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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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 12,031 | -39,715 | 4,899,861,000 | -13,280,457,000 | 3.62 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| IWY | Exchange Traded Fund | 11,705 | -76,565 | 1,855,872,000 | -8,783,250,000 | 1.37 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| IWX | Exchange Traded Fund | 19,594 | -120,655 | 1,321,393,000 | -7,790,578,000 | 0.97 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 17,889 | -112,058 | 881,758,000 | -5,186,782,000 | 0.65 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 12,457 | -54,444 | 1,188,486,000 | -4,415,143,000 | 0.88 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 21,337 | -96,963 | 1,044,226,000 | -4,383,369,000 | 0.77 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWS | Common | 6,392 | -38,923 | 702,073,000 | -4,071,355,000 | 0.52 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 4,314 | -43,217 | 420,419,000 | -3,607,808,000 | 0.31 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VTWO | Common | 6,065 | -37,559 | 458,639,000 | -2,611,158,000 | 0.34 | |
Hist
| 06/30/2023 |
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Endo Pharmaceuticals Solutions Inc.
| IDEV | Common | 5,514 | -37,020 | 336,986,000 | -2,044,068,000 | 0.25 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 6,266 | -16,350 | 624,398,000 | -1,516,024,000 | 0.46 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 25,090 | -13,001 | 2,677,908,000 | -1,341,411,000 | 1.98 | |
Hist
| 06/30/2023 |
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SPDR INDEX SHS FDS
| SPEM | Common | 11,118 | -32,012 | 382,243,000 | -1,039,312,000 | 0.28 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VMBS | Common | 49,025 | -15,331 | 2,254,682,000 | -674,803,000 | 1.66 | |
Hist
| 06/30/2023 |
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State Street Global Advisors Ltd.
| TLO | Common | 7,510 | -22,879 | 224,559,000 | -657,643,000 | 0.17 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SCZ | Common | 3,666 | -10,062 | 216,202,000 | -559,172,000 | 0.16 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 2,609 | -10 | 506,111,000 | 165,853,000 | 0.37 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 2,147 | -191 | 793,292,000 | 170,850,000 | 0.59 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 11,516 | -30 | 1,501,283,000 | 531,424,000 | 1.11 | |
Hist
| 06/30/2023 |
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