The Analysis of ARCADIA INVESTMENT ADVISORS LLC's Holdings


Currently, ARCADIA INVESTMENT ADVISORS LLC holds 82 types of securities in its portfolio with a total value $214.9M. In the most recent quarter, they have increased their positions in FNDX (+290.5K shares, valued at $7.9M), IBDV (+282.6K shares, valued at $6.2M), VB (+15.8K shares, valued at $4.1M); decreased their positions in MGV (-55.7K shares, valued at $7.9M), IWM (-10.1K shares, valued at $2.5M), IJR (-5.8K shares, valued at $702.9K); initiated new positions in TPL (+35 shares, valued at $10.1K), N/A (+5 shares, valued at $243), CPF (+N/A shares, valued at $6).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS68.7K shares-0.76%2025-12-312026-01-15history
SCHX SCHWAB STRATEGIC TR512.3K shares-1.89%2025-12-312026-01-15history
IWL ISHARES TR72.4K shares-1.04%2025-12-312026-01-15history
CWI SPDR INDEX SHS FDS321.5K shares-2.24%2025-12-312026-01-15history
AVLC AMERICAN CENTY ETF TR141.1K shares5.93%2025-12-312026-01-15history
FNDF SCHWAB STRATEGIC TR230.0K shares-2.90%2025-12-312026-01-15history
EFA ISHARES TR97.4K shares10.91%2025-12-312026-01-15history
FNDX SCHWAB STRATEGIC TR336.0K shares637.12%2025-12-312026-01-15history
Sponsored
IWB ISHARES TR24.5K shares-0.91%2025-12-312026-01-15history
IBDR ISHARES TR375.6K shares12.49%2025-12-312026-01-15history
IBDS ISHARES TR353.3K shares11.21%2025-12-312026-01-15history
IBDT ISHARES TR323.4K shares24.91%2025-12-312026-01-15history
VO VANGUARD INDEX FDS25.2K shares29.41%2025-12-312026-01-15history
IBDU ISHARES TR301.1K shares12.26%2025-12-312026-01-15history
VB VANGUARD INDEX FDS27.3K shares138.17%2025-12-312026-01-15history
SCHB SCHWAB STRATEGIC TR252.0K shares-1.67%2025-12-312026-01-15history
Sponsored
IBDV ISHARES TR293.7K shares2551.04%2025-12-312026-01-15history
IWM ISHARES TR22.2K shares-31.23%2025-12-312026-01-15history
SCHG SCHWAB STRATEGIC TR153.6K shares-0.36%2025-12-312026-01-15history
IVE ISHARES TR21.4K shares-4.59%2025-12-312026-01-15history
VUG VANGUARD INDEX FDS8.7K shares-1.22%2025-12-312026-01-15history
IVV ISHARES TR5.2K shares-1.30%2025-12-312026-01-15history
MGV VANGUARD WORLD FD19.5K shares-74.12%2025-12-312026-01-15history
IOO ISHARES TR19.6K shares0.00%2025-12-312026-01-15history
Sponsored
SCHF SCHWAB STRATEGIC TR95.9K shares-0.42%2025-12-312026-01-15history
IJH ISHARES TR33.2K shares-2.28%2025-12-312026-01-15history
SCHA SCHWAB STRATEGIC TR57.7K shares-0.39%2025-12-312026-01-15history
IJR ISHARES TR13.2K shares-30.73%2025-12-312026-01-15history
IVW ISHARES TR12.0K shares-1.00%2025-12-312026-01-15history
VEA VANGUARD TAX-MANAGED FDS23.2K shares0.00%2025-12-312026-01-15history
OEF ISHARES TR3.2K shares-4.42%2025-12-312026-01-15history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-1.99%2025-12-312026-01-15history
Sponsored
DGT SPDR SERIES TRUST4.9K shares0.00%2025-12-312026-01-15history
IWF ISHARES TR913 shares0.00%2025-12-312026-01-15history
VT VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-12-312026-01-15history
VGSH VANGUARD SCOTTSDALE FDS5.1K shares1.69%2025-12-312026-01-15history
VBK VANGUARD INDEX FDS747 shares-7.78%2025-12-312026-01-15history
IJK ISHARES TR2.2K shares0.00%2025-12-312026-01-15history
EFAX SPDR INDEX SHS FDS3.9K shares98.41%2025-12-312026-01-15history
NVDA NVIDIA CORPORATION1.0K shares0.00%2025-12-312026-01-15history
Sponsored
IJS ISHARES TR1.5K shares0.00%2025-12-312026-01-15history
VBR VANGUARD INDEX FDS811 shares0.00%2025-12-312026-01-15history
EFG ISHARES TR1.5K shares0.00%2025-12-312026-01-15history
SCHV SCHWAB STRATEGIC TR5.3K shares0.00%2025-12-312026-01-15history
IWP ISHARES TR1.1K shares-3.07%2025-12-312026-01-15history
XVV ISHARES TR2.8K shares0.40%2025-12-312026-01-15history
SPDW SPDR INDEX SHS FDS3.2K shares0.00%2025-12-312026-01-15history
SUSA ISHARES TR978 shares0.31%2025-12-312026-01-15history
Sponsored
IWO ISHARES TR419 shares0.00%2025-12-312026-01-15history
VIOG VANGUARD ADMIRAL FDS INC1.1K shares0.00%2025-12-312026-01-15history
IDV ISHARES TR3.3K shares0.00%2025-12-312026-01-15history
XJH ISHARES TR2.8K shares0.00%2025-12-312026-01-15history
VTV VANGUARD INDEX FDS658 shares0.00%2025-12-312026-01-15history
IWD ISHARES TR483 shares0.00%2025-12-312026-01-15history
IWR ISHARES TR1.0K shares0.00%2025-12-312026-01-15history
UPGD INVESCO EXCHANGE TRADED FD T245 shares0.00%2025-12-312026-01-15history
Sponsored
SPY SPDR S&P 500 ETF TR111 shares0.00%2025-12-312026-01-15history
AIVL WISDOMTREE TR643 shares0.00%2025-12-312026-01-15history
DFAC DIMENSIONAL ETF TRUST1.7K shares0.00%2025-12-312026-01-15history
PH PARKER-HANNIFIN CORP44 shares0.00%2025-12-312026-01-15history
MCD MCDONALDS CORP116 shares0.00%2025-12-312026-01-15history
TSLA TESLA INC77 shares0.00%2025-12-312026-01-15history
XOM EXXON MOBIL CORP200 shares0.00%2025-12-312026-01-15history
GE AEROSPACE GE AEROSPACE62 shares0.00%2025-12-312026-01-15history
Sponsored
IEFA ISHARES TR197 shares0.00%2025-12-312026-01-15history
BROS DUTCH BROS INC204 shares0.00%2025-12-312026-01-15history
TPL TEXAS PACIFIC LAND CORPORATI35 sharesnew addition2025-12-312026-01-15history
GEV GE VERNOVA INC15 shares0.00%2025-12-312026-01-15history
ACWX ISHARES TR145 shares0.00%2025-12-312026-01-15history
M MACYS INC400 shares0.00%2025-12-312026-01-15history
SCHO SCHWAB STRATEGIC TR356 shares0.00%2025-12-312026-01-15history
AME AMETEK INC40 shares0.00%2025-12-312026-01-15history
Sponsored
ABM ABM INDS INC150 shares0.00%2025-12-312026-01-15history
BROADCOM INC BROADCOM INC16 shares0.00%2025-12-312026-01-15history
HP INC HP INC217 shares0.00%2025-12-312026-01-15history
URA GLOBAL X FDS100 shares0.00%2025-12-312026-01-15history
KMI KINDER MORGAN INC DEL101 shares0.00%2025-12-312026-01-15history
VOE VANGUARD INDEX FDS11 shares0.00%2025-12-312026-01-15history
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC5 sharesnew addition2025-12-312026-01-15history
GBTC GRAYSCALE BITCOIN TRUST ETF1 shares0.00%2025-12-312026-01-15history
Sponsored
ALLO ALLOGENE THERAPEUTICS INC20 shares0.00%2025-12-312026-01-15history
CPF CENTRAL PAC FINL CORPN/A sharesnew addition2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available