Portfolio (Quarterly)
Guide ↗
Arcadia Wealth Management, LLC
· CIK 0001964226| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWR | ISHARES TR | — | 3,302 | $321K | 0.12% | SOLD |
| 2 | VTI | VANGUARD INDEX FDS | — | 973 | $312K | 0.11% | SOLD |
| 3 | OEF | ISHARES TR | — | 963 | $306K | 0.11% | SOLD |
| 4 | SCHF | SCHWAB STRATEGIC TR | — | 12,065 | $299K | 0.11% | SOLD |
| 5 | SCEP | STERLING CAP FDS | — | 9,900 | $233K | 0.08% | SOLD |
| 6 | SCEC | CAPITOL SER TR | — | 8,229 | $206K | 0.07% | SOLD |
| 7 | USMV | ISHARES TR | — | 2,178 | $202K | 0.07% | SOLD |
Sector Allocation
Consumer Cyclical
39.1%
Technology
31.2%
Financial Services
22.1%
Industrials
5.0%
Healthcare
2.6%