Arcadia Investment Advisors

Arcadia Investment Advisors as of March 31, 2025

Portfolio Holdings for Arcadia Investment Advisors

Arcadia Investment Advisors holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 9.8 $18M 68k 257.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.7 $12M 543k 22.08
Spdr Index Shs Fds Msci Acwi Exus (CWI) 6.4 $11M 386k 29.58
Schwab Strategic Tr Fundamental Intl (FNDF) 5.9 $11M 292k 36.14
Ishares Tr S&p 100 Etf (OEF) 5.7 $10M 37k 270.83
Ishares Tr Rus Top 200 Etf (IWL) 5.6 $10M 73k 137.41
Ishares Tr Russell 2000 Etf (IWM) 4.9 $8.8M 44k 199.49
Ishares Tr Ibonds Dec25 Etf (IBDQ) 4.8 $8.7M 344k 25.15
Ishares Tr Ibonds Dec2026 (IBDR) 4.5 $8.1M 333k 24.21
American Centy Etf Tr Avantis Us Larg (AVLC) 4.4 $7.9M 123k 64.20
Ishares Tr Rus 1000 Etf (IWB) 4.3 $7.6M 25k 306.74
Ishares Tr Ibonds 27 Etf (IBDS) 4.2 $7.6M 314k 24.18
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $7.3M 70k 104.57
Ishares Tr Ibds Dec28 Etf (IBDT) 3.7 $6.5M 259k 25.26
Ishares Tr Ibonds Dec 29 (IBDU) 3.4 $6.1M 264k 23.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.3 $6.0M 277k 21.53
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $4.4M 23k 190.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $3.9M 156k 25.04
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.3M 8.9k 370.82
Ishares Tr Core S&p500 Etf (IVV) 1.7 $3.0M 5.3k 561.90
Ishares Tr Msci Eafe Etf (EFA) 1.2 $2.1M 25k 81.73
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $2.0M 34k 58.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $2.0M 100k 19.78
Ishares Tr Global 100 Etf (IOO) 1.1 $1.9M 20k 96.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.4M 60k 23.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.2M 24k 50.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.2M 13k 92.83
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $1.2M 49k 23.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $806k 1.6k 513.91
Spdr Ser Tr Glb Dow Etf (DGT) 0.4 $680k 4.9k 139.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $330k 913.00 361.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $307k 2.6k 115.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $216k 3.7k 58.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $204k 810.00 251.77
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $191k 8.8k 21.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $187k 2.2k 83.28
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $150k 1.5k 100.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $150k 1.5k 97.48
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $145k 1.2k 117.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $141k 5.3k 26.58
Ishares Tr Esg Select Scre (XVV) 0.1 $118k 2.8k 42.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $117k 3.2k 36.41
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $117k 1.1k 106.88
NVIDIA Corporation (NVDA) 0.1 $112k 1.0k 108.38
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $111k 969.00 114.87
Ishares Tr Esg Select Scre (XJH) 0.1 $109k 2.8k 39.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $107k 419.00 255.53
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $104k 3.3k 31.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $91k 483.00 188.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $88k 1.0k 85.07
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $84k 2.0k 42.96
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $71k 643.00 109.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $62k 111.00 558.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $57k 1.7k 32.99
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) 0.0 $56k 230.00 245.30
Vanguard Index Fds Value Etf (VTV) 0.0 $53k 309.00 172.74
McDonald's Corporation (MCD) 0.0 $36k 116.00 312.37
Ishares Tr Core Msci Eafe (IEFA) 0.0 $27k 351.00 75.65
Parker-Hannifin Corporation (PH) 0.0 $24k 40.00 607.85
Exxon Mobil Corporation (XOM) 0.0 $24k 200.00 118.93
Tesla Motors (TSLA) 0.0 $20k 79.00 257.66
Ametek (AME) 0.0 $15k 86.00 172.15
Dutch Bros Cl A (BROS) 0.0 $13k 204.00 61.74
Ge Aerospace Com New (GE) 0.0 $12k 62.00 200.16
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $8.7k 356.00 24.34
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $8.0k 145.00 55.46
Ford Motor Company (F) 0.0 $8.0k 800.00 10.03
ABM Industries (ABM) 0.0 $7.1k 150.00 47.36
Hp (HPQ) 0.0 $6.0k 217.00 27.69
Greenbrier Companies (GBX) 0.0 $5.1k 100.00 51.22
Macy's (M) 0.0 $5.0k 400.00 12.56
Ge Vernova (GEV) 0.0 $4.6k 15.00 305.33
Super Micro Computer Com New (SMCI) 0.0 $4.5k 131.00 34.24
Nike CL B (NKE) 0.0 $3.7k 59.00 63.49
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.8k 11.00 258.64
Global X Fds Global X Uranium (URA) 0.0 $2.3k 100.00 22.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.8k 11.00 160.55
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $66.000000 1.00 66.00
Allogene Therapeutics (ALLO) 0.0 $30.000000 20.00 1.50
Central Pac Finl Corp Com New (CPF) 0.0 $0 0 0.00