Arcadia Wealth Management, LLC Incresed Positions in Q3 2024

Arcadia Wealth Management, LLC

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
34.7K
+ 8.13%
$47.6 - $53.31 $1.65M - $1.85M
461K $24.3B
VTV
Vanguard Value ETF

ETFs
9.61K
+ 8.62%
$159.75 - $174.57 $1.54M - $1.68M
121K $21.2B
VUG
Vanguard Growth ETF

ETFs
4.64K
+ 7.71%
$341.08 - $391.94 $1.58M - $1.82M
64.8K $24.9B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
33.7K
+ 147.55%
$50.99 - $57.81 $1.72M - $1.95M
56.6K $3.23B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.8K
+ 9.82%
$41.9 - $48.26 $663K - $763K
177K $8.46B
BNDX
Vanguard Total International B

ETFs
15.4K
+ 11.21%
$48.42 - $50.35 $744K - $773K
152K $7.66B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.73K
+ 12.2%
$76.38 - $78.87 $743K - $768K
89.5K $7.04B
VB
Vanguard Small Cap ETF

ETFs
1.55K
+ 6.91%
$214.77 - $237.72 $333K - $368K
24K $5.69B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.71K
+ 2.34%
$60.84 - $67.51 $165K - $183K
119K $8B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.87K
+ 11.45%
$69.16 - $76.64 $337K - $374K
47.4K $3.57B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.73K
+ 10.55%
$44.9 - $47.55 $347K - $367K
81K $3.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.61K
+ 22.65%
$162.64 - $179.3 $261K - $288K
8.69K $1.56B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.11K
+ 5.46%
$57.32 - $62.65 $121K - $132K
40.7K $2.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
218
+ 4.04%
$475.2 - $527.7 $104K - $115K
5.62K $2.97B
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.61K
+ 5.16%
$21.91 - $26.03 $57.3K - $68K
53.3K $1.37B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.14K
+ 4.57%
$41.34 - $43.55 $88.6K - $93.3K
49.1K $2.12B
EFV
Msci Eafe Value ETF

ETFs
1.4K
+ 7.36%
$51.72 - $57.96 $72.2K - $80.9K
20.4K $1.17B
EFG
Msci Eafe Growth ETF

ETFs
971
+ 8.74%
$96.84 - $108.77 $94K - $106K
12.1K $1.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.39K
+ 22.42%
$84.77 - $97.13 $118K - $135K
7.58K $726M
SPYG
Spdr Portfolio

ETFs
1.48K
+ 16.96%
$73.38 - $84.1 $109K - $125K
10.2K $851M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.44K
+ 22.71%
$44.24 - $49.47 $108K - $121K
13.2K $652M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.17K
+ 5.22%
$47.0 - $47.84 $102K - $104K
43.8K $2.09B
IWF
Ishares Russell 1000 Gr ETF

ETFs
62
+ 0.63%
$332.02 - $382.76 $20.6K - $23.7K
9.92K $3.72B
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.18K
+ 3.26%
$30.74 - $34.07 $36.3K - $40.2K
37.4K $1.28B
PLTR
Palantir Technologies Inc.

Technology
200
+ 2.2%
$24.09 - $37.95 $4.82K - $7.59K
9.31K $346M
OEF
Ishares S&P 100 ETF

ETFs
314
+ 25.2%
$266.03 - $266.03 $83.5K - $83.5K
1.56K $432M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.44K
+ 24.49%
$56.04 - $62.99 $80.4K - $90.4K
7.3K $446M
IXN
Ishares Global Information Tec

ETFs
804
+ 22.83%
$73.0 - $87.81 $58.7K - $70.6K
4.33K $357M
DFAE
Dimensional ETF Tr

ETFs
900
+ 3.54%
$24.46 - $27.82 $22K - $25K
26.3K $722M
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 3.65%
$434.77 - $502.96 $37.4K - $43.3K
2.44K $1.19B
DFIS
Dimensional ETF Tr Dimensional

ETFs
601
+ 3.12%
$24.06 - $26.97 $14.5K - $16.2K
19.9K $533M
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.01%
$106.13 - $108.7 $212 - $217
27.1K $2.94B
DFIV
Dimensional ETF Tr

ETFs
419
+ 3.1%
$34.66 - $38.38 $14.5K - $16.1K
13.9K $531M
MSFT
Microsoft Corp

Technology
138
+ 7.66%
$395.15 - $467.56 $54.5K - $64.5K
1.94K $835M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.48%
$255.18 - $283.2 $2.04K - $2.27K
1.67K $473M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.36%
$113.45 - $126.18 $1.25K - $1.39K
3.07K $387M
GOOG
Alphabet Inc.

Communication Services
137
+ 10.1%
$149.54 - $192.66 $20.5K - $26.4K
1.49K $250M
NVDA
Nvidia Corp

Technology
96
+ 1.74%
$98.91 - $134.91 $9.5K - $13K
5.62K $682M
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 1.29%
$161.02 - $200.0 $32.5K - $40.4K
15.8K $2.95B
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Arcadia Wealth Management, LLC Portfolio

Follow Arcadia Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email