Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 12.0% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 16.0% |
ISHARES TR | 7 | Q2 2024 | 9.5% |
SPDR SER TR | 7 | Q2 2024 | 8.2% |
ISHARES TR | 7 | Q2 2024 | 10.6% |
ISHARES TR | 7 | Q2 2024 | 8.1% |
VANGUARD CHARLOTTE FDS | 7 | Q2 2024 | 3.8% |
ISHARES TR | 7 | Q2 2024 | 3.5% |
ISHARES TR | 7 | Q2 2024 | 2.4% |
ISHARES TR | 7 | Q2 2024 | 5.4% |
View Arcadia Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
13F-HR | 2024-05-08 |
13F-HR | 2024-01-23 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-07 |
View Arcadia Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.