13F Filings for Arcadia Wealth Management, LLC (CIK: 1964226)
View the most recent portfolio holdings disclosed by Arcadia Wealth Management, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 73.43K | $32.19M | 14.07% | Increased | 6.61K (9.0%, $7.41M) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 559.75K | $31.91M | 13.95% | Increased | 37.92K (7.0%, $5.39M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 131.99K | $23.33M | 10.20% | Increased | 12.41K (10.0%, $2.67M) |
| VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 238.19K | $11.78M | 5.15% | Increased | 15.98K (7.0%, $1.72M) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 25.18K | $10.69M | 4.67% | Increased | 785 (3.0%, $1.88M) |
| IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 48.51K | $9.42M | 4.12% | Increased | 2.44K (5.0%, $753.30K) |
| ACWX - ISHARES TR(Class: MSCI ACWI EX US) | 154.07K | $9.39M | 4.10% | Increased | 3.88K (2.0%, $1.06M) |
| SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 126.09K | $9.17M | 4.01% | Increased | 1.42K (1.0%, $966.91K) |
| BNDX - VANGUARD CHARLOTTE FDS(Class: TOTAL INT BD ETF) | 181.19K | $8.97M | 3.92% | Increased | 9.56K (5.0%, $591.83K) |
| BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 108.17K | $8.51M | 3.72% | Increased | 5.70K (5.0%, $491.45K) |
| VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 26.49K | $6.28M | 2.74% | Increased | 2.65K (11.0%, $991.24K) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 49.76K | $4.94M | 2.16% | Decreased | 106 (0.0%, $3.47K) |
| IWP - ISHARES TR(Class: RUS MD CP GR ETF) | 33.09K | $4.59M | 2.01% | Decreased | 617 (1.0%, $628.55K) |
| VMBS - VANGUARD SCOTTSDALE FDS(Class: MTG-BKD SECS ETF) | 93.13K | $4.32M | 1.89% | Increased | 2.73K (3.0%, $129.25K) |
| BIV - VANGUARD BD INDEX FDS(Class: INTERMED TERM) | 53.99K | $4.18M | 1.83% | Increased | 2.82K (5.0%, $257.30K) |
| BLV - VANGUARD BD INDEX FDS(Class: LONG TERM BOND) | 58.69K | $4.08M | 1.78% | Increased | 3.46K (6.0%, $192.37K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 6.09K | $3.46M | 1.51% | Increased | 869 (16.0%, $775.98K) |
| MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 26.24K | $2.74M | 1.20% | Decreased | 1.06K (3.0%, $136.62K) |
| AMZN - AMAZON COM INC(Class: COM) | 11.12K | $2.44M | 1.07% | Decreased | 2.37K (17.0%, $126.62K) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 49.32K | $2.37M | 1.03% | Increased | 2.99K (6.0%, $166.10K) |
| DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 54.98K | $2.32M | 1.02% | Increased | 3.15K (6.0%, $143.50K) |
| IWY - ISHARES TR(Class: RUS TP200 GR ETF) | 9.42K | $2.32M | 1.01% | Decreased | 194 (2.0%, $294.03K) |
| DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK) | 51.38K | $1.78M | 0.78% | Increased | 566 (1.0%, $189.28K) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 47.75K | $1.70M | 0.74% | Increased | 124 (0.0%, $119.69K) |
| N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 8.74K | $1.60M | 0.70% | Decreased | 165 (1.0%, $76.13K) |