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RTD Financial Advisors

Latest statistics and disclosures from RTD Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IWF, IJH, GTO, IWB, and represent 31.34% of RTD Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWX (+$22M), IWY (+$20M), HMOP, IVV, DFSV, DFIV, DFEM, DISV, TIP, LLY.
Started 9 new stock positions in LLY, GEV, HMOP, IWY, DFSV, DFEM, IWX, GOOGL, DISV.
Reduced shares in these 10 stocks: BND (-$43M), GTO, IWF, VNQ, MUB, VUG, IWB, VTV, VYMI, IJS.
Sold out of its positions in IEMG, ESML, WMT.
RTD Financial Advisors was a net seller of stock by $-22M.
RTD Financial Advisors has $820M in assets under management (AUM), dropping by -1.51%.
Central Index Key (CIK): 0001810555

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Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.9	$98M		143k	684.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.3	$43M	-5%	91k	473.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.1	$42M		629k	66.00	View chart
Invesco Actively Managed Exc Total Return (GTO)	4.7	$39M	-7%	813k	47.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.4	$36M	-3%	96k	373.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.2	$34M		285k	120.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.4	$28M		205k	136.94	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.7	$22M	NEW	242k	91.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$22M	-2%	194k	113.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.5	$20M		145k	141.05	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.4	$20M	NEW	71k	276.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$19M	-2%	65k	290.22	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$19M	-7%	175k	107.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.1	$17M		82k	210.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$16M	-3%	77k	212.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$15M	-2%	62k	246.16	View chart
Ishares Tr Tips Bd Etf (TIP)	1.8	$15M	+4%	136k	109.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$15M	-2%	274k	53.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.7	$14M	-3%	100k	141.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.7	$14M	-2%	43k	323.01	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.6	$13M		172k	77.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$13M	-5%	144k	90.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$13M	-4%	73k	177.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$12M	-2%	168k	71.41	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	1.4	$12M		493k	23.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$11M		229k	46.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$10M	-5%	89k	113.72	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$10M		55k	181.21	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$10M	-2%	110k	91.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$9.8M	-3%	35k	279.14	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$9.7M	-3%	68k	143.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$9.6M	-5%	357k	26.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$9.1M	-6%	181k	50.29	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.1	$9.0M	-5%	137k	65.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$8.1M	-2%	38k	211.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$6.7M	-86%	90k	74.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$6.5M	-2%	120k	54.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$5.7M	-9%	22k	257.95	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$5.2M	-2%	127k	40.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$5.1M	-4%	157k	32.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.8M		81k	59.54	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$4.7M		55k	84.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.6M	-11%	38k	123.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$4.3M		14k	302.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.4M	-10%	55k	62.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$3.2M		67k	47.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.1M	-4%	120k	26.23	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$2.7M	+4%	30k	89.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.6M	-3%	27k	95.09	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.4M		52k	46.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$2.3M	-28%	12k	190.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.3M	+5%	3.3k	681.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M		6.0k	335.26	View chart
Apple (AAPL)	0.2	$2.0M	-21%	7.4k	271.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.0M		6.4k	314.79	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.6M	-8%	25k	65.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.5M		9.9k	148.98	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$1.4M	-4%	32k	44.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+2%	4.2k	313.80	View chart
Pfizer (PFE)	0.2	$1.3M		53k	24.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M	-53%	2.7k	487.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.2M	+186%	25k	49.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M	-65%	13k	88.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.1M		25k	44.17	View chart
Bristol Myers Squibb (BMY)	0.1	$999k	-14%	19k	53.94	View chart
Exxon Mobil Corporation (XOM)	0.1	$987k	+6%	8.2k	120.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$981k		4.5k	219.78	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$968k		1.6k	603.31	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$950k	NEW	24k	39.11	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$856k	-9%	22k	39.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$856k	NEW	26k	32.89	View chart
Nextera Energy (NEE)	0.1	$813k		10k	80.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$786k	-8%	18k	44.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Public Service Enterprise (PEG)	0.1	$741k		9.2k	80.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$728k	-5%	9.9k	73.56	View chart
Trex Company (TREX)	0.1	$722k		21k	35.08	View chart
Microsoft Corporation (MSFT)	0.1	$687k	-17%	1.4k	483.62	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$683k	-9%	14k	47.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$676k	NEW	20k	33.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$648k	NEW	17k	38.00	View chart
Open Text Corp (OTEX)	0.1	$561k	-19%	17k	32.58	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$550k	-21%	3.6k	154.81	View chart
Eli Lilly & Co. (LLY)	0.1	$523k	NEW	487.00	1074.68	View chart
Johnson & Johnson (JNJ)	0.1	$495k	+6%	2.4k	206.95	View chart
Albemarle Corporation (ALB)	0.1	$484k	-18%	3.4k	141.44	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$445k		9.9k	45.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$437k	+99%	3.0k	143.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$421k		7.0k	60.17	View chart
West Pharmaceutical Services (WST)	0.1	$419k		1.5k	275.14	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$418k		8.8k	47.73	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$409k		4.2k	97.80	View chart
Stryker Corporation (SYK)	0.0	$384k		1.1k	351.47	View chart
Merck & Co (MRK)	0.0	$383k	+4%	3.6k	105.25	View chart
Ge Aerospace Com New (GE)	0.0	$375k	+21%	1.2k	308.14	View chart
Chevron Corporation (CVX)	0.0	$373k	-12%	2.4k	152.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$365k	-7%	3.0k	120.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$354k		3.7k	96.03	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$341k		7.3k	46.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$335k		3.7k	89.47	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$333k	-9%	8.3k	40.13	View chart
McDonald's Corporation (MCD)	0.0	$319k		1.0k	305.68	View chart
Onto Innovation (ONTO)	0.0	$316k		2.0k	157.86	View chart
Boeing Company (BA)	0.0	$313k		1.4k	217.12	View chart
NVIDIA Corporation (NVDA)	0.0	$298k	-23%	1.6k	186.53	View chart
Union Pacific Corporation (UNP)	0.0	$288k	-17%	1.2k	231.27	View chart
Essential Utils (WTRG)	0.0	$273k		7.1k	38.36	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$269k		2.9k	92.43	View chart
Bank of America Corporation (BAC)	0.0	$241k		4.4k	55.01	View chart
International Business Machines (IBM)	0.0	$239k		807.00	296.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$230k	NEW	735.00	313.00	View chart
Ge Vernova (GEV)	0.0	$218k	NEW	333.00	653.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$213k	-10%	1.5k	141.05	View chart

Past Filings by RTD Financial Advisors

SEC 13F filings are viewable for RTD Financial Advisors going back to 2021

RTD Financial Advisors 2025 Q4 filed Jan. 27, 2026
RTD Financial Advisors 2025 Q3 filed Oct. 14, 2025
RTD Financial Advisors 2025 Q2 filed July 15, 2025
RTD Financial Advisors 2025 Q1 filed April 16, 2025
RTD Financial Advisors 2024 Q4 filed Jan. 21, 2025
RTD Financial Advisors 2024 Q3 filed Oct. 30, 2024
RTD Financial Advisors 2024 Q2 filed July 22, 2024
RTD Financial Advisors 2024 Q1 filed April 19, 2024
RTD Financial Advisors 2023 Q4 filed Jan. 17, 2024
RTD Financial Advisors 2023 Q3 filed Oct. 19, 2023
RTD Financial Advisors 2023 Q2 filed July 13, 2023
RTD Financial Advisors 2023 Q1 filed April 18, 2023
RTD Financial Advisors 2022 Q4 filed Jan. 24, 2023
RTD Financial Advisors 2022 Q3 filed Oct. 12, 2022
RTD Financial Advisors 2022 Q2 filed July 21, 2022
RTD Financial Advisors 2022 Q1 filed May 3, 2022

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