RTD Financial Advisors

RTD Financial Advisors as of March 31, 2025

Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 117 positions in its portfolio as reported in the March 2025 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 145k 561.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.6 $49M 669k 73.45
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $44M 751k 58.35
Invesco Actively Managed Exc Total Return (GTO) 5.4 $40M 852k 46.93
Ishares Tr Rus 1000 Grw Etf (IWF) 4.9 $37M 102k 361.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.3 $32M 269k 117.49
Ishares Tr Rus 1000 Etf (IWB) 4.0 $30M 96k 306.74
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $29M 276k 104.57
Ishares Tr Rus Mdcp Val Etf (IWS) 2.9 $21M 169k 125.97
Ishares Tr National Mun Etf (MUB) 2.8 $21M 199k 105.44
Ishares Tr Eafe Grwth Etf (EFG) 2.8 $21M 207k 100.00
Ishares Tr Rus 1000 Val Etf (IWD) 2.2 $16M 87k 188.16
Ishares Tr Tips Bd Etf (TIP) 1.9 $15M 131k 111.09
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.9 $14M 594k 23.63
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $14M 71k 190.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $13M 293k 45.26
Ishares Tr Russell 2000 Etf (IWM) 1.7 $13M 65k 199.49
Ishares Tr S&P SML 600 GWT (IJT) 1.7 $13M 102k 124.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.6 $12M 157k 73.69
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $12M 45k 255.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.5 $11M 179k 63.53
Ishares Tr Eafe Value Etf (EFV) 1.4 $10M 172k 58.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $10M 244k 41.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $9.0M 406k 22.08
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $8.9M 59k 150.98
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $8.8M 91k 97.48
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $8.8M 106k 82.94
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $8.6M 174k 49.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $8.3M 52k 160.54
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $7.9M 69k 115.60
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $7.9M 152k 51.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $7.5M 83k 90.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $7.3M 30k 244.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $6.6M 35k 186.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $5.6M 128k 43.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $4.3M 172k 25.04
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $4.3M 56k 77.05
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $4.2M 89k 47.48
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $4.2M 132k 31.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $4.2M 81k 51.49
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $4.1M 16k 258.62
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.9M 18k 221.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $3.5M 38k 92.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $3.0M 12k 251.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $2.9M 137k 21.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.6M 52k 50.83
Exxon Mobil Corporation (XOM) 0.3 $2.5M 21k 118.93
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.5M 31k 81.69
Apple (AAPL) 0.3 $2.1M 9.6k 222.14
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $2.1M 28k 76.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.8M 3.2k 559.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.8M 6.4k 274.83
Vanguard Index Fds Value Etf (VTV) 0.2 $1.7M 9.8k 172.74
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $1.7M 29k 57.57
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.6M 6.3k 257.03
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.5M 12k 121.91
Pfizer (PFE) 0.2 $1.3M 53k 25.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.3M 34k 39.37
Bristol Myers Squibb (BMY) 0.2 $1.3M 21k 60.99
Trex Company (TREX) 0.2 $1.2M 21k 58.10
Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $1.2M 30k 39.07
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.0M 2.8k 370.82
Ishares Esg Awr Msci Em (ESGE) 0.1 $918k 26k 34.95
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $902k 21k 42.92
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $885k 26k 34.21
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $883k 4.6k 193.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $832k 1.6k 533.50
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Nextera Energy (NEE) 0.1 $776k 11k 70.89
Public Service Enterprise (PEG) 0.1 $760k 9.2k 82.30
Microsoft Corporation (MSFT) 0.1 $729k 1.9k 375.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $698k 4.8k 146.02
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $662k 17k 38.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $652k 4.2k 156.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $646k 11k 60.66
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $633k 15k 41.85
Open Text Corp (OTEX) 0.1 $575k 23k 25.26
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $537k 5.4k 98.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $537k 4.9k 108.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $498k 9.1k 54.76
Ishares Tr Core Msci Euro (IEUR) 0.1 $484k 8.0k 60.15
Chevron Corporation (CVX) 0.1 $480k 2.9k 167.28
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $480k 3.8k 127.08
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $453k 11k 40.49
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $453k 4.9k 92.28
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $411k 5.2k 78.27
Stryker Corporation (SYK) 0.1 $407k 1.1k 372.25
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $390k 7.7k 50.71
Ishares Tr Modert Alloc Etf (AOM) 0.1 $385k 8.8k 43.88
Johnson & Johnson (JNJ) 0.1 $372k 2.2k 165.84
UnitedHealth (UNH) 0.0 $362k 692.00 523.75
Union Pacific Corporation (UNP) 0.0 $362k 1.5k 236.21
McDonald's Corporation (MCD) 0.0 $344k 1.1k 312.42
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $342k 8.7k 39.36
West Pharmaceutical Services (WST) 0.0 $341k 1.5k 223.88
Select Sector Spdr Tr Technology (XLK) 0.0 $339k 1.6k 206.45
Ishares Tr Conser Alloc Etf (AOK) 0.0 $339k 9.0k 37.63
Merck & Co (MRK) 0.0 $323k 3.6k 89.76
Ishares Tr Msci Eafe Etf (EFA) 0.0 $317k 3.9k 81.73
Albemarle Corporation (ALB) 0.0 $302k 4.2k 72.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $292k 3.7k 78.89
Essential Utils (WTRG) 0.0 $287k 7.3k 39.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $283k 3.4k 82.73
Ishares Tr Mbs Etf (MBB) 0.0 $282k 3.0k 93.77
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $281k 3.5k 79.46
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $280k 7.3k 38.25
Duke Energy Corp Com New (DUK) 0.0 $256k 2.1k 121.97
Boeing Company (BA) 0.0 $246k 1.4k 170.55
Ishares Tr Esg Aware Msci (ESML) 0.0 $244k 6.3k 38.41
Onto Innovation (ONTO) 0.0 $243k 2.0k 121.34
Eli Lilly & Co. (LLY) 0.0 $231k 280.00 825.91
Zoetis Cl A (ZTS) 0.0 $227k 1.4k 164.65
Wal-Mart Stores (WMT) 0.0 $212k 2.4k 87.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $211k 1.8k 115.97
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $206k 3.6k 57.60
Procter & Gamble Company (PG) 0.0 $204k 1.2k 170.42
International Business Machines (IBM) 0.0 $202k 814.00 248.66