Top 50 Arcadia Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 21.62% | 359.3K | $39.9M | +7.12%(+23.89K) | $98.22(+28.17%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 20.05% | 953.3K | $37.0M | +1.31%(+12.28K) | $34.49(+26.08%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.34% | 395.6K | $15.4M | +4.40%(+16.68K) | $31.57(+31.50%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.94% | 82.6K | $9.1M | +1.75%(+1.42K) | $95.73(+24.07%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.2% | 162.3K | $7.8M | +17.22%(+23.84K) | $47.60(+0.57%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.07% | 164.4K | $5.7M | +3.19%(+5.09K) | $27.79(+45.71%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3% | 131.4K | $5.5M | +13.50%(+15.63K) | $42.26(-0.14%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.56% | 7.2K | $4.7M | +17.56%(+1.08K) | $608.39(+23.53%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.42% | 52.7K | $4.5M | +7.25%(+3.56K) | $67.28(+35.40%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.36% | 184.5K | $4.4M | +3.87%(+6.88K) | $24.21(+6.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.19% | +41.20% |
| Top 20 Holdings Unweighted | +12.87% | +43.81% |
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