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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, GTO, IJH, and represent 32.73% of RTD Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, IJR, GTO, BND, IVV, IWD, MUB, IWS, VUG, IJS.
Started 1 new stock position in NVDA.
Reduced shares in these 10 stocks: VNQ, IWB, IWP, IWF, DFUV, IWN, IWO, SCHB, SCHX, VYMI.
Sold out of its positions in LLY, ZTS.
RTD Financial Advisors was a net buyer of stock by $4.3M.
RTD Financial Advisors has $832M in assets under management (AUM), dropping by 6.47%.
Central Index Key (CIK): 0001810555

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Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 107 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.4	$95M		142k	669.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$50M	+2%	665k	74.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.5	$45M	-2%	97k	468.41	View chart
Invesco Actively Managed Exc Total Return (GTO)	5.0	$42M	+3%	877k	47.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.9	$41M	+6%	630k	65.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.3	$36M	-3%	99k	365.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$34M	+5%	288k	118.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.6	$30M	-3%	208k	142.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$23M		199k	113.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.4	$20M	+3%	145k	139.67	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$20M	+3%	189k	106.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$20M		67k	293.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.0	$17M	+4%	84k	203.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$16M		79k	206.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$16M		64k	241.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$15M		281k	54.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$15M	+3%	103k	141.50	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$15M	+2%	130k	111.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.7	$14M	-2%	44k	320.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.6	$14M		176k	76.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$13M		77k	174.58	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$13M		152k	84.68	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	1.4	$12M		499k	23.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$12M		173k	67.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$11M	-2%	36k	293.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$10M	+5%	94k	110.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$10M	-4%	230k	44.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$10M	-2%	112k	89.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$10M		70k	142.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$9.9M	-2%	377k	26.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$9.9M	-3%	56k	176.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$9.7M		193k	50.07	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.1	$8.9M	-2%	146k	61.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$8.1M		39k	208.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$6.6M	-3%	123k	53.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$6.2M		24k	254.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$5.2M		164k	31.91	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$5.2M		129k	40.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$5.1M		42k	120.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.7M		81k	58.21	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.6	$4.6M		55k	83.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$4.2M		14k	297.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.7M	+14%	62k	59.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$3.3M	-31%	36k	91.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.2M	-7%	126k	25.71	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$3.2M		67k	48.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.1M	+16%	17k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.8M	+26%	5.7k	479.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.6M	-2%	28k	92.98	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$2.5M		29k	88.14	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.4M		52k	46.81	View chart
Apple (AAPL)	0.3	$2.4M		9.5k	254.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.1M	-4%	3.1k	666.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.0M	-2%	6.5k	307.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M	-4%	6.0k	328.16	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.7M	+2%	27k	64.38	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$1.5M	+7%	33k	43.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.4M	-10%	9.9k	145.60	View chart
Pfizer (PFE)	0.2	$1.3M		52k	25.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.1M	-2%	25k	43.42	View chart
Trex Company (TREX)	0.1	$1.1M		21k	51.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.0M		4.1k	243.55	View chart
Bristol Myers Squibb (BMY)	0.1	$974k	-13%	22k	45.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$963k	-4%	4.5k	215.79	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$957k	+2%	1.6k	596.06	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$933k	-2%	24k	38.69	View chart
Microsoft Corporation (MSFT)	0.1	$897k	+3%	1.7k	518.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$869k		7.7k	112.75	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$847k	+5%	19k	44.10	View chart
Open Text Corp (OTEX)	0.1	$798k	-6%	21k	37.38	View chart
Public Service Enterprise (PEG)	0.1	$770k		9.2k	83.46	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$767k	-3%	16k	48.68	View chart
Nextera Energy (NEE)	0.1	$765k		10k	75.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$748k		11k	71.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$632k		4.5k	139.18	View chart
Chevron Corporation (CVX)	0.1	$437k		2.8k	155.28	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$429k	-5%	9.8k	43.83	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$428k		1.5k	281.85	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$418k		8.8k	47.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$417k	-7%	4.2k	99.44	View chart
Johnson & Johnson (JNJ)	0.0	$416k		2.2k	185.42	View chart
Stryker Corporation (SYK)	0.0	$404k		1.1k	369.67	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$402k	-28%	7.0k	57.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$401k		8.7k	46.12	View chart
West Pharmaceutical Services (WST)	0.0	$400k		1.5k	262.33	View chart
NVIDIA Corporation (NVDA)	0.0	$388k	NEW	2.1k	186.61	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$387k		3.3k	118.44	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$369k		9.2k	40.16	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$367k	+31%	5.6k	65.92	View chart
Union Pacific Corporation (UNP)	0.0	$358k		1.5k	236.33	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$349k		7.3k	47.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$344k		3.7k	93.37	View chart
Albemarle Corporation (ALB)	0.0	$341k		4.2k	81.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$327k	+8%	3.7k	87.30	View chart
McDonald's Corporation (MCD)	0.0	$317k		1.0k	303.94	View chart
Boeing Company (BA)	0.0	$311k		1.4k	215.83	View chart
Ge Aerospace Com New (GE)	0.0	$301k		1.0k	300.81	View chart
Merck & Co (MRK)	0.0	$293k		3.5k	83.92	View chart
Essential Utils (WTRG)	0.0	$283k		7.1k	39.90	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$266k	-7%	2.9k	91.56	View chart
Onto Innovation (ONTO)	0.0	$258k		2.0k	129.22	View chart
Wal-Mart Stores (WMT)	0.0	$243k		2.4k	103.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$233k	-12%	1.7k	137.76	View chart
Bank of America Corporation (BAC)	0.0	$226k		4.4k	51.59	View chart
International Business Machines (IBM)	0.0	$225k		799.00	282.16	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$213k	-22%	4.7k	45.08	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 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
RTD Financial Advisors 2021 Q4 filed May 2, 2022

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