RTD Financial Advisors

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

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Positions held by RTD Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 99 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.0 $71M 149k 477.63
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Vanguard Index Fds Real Estate Etf (VNQ) 8.8 $63M -2% 709k 88.36
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.0 $50M 682k 73.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 5.9 $42M 139k 303.17
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Invesco Actively Managed Etf Total Return (GTO) 4.9 $35M +2% 744k 47.24
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Ishares Tr Rus Md Cp Gr Etf (IWP) 4.2 $30M 284k 104.46
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Ishares Tr Rus 1000 Etf (IWB) 3.9 $28M -2% 107k 262.26
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Ishares Tr Core S&p Scp Etf (IJR) 3.9 $28M 255k 108.25
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Ishares Tr Eafe Grwth Etf (EFG) 2.8 $20M 206k 96.85
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Ishares Tr National Mun Etf (MUB) 2.7 $20M +68% 180k 108.41
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Ishares Tr Rus Mdcp Val Etf (IWS) 2.2 $16M 135k 116.29
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Ishares Tr S&p 500 Val Etf (IVE) 2.0 $15M -2% 84k 173.89
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Ishares Tr Russell 2000 Etf (IWM) 2.0 $15M 72k 200.71
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Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $13M 77k 165.25
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Ishares Tr S&P SML 600 GWT (IJT) 1.7 $12M 99k 125.14
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Ishares Tr Tips Bd Etf (TIP) 1.7 $12M -2% 110k 107.49
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $12M 47k 252.22
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.5 $11M 296k 37.22
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Vanguard Whitehall Fds Intl High Etf (VYMI) 1.5 $11M 165k 66.49
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Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.5 $11M +27% 443k 24.56
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $10M 250k 41.10
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $9.8M -55% 191k 51.05
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Ishares Tr Rus 2000 Val Etf (IWN) 1.4 $9.7M +5% 62k 155.33
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $9.1M 115k 79.34
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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $8.9M -6% 144k 61.90
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Ishares Tr Eafe Value Etf (EFV) 1.2 $8.6M 165k 52.10
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $8.5M -3% 82k 103.07
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $8.1M +5% 71k 115.03
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $7.8M 54k 145.01
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $7.7M -2% 137k 56.40
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $7.6M 161k 47.39
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $6.3M -5% 35k 179.97
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $6.1M +70% 153k 40.06
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $6.0M -3% 73k 82.96
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $5.4M -2% 134k 40.21
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $5.3M +2% 24k 219.57
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.7 $5.0M -5% 68k 73.38
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $4.5M 86k 52.33
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $4.2M -2% 134k 31.76
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $3.9M -2% 53k 75.10
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.6M -5% 17k 213.34
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $2.8M 51k 55.67
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $2.8M +4% 59k 47.74
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $2.6M 11k 241.77
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Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $2.4M -23% 25k 95.32
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.0M -11% 41k 47.90
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.0M 26k 75.54
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.9M 4.0k 475.30
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Apple (AAPL) 0.3 $1.9M -17% 9.9k 192.52
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.9M NEW 6.8k 277.15
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Vanguard Index Fds Value Etf (VTV) 0.2 $1.8M 12k 149.50
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Trex Company (TREX) 0.2 $1.7M -30% 21k 82.79
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Pfizer (PFE) 0.2 $1.5M 52k 28.79
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Ishares Tr Aggres Alloc Etf (AOA) 0.2 $1.4M -76% 21k 69.05
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Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.4M +3% 26k 54.29
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.4M -47% 27k 53.19
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M +13% 4.2k 310.88
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.3M +4% 12k 104.92
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.2M +4% 33k 35.41
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.2M -3% 4.9k 237.21
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $1.1M +124% 23k 49.88
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $963k +27% 4.4k 218.13
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $792k 1.6k 507.40
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $738k +4% 13k 56.14
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Exxon Mobil Corporation (XOM) 0.1 $696k -24% 7.0k 99.98
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Nextera Energy (NEE) 0.1 $692k 11k 60.74
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $675k +9% 4.9k 136.39
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Public Service Enterprise (PEG) 0.1 $669k NEW 11k 61.15
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $623k 3.7k 170.40
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Ishares Esg Awr Msci Em (ESGE) 0.1 $609k +3% 19k 32.06
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Albemarle Corporation (ALB) 0.1 $607k 4.2k 144.48
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Alphabet Cap Stk Cl C (GOOG) 0.1 $561k 4.0k 140.93
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $556k -8% 14k 39.10
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $534k 7.7k 69.47
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Johnson & Johnson (JNJ) 0.1 $521k -25% 3.3k 156.74
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Microsoft Corporation (MSFT) 0.1 $499k -6% 1.3k 376.04
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Ishares Tr Modert Alloc Etf (AOM) 0.1 $490k -19% 12k 41.51
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $451k -22% 6.0k 75.34
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $442k 12k 35.91
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $441k +34% 6.3k 70.35
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $436k 14k 32.26
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Union Pacific Corporation (UNP) 0.1 $414k -5% 1.7k 245.56
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $393k +2% 13k 31.54
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $392k -6% 5.2k 75.67
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $378k +3% 8.9k 42.33
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Boeing Company (BA) 0.1 $376k -15% 1.4k 260.66
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UnitedHealth (UNH) 0.1 $368k 699.00 526.47
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Merck & Co (MRK) 0.0 $348k 3.2k 109.02
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $333k 9.7k 34.36
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Stryker Corporation (SYK) 0.0 $327k 1.1k 299.46
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Chevron Corporation (CVX) 0.0 $320k NEW 2.1k 149.16
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Select Sector Spdr Tr Technology (XLK) 0.0 $318k 1.7k 192.45
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Onto Innovation (ONTO) 0.0 $306k 2.0k 152.90
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McDonald's Corporation (MCD) 0.0 $300k 1.0k 296.56
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Essential Utils (WTRG) 0.0 $265k 7.1k 37.35
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $254k NEW 525.00 484.00
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Ishares Tr Esg Aware Msci (ESML) 0.0 $245k NEW 6.4k 38.01
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Zoetis Cl A (ZTS) 0.0 $227k 1.2k 197.37
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $207k 579.00 356.66
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Past Filings by RTD Financial Advisors

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