Arcadia Investment Advisors as of Sept. 30, 2019
Portfolio Holdings for Arcadia Investment Advisors
Arcadia Investment Advisors holds 72 positions in its portfolio as reported in the September 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 | 324k | 70.93 | |
| Vanguard Large Cap Etf (VV) | 8.8 | $13M | 96k | 136.33 | |
| Ishares Tr Msci Eafe Etf (EFA) | 8.2 | $12M | 186k | 65.21 | |
| Spdr Msci Acwi Ex-Us Etf (CWI) | 7.2 | $11M | 445k | 24.04 | |
| Schwab Int'l Equity ETF Etf (SCHF) | 6.8 | $10M | 317k | 31.86 | |
| Schwab US Large Cap Etf (SCHG) | 5.3 | $7.9M | 95k | 84.01 | |
| Schw US Brd Mkt Etf Etf (SCHB) | 5.0 | $7.4M | 105k | 71.02 | |
| Vanguard Growth Etf Etf (VUG) | 4.8 | $7.2M | 43k | 166.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.3 | $6.4M | 42k | 151.34 | |
| iShares iBonds Dec 2023 Etf | 3.4 | $5.1M | 200k | 25.60 | |
| Ishares Ibonds Dec Etf | 3.4 | $5.1M | 203k | 25.00 | |
| Ishares Ibonds Dec Etf | 3.4 | $5.1M | 200k | 25.32 | |
| iShares iBonds Dec 2024 Etf | 3.4 | $5.0M | 194k | 25.69 | |
| iShare iBonds Dec 2025 Etf (IBDQ) | 3.2 | $4.8M | 185k | 25.88 | |
| Ishares Tr Russell 1000 Etf (IWB) | 3.1 | $4.5M | 28k | 164.54 | |
| Charles Schwab US Reit Etf (SCHH) | 3.0 | $4.5M | 95k | 47.17 | |
| Ishares Russell Mid Cap Etf (IWP) | 2.6 | $3.8M | 27k | 141.35 | |
| Ishares Tr S&P Midcap 400 Etf (IJH) | 1.3 | $2.0M | 10k | 193.23 | |
| CEF Ishares Tr Funds Etf (IVV) | 1.3 | $2.0M | 6.7k | 298.52 | |
| Ishares Tr S&P 500 Barra Etf (IVE) | 1.2 | $1.8M | 15k | 119.14 | |
| Ishares Tr S&P Smallcap Etf (IJR) | 1.1 | $1.6M | 21k | 77.84 | |
| Schwab US SC ETF Etf (SCHA) | 1.0 | $1.5M | 22k | 69.73 | |
| Vanguard S&P 500 Etf Etf (VOO) | 0.4 | $570k | 2.1k | 272.60 | |
| Sch Fnd US Lg Etf Etf (FNDX) | 0.3 | $480k | 12k | 39.55 | |
| Boeing Company (BA) | 0.3 | $443k | 255.00 | 1735.91 | |
| Ishares S&P Smallcap Etf (IJS) | 0.2 | $277k | 1.8k | 150.19 | |
| Apple (AAPL) | 0.2 | $248k | 1.1k | 223.97 | |
| Vanguard Msci Eafe Etf Etf (VEA) | 0.1 | $200k | 4.9k | 41.08 | |
| Sch St US Trsr Etf Etf (SCHO) | 0.1 | $150k | 3.0k | 50.59 | |
| Celgene Corporation | 0.1 | $139k | 1.4k | 99.30 | |
| Ishares Ibonds Dec Etf | 0.1 | $136k | 5.3k | 25.37 | |
| salesforce (CRM) | 0.1 | $135k | 912.00 | 148.44 | |
| Sch Fnd Intl Lg Etf Etf (FNDF) | 0.1 | $117k | 4.2k | 27.57 | |
| Tesla Motors (TSLA) | 0.1 | $101k | 420.00 | 240.87 | |
| Schw US Lcap Val Etf Etf (SCHV) | 0.1 | $90k | 1.6k | 56.73 | |
| Ishares Russell Midcap Etf (IWR) | 0.0 | $69k | 1.2k | 55.95 | |
| Wisdomtree Div Top Etf (AIVL) | 0.0 | $64k | 735.00 | 87.43 | |
| 0.0 | $49k | 40.00 | 1221.15 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $49k | 40.00 | 1219.00 | |
| Danaher Corporation (DHR) | 0.0 | $45k | 310.00 | 144.43 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.0 | $39k | 635.00 | 61.07 | |
| Procter & Gamble Company (PG) | 0.0 | $37k | 299.00 | 124.38 | |
| ABM Industries (ABM) | 0.0 | $36k | 1.0k | 36.32 | |
| Facebook Inc cl a (META) | 0.0 | $36k | 200.00 | 178.08 | |
| Spdr Ssga Gender Etf (SHE) | 0.0 | $35k | 476.00 | 73.47 | |
| Vanguard Esg U.S Etf (ESGV) | 0.0 | $34k | 659.00 | 51.91 | |
| Ishares Msci Usa Esg Etf (SUSA) | 0.0 | $34k | 274.00 | 123.61 | |
| Spdr S&P 500 Fossil Fuel Etf (SPYX) | 0.0 | $34k | 465.00 | 72.65 | |
| Vanguard Small Cap Etf (VB) | 0.0 | $33k | 213.00 | 153.89 | |
| Spdr Msci Eafe Fsl Fuel Etf (EFAX) | 0.0 | $29k | 431.00 | 67.83 | |
| Ishares Msci Acwi Lw Etf (CRBN) | 0.0 | $29k | 241.00 | 120.17 | |
| Intel Corporation (INTC) | 0.0 | $21k | 400.00 | 51.53 | |
| Powershares Buyback Etf | 0.0 | $18k | 285.00 | 62.58 | |
| Advance Auto Parts (AAP) | 0.0 | $17k | 100.00 | 165.40 | |
| Walt Disney Company (DIS) | 0.0 | $13k | 100.00 | 130.32 | |
| Ishares Msci Acwi Etf IV Etf (ACWI) | 0.0 | $12k | 156.00 | 73.75 | |
| Spdr Global Dow Etf Etf (DGT) | 0.0 | $11k | 133.00 | 83.40 | |
| Discover Financial Services | 0.0 | $7.8k | 96.00 | 81.09 | |
| Bwx Technologies (BWXT) | 0.0 | $7.0k | 122.00 | 57.21 | |
| Comcast Corporation (CMCSA) | 0.0 | $6.0k | 134.00 | 45.08 | |
| Carnival Corporation (CCL) | 0.0 | $5.5k | 125.00 | 43.84 | |
| Ishares Global 100 Etf Etf (IOO) | 0.0 | $5.2k | 105.00 | 49.45 | |
| Qorvo (QRVO) | 0.0 | $4.6k | 62.00 | 74.15 | |
| Greenbrier Companies (GBX) | 0.0 | $3.0k | 100.00 | 30.12 | |
| Enbridge (ENB) | 0.0 | $2.0k | 57.00 | 35.09 | |
| Vanguard Short-Term Bond Etf (BSV) | 0.0 | $926.999700 | 11.00 | 84.27 | |
| Costco Wholesale Corporation (COST) | 0.0 | $813.000000 | 5.00 | 162.60 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $621.003700 | 97.00 | 6.40 | |
| McDermott International | 0.0 | $164.000700 | 81.00 | 2.02 | |
| IsoRay | 0.0 | $70.995600 | 222.00 | 0.32 | |
| Pareteum | 0.0 | $1.000000 | 1.00 | 1.00 | |
| USD.001 Central Pacific Financial (CPF) | 0.0 | $0 | 0 | 0.00 |