RTD Financial Advisors

RTD Financial Advisors as of March 31, 2023

Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 91 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.7 $63M 153k 411.08
Vanguard Index Fds Real Estate Etf (VNQ) 8.8 $57M 682k 83.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.1 $53M 711k 73.83
Ishares Tr Rus 1000 Grw Etf (IWF) 5.4 $35M 144k 244.33
Invesco Actively Managed Etf Total Return (GTO) 4.9 $32M 675k 47.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.1 $26M 289k 91.05
Ishares Tr Rus 1000 Etf (IWB) 3.9 $25M 113k 225.23
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $23M 242k 96.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.4 $22M 428k 50.66
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $20M 211k 93.68
Ishares Tr Rus Mdcp Val Etf (IWS) 2.2 $14M 136k 106.20
Ishares Tr S&p 500 Val Etf (IVE) 2.1 $13M 88k 151.76
Ishares Tr Russell 2000 Etf (IWM) 2.0 $13M 71k 178.40
Ishares Tr Tips Bd Etf (TIP) 1.8 $12M 106k 110.25
Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $12M 76k 152.26
Ishares Tr National Mun Etf (MUB) 1.7 $11M 104k 107.74
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $11M 47k 226.82
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.6 $11M 171k 61.95
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $10M 94k 109.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $10M 305k 33.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $9.5M 236k 40.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $8.3M 113k 73.68
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $8.3M 140k 59.51
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $8.1M 59k 137.02
Ishares Tr Eafe Value Etf (EFV) 1.2 $7.7M 158k 48.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $7.5M 69k 109.24
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $7.3M 166k 44.06
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $7.3M 54k 134.07
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $7.3M 78k 93.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $7.0M 145k 48.37
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.1 $6.8M 280k 24.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $5.9M 37k 158.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $5.5M 140k 39.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $5.2M 80k 65.17
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.8 $4.9M 75k 66.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $4.8M 25k 194.89
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.7 $4.3M 139k 30.97
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $4.0M 89k 44.50
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.5M 18k 189.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $3.3M 51k 63.89
Spdr Ser Tr Dj Reit Etf (RWR) 0.5 $2.9M 33k 88.78
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $2.7M 56k 48.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $2.6M 54k 47.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $2.3M 11k 216.41
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $2.3M 62k 37.38
Pfizer (PFE) 0.3 $2.2M 53k 40.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.1M 29k 71.84
Apple (AAPL) 0.3 $1.7M 10k 164.90
Vanguard Index Fds Value Etf (VTV) 0.3 $1.6M 12k 138.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 33k 45.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.4M 16k 90.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M 3.4k 409.38
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.3M 26k 50.03
Exxon Mobil Corporation (XOM) 0.2 $1.2M 11k 109.66
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.1M 22k 50.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.1M 31k 34.13
Nike CL B (NKE) 0.2 $1.0M 8.4k 122.64
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $1.0M 16k 63.59
Trex Company (TREX) 0.2 $1.0M 21k 48.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $967k 3.9k 249.44
Albemarle Corporation (ALB) 0.1 $928k 4.2k 221.04
Nextera Energy (NEE) 0.1 $910k 12k 77.08
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $720k 1.6k 458.43
Johnson & Johnson (JNJ) 0.1 $689k 4.4k 155.00
Ishares Esg Awr Msci Em (ESGE) 0.1 $664k 21k 31.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $658k 12k 53.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $648k 18k 35.41
Vanguard Index Fds Large Cap Etf (VV) 0.1 $602k 3.2k 186.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $588k 4.5k 129.47
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $531k 9.5k 55.74
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $511k 15k 34.07
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $454k 12k 38.23
Ishares Tr Msci Eafe Etf (EFA) 0.1 $420k 5.9k 71.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $414k 4.0k 104.00
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $408k 2.7k 151.14
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $402k 5.9k 68.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $385k 1.9k 204.08
Microsoft Corporation (MSFT) 0.1 $382k 1.3k 288.30
Merck & Co (MRK) 0.1 $375k 3.5k 106.39
Ishares Tr Modert Alloc Etf (AOM) 0.1 $374k 9.4k 39.86
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $364k 13k 28.70
J&J Snack Foods (JJSF) 0.1 $343k 2.3k 148.22
UnitedHealth (UNH) 0.1 $330k 699.00 472.59
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $326k 10k 32.23
Union Pacific Corporation (UNP) 0.1 $324k 1.6k 201.26
Stryker Corporation (SYK) 0.0 $312k 1.1k 285.47
Essential Utils (WTRG) 0.0 $310k 7.1k 43.65
Ishares Tr Core Msci Eafe (IEFA) 0.0 $309k 4.6k 66.85
Boeing Company (BA) 0.0 $309k 1.5k 212.43
McDonald's Corporation (MCD) 0.0 $283k 1.0k 279.66
Select Sector Spdr Tr Technology (XLK) 0.0 $248k 1.6k 150.99