RTD Financial Advisors

RTD Financial Advisors as of March 31, 2026

Portfolio Holdings for RTD Financial Advisors

RTD Financial Advisors holds 114 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.0 $97M 149k 653.21
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $43M 633k 67.53
Invesco Actively Managed Exc Total Return (GTO) 4.8 $39M 839k 46.83
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $39M 92k 426.40
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $35M 282k 124.31
Ishares Tr Rus 1000 Etf (IWB) 4.1 $34M 95k 356.56
Ishares Tr Rus Tp200 Vl Etf (IWX) 3.1 $25M 270k 92.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.1 $25M 194k 128.12
Ishares Tr Rus Mdcp Val Etf (IWS) 2.6 $21M 143k 145.74
Ishares Tr Eafe Grwth Etf (EFG) 2.6 $21M 187k 111.37
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.4 $19M 78k 248.84
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $19M 65k 287.18
Ishares Tr National Mun Etf (MUB) 2.2 $18M 170k 106.15
Ishares Tr Rus 1000 Val Etf (IWD) 2.1 $17M 81k 213.67
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $16M 75k 211.15
Ishares Tr Tips Bd Etf (TIP) 1.9 $16M 140k 110.36
Ishares Tr Russell 2000 Etf (IWM) 1.8 $15M 60k 248.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $14M 264k 54.05
Ishares Tr S&P SML 600 GWT (IJT) 1.7 $14M 95k 144.71
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $13M 171k 78.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.6 $13M 72k 184.28
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.6 $13M 137k 94.24
Ishares Tr Rus 2000 Grw Etf (IWO) 1.6 $13M 41k 313.81
Ishares Tr Eafe Value Etf (EFV) 1.5 $12M 161k 74.35
New York Life Invts Active E Nyli Mackay Muni (MMIN) 1.5 $12M 502k 23.71
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $11M 222k 48.46
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $10M 53k 189.59
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $9.7M 82k 118.45
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $9.5M 65k 145.79
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $9.5M 108k 88.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $9.5M 37k 257.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $9.1M 354k 25.64
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.1 $9.0M 129k 69.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $8.8M 177k 49.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $8.1M 37k 217.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $6.8M 93k 73.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $6.7M 118k 56.79
Vanguard Index Fds Small Cp Etf (VB) 0.7 $5.8M 22k 261.92
Spdr Index Shs Fds State Street Spd (GWX) 0.7 $5.3M 126k 42.23
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $4.7M 76k 62.45
Spdr Series Trust State Street Spd (MDYV) 0.6 $4.5M 53k 85.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $4.5M 153k 29.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $4.2M 14k 302.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $3.8M 34k 113.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $3.3M 51k 64.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $3.2M 67k 47.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $3.0M 119k 25.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.7M 28k 95.62
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $2.5M 47k 52.78
Vanguard Index Fds Value Etf (VTV) 0.3 $2.4M 13k 196.20
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $2.4M 27k 88.49
Spdr Index Shs Fds State Street Spd (SPEM) 0.3 $2.4M 51k 46.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $2.4M 3.6k 650.40
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $2.0M 52k 38.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.0M 6.2k 320.80
Apple (AAPL) 0.2 $2.0M 7.8k 253.78
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.9M 6.4k 298.86
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.9M 4.3k 436.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $1.8M 53k 34.55
Ishares Tr Core 60/40 Balan (AOR) 0.2 $1.7M 26k 64.35
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $1.6M 47k 35.04
Pfizer (PFE) 0.2 $1.5M 54k 28.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.5M 11k 141.42
Ishares Tr Esg Select Scre (XJH) 0.2 $1.5M 32k 45.37
Exxon Mobil Corporation (XOM) 0.2 $1.4M 8.4k 169.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.2M 4.1k 286.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 13k 88.70
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.1M 25k 45.47
Bristol Myers Squibb (BMY) 0.1 $1.1M 19k 60.65
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $1.1M 28k 39.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $960k 4.5k 215.06
Nextera Energy (NEE) 0.1 $897k 9.7k 92.88
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $856k 19k 45.06
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $848k 22k 38.77
Trex Company (TREX) 0.1 $749k 21k 36.42
Public Service Enterprise (PEG) 0.1 $747k 9.2k 80.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $743k 9.9k 75.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $655k 1.1k 616.80
Johnson & Johnson (JNJ) 0.1 $641k 2.6k 244.44
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $623k 4.5k 138.37
Albemarle Corporation (ALB) 0.1 $614k 3.4k 179.53
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $599k 15k 41.08
Chevron Corporation (CVX) 0.1 $586k 2.8k 206.90
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $553k 6.1k 90.94
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $543k 3.7k 146.62
Microsoft Corporation (MSFT) 0.1 $472k 1.3k 370.17
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $449k 9.9k 45.50
Merck & Co (MRK) 0.1 $430k 3.6k 120.29
Onto Innovation (ONTO) 0.1 $410k 2.0k 205.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $406k 4.6k 87.84
Ishares Tr Core Msci Eafe (IEFA) 0.0 $402k 4.4k 90.53
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $399k 3.0k 132.89
Ishares Tr Core 40/60 Moder (AOM) 0.0 $387k 8.2k 47.37
Eli Lilly & Co. (LLY) 0.0 $386k 420.00 919.77
West Pharmaceutical Services (WST) 0.0 $382k 1.5k 250.64
Stryker Corporation (SYK) 0.0 $359k 1.1k 328.59
Ishares Tr Msci Eafe Etf (EFA) 0.0 $358k 3.7k 97.13
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $342k 7.3k 46.74
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $339k 3.0k 112.27
McDonald's Corporation (MCD) 0.0 $335k 1.1k 310.84
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $322k 4.8k 67.22
Union Pacific Corporation (UNP) 0.0 $312k 1.3k 242.57
Spdr Series Trust State Street Spd (MDYG) 0.0 $301k 3.1k 95.96
Boeing Company (BA) 0.0 $287k 1.4k 199.03
Essential Utils (WTRG) 0.0 $286k 7.1k 40.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $274k 2.0k 138.31
Open Text Corp (OTEX) 0.0 $259k 12k 22.24
Meta Platforms Cl A (META) 0.0 $241k 422.00 572.13
Colgate-Palmolive Company (CL) 0.0 $241k 2.8k 85.23
NVIDIA Corporation (NVDA) 0.0 $236k 1.4k 174.40
International Business Machines (IBM) 0.0 $233k 961.00 242.39
Bank of America Corporation (BAC) 0.0 $216k 4.4k 48.75
Alphabet Cap Stk Cl A (GOOGL) 0.0 $214k 745.00 287.56