Arcadia Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Arcadia Wealth Management, Inc. | Institutional Filer | ▲ 5.98% | $184.8M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | — | 359K | $39.9M | 21.62% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 953K | $37.0M | 20.05% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | — | 396K | $15.4M | 8.34% |
| 4 | AVUV | AMERICAN CENTY ETF TR | — | 83K | $9.1M | 4.94% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | — | 162K | $7.8M | 4.20% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | — | 164K | $5.7M | 3.07% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | — | 131K | $5.5M | 3.00% |
| 8 | IVV | ISHARES TR | — | 7K | $4.7M | 2.56% |
| 9 | AVDE | AMERICAN CENTY ETF TR | — | 53K | $4.5M | 2.42% |
| 10 | DFAR | DIMENSIONAL ETF TRUST | — | 184K | $4.4M | 2.36% |
| 11 | AVIG | AMERICAN CENTY ETF TR | — | 94K | $3.9M | 2.11% |
| 12 | XBI | SPDR SERIES TRUST | — | 28K | $3.5M | 1.91% |
| 13 | AVEM | AMERICAN CENTY ETF TR | — | 42K | $3.4M | 1.84% |
| 14 | AVDV | AMERICAN CENTY ETF TR | — | 32K | $3.2M | 1.75% |
| 15 | DUHP | DIMENSIONAL ETF TRUST | — | 82K | $3.0M | 1.63% |
Showing 1 to 15 of 55 holdings