News + Filings Holdings
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Arcadia Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| ITE | Common | 554,915 | 554,915 | 15,698,548,000 | 15,698,548,000 | 11.58 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 44,317 | 44,317 | 12,539,890,000 | 12,539,890,000 | 9.25 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 84,014 | 84,014 | 11,938,425,000 | 11,938,425,000 | 8.81 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 28,992 | 28,992 | 7,978,116,000 | 7,978,116,000 | 5.89 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 105,662 | 105,662 | 4,298,317,000 | 4,298,317,000 | 3.17 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 46,530 | 46,530 | 3,516,290,000 | 3,516,290,000 | 2.59 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 16,635 | 16,635 | 3,308,579,000 | 3,308,579,000 | 2.44 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BLV | Common | 25,803 | 25,803 | 1,933,177,000 | 1,933,177,000 | 1.43 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 24,802 | 24,802 | 1,865,867,000 | 1,865,867,000 | 1.38 | |
Hist
| 06/30/2023 |
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TJX COMPANIES INC /DE/
| TJX | Common | 8,784 | 8,784 | 744,798,000 | 744,798,000 | 0.55 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 1 | 1 | 517,810,000 | 517,810,000 | 0.38 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ACWX | Common | 10,459 | 10,459 | 514,802,000 | 514,802,000 | 0.38 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,461 | 1,461 | 498,235,000 | 498,235,000 | 0.37 | |
Hist
| 06/30/2023 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 1,599 | 1,599 | 286,613,000 | 286,613,000 | 0.21 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYG | Common | 4,044 | 4,044 | 246,740,000 | 246,740,000 | 0.18 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 503 | 503 | 212,790,000 | 212,790,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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