Arcadia Investment Advisors as of March 31, 2019
Portfolio Holdings for Arcadia Investment Advisors
Arcadia Investment Advisors holds 68 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab US Large Cap ETF Etf (SCHX) | 16.3 | $22M | 321k | 67.61 | |
| Vanguard Large Cap Etf (VV) | 9.4 | $13M | 97k | 129.80 | |
| Spdr Msci Acwi Ex-Us Etf (CWI) | 7.8 | $10M | 287k | 36.21 | |
| Schwab Int'l Equity ETF Etf (SCHF) | 7.1 | $9.4M | 300k | 31.31 | |
| Schwab US Large Cap Etf (SCHG) | 5.6 | $7.4M | 94k | 79.43 | |
| Schw US Brd Mkt Etf Etf (SCHB) | 5.5 | $7.3M | 108k | 68.05 | |
| Ishares Tr Msci Eafe Etf (EFA) | 5.3 | $7.0M | 109k | 64.86 | |
| Sch Fnd Intl Lg Etf Etf (FNDF) | 5.2 | $6.9M | 249k | 27.58 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.7 | $6.3M | 41k | 153.09 | |
| Sch St US Trsr Etf Etf (SCHO) | 3.4 | $4.5M | 90k | 50.19 | |
| Ishares Tr Russell 1000 Etf (IWB) | 3.3 | $4.4M | 28k | 157.31 | |
| Spdr S&P Dividend Etf Etf (SDY) | 3.0 | $3.9M | 40k | 99.41 | |
| Ishares Tr S&P Smallcap Etf (IJR) | 3.0 | $3.9M | 51k | 77.15 | |
| Charles Schwab US Reit Etf (SCHH) | 2.9 | $3.9M | 87k | 44.43 | |
| Vanguard Growth Etf Etf (VUG) | 2.3 | $3.0M | 19k | 156.42 | |
| Ishares Tr S&P Midcap 400 Etf (IJH) | 1.5 | $2.0M | 11k | 189.40 | |
| CEF Ishares Tr Funds Etf (IVV) | 1.5 | $1.9M | 6.8k | 284.56 | |
| iShares iBonds Dec 2023 Etf | 1.4 | $1.9M | 77k | 25.01 | |
| Ishares Ibonds Dec Etf | 1.3 | $1.8M | 71k | 24.72 | |
| Ishares Ibonds Dec Etf | 1.3 | $1.8M | 71k | 24.91 | |
| Ishares Tr S&P 500 Barra Etf (IVE) | 1.2 | $1.7M | 15k | 112.74 | |
| Schwab US SC ETF Etf (SCHA) | 1.2 | $1.6M | 22k | 69.93 | |
| iShares iBonds Dec 2024 Etf | 1.0 | $1.4M | 54k | 24.88 | |
| iShare iBonds Dec 2025 Etf (IBDQ) | 0.9 | $1.2M | 50k | 24.87 | |
| Ishares Russell Mid Cap Etf (IWP) | 0.6 | $857k | 6.3k | 135.67 | |
| Vanguard S&P 500 Etf Etf (VOO) | 0.4 | $542k | 2.1k | 259.54 | |
| Sch Fnd US Lg Etf Etf (FNDX) | 0.4 | $508k | 13k | 37.95 | |
| Ishares Ibonds Dec Etf | 0.4 | $475k | 19k | 25.23 | |
| Boeing Company (BA) | 0.3 | $463k | 260.00 | 1780.75 | |
| Ishares Ibonds Dec Etf | 0.2 | $288k | 12k | 24.86 | |
| Ishares S&P Smallcap Etf (IJS) | 0.2 | $279k | 1.9k | 147.54 | |
| Vanguard Msci Eafe Etf Etf (VEA) | 0.2 | $246k | 6.0k | 40.87 | |
| Apple (AAPL) | 0.2 | $211k | 1.1k | 189.95 | |
| salesforce (CRM) | 0.1 | $144k | 912.00 | 158.37 | |
| Celgene Corporation | 0.1 | $132k | 1.4k | 94.34 | |
| Schw US Lcap Val Etf Etf (SCHV) | 0.1 | $129k | 2.4k | 54.74 | |
| Tesla Motors (TSLA) | 0.1 | $118k | 420.00 | 279.86 | |
| Ishares Tr Lehman Bd Etf (SHV) | 0.1 | $79k | 718.00 | 110.57 | |
| Ishares Russell Midcap Etf (IWR) | 0.1 | $67k | 1.2k | 53.95 | |
| Wisdomtree Div Top Etf (AIVL) | 0.0 | $63k | 735.00 | 85.49 | |
| 0.0 | $47k | 40.00 | 1176.90 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $47k | 40.00 | 1173.30 | |
| Danaher Corporation (DHR) | 0.0 | $41k | 310.00 | 132.02 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.0 | $39k | 635.00 | 60.77 | |
| ABM Industries (ABM) | 0.0 | $36k | 1.0k | 36.35 | |
| Facebook Inc cl a (META) | 0.0 | $33k | 200.00 | 166.69 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $33k | 213.00 | 152.80 | |
| Procter & Gamble Company (PG) | 0.0 | $31k | 299.00 | 104.05 | |
| Powershares Buyback Etf | 0.0 | $17k | 285.00 | 59.63 | |
| Ishares Msci Acwi Etf IV Etf (ACWI) | 0.0 | $11k | 156.00 | 72.15 | |
| Spdr Global Dow Etf Etf (DGT) | 0.0 | $11k | 133.00 | 83.16 | |
| Bwx Technologies (BWXT) | 0.0 | $7.9k | 159.00 | 49.58 | |
| Discover Financial Services | 0.0 | $6.8k | 96.00 | 71.16 | |
| Carnival Corporation (CCL) | 0.0 | $6.4k | 125.00 | 50.87 | |
| Comcast Corporation (CMCSA) | 0.0 | $5.4k | 134.00 | 39.98 | |
| Ishares Global 100 Etf Etf (IOO) | 0.0 | $5.0k | 105.00 | 47.55 | |
| Qorvo (QRVO) | 0.0 | $4.4k | 62.00 | 71.73 | |
| Greenbrier Companies (GBX) | 0.0 | $3.2k | 100.00 | 32.23 | |
| Enbridge (ENB) | 0.0 | $2.1k | 57.00 | 36.26 | |
| SPDR Trust Unit SR Etf (SPY) | 0.0 | $2.0k | 7.00 | 282.43 | |
| Vanguard Short-Term Bond Etf (BSV) | 0.0 | $902.999900 | 11.00 | 82.09 | |
| Costco Wholesale Corporation (COST) | 0.0 | $813.000000 | 5.00 | 162.60 | |
| McDermott International | 0.0 | $781.000500 | 105.00 | 7.44 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $592.999800 | 97.00 | 6.11 | |
| IsoRay | 0.0 | $81.007800 | 222.00 | 0.36 | |
| Brush Engineered Material | 0.0 | $7.000200 | 18.00 | 0.39 | |
| Pareteum | 0.0 | $5.000000 | 1.00 | 5.00 | |
| USD.001 Central Pacific Financial (CPF) | 0.0 | $0 | 0 | 0.00 |