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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, BND, IWF, GTO, and represent 36.06% of RTD Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, IWP, IWS, MMIN, VWO, IWD, GTO, TIP, MUB, AOA.
Reduced shares in these 10 stocks: VNQ, IWF, IVV, SCHG, IWB, VTEB, IVW, BND, VB, DFUV.
Sold out of its positions in BRK.B, VGT, ZTS.
RTD Financial Advisors was a net buyer of stock by $540k.
RTD Financial Advisors has $744M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0001810555

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Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 96 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.4	$78M		148k	525.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	8.1	$60M	-2%	694k	86.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.6	$49M		678k	72.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.2	$46M		137k	337.05	View chart
Invesco Actively Managed Etf Total Return (GTO)	4.7	$35M		752k	46.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.5	$34M	+3%	296k	114.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.1	$30M		105k	288.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$28M		256k	110.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.9	$21M		206k	103.79	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$20M		182k	107.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.4	$18M	+4%	142k	125.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$15M		82k	186.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$15M		71k	210.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$14M	+2%	79k	179.11	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$13M		101k	130.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.7	$13M		46k	270.80	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$12M	+3%	114k	107.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$12M	-2%	289k	40.90	View chart
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)	1.5	$11M	+6%	470k	24.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$11M		164k	68.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$11M	+4%	262k	41.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$9.7M		61k	158.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.3	$9.4M		115k	81.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$9.4M	-3%	185k	50.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$9.3M	+2%	147k	63.33	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$9.0M		166k	54.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$8.6M		84k	102.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$8.5M		137k	62.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$8.3M		53k	155.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$8.3M		71k	116.84	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.1	$7.9M		159k	49.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$6.6M		35k	191.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$6.3M	-6%	68k	92.72	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.8	$6.0M		152k	39.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$5.6M		24k	235.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$5.4M		133k	41.08	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.7	$5.0M	-2%	66k	76.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$4.7M		86k	54.43	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$4.3M		133k	32.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.1M	-6%	49k	84.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.6M	-6%	16k	228.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$3.3M	+697%	54k	60.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.1M		51k	61.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.8M	-2%	11k	260.72	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$2.8M		59k	47.06	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.3	$2.4M		25k	94.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.1M		4.0k	523.06	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.1M		26k	79.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.1M		41k	50.17	View chart
Trex Company (TREX)	0.3	$2.1M		21k	99.75	View chart
Apple (AAPL)	0.3	$1.9M	+12%	11k	171.49	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$1.8M	+16%	24k	73.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.8M	-9%	11k	162.86	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$1.6M	+9%	29k	55.67	View chart
Pfizer (PFE)	0.2	$1.4M		52k	27.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.4M		26k	53.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.4M		12k	114.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M	-12%	3.6k	344.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M	-2%	4.8k	259.89	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.2M		33k	36.19	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.2	$1.1M		23k	49.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		4.4k	239.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$868k		1.6k	556.43	View chart
Exxon Mobil Corporation (XOM)	0.1	$809k		7.0k	116.24	View chart
Nextera Energy (NEE)	0.1	$728k		11k	63.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$707k	-3%	4.8k	147.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$688k	-10%	12k	58.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$667k		3.7k	182.61	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$634k	+7%	15k	41.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$620k		19k	32.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$612k		4.0k	152.26	View chart
Microsoft Corporation (MSFT)	0.1	$558k		1.3k	420.72	View chart
Albemarle Corporation (ALB)	0.1	$553k		4.2k	131.74	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$512k	-12%	6.7k	76.28	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$504k		12k	42.78	View chart
Public Service Enterprise (PEG)	0.1	$476k	-34%	7.1k	66.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$472k		5.9k	79.85	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$457k	-4%	12k	38.86	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$452k		5.2k	87.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$424k	-8%	5.7k	74.22	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$415k	-2%	12k	34.20	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$415k	-16%	11k	36.72	View chart
Merck & Co (MRK)	0.1	$407k	-3%	3.1k	131.95	View chart
Union Pacific Corporation (UNP)	0.1	$404k	-2%	1.6k	245.87	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$400k		9.0k	44.48	View chart
Stryker Corporation (SYK)	0.1	$391k		1.1k	357.87	View chart
Onto Innovation (ONTO)	0.0	$362k		2.0k	181.08	View chart
Johnson & Johnson (JNJ)	0.0	$356k	-32%	2.3k	158.19	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$356k		9.7k	36.75	View chart
UnitedHealth (UNH)	0.0	$346k		699.00	494.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$342k		1.6k	208.24	View chart
Chevron Corporation (CVX)	0.0	$339k		2.1k	157.74	View chart
McDonald's Corporation (MCD)	0.0	$286k		1.0k	282.00	View chart
Boeing Company (BA)	0.0	$278k		1.4k	192.99	View chart
Essential Utils (WTRG)	0.0	$263k		7.1k	37.05	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$259k		6.4k	40.27	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 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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