RTD Financial Advisors

RTD Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 113 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.3 $88M 149k 588.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.2 $49M 677k 71.91
Ishares Tr Rus 1000 Grw Etf (IWF) 6.0 $47M 117k 401.58
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $46M 731k 62.31
Ishares Tr Rus Md Cp Gr Etf (IWP) 5.1 $40M 314k 126.75
Invesco Actively Managed Exc Total Return (GTO) 5.1 $39M 850k 46.40
Ishares Tr Rus 1000 Etf (IWB) 4.2 $32M 101k 322.16
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $32M 275k 115.22
Ishares Tr Rus Mdcp Val Etf (IWS) 2.7 $21M 163k 129.34
Ishares Tr National Mun Etf (MUB) 2.7 $21M 195k 106.55
Ishares Tr Eafe Grwth Etf (EFG) 2.6 $20M 208k 96.83
Ishares Tr Rus 1000 Val Etf (IWD) 2.0 $15M 83k 185.13
Ishares Tr Russell 2000 Etf (IWM) 2.0 $15M 69k 220.96
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $15M 76k 190.88
Ishares Tr S&P SML 600 GWT (IJT) 1.8 $14M 103k 135.37
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.7 $14M 567k 23.84
Ishares Tr Tips Bd Etf (TIP) 1.7 $14M 126k 106.55
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $13M 150k 89.08
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $13M 45k 287.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $13M 284k 44.04
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $11M 275k 40.92
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.4 $11M 160k 67.88
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $10M 169k 60.75
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $9.8M 60k 164.17
Ishares Tr Sp Smcp600vl Etf (IJS) 1.3 $9.8M 90k 108.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $9.6M 415k 23.18
Ishares Tr Eafe Value Etf (EFV) 1.1 $8.8M 169k 52.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $8.8M 176k 50.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $8.6M 108k 79.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $8.5M 53k 161.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $7.9M 69k 114.48
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.0 $7.4M 155k 47.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $6.7M 34k 198.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $6.0M 215k 27.87
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $5.9M 23k 253.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $5.4M 129k 41.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $4.7M 85k 55.66
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $4.7M 58k 80.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $4.1M 41k 101.53
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.5 $4.1M 132k 30.98
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.8M 16k 240.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $3.3M 144k 22.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $2.9M 10k 280.06
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $2.9M 62k 46.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.4M 51k 47.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.3M 30k 76.14
Apple (AAPL) 0.3 $2.3M 9.0k 250.42
Vanguard Index Fds Large Cap Etf (VV) 0.3 $2.0M 7.6k 269.69
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $2.0M 26k 76.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.0M 3.4k 586.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.0M 6.7k 289.80
Vanguard Index Fds Value Etf (VTV) 0.2 $1.7M 10k 169.30
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.6M 27k 57.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.6M 12k 128.82
Bristol Myers Squibb (BMY) 0.2 $1.5M 26k 56.56
Trex Company (TREX) 0.2 $1.4M 21k 69.03
Pfizer (PFE) 0.2 $1.4M 52k 26.53
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M 3.2k 410.44
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $1.3M 32k 40.67
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.3M 33k 38.37
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $1.2M 28k 41.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $892k 4.6k 195.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $889k 1.6k 569.61
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $885k 19k 47.38
Ishares Esg Awr Msci Em (ESGE) 0.1 $870k 26k 33.39
Exxon Mobil Corporation (XOM) 0.1 $829k 7.7k 107.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $812k 4.3k 190.44
Nextera Energy (NEE) 0.1 $799k 11k 71.69
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $795k 23k 34.81
Public Service Enterprise (PEG) 0.1 $780k 9.2k 84.49
Microsoft Corporation (MSFT) 0.1 $734k 1.7k 421.59
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $694k 17k 41.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $660k 12k 57.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $658k 4.8k 137.58
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $615k 11k 57.31
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $539k 5.0k 106.84
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $528k 3.8k 139.34
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $524k 5.4k 96.89
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $514k 9.1k 56.48
West Pharmaceutical Services (WST) 0.1 $499k 1.5k 327.56
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $460k 5.4k 85.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $454k 25k 18.50
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $454k 4.9k 92.59
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $449k 11k 39.37
Ishares Tr Core Msci Euro (IEUR) 0.1 $435k 8.0k 53.98
Ishares Tr Msci Eafe Etf (EFA) 0.1 $427k 5.6k 75.61
Chevron Corporation (CVX) 0.1 $407k 2.8k 144.83
Stryker Corporation (SYK) 0.1 $393k 1.1k 360.05
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $391k 4.5k 86.89
Select Sector Spdr Tr Technology (XLK) 0.0 $381k 1.6k 232.49
Ishares Tr Modert Alloc Etf (AOM) 0.0 $381k 8.8k 43.44
UnitedHealth (UNH) 0.0 $368k 728.00 505.86
Union Pacific Corporation (UNP) 0.0 $362k 1.6k 228.09
Albemarle Corporation (ALB) 0.0 $361k 4.2k 86.08
Merck & Co (MRK) 0.0 $355k 3.6k 99.48
Ishares Tr Mbs Etf (MBB) 0.0 $344k 3.7k 91.69
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $343k 9.7k 35.48
Ishares Tr Core Msci Eafe (IEFA) 0.0 $342k 4.9k 70.28
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $337k 3.4k 98.86
Ishares Tr Conser Alloc Etf (AOK) 0.0 $335k 9.0k 37.30
Onto Innovation (ONTO) 0.0 $333k 2.0k 166.67
Johnson & Johnson (JNJ) 0.0 $327k 2.3k 144.62
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $321k 7.8k 41.26
McDonald's Corporation (MCD) 0.0 $302k 1.0k 289.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $288k 3.7k 78.65
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $279k 3.4k 81.98
Ishares Tr Esg Aware Msci (ESML) 0.0 $271k 6.4k 42.05
Essential Utils (WTRG) 0.0 $258k 7.1k 36.32
Boeing Company (BA) 0.0 $255k 1.4k 177.00
AECOM Technology Corporation (ACM) 0.0 $226k 2.1k 106.82
Wal-Mart Stores (WMT) 0.0 $219k 2.4k 90.34
Zoetis Cl A (ZTS) 0.0 $218k 1.3k 162.93
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $207k 1.8k 117.46