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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 $237,106,255
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 66,226 $22,775,784 9.61%
2.
Schwab Strategic Trust
 SCHD 499,222 $14,692,104 6.2%
3.
Ishares Tr - RUS TOP 200 ETF
 73,700 $13,630,815 5.75%
4.
American Centy Etf Tr
 145,554 $13,094,038 5.52%
5.
Schwab Strategic Trust
 SCHD 409,014 $12,720,336 5.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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