Arcadia Investment Advisors LLC
Arcadia Investment Advisors LLC is a registered investment adviser headquartered in Eagle, Idaho. The firm provides personalized investment advisory and portfolio management to individuals and high-net-worth clients, as well as some pension funds and charitable organizations. With 6 employees, Arcadia was organized in Idaho and is primarily focused on serving clients in the United States, managing over $264 million in assets.
Investment Strategy
Arcadia Investment Advisors LLC offers discretionary and non-discretionary investment management services tailored to individual client circumstances. The firm serves a client base primarily made up of individuals and high-net-worth individuals, with additional services for pension and charitable accounts. Strategies emphasize diversified portfolios, risk management, and long-term asset growth through both equities and fixed income, adjusting for client-specific financial goals and risk tolerances.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 10.35% | $21.3M | 69,241 | $125.75 | $307.86 | +$1.9M |
S SCHX | SCHWAB STRATEGIC TR | 6.68% | $13.8M | 522,182 | $11.44 | $26.34 | +$899.4K |
I IWL | ISHARES TR | 5.91% | $12.2M | 73,199 | $107.21 | $166.10 | +$773.4K |
C CWI | SPDR INDEX SHS FDS | 5.58% | $11.5M | 328,838 | $25.86 | $34.92 | -$892.3K |
M MGV | VANGUARD WORLD FD | 5.03% | $10.4M | 75,167 | $131.41 | $137.74 | +$810.3K |