Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCADIA WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 57 | 162,637,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $19,046,206 | 379,503 | 0.01 | 0.01 | 35,323 | 10.26 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $18,936,334 | 54,995 | 0.01 | 0.01 | 4,482 | 8.87 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $16,459,718 | 101,171 | 0.01 | 0.01 | 7,956 | 8.54 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $15,423,723 | 157,130 | 0.01 | 0.01 | 54,254 | 52.74 | 03-31-2024 |
