Instuitional Investor - Arcadia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Arcadia Wealth Management, Llc |
| Portfolio Value | $318,556,194 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 472,892 | $40,734,922 | 12.79% | |
| 2. | Vanguard Tax-Managed Fds | 555,333 | $39,567,481 | 12.42% | |
| 3. | Vanguard Index Fds - VALUE ETF | 135,960 | $29,629,820 | 9.3% | |
| 4. | KRE | 218,104 | $19,166,937 | 6.02% | |
| 5. | Ishares Tr - US TREAS BD ETF | 729,380 | $16,615,276 | 5.22% |
Hedge Fund Resource Center 
