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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, VNQ, IWF, BND, GTO, and represent 35.90% of RTD Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, BMY, IWP, IJR, VTI, MMIN, IUSG, VEA, COWZ, LQD.
Started 12 new stock positions in SHY, AOK, BMY, LQD, IUSG, IEUR, WST, AGG, IUSV, COWZ. MBB, HYG.
Reduced shares in these 10 stocks: BND, VNQ, IWF, GSY, AAPL, IWB, IVE, IVW, SCHG, SPY.
Sold out of its position in GSY.
RTD Financial Advisors was a net buyer of stock by $1.8M.
RTD Financial Advisors has $744M in assets under management (AUM), dropping by -0.00%.
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 June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.9	$81M		148k	547.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	7.6	$56M	-3%	671k	83.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.5	$48M	-2%	133k	364.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.3	$47M	-4%	646k	72.05	View chart
Powershares Actively Managed Total Return (GTO)	4.7	$35M		749k	46.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.6	$34M	+4%	309k	110.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.1	$31M	-2%	103k	297.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$28M	+3%	266k	106.66	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.8	$21M		205k	102.30	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$20M		184k	106.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.3	$17M		143k	120.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$15M	-3%	80k	182.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$14M		70k	202.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$14M		79k	174.47	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.7	$13M		101k	128.43	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$13M	+2%	117k	106.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.6	$12M		46k	262.53	View chart
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)	1.6	$12M	+5%	495k	24.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$12M		262k	43.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$11M		287k	39.27	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$11M		163k	68.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$9.4M	+3%	152k	61.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$9.2M		60k	152.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$9.1M		182k	50.11	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$9.1M	-2%	112k	81.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$8.7M		135k	64.25	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$8.6M	-2%	162k	53.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$8.5M	+3%	87k	97.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$8.3M		70k	117.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$8.0M		53k	150.43	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.0	$7.6M		157k	48.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$6.5M	-4%	65k	100.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$6.2M		34k	182.52	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.8	$5.7M	-2%	149k	38.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$5.6M		133k	42.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$5.4M		24k	229.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$5.1M	+58%	86k	58.52	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.6	$4.7M	-3%	64k	72.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.4M		86k	51.87	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$4.2M		133k	31.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.2M	-8%	45k	92.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.4M		16k	218.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.1M	-3%	49k	62.87	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$2.7M		58k	46.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.6M	-2%	10k	250.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.5M	+24%	51k	49.42	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.3	$2.3M		25k	93.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.1M	+2%	26k	78.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.9M	-11%	3.5k	544.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.9M	+46%	7.0k	267.50	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$1.8M		24k	74.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M	-2%	11k	160.41	View chart
Apple (AAPL)	0.2	$1.6M	-32%	7.5k	210.62	View chart
Bristol Myers Squibb (BMY)	0.2	$1.6M	NEW	38k	41.53	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$1.5M	-6%	27k	56.32	View chart
Trex Company (TREX)	0.2	$1.5M		21k	74.12	View chart
Pfizer (PFE)	0.2	$1.5M		52k	27.98	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.4M		12k	119.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.4M		3.6k	374.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.2M		33k	37.67	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.2M	-13%	23k	53.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		4.4k	249.61	View chart
Exxon Mobil Corporation (XOM)	0.1	$923k	+15%	8.0k	115.12	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$835k		1.6k	535.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$832k	+24%	4.6k	182.55	View chart
Nextera Energy (NEE)	0.1	$789k	-2%	11k	70.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$730k		4.0k	183.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$697k		4.8k	145.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$685k		12k	58.64	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$683k	+5%	20k	33.53	View chart
Public Service Enterprise (PEG)	0.1	$680k	+29%	9.2k	73.70	View chart
Microsoft Corporation (MSFT)	0.1	$611k	+3%	1.4k	446.95	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$566k	-5%	14k	39.34	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$551k	+46%	13k	41.81	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$544k	+35%	17k	33.03	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$544k	NEW	4.3k	127.47	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$509k		12k	43.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$496k	NEW	9.1k	54.49	View chart
Chevron Corporation (CVX)	0.1	$494k	+47%	3.2k	156.42	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$477k	-12%	5.9k	81.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$466k	NEW	4.3k	107.11	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$462k	NEW	8.1k	56.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$460k		5.9k	78.32	View chart
Merck & Co (MRK)	0.1	$457k	+19%	3.7k	123.80	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$455k	NEW	5.2k	88.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$452k	NEW	4.7k	97.07	View chart
Onto Innovation (ONTO)	0.1	$439k		2.0k	219.56	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$436k		5.2k	84.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$412k		5.7k	72.63	View chart
Albemarle Corporation (ALB)	0.1	$401k		4.2k	95.52	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$385k	-13%	10k	37.79	View chart
Stryker Corporation (SYK)	0.0	$372k		1.1k	340.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$371k		1.6k	226.20	View chart
Union Pacific Corporation (UNP)	0.0	$359k	-3%	1.6k	226.32	View chart
UnitedHealth (UNH)	0.0	$356k		699.00	509.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$348k		9.7k	35.94	View chart
Johnson & Johnson (JNJ)	0.0	$332k		2.3k	146.16	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$328k	NEW	8.9k	36.93	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$311k	NEW	3.4k	91.82	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$290k	-31%	7.8k	37.26	View chart
McDonald's Corporation (MCD)	0.0	$266k	+2%	1.0k	254.88	View chart
Essential Utils (WTRG)	0.0	$265k		7.1k	37.33	View chart
Boeing Company (BA)	0.0	$263k		1.4k	182.01	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$248k		6.4k	38.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$244k	NEW	3.2k	77.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$241k	NEW	2.9k	81.64	View chart
West Pharmaceutical Services (WST)	0.0	$228k	NEW	692.00	329.39	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 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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