Arcadia Investment Advisors as of June 30, 2019
Portfolio Holdings for Arcadia Investment Advisors
Arcadia Investment Advisors holds 71 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab US Large Cap ETF Etf (SCHX) | 15.5 | $23M | 326k | 70.19 | |
| Vanguard Large Cap Etf (VV) | 8.8 | $13M | 96k | 134.72 | |
| Ishares Tr Msci Eafe Etf (EFA) | 8.3 | $12M | 185k | 65.73 | |
| Spdr Msci Acwi Ex-Us Etf (CWI) | 7.4 | $11M | 297k | 36.67 | |
| Schwab Int'l Equity ETF Etf (SCHF) | 6.9 | $10M | 315k | 32.09 | |
| Schwab US Large Cap Etf (SCHG) | 5.5 | $8.1M | 97k | 83.21 | |
| Schw US Brd Mkt Etf Etf (SCHB) | 5.0 | $7.4M | 105k | 70.53 | |
| Vanguard Growth Etf Etf (VUG) | 4.9 | $7.2M | 44k | 163.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.4 | $6.5M | 42k | 155.50 | |
| iShares iBonds Dec 2023 Etf | 3.4 | $5.0M | 198k | 25.41 | |
| Ishares Ibonds Dec Etf | 3.2 | $4.7M | 188k | 25.23 | |
| Ishares Ibonds Dec Etf | 3.2 | $4.7M | 189k | 24.93 | |
| Ishares Tr Russell 1000 Etf (IWB) | 3.1 | $4.6M | 28k | 162.79 | |
| iShares iBonds Dec 2024 Etf | 3.1 | $4.5M | 178k | 25.48 | |
| iShare iBonds Dec 2025 Etf (IBDQ) | 2.9 | $4.3M | 168k | 25.61 | |
| Charles Schwab US Reit Etf (SCHH) | 2.9 | $4.2M | 95k | 44.44 | |
| Ishares Russell Mid Cap Etf (IWP) | 2.4 | $3.5M | 25k | 142.59 | |
| Ishares Tr S&P Midcap 400 Etf (IJH) | 1.4 | $2.0M | 11k | 194.26 | |
| CEF Ishares Tr Funds Etf (IVV) | 1.3 | $2.0M | 6.7k | 294.75 | |
| Ishares Tr S&P Smallcap Etf (IJR) | 1.2 | $1.7M | 22k | 78.28 | |
| Ishares Tr S&P 500 Barra Etf (IVE) | 1.2 | $1.7M | 15k | 116.57 | |
| Schwab US SC ETF Etf (SCHA) | 1.1 | $1.6M | 22k | 71.48 | |
| Sch St US Trsr Etf Etf (SCHO) | 0.5 | $796k | 16k | 50.59 | |
| Vanguard S&P 500 Etf Etf (VOO) | 0.4 | $563k | 2.1k | 269.15 | |
| Sch Fnd US Lg Etf Etf (FNDX) | 0.4 | $523k | 13k | 39.11 | |
| Boeing Company (BA) | 0.3 | $492k | 260.00 | 1893.63 | |
| Ishares S&P Smallcap Etf (IJS) | 0.2 | $275k | 1.8k | 148.62 | |
| Ishares Ibonds Dec Etf | 0.2 | $270k | 11k | 25.34 | |
| Apple (AAPL) | 0.1 | $219k | 1.1k | 197.92 | |
| Vanguard Msci Eafe Etf Etf (VEA) | 0.1 | $207k | 5.0k | 41.71 | |
| Sch Fnd Intl Lg Etf Etf (FNDF) | 0.1 | $194k | 6.9k | 27.86 | |
| salesforce (CRM) | 0.1 | $138k | 912.00 | 151.73 | |
| Celgene Corporation | 0.1 | $129k | 1.4k | 92.44 | |
| Ishares Ibonds Dec Etf | 0.1 | $96k | 3.8k | 24.87 | |
| Tesla Motors (TSLA) | 0.1 | $94k | 420.00 | 223.46 | |
| Schw US Lcap Val Etf Etf (SCHV) | 0.1 | $89k | 1.6k | 56.14 | |
| Ishares Russell Midcap Etf (IWR) | 0.0 | $69k | 1.2k | 55.87 | |
| Wisdomtree Div Top Etf (AIVL) | 0.0 | $63k | 735.00 | 85.77 | |
| Danaher Corporation (DHR) | 0.0 | $44k | 310.00 | 142.92 | |
| 0.0 | $43k | 40.00 | 1082.80 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $43k | 40.00 | 1080.90 | |
| ABM Industries (ABM) | 0.0 | $40k | 1.0k | 40.00 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.0 | $39k | 635.00 | 61.40 | |
| Facebook Inc cl a (META) | 0.0 | $39k | 200.00 | 193.00 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $33k | 213.00 | 156.66 | |
| Procter & Gamble Company (PG) | 0.0 | $33k | 299.00 | 109.65 | |
| Spdr S&P Dividend Etf Etf (SDY) | 0.0 | $29k | 286.00 | 100.88 | |
| Intel Corporation (INTC) | 0.0 | $19k | 400.00 | 47.87 | |
| Powershares Buyback Etf | 0.0 | $18k | 285.00 | 62.61 | |
| Advance Auto Parts (AAP) | 0.0 | $15k | 100.00 | 154.14 | |
| Walt Disney Company (DIS) | 0.0 | $14k | 100.00 | 139.64 | |
| Ishares Msci Acwi Etf IV Etf (ACWI) | 0.0 | $12k | 156.00 | 73.71 | |
| Spdr Global Dow Etf Etf (DGT) | 0.0 | $11k | 133.00 | 84.86 | |
| Bwx Technologies (BWXT) | 0.0 | $8.3k | 159.00 | 52.10 | |
| Discover Financial Services | 0.0 | $7.4k | 96.00 | 77.59 | |
| Ishares Tr Lehman Bd Etf (SHV) | 0.0 | $7.3k | 66.00 | 110.65 | |
| Carnival Corporation (CCL) | 0.0 | $5.8k | 125.00 | 46.69 | |
| Comcast Corporation (CMCSA) | 0.0 | $5.7k | 134.00 | 42.28 | |
| Ishares Global 100 Etf Etf (IOO) | 0.0 | $5.1k | 105.00 | 48.84 | |
| Qorvo (QRVO) | 0.0 | $4.1k | 62.00 | 66.61 | |
| Greenbrier Companies (GBX) | 0.0 | $3.0k | 100.00 | 30.40 | |
| Enbridge (ENB) | 0.0 | $2.1k | 57.00 | 36.09 | |
| SPDR Trust Unit SR Etf (SPY) | 0.0 | $2.1k | 7.00 | 293.00 | |
| McDermott International | 0.0 | $1.0k | 105.00 | 9.66 | |
| Vanguard Short-Term Bond Etf (BSV) | 0.0 | $919.000500 | 11.00 | 83.55 | |
| Costco Wholesale Corporation (COST) | 0.0 | $813.000000 | 5.00 | 162.60 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $623.001900 | 97.00 | 6.42 | |
| IsoRay | 0.0 | $90.997800 | 222.00 | 0.41 | |
| Brush Engineered Material | 0.0 | $5.999400 | 18.00 | 0.33 | |
| Pareteum | 0.0 | $3.000000 | 1.00 | 3.00 | |
| USD.001 Central Pacific Financial (CPF) | 0.0 | $0 | 0 | 0.00 |