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CIK: 0002047860
Total reported value
$237.1M
$237.1M
77 檔
27.1%
As reported in its official Q1 2024 Form 13F filing, Arcadia Investment Advisors LLC's tracked investment portfolio stood at $237.1M with 77 total positions.
During Q1 2024, Arcadia Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.18% | +0.09% | -2.56% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.08% | +0.09% | -2.59% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.97% | -0.11% | -5.72% | |
| 4 | CWI | State Street Spdr Msci Acwi | ETF-Other | 6.48% | -0.10% | -3.21% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.96% | -0.26% | -0.81% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 5.58% | +0.24% | -0.92% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.58% | +0.01% | -0.84% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.15% | +0.21% | -0.93% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.15% | +0.07% | -0.13% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.07% | +0.36% | -0.28% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 4.06% | — | +8.26% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 4.02% | — | +14.45% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.94% | -0.34% | +2.86% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.52% | +0.06% | -0.40% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.40% | -0.28% | +3.07% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.37% | -0.17% | +0.31% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.06% | -2.82% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.77% | +0.09% | -0.63% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.01% | -7.62% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.26% | -0.02% | -2.00% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.01% | +383.98% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | -0.27% | -0.26% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-Other | 1.01% | +0.01% | — | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.90% | +0.08% | -4.06% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.84% | +0.17% | -7.96% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.02% | -5.19% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.03% | -1.85% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | — | |
| 29 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.36% | -0.01% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | — | -4.87% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | +0.01% | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.12% | — | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.12% | — | — | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.12% | -0.02% | +0.53% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.12% | — | — | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.11% | — | — | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.10% | -0.01% | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.09% | +0.01% | — | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.09% | — | -11.86% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.08% | — | — | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | — | — | |
| 42 | XVV | Ishares Esg Select Screened | ETF-Other | 0.08% | +0.01% | — | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.07% | — | — | |
| 44 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.07% | +0.01% | — | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.07% | — | — | |
| 46 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.07% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.06% | — | — | |
| 48 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.06% | -0.13% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 50 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Arcadia Investment Advisors LLC reported a total U.S. public equity portfolio value of $237.1M across 77 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VV, SCHX, IVE) accounted for 27.1% of total reported equity market value during Q1 2024.
During Q1 2024, Arcadia Investment Advisors LLC's top holdings by market value included VV (10.2%)、SCHX (7.1%)、IVE (7.0%). The largest single position, VV, represented 10.2% of total portfolio value.
In Q1 2024, Arcadia Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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