The Analysis of Arcadia Wealth Management, LLC's Holdings
Currently, Arcadia Wealth Management, LLC holds 63 types of securities in its portfolio with a total value $268.8M. In the most recent quarter, they have increased their positions in VUG (+7.1K shares, valued at $3.5M), VEA (+51.2K shares, valued at $3.2M), GOVT (+113.1K shares, valued at $2.6M); decreased their positions in IWF (-1.6K shares, valued at $768.6K), SPYG (-3.3K shares, valued at $353.2K), IEMG (-4.0K shares, valued at $267.5K); initiated new positions in AGEM (+9.7K shares, valued at $373.4K), IVV (+447 shares, valued at $306.1K), IWR (+2.2K shares, valued at $211.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS75.4K shares10.44%2025-12-312026-02-03
VEA VANGUARD TAX-MANAGED FDS585.9K shares9.58%2025-12-312026-02-03 VTV VANGUARD INDEX FDS134.6K shares10.17%2025-12-312026-02-03 IWF ISHARES TR30.6K shares-5.03%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F250.2K shares10.83%2025-12-312026-02-03 IWD ISHARES TR55.4K shares3.02%2025-12-312026-02-03 ACWX ISHARES TR148.6K shares-0.75%2025-12-312026-02-03 SPYM SPDR SERIES TRUST117.3K shares-0.33%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS184.6K shares2.25%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS109.2K shares1.00%2025-12-312026-02-03 VB VANGUARD INDEX FDS27.7K shares12.16%2025-12-312026-02-03 GOVT ISHARES TR284.1K shares66.08%2025-12-312026-02-03 IWS ISHARES TR40.6K shares1.65%2025-12-312026-02-03 ILCG ISHARES TR47.8K shares0.54%2025-12-312026-02-03 AGG ISHARES TR47.9K shares0.53%2025-12-312026-02-03 VMBS VANGUARD SCOTTSDALE FDS92.9K shares0.31%2025-12-312026-02-03 BIV VANGUARD BD INDEX FDS54.2K shares0.69%2025-12-312026-02-03 BLV VANGUARD BD INDEX FDS59.3K shares1.18%2025-12-312026-02-03 IWP ISHARES TR29.8K shares-1.21%2025-12-312026-02-03 MUB ISHARES TR25.6K shares3.01%2025-12-312026-02-03 AMZN AMAZON COM INC10.8K shares-1.46%2025-12-312026-02-03 IWY ISHARES TR8.2K shares-3.13%2025-12-312026-02-03 DFSD DIMENSIONAL ETF TRUST45.0K shares-2.73%2025-12-312026-02-03 DFCF DIMENSIONAL ETF TRUST49.4K shares-2.82%2025-12-312026-02-03 DFAI DIMENSIONAL ETF TRUST46.5K shares-4.42%2025-12-312026-02-03 DUHP DIMENSIONAL ETF TRUST43.4K shares-4.48%2025-12-312026-02-03 IEMG ISHARES INC24.1K shares-14.19%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST30.5K shares-1.99%2025-12-312026-02-03 DFAE DIMENSIONAL ETF TRUST44.8K shares-2.16%2025-12-312026-02-03 EFV ISHARES TR20.1K shares-0.38%2025-12-312026-02-03 QUAL ISHARES TR7.1K shares-15.00%2025-12-312026-02-03 TJX TJX COS INC NEW8.8K shares0.00%2025-12-312026-02-03 SPYG SPDR SERIES TRUST12.5K shares-20.98%2025-12-312026-02-03 IWX ISHARES TR14.4K shares-0.12%2025-12-312026-02-03 EFG ISHARES TR11.1K shares-0.37%2025-12-312026-02-03 DFIS DIMENSIONAL ETF TRUST38.0K shares-2.47%2025-12-312026-02-03 DFAR DIMENSIONAL ETF TRUST54.1K shares-1.71%2025-12-312026-02-03 IVW ISHARES TR9.3K shares0.40%2025-12-312026-02-03 DYNF BLACKROCK ETF TRUST18.1K shares-6.64%2025-12-312026-02-03 IVE ISHARES TR3.7K shares16.84%2025-12-312026-02-03 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-03 OEF ISHARES TR2.2K shares-4.97%2025-12-312026-02-03 MSFT MICROSOFT CORP1.5K shares-7.05%2025-12-312026-02-03 AAPL APPLE INC2.3K shares-7.98%2025-12-312026-02-03 PHYS SPROTT ASSET MANAGEMENT LP17.2K shares0.00%2025-12-312026-02-03 IDEV ISHARES TR5.8K shares0.37%2025-12-312026-02-03 TT TRANE TECHNOLOGIES PLC1.2K shares0.26%2025-12-312026-02-03 THRO BLACKROCK ETF TRUST11.5K shares-5.53%2025-12-312026-02-03 BAI BLACKROCK ETF TRUST13.1K shares-1.82%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR600 shares-3.54%2025-12-312026-02-03 AGEM ABRDN FDS9.7K sharesnew addition2025-12-312026-02-03 VTWO VANGUARD SCOTTSDALE FDS3.7K shares0.11%2025-12-312026-02-03 MTUM ISHARES TR1.4K shares11.91%2025-12-312026-02-03 NBN NORTHEAST BK PORTLAND ME3.4K shares0.00%2025-12-312026-02-03 IVV ISHARES TR447 sharesnew addition2025-12-312026-02-03 USMV ISHARES TR2.9K shares-5.33%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR11.0K shares-22.69%2025-12-312026-02-03 SHLD GLOBAL X FDS4.0K shares-3.70%2025-12-312026-02-03 IWR ISHARES TR2.2K sharesnew addition2025-12-312026-02-03 SCEC CAPITOL SER TR8.2K shares-43.05%2025-12-312026-02-03 TSLA TESLA INC458 shares-2.76%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available