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Arcadia Investment Advisors Llc

Portfolio Manager
Arcadia Investment Advisors Llc
Performance
-1.40% (2026 Q1)
AUM (13F)
$211.81M
# of Holdings
81
Performance Rank
Allocation (Top 20)
86.65%

Arcadia Investment Advisors Llc Holdings Map

Top 50 Arcadia Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
9.52%67.4K$20.2M
-1.85%(-1.27K)
2025-Q1: 68.0K shares2025-Q2: 68.2K shares2025-Q3: 69.2K shares2025-Q4: 68.7K shares2026-Q1: 67.4K shares
$135.92(+144.88%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
6.11%504.4K$12.9M
-1.54%(-7.89K)
2025-Q1: 542.5K shares2025-Q2: 526.0K shares2025-Q3: 522.2K shares2025-Q4: 512.3K shares2026-Q1: 504.4K shares
$12.14(+134.76%)
2026-03-31
IWL
ISHARES TR
5.51%72.7K$11.7M
+0.38%(+272)
2025-Q1: 73.4K shares2025-Q2: 74.4K shares2025-Q3: 73.2K shares2025-Q4: 72.4K shares2026-Q1: 72.7K shares
$106.93(+67.76%)
2026-03-31
CWI
SPDR INDEX SHS FDS
5.37%311.0K$11.4M
-3.25%(-10.46K)
2025-Q1: 385.7K shares2025-Q2: 378.9K shares2025-Q3: 328.8K shares2025-Q4: 321.5K shares2026-Q1: 311.0K shares
$23.34(+68.56%)
2026-03-31
AVLC
AMERICAN CENTY ETF TR
5.21%142.3K$11.0M
+0.81%(+1.15K)
2025-Q1: 122.7K shares2025-Q2: 130.8K shares2025-Q3: 133.2K shares2025-Q4: 141.1K shares2026-Q1: 142.3K shares
$64.45(+33.77%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
5.19%394.4K$11.0M
+17.37%(+58.36K)
2025-Q1: 49.3K shares2025-Q2: 47.3K shares2025-Q3: 45.6K shares2025-Q4: 336.0K shares2026-Q1: 394.4K shares
$25.78(+17.10%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
5.02%217.3K$10.6M
-5.54%(-12.73K)
2025-Q1: 291.8K shares2025-Q2: 283.8K shares2025-Q3: 236.9K shares2025-Q4: 230.0K shares2026-Q1: 217.3K shares
$32.17(+61.84%)
2026-03-31
IBDR
ISHARES TR
4.52%395.3K$9.6M
+5.26%(+19.75K)
2025-Q1: 333.2K shares2025-Q2: 330.4K shares2025-Q3: 333.9K shares2025-Q4: 375.6K shares2026-Q1: 395.3K shares
$25.38(-4.68%)
2026-03-31
EFA
ISHARES TR
4.48%97.7K$9.5M
+0.37%(+362)
2025-Q1: 25.2K shares2025-Q2: 25.2K shares2025-Q3: 87.8K shares2025-Q4: 97.4K shares2026-Q1: 97.7K shares
$84.07(+21.38%)
2026-03-31
IBDS
ISHARES TR
4.3%375.5K$9.1M
+6.27%(+22.14K)
2025-Q1: 313.7K shares2025-Q2: 314.4K shares2025-Q3: 317.7K shares2025-Q4: 353.3K shares2026-Q1: 375.5K shares
$25.55(-5.42%)
2026-03-31

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