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Home > Institutional Investor > Arcadia Wealth Management, Llc > Profile

Instuitional Investor - Arcadia Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Arcadia Wealth Management, Llc
Portfolio Value $202,558,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 521,831 $26,524,681 13.09%
2.
Vanguard Index Fds - GROWTH ETF
 66,822 $24,778,770 12.23%
3.
Vanguard Index Fds - VALUE ETF
 119,583 $20,656,710 10.2%
4.
Vanguard Intl Equity Index Funds
 VWO 222,205 $10,056,994 4.96%
5.
Ishares Trust
 IEF 24,399 $8,810,302 4.35%
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)