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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 $183,539,789
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 68,866 $18,573,161 10.11%
2.
Schwab Strategic Trust
 FNDF 565,423 $13,106,503 7.14%
3.
Ishares Trust
 IEF 38,574 $11,142,100 6.07%
4.
Ishares Tr
 75,467 $10,920,830 5.95%
5.
Spdr Index Shs Fds
 381,874 $10,669,564 5.81%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)