Filer Name: ARCADIA WEALTH MANAGEMENT, INC.
CIK: 2059339
Period: 2024-12-31
Filed At: 2025-03-06
Number of Holdings: 50
Portfolio Value: $0.12B

Arcadia Wealth Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 888,650 $31M 26.12% - -
AVUS US AVANTIS U.S. EQUITY ETF 236,963 $23M 19.52% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 253,147 $7M 6.28% - -
AVUV US AVANTIS US SMALL CAP VALUE 63,167 $6M 5.18% - -
DFAR US DIMENSIONAL US REAL EST ETF 138,731 $3M 2.74% - -
DFSD US DIMENSIONAL SHORT DURATION 66,690 $3M 2.66% - -
DFCF US DIMENSIONAL CORE FIXED INC 74,926 $3M 2.63% - -
XBI US SPDR S&P BIOTECH ETF 32,701 $3M 2.50% - -
DFEM US DIMENSIONAL EMERGING MARKETS 106,019 $3M 2.36% - -
AVDE US AVANTIS INTERNATIONAL EQUITY 39,315 $2M 2.05% - -
AVIG US AVANTIS CORE FIXED INCOME 51,585 $2M 1.78% - -
IBB US ISHARES BIOTECHNOLOGY ETF 15,866 $2M 1.78% - -
AVRE US AVANTIS REAL ESTATE ETF 48,724 $2M 1.74% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 58,044 $2M 1.67% - -
AVEM US AVANTIS EMERGING MARKETS EQ 32,896 $2M 1.64% - -
XLK US TECHNOLOGY SELECT SECT SPDR 8,086 $2M 1.60% - -
AAPL US APPLE INC 7,205 $2M 1.53% - -
AVDV US AVANTIS INTL S/C VALUE ETF 26,953 $2M 1.49% - -
LMBS US FIRST TRUST LOW DURATION OPP 32,123 $2M 1.33% - -
IVV US ISHARES CORE S&P 500 ETF 2,575 $2M 1.29% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us