Arcadia Investment Advisors LLC Top Holdings and 13F Report (2025) About Arcadia Investment Advisors LLCInvestment ActivityArcadia Investment Advisors LLC has $178.85 million in total holdings as of March 31, 2025.Arcadia Investment Advisors LLC owns shares of 80 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Arcadia Investment Advisors LLC has purchased 79 new stocks and bought additional shares in 13 stocks.Arcadia Investment Advisors LLC sold shares of 27 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $17,488,065Schwab US Large-Cap ETF $11,978,886SPDR MSCI ACWI ex-US ETF $11,409,898Schwab Fundamental International Equity ETF $10,546,050iShares S&P 100 ETF $10,117,668 Largest New Holdings this Quarter 154760409 - Central Pacific Financial $5 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Corporate ETF 27,953 shares (about $646.55K)AMERICAN CENTY ETF TR 5,647 shares (about $362.54K)iShares iBonds Dec 2027 Term Corporate ETF 10,211 shares (about $246.90K)iShares iBonds Dec 2028 Term Corporate ETF 9,338 shares (about $235.88K)iShares iBonds Dec 2026 Term Corporate ETF 9,731 shares (about $235.59K) Largest Sales this Quarter Schwab US Large-Cap ETF 22,901 shares (about $505.65K)iShares S&P 100 ETF 1,216 shares (about $329.33K)iShares Russell Top 200 ETF 2,093 shares (about $287.60K)Schwab US Broad Market ETF 12,754 shares (about $274.59K)Vanguard Large-Cap ETF 827 shares (about $212.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcadia Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$17,488,065$212,564 ▼-1.2%68,0399.8%ETFSCHXSchwab US Large-Cap ETF$11,978,886$505,654 ▼-4.1%542,5226.7%ETFCWISPDR MSCI ACWI ex-US ETF$11,409,898$114,061 ▲1.0%385,7306.4%ETFFNDFSchwab Fundamental International Equity ETF$10,546,050$201,155 ▲1.9%291,8115.9%ETFOEFiShares S&P 100 ETF$10,117,668$329,329 ▼-3.2%37,3585.7%ETFIWLiShares Russell Top 200 ETF$10,082,322$287,599 ▼-2.8%73,3745.6%ETFIWMiShares Russell 2000 ETF$8,775,203$48,277 ▲0.6%43,9884.9%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,650,494$191,140 ▲2.3%343,9564.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$8,066,918$235,588 ▲3.0%333,2064.5%ETFAMERICAN CENTY ETF TR$7,876,570$362,537 ▲4.8%122,6884.4%AVANTIS US LARGIWBiShares Russell 1000 ETF$7,647,335$24,539 ▼-0.3%24,9314.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$7,584,662$246,902 ▲3.4%313,6754.2%ETFIJRiShares Core S&P Small-Cap ETF$7,306,829$149,326 ▲2.1%69,8754.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$6,538,551$235,878 ▲3.7%258,8503.7%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$6,111,085$646,553 ▲11.8%264,2063.4%ETFSCHBSchwab US Broad Market ETF$5,966,357$274,594 ▼-4.4%277,1183.3%ETFIVEiShares S&P 500 Value ETF$4,392,488$97,005 ▼-2.2%23,0482.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,901,157$48,477 ▼-1.2%155,7972.2%ETFVUGVanguard Growth ETF$3,295,849$17,058 ▼-0.5%8,8881.8%ETFIVViShares Core S&P 500 ETF$2,987,061$11,238 ▼-0.4%5,3161.7%ETFEFAiShares MSCI EAFE ETF$2,058,207$27,380 ▼-1.3%25,1831.2%FinanceIJHiShares Core S&P Mid-Cap ETF$2,000,764$22,231 ▼-1.1%34,2891.1%ETFSCHFSchwab International Equity ETF$1,984,686$47,788 ▼-2.4%100,3381.1%ETFIOOiShares Global 100 ETF$1,905,8680.0%19,7931.1%ETFSCHASchwab US Small-Cap ETF$1,412,947$59,465 ▼-4.0%60,3050.8%ETFVEAVanguard FTSE Developed Markets ETF$1,211,178$76,601 ▼-5.9%23,8280.7%ETFIVWiShares S&P 500 Growth ETF$1,188,967$19,401 ▼-1.6%12,8080.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,163,312$12,891 ▼-1.1%49,2720.7%ETFVOOVanguard S&P 500 ETF$806,3250.0%1,5690.5%ETFDGTSPDR Global Dow ETF$680,4070.0%4,8670.4%ETFIWFiShares Russell 1000 Growth ETF$329,6760.0%9130.2%ETFVTVanguard Total World Stock ETF$306,9220.0%2,6470.2%ETFVGSHVanguard Short-Term Treasury ETF$216,273$5,223 ▲2.5%3,6850.1%ETFVBKVanguard Small-Cap Growth ETF$203,9340.0%8100.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$191,050$64,444 ▲50.9%8,7960.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$186,5480.0%2,2400.1%ETFEFGiShares MSCI EAFE Growth ETF$150,000$54,000 ▼-26.5%1,5000.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$149,925$31,681 ▼-17.4%1,5380.1%ETFIWPiShares Russell Mid-Cap Growth ETF$145,1010.0%1,2350.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$140,5820.0%5,2890.1%ETFXVViShares ESG Select Screened S&P 500 ETF$118,209$9,284 ▼-7.3%2,7630.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$117,0590.0%3,2150.1%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$116,9270.0%1,0940.1%ETFNVDANVIDIA$111,632$4,010 ▼-3.5%1,0300.1%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$111,310$9,305 ▼-7.7%9690.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$108,7710.0%2,7840.1%ETFIWOiShares Russell 2000 Growth ETF$107,0680.0%4190.1%ETFIDViShares International Select Dividend ETF$103,7310.0%3,3440.1%ETFIWDiShares Russell 1000 Value ETF$90,8820.0%4830.1%ETFIWRiShares Russell Mid-Cap ETF$88,3030.0%1,0380.0%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$83,988$2,062 ▼-2.4%1,9550.0%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$70,6020.0%6430.0%FinanceSPYSPDR S&P 500 ETF Trust$62,0180.0%1110.0%FinanceDFACDimensional U.S. Core Equity 2 ETF$57,3370.0%1,7380.0%ETFRYJInvesco Bloomberg Analyst Rating Improvers ETF$56,4190.0%2300.0%ETFVTVVanguard Value ETF$53,3770.0%3090.0%ETFMCDMcDonald's$36,2350.0%1160.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$26,554$3,480 ▼-11.6%3510.0%ETFPHParker-Hannifin$24,3140.0%400.0%IndustrialsXOMExxon Mobil$23,7860.0%2000.0%EnergyTSLATesla$20,3550.0%790.0%Auto/Tires/TrucksAMEAMETEK$14,805$7,919 ▲115.0%860.0%Computer and TechnologyBROSDutch Bros$12,5950.0%2040.0%Retail/WholesaleGEGE Aerospace$12,4100.0%620.0%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$8,666$9,640 ▼-52.7%3560.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$8,0410.0%1450.0%ManufacturingFFord Motor$8,0240.0%8000.0%Auto/Tires/TrucksABMABM Industries$7,104$4,736 ▼-40.0%1500.0%ConstructionHPQHP$6,009$4,901 ▼-44.9%2170.0%Computer and TechnologyGBXGreenbrier Companies$5,1220.0%1000.0%TransportationMMacy's$5,0240.0%4000.0%Retail/WholesaleGE VERNOVA INC$4,5800.0%150.0%COMSUPER MICRO COMPUTER INC$4,4860.0%1310.0%COM NEWNKENIKE$3,7460.0%590.0%Consumer DiscretionaryVOVanguard Mid-Cap ETF$2,8450.0%110.0%ETFURAGlobal X Uranium ETF$2,2920.0%1000.0%ETFVOEVanguard Mid-Cap Value ETF$1,7660.0%110.0%ETFGRAYSCALE BITCOIN TRUST ETF$660.0%10.0%SHS REP COM UTALLOAllogene Therapeutics$300.0%200.0%MedicalCPFCentral Pacific Financial$5New Holding00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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