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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ARCADIA INVESTMENT ADVISORS LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0002047860-25-000010

Total Value
$178.9M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290863768,039$17.5M9.78%
2SCHWAB STRATEGIC TR808524201542,522$12.0M6.70%
3SPDR INDEX SHS FDS78463X848385,730$11.4M6.38%
4SCHWAB STRATEGIC TR808524755291,811$10.5M5.90%
5ISHARES TR46428710137,358$10.1M5.66%
6ISHARES TR46428944673,374$10.1M5.64%
7ISHARES TR46428765543,988$8.8M4.91%
8ISHARES TR46434VBD1343,956$8.7M4.84%
9ISHARES TR46435GAA0333,206$8.1M4.51%
10AMERICAN CENTY ETF TR025072158122,688$7.9M4.40%
11ISHARES TR46428762224,931$7.6M4.28%
12ISHARES TR46435UAA9313,675$7.6M4.24%
13ISHARES TR46428780469,875$7.3M4.09%
14ISHARES TR46435U515258,850$6.5M3.66%
15ISHARES TR46436E205264,206$6.1M3.42%
16SCHWAB STRATEGIC TR808524102277,118$6.0M3.34%
17ISHARES TR46428740823,048$4.4M2.46%
18SCHWAB STRATEGIC TR808524300155,797$3.9M2.18%
19VANGUARD INDEX FDS9229087368,888$3.3M1.84%
20ISHARES TR4642872005,316$3.0M1.67%
21ISHARES TR46428746525,183$2.1M1.15%
22ISHARES TR46428750734,289$2.0M1.12%
23SCHWAB STRATEGIC TR808524805100,338$2.0M1.11%
24ISHARES TR46428757219,793$1.9M1.07%
25SCHWAB STRATEGIC TR80852460760,305$1.4M0.79%
26VANGUARD TAX-MANAGED FDS92194385823,828$1.2M0.68%
27ISHARES TR46428730912,808$1.2M0.66%
28SCHWAB STRATEGIC TR80852477149,272$1.2M0.65%
29VANGUARD INDEX FDS9229083631,569$806,3250.45%
30SPDR SER TR78464A7064,867$680,4070.38%
31ISHARES TR464287614913$329,6760.18%
32VANGUARD INTL EQUITY INDEX F9220427422,647$306,9220.17%
33VANGUARD SCOTTSDALE FDS92206C1023,685$216,2730.12%
34VANGUARD INDEX FDS922908595810$203,9340.11%
35ISHARES TR46436E7268,796$191,0500.11%
36ISHARES TR4642876062,240$186,5480.10%
37ISHARES TR4642888851,500$150,0000.08%
38ISHARES TR4642878791,538$149,9250.08%
39ISHARES TR4642874811,235$145,1010.08%
40SCHWAB STRATEGIC TR8085244095,289$140,5820.08%
41ISHARES TR46436E5692,763$118,2090.07%
42SPDR INDEX SHS FDS78463X8893,215$117,0590.07%
43VANGUARD ADMIRAL FDS INC9219327941,094$116,9270.07%
44NVIDIA CORPORATIONNVDA1,030$111,6320.06%
45ISHARES TR464288802969$111,3100.06%
46ISHARES TR46436E5512,784$108,7710.06%
47ISHARES TR464287648419$107,0680.06%
48ISHARES TR4642884483,344$103,7310.06%
49ISHARES TR464287598483$90,8820.05%
50ISHARES TR4642874991,038$88,3030.05%
51SPDR INDEX SHS FDS78470E1061,955$83,9880.05%
52WISDOMTREE TRWT643$70,6020.04%
53SPDR S&P 500 ETF TRSPY111$62,0180.03%
54DIMENSIONAL ETF TRUST25434V7081,738$57,3370.03%
55INVESCO EXCHANGE TRADED FD TIVZ230$56,4190.03%
56VANGUARD INDEX FDS922908744309$53,3770.03%
57MCDONALDS CORPMCD116$36,2350.02%
58ISHARES TR46432F842351$26,5540.01%
59PARKER-HANNIFIN CORPPH40$24,3140.01%
60EXXON MOBIL CORPXOM200$23,7860.01%
61TESLA INCTSLA79$20,3550.01%
62AMETEK INCAME86$14,8050.01%
63DUTCH BROS INCBROS204$12,5950.01%
64GE AEROSPACE36960430162$12,4100.01%
65SCHWAB STRATEGIC TR808524862356$8,6660.00%
66ISHARES TR464288240145$8,0410.00%
67FORD MTR CO345370860800$8,0240.00%
68ABM INDS INC000957100150$7,1040.00%
69HP INCHPQ217$6,0090.00%
70GREENBRIER COS INC393657101100$5,1220.00%
71MACYS INC55616P104400$5,0240.00%
72GE VERNOVA INCGEV15$4,5800.00%
73SUPER MICRO COMPUTER INCSMCI131$4,4860.00%
74NIKE INCNKE59$3,7460.00%
75VANGUARD INDEX FDS92290862911$2,8450.00%
76GLOBAL X FDS37954Y871100$2,2920.00%
77VANGUARD INDEX FDS92290851211$1,7660.00%
78GRAYSCALE BITCOIN TRUST ETFGBTC1$660.00%
79ALLOGENE THERAPEUTICS INCALLO20$300.00%
80CENTRAL PAC FINL CORP1547604090$50.00%