Arcadia Wealth Management, LLC Incresed Positions in Q1 2025

Arcadia Wealth Management, LLC

  • $203 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.9K
+ 4360.51%
$360.07 - $417.26 $8.59M - $9.95M
24.4K $8.81B
VEA
Vanguard Ftse Developed Market

ETFs
27K
+ 5.45%
$47.4 - $52.99 $1.28M - $1.43M
522K $26.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.4K
+ 15.23%
$42.5 - $46.71 $1.25M - $1.37M
222K $10.1B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.63K
+ 6.85%
$51.39 - $57.43 $495K - $553K
150K $8.33B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.88K
+ 8.34%
$76.94 - $78.28 $607K - $617K
102K $8.02B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.55K
+ 11.16%
$66.9 - $71.57 $371K - $397K
55.2K $3.89B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.54K
+ 9.73%
$73.78 - $76.59 $335K - $348K
51.2K $3.92B
BNDX
Vanguard Total International B

ETFs
9.49K
+ 5.85%
$48.33 - $49.5 $459K - $470K
172K $8.38B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.58K
+ 7.85%
$44.68 - $46.49 $294K - $306K
90.4K $4.19B
EFV
Msci Eafe Value ETF

ETFs
2.36K
+ 11.31%
$51.88 - $60.73 $122K - $143K
23.2K $1.37B
DFAI
Dimensional ETF Tr

ETFs
1.65K
+ 3.35%
$28.88 - $32.4 $47.6K - $53.4K
50.8K $1.59B
DFIV
Dimensional ETF Tr

ETFs
976
+ 3.46%
$35.33 - $40.77 $34.5K - $39.8K
29.2K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 4.67%
$442.66 - $534.52 $26.6K - $32.1K
1.35K $717M
SPY
Spdr S&P 500 ETF Trust

ETFs
166
+ 43.34%
$551.42 - $612.93 $91.5K - $102K
549 $307M
SPYG
Spdr Portfolio

ETFs
2.11K
+ 18.01%
$80.05 - $92.39 $169K - $195K
13.8K $1.11B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
746
+ 1.46%
$40.79 - $42.32 $30.4K - $31.6K
51.8K $2.18B
DFIS
Dimensional ETF Tr Dimensional

ETFs
506
+ 1.4%
$23.92 - $26.89 $12.1K - $13.6K
36.7K $948M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.24K
+ 2.18%
$22.35 - $24.52 $27.7K - $30.4K
58K $1.38B
DFAE
Dimensional ETF Tr

ETFs
1.24K
+ 2.77%
$24.64 - $26.86 $30.6K - $33.4K
46.1K $1.19B
DFSD
Dimensional ETF Tr Short Durat

ETFs
438
+ 0.95%
$46.74 - $47.55 $20.5K - $20.8K
46.3K $2.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.61K
+ 3.5%
$32.57 - $35.82 $52.4K - $57.7K
47.6K $1.58B
OEF
Ishares S&P 100 ETF

ETFs
175
+ 11.17%
N/A
1.74K $472M
META
Meta Platforms, Inc.

Communication Services
34
+ 5.81%
$576.36 - $736.67 $19.6K - $25K
619 $357M
AAPL
Apple Inc.

Technology
320
+ 10.75%
$209.68 - $247.1 $67.1K - $79.1K
3.3K $732M
IWS
Ishares Russell Midcap Value E

ETFs
22
+ 0.46%
$122.59 - $135.24 $2.7K - $2.98K
4.79K $603M
MSFT
Microsoft Corp

Technology
182
+ 10.11%
$375.39 - $447.2 $68.3K - $81.4K
1.98K $744M
MUB
Ishares National Muni Bond ETF

ETFs
110
+ 0.4%
$104.71 - $107.69 $11.5K - $11.8K
27.3K $2.88B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.25%
$120.24 - $134.3 $1.32K - $1.48K
4.33K $528M
NVDA
Nvidia Corp

Technology
508
+ 9.73%
$106.98 - $149.43 $54.3K - $75.9K
5.73K $621M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.12%
$468.34 - $539.52 $1.41K - $1.62K
2.45K $1.15B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 10.41%
$190.26 - $242.06 $242K - $308K
13.5K $2.57B
IWP
Ishares Russell Mid Cap Growth

ETFs
620
+ 1.87%
$114.9 - $139.6 $71.2K - $86.6K
33.7K $3.96B
VUG
Vanguard Growth ETF

ETFs
354
+ 0.53%
$369.1 - $427.61 $131K - $151K
66.8K $24.8B
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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