ARCADIA INVESTMENT ADVISORS LLC
82 holdingsFiling period: 2026-03-31Current AUM: $234.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 67.4K | $20.2M | $23.2M | 9.88% | -1,273 | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 504.4K | $12.9M | $14.8M | 6.33% | -7,891 | 2026-03-31 |
| 3 | IWL | ISHARES TR | 72.7K | $11.7M | $13.4M | 5.72% | +272 | 2026-03-31 |
| 4 | CWI | SPDR INDEX SHS FDS | 311.0K | $11.4M | $12.5M | 5.33% | -10,456 | 2026-03-31 |
| 5 | AVLC | AMERICAN CENTY ETF TR | 142.3K | $11.0M | $12.7M | 5.41% | +1.1K | 2026-03-31 |
| 6 | FNDX | SCHWAB STRATEGIC TR | 394.4K | $11.0M | $12.5M | 5.33% | +58.4K | 2026-03-31 |
| 7 | FNDF | SCHWAB STRATEGIC TR | 217.3K | $10.6M | $11.7M | 5.00% | -12,733 | 2026-03-31 |
| 8 | IBDR | ISHARES TR | 395.3K | $9.6M | $9.6M | 4.08% | +19.7K | 2026-03-31 |
| 9 | EFA | ISHARES TR | 97.7K | $9.5M | $10.3M | 4.40% | +362 | 2026-03-31 |
| 10 | IBDS | ISHARES TR | 375.5K | $9.1M | $9.1M | 3.87% | +22.1K | 2026-03-31 |
| 11 | IBDT | ISHARES TR | 343.5K | $8.7M | $8.7M | 3.69% | +20.1K | 2026-03-31 |
| 12 | IWB | ISHARES TR | 24.3K | $8.7M | $9.9M | 4.22% | -202 | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 321.6K | $7.5M | $7.4M | 3.16% | +20.4K | 2026-03-31 |
| 14 | VB | VANGUARD INDEX FDS | 28.0K | $7.3M | $8.3M | 3.53% | +772 | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 25.2K | $7.2M | $8.1M | 3.47% | -11 | 2026-03-31 |
| 16 | IBDV | ISHARES TR | 317.6K | $7.0M | $6.9M | 2.93% | +24.0K | 2026-03-31 |
| 17 | SCHB | SCHWAB STRATEGIC TR | 236.6K | $5.9M | $6.8M | 2.91% | -15,411 | 2026-03-31 |
| 18 | IWM | ISHARES TR | 21.6K | $5.4M | $6.3M | 2.68% | -636 | 2026-03-31 |
| 19 | IVE | ISHARES TR | 21.2K | $4.5M | $4.9M | 2.09% | -199 | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 152.3K | $4.4M | $5.2M | 2.22% | -1,246 | 2026-03-31 |
| 21 | VUG | VANGUARD INDEX FDS | 8.7K | $3.8M | $4.4M | 1.89% | -37 | 2026-03-31 |
| 22 | IVV | ISHARES TR | 5.1K | $3.4M | $3.9M | 1.65% | -6 | 2026-03-31 |
| 23 | SCHF | SCHWAB STRATEGIC TR | 94.0K | $2.3M | $2.6M | 1.10% | -1,882 | 2026-03-31 |
| 24 | IOO | ISHARES TR | 19.0K | $2.3M | $2.7M | 1.14% | -577 | 2026-03-31 |
| 25 | IJH | ISHARES TR | 32.5K | $2.2M | $2.4M | 1.04% | -679 | 2026-03-31 |
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