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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, BND, IWF, IJH, IWP, and represent 34.48% of RTD Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$15M), SCHX (+$6.5M), SCHG, GTO, SCHB, IWS, MMIN, BND, VV, MUB.
Started 3 new stock positions in WMT, SCHF, ACM.
Reduced shares in these 10 stocks: VNQ (-$15M), XLRE, IWF, IWP, RWR, USRT, BMY, IWB, DFUV, IVV.
Sold out of its position in GSK.
RTD Financial Advisors was a net buyer of stock by $14M.
RTD Financial Advisors has $780M in assets under management (AUM), dropping by -1.31%.
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 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.3	$88M		149k	588.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$49M	+2%	677k	71.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.0	$47M	-4%	117k	401.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.8	$46M	+48%	731k	62.31	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	5.1	$40M	-3%	314k	126.75	View chart
Invesco Actively Managed Exc Total Return (GTO)	5.1	$39M	+8%	850k	46.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.2	$32M		101k	322.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$32M		275k	115.22	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.7	$21M	+7%	163k	129.34	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$21M	+3%	195k	106.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.6	$20M		208k	96.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.0	$15M		83k	185.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$15M		69k	220.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$15M		76k	190.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$14M		103k	135.37	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	1.7	$14M	+10%	567k	23.84	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$14M	+2%	126k	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.7	$13M	-52%	150k	89.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.7	$13M		45k	287.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$13M	+3%	284k	44.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$11M	-3%	275k	40.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.4	$11M		160k	67.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$10M	+7%	169k	60.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$9.8M		60k	164.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$9.8M	+2%	90k	108.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$9.6M	+211%	415k	23.18	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$8.8M	+3%	169k	52.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$8.8M		176k	50.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.1	$8.6M		108k	79.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$8.5M		53k	161.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$7.9M		69k	114.48	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.0	$7.4M		155k	47.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$6.7M		34k	198.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$6.0M	+279%	215k	27.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$5.9M		23k	253.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$5.4M		129k	41.82	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.7M		85k	55.66	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.6	$4.7M		58k	80.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$4.1M	-2%	41k	101.53	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.5	$4.1M		132k	30.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.8M		16k	240.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.3M	+200%	144k	22.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.9M		10k	280.06	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$2.9M	+6%	62k	46.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.4M	-3%	51k	47.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.3M		30k	76.14	View chart
Apple (AAPL)	0.3	$2.3M	+17%	9.0k	250.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$2.0M	+67%	7.6k	269.69	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.3	$2.0M	+5%	26k	76.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.0M		3.4k	586.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M		6.7k	289.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M		10k	169.30	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$1.6M		27k	57.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.6M	-3%	12k	128.82	View chart
Bristol Myers Squibb (BMY)	0.2	$1.5M	-25%	26k	56.56	View chart
Trex Company (TREX)	0.2	$1.4M		21k	69.03	View chart
Pfizer (PFE)	0.2	$1.4M		52k	26.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M	-8%	3.2k	410.44	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$1.3M	-70%	32k	40.67	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.3M		33k	38.37	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.1	$1.2M	+17%	28k	41.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$892k		4.6k	195.83	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$889k		1.6k	569.61	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$885k		19k	47.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$870k	+3%	26k	33.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$829k	-2%	7.7k	107.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$812k		4.3k	190.44	View chart
Nextera Energy (NEE)	0.1	$799k		11k	71.69	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$795k		23k	34.81	View chart
Public Service Enterprise (PEG)	0.1	$780k		9.2k	84.49	View chart
Microsoft Corporation (MSFT)	0.1	$734k	+21%	1.7k	421.59	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$694k	-3%	17k	41.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$660k		12k	57.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$658k		4.8k	137.58	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$615k	-50%	11k	57.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$539k	+15%	5.0k	106.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$528k	-11%	3.8k	139.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$524k	+14%	5.4k	96.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$514k		9.1k	56.48	View chart
West Pharmaceutical Services (WST)	0.1	$499k		1.5k	327.56	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$460k	-4%	5.4k	85.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$454k	NEW	25k	18.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$454k	-5%	4.9k	92.59	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$449k	+3%	11k	39.37	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$435k		8.0k	53.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$427k		5.6k	75.61	View chart
Chevron Corporation (CVX)	0.1	$407k	+14%	2.8k	144.83	View chart
Stryker Corporation (SYK)	0.1	$393k		1.1k	360.05	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$391k	-4%	4.5k	86.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$381k		1.6k	232.49	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$381k	-25%	8.8k	43.44	View chart
UnitedHealth (UNH)	0.0	$368k	-2%	728.00	505.86	View chart
Union Pacific Corporation (UNP)	0.0	$362k		1.6k	228.09	View chart
Albemarle Corporation (ALB)	0.0	$361k		4.2k	86.08	View chart
Merck & Co (MRK)	0.0	$355k		3.6k	99.48	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$344k	+10%	3.7k	91.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$343k		9.7k	35.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$342k		4.9k	70.28	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$337k	-68%	3.4k	98.86	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$335k		9.0k	37.30	View chart
Onto Innovation (ONTO)	0.0	$333k		2.0k	166.67	View chart
Johnson & Johnson (JNJ)	0.0	$327k		2.3k	144.62	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$321k		7.8k	41.26	View chart
McDonald's Corporation (MCD)	0.0	$302k		1.0k	289.94	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$288k	+13%	3.7k	78.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$279k	+14%	3.4k	81.98	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$271k		6.4k	42.05	View chart
Essential Utils (WTRG)	0.0	$258k		7.1k	36.32	View chart
Boeing Company (BA)	0.0	$255k		1.4k	177.00	View chart
AECOM Technology Corporation (ACM)	0.0	$226k	NEW	2.1k	106.82	View chart
Wal-Mart Stores (WMT)	0.0	$219k	NEW	2.4k	90.34	View chart
Zoetis Cl A (ZTS)	0.0	$218k	+3%	1.3k	162.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$207k	+2%	1.8k	117.46	View chart

Past Filings by RTD Financial Advisors

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

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
RTD Financial Advisors 2021 Q4 filed May 2, 2022

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