Top 50 Arcadia Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 9.52% | 67.4K | $20.2M | -1.85%(-1.27K) | $135.92(+144.88%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.11% | 504.4K | $12.9M | -1.54%(-7.89K) | $12.14(+134.76%) | 2026-03-31 | |
| IWL | ISHARES TR | 5.51% | 72.7K | $11.7M | +0.38%(+272) | $106.93(+67.76%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 5.37% | 311.0K | $11.4M | -3.25%(-10.46K) | $23.34(+68.56%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 5.21% | 142.3K | $11.0M | +0.81%(+1.15K) | $64.45(+33.77%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 5.19% | 394.4K | $11.0M | +17.37%(+58.36K) | $25.78(+17.10%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5.02% | 217.3K | $10.6M | -5.54%(-12.73K) | $32.17(+61.84%) | 2026-03-31 | |
| IBDR | ISHARES TR | 4.52% | 395.3K | $9.6M | +5.26%(+19.75K) | $25.38(-4.68%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.48% | 97.7K | $9.5M | +0.37%(+362) | $84.07(+21.38%) | 2026-03-31 | |
| IBDS | ISHARES TR | 4.3% | 375.5K | $9.1M | +6.27%(+22.14K) | $25.55(-5.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.97% |
| Top 20 Holdings Unweighted | +13.06% | +44.54% |
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