Instuitional Investor - Arcadia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Arcadia Wealth Management, Llc |
| Portfolio Value | $197,601,395 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 66,468 | $27,281,205 | 13.8% | |
| 2. | Vanguard Tax-Managed Fds | 494,875 | $23,664,923 | 11.97% | |
| 3. | Vanguard Index Fds - VALUE ETF | 124,788 | $21,126,565 | 10.69% | |
| 4. | Ishares Tr - US TREAS BD ETF | 737,660 | $16,951,433 | 8.57% | |
| 5. | Spdr Series Trust | 127,217 | $8,770,330 | 4.43% |
