account_balance
Investment manager · 13F filer · SEC CIK 2047860
Arcadia Investment Advisors LLC
Reported value$241Mas of Sep 30, 2026
Positions87 8 new, 0 sold out
Top 10 weight53.8%VV alone is 10%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
9.6%
SCHXSchwab Strategic Tr
6.2%
IWLiShares Tr
5.8%
AVLCAmerican Centy ETF Tr
5.4%
FNDXSchwab Strategic Tr
5.3%
CWISPDR Index SHS FDS
4.9%Trimmed −6%
FNDFSchwab Strategic Tr
4.4%Trimmed −8%
IWBiShares Tr
4.1%
IBDSiShares Tr
4.1%Added +3%
EFAiShares Tr
4.0%−3%
IBDRiShares Tr
4.0%−3%
IBDTiShares Tr
3.9%
VVVanguard Index FDS
9.6%
SCHXSchwab Strategic Tr
6.2%
IWLiShares Tr
5.8%
AVLCAmerican Centy ETF Tr
5.4%
FNDXSchwab Strategic Tr
5.3%
CWISPDR Index SHS FDS
4.9%−6%
FNDFSchwab Strategic Tr
4.4%
IWBiShares Tr
4.1%
IBDSiShares Tr
4.1%
EFAiShares Tr
4.0%
IBDRiShares Tr
4.0%
IBDTiShares Tr
3.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Index FDS 9.6% Held
SCHX Schwab Strategic Tr 6.2% Held
IWL iShares Tr 5.8% Held
AVLC American Centy ETF Tr 5.4% Held
FNDX Schwab Strategic Tr 5.3% Held
CWI SPDR Index SHS FDS 4.9% Trimmed −6%
FNDF Schwab Strategic Tr 4.4% Trimmed −8%
IWB iShares Tr 4.1% Held
IBDS iShares Tr 4.1% Added +3%
EFA iShares Tr 4.0% Trimmed −3%
IBDR iShares Tr 4.0% Trimmed −3%
IBDT iShares Tr 3.9% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBDW $272K
- SR $34K
- VYMI $16.9K
- IWS $11.6K
arrow_upwardAdded
- SMMD +858%
- VEA +367%
- IJR +234%
- IBDV +4%
arrow_downwardTrimmed
- VB −88%
- VO −87%
- FNDF −8%
- MGV −7%
remove_circleSold out
None
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