516	+$11

Arkos Global Advisors Info

Size ($ in 1000's)
At 12/31/2023: $549,033
At 09/30/2023: $490,764

Arkos Global Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arkos Global Advisors 13F filings. Link to 13F filings: SEC filings

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