StockDriftsStockDriftsTop 50 Arcadia Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 12.97% | 559.2K | $35.8M | -4.55%(-26.68K) | $48.66(+45.16%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 12.57% | 79.5K | $34.7M | +5.44%(+4.10K) | $54.15(+61.62%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.64% | 135.7K | $26.6M | +0.86%(+1.16K) | $152.37(+36.75%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.72% | 241.2K | $13.0M | -3.60%(-9.01K) | $43.39(+38.13%) | 2026-03-31 | |
| GOVT | ISHARES TR | 4.66% | 562.0K | $12.9M | +97.80%(+277.89K) | $23.02(-1.37%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.52% | 29.3K | $12.5M | -4.33%(-1.32K) | $393.81(-68.43%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.5% | 181.8K | $12.4M | +22.38%(+33.25K) | $56.56(+33.40%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.18% | 151.1K | $11.6M | +28.80%(+33.78K) | $56.14(+55.64%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.45% | 198.3K | $9.5M | +7.40%(+13.65K) | $48.85(-1.95%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.28% | 115.6K | $9.1M | +5.85%(+6.38K) | $76.73(+1.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.04% |
| Top 20 Holdings Unweighted | +8.55% | +27.91% |
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