Instuitional Investor - Arcadia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Arcadia Wealth Management, Llc |
| Portfolio Value | $276,351,018 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 559,227 | $35,835,266 | 12.97% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 79,537 | $34,741,036 | 12.57% | |
| 3. | Vanguard Index Fds - VALUE ETF | 135,718 | $26,627,784 | 9.64% | |
| 4. | VWO | 241,190 | $13,036,329 | 4.72% | |
| 5. | Ishares Tr - US TREAS BD ETF | 562,027 | $12,876,029 | 4.66% |