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Home > Institutional Investor > Arcadia Investment Advisors Llc > Profile

Instuitional Investor - Arcadia Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Arcadia Investment Advisors Llc
Portfolio Value $178,852,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 68,039 $17,488,065 9.78%
2.
Schwab Strategic Trust
 FNDF 542,522 $11,978,886 6.7%
3.
Spdr Index Shs Fds - MSCI ACWI EXUS
 385,730 $11,409,898 6.38%
4.
Schwab Strategic Trust
 FNDF 291,811 $10,546,050 5.9%
5.
Ishares Trust
 IEF 37,358 $10,117,668 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)