Instuitional Investor - Arcadia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Arcadia Wealth Management, Llc |
| Portfolio Value | $143,997,680 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 344,180 | $16,486,226 | 11.44% | |
| 2. | Spdr Series Trust | 574,725 | $16,414,158 | 11.39% | |
| 3. | Vanguard Index Fds | 50,513 | $15,703,500 | 10.9% | |
| 4. | Vanguard Index Fds | 93,215 | $13,935,669 | 9.67% | |
| 5. | IEF | 102,876 | $10,210,438 | 7.09% |
