The Analysis of Arcadia Wealth Management, LLC's Holdings
Currently, Arcadia Wealth Management, LLC holds 61 types of securities in its portfolio with a total value $252.1M. In the most recent quarter, they have increased their positions in ILCG (+47.5K shares, valued at $5.0M), IWS (+34.4K shares, valued at $4.8M), GOVT (+171.1K shares, valued at $4.0M); decreased their positions in VUG (-5.1K shares, valued at $2.5M), VTV (-9.8K shares, valued at $1.8M), VEA (-25.1K shares, valued at $1.5M); initiated new positions in ILCG (+47.5K shares, valued at $5.0M), GOVT (+171.1K shares, valued at $4.0M), BAI (+13.3K shares, valued at $454.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS68.3K shares-6.98%2025-09-302025-11-12
VEA VANGUARD TAX-MANAGED FDS534.7K shares-4.48%2025-09-302025-11-12 VTV VANGUARD INDEX FDS122.1K shares-7.46%2025-09-302025-11-12 IWF ISHARES TR32.3K shares28.09%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F225.7K shares-5.23%2025-09-302025-11-12 IWD ISHARES TR53.8K shares10.95%2025-09-302025-11-12 ACWX ISHARES TR149.7K shares-2.85%2025-09-302025-11-12 SPYM SPDR SERIES TRUST117.7K shares-6.67%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS180.5K shares-0.35%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS108.1K shares-0.06%2025-09-302025-11-12 VB VANGUARD INDEX FDS24.7K shares-6.84%2025-09-302025-11-12 IWS ISHARES TR40.0K shares621.57%2025-09-302025-11-12 ILCG ISHARES TR47.5K sharesnew addition2025-09-302025-11-12 AGG ISHARES TR47.6K shares-4.26%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS92.7K shares-0.51%2025-09-302025-11-12 IWP ISHARES TR30.1K shares-8.94%2025-09-302025-11-12 VOO VANGUARD INDEX FDS7.0K shares14.44%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS53.8K shares-0.38%2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS58.6K shares-0.20%2025-09-302025-11-12 GOVT ISHARES TR171.1K sharesnew addition2025-09-302025-11-12 MUB ISHARES TR24.9K shares-5.28%2025-09-302025-11-12 AMZN AMAZON COM INC10.9K shares-1.80%2025-09-302025-11-12 IWY ISHARES TR8.4K shares-10.43%2025-09-302025-11-12 DFSD DIMENSIONAL ETF TRUST46.3K shares-6.21%2025-09-302025-11-12 DFCF DIMENSIONAL ETF TRUST50.9K shares-7.49%2025-09-302025-11-12 IEMG ISHARES INC28.0K shares40.86%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST48.6K shares-5.35%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST45.4K shares-4.93%2025-09-302025-11-12 SPYG SPDR SERIES TRUST15.8K shares2.27%2025-09-302025-11-12 QUAL ISHARES TR8.4K shares-3.94%2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST45.8K shares-4.08%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST31.1K shares-3.35%2025-09-302025-11-12 EFV ISHARES TR20.2K shares-7.39%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST55.0K shares-13.14%2025-09-302025-11-12 IWX ISHARES TR14.5K shares-7.73%2025-09-302025-11-12 TJX TJX COS INC NEW8.8K shares0.00%2025-09-302025-11-12 EFG ISHARES TR11.1K shares-5.55%2025-09-302025-11-12 DFIS DIMENSIONAL ETF TRUST39.0K shares-4.33%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST19.4K shares57.90%2025-09-302025-11-12 IVW ISHARES TR9.2K shares27.50%2025-09-302025-11-12 MSFT MICROSOFT CORP1.6K shares0.13%2025-09-302025-11-12 OEF ISHARES TR2.3K shares35.08%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-12 IVE ISHARES TR3.2K shares48.97%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2025-09-302025-11-12 AAPL APPLE INC2.5K shares-8.19%2025-09-302025-11-12 PHYS SPROTT ASSET MANAGEMENT LP17.2K shares0.00%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC1.2K shares0.26%2025-09-302025-11-12 THRO BLACKROCK ETF TRUST12.1K shares31.06%2025-09-302025-11-12 IDEV ISHARES TR5.7K shares5.60%2025-09-302025-11-12 BAI BLACKROCK ETF TRUST13.3K sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR622 shares-12.76%2025-09-302025-11-12 SCEC CAPITOL SER TR14.4K shares1.17%2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS3.7K shares29.18%2025-09-302025-11-12 NBN NORTHEAST BK PORTLAND ME3.4K shares0.00%2025-09-302025-11-12 MTUM ISHARES TR1.3K shares14.22%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR14.2K sharesnew addition2025-09-302025-11-12 USMV ISHARES TR3.1K shares4.48%2025-09-302025-11-12 SHLD GLOBAL X FDS4.1K sharesnew addition2025-09-302025-11-12 TSLA TESLA INC471 sharesnew addition2025-09-302025-11-12 PODD INSULET CORP660 shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available