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CIK: 0001810555
Total reported value
$916.9M
$916.9M
96 檔
29.2%
During the Q1 2024 filing period, RTD Financial Advisors, Inc. (CIK: 0001810555) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $916.9M across 96 reported positions.
During Q1 2024, RTD Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.43% | +0.43% | -0.96% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.07% | -0.01% | -2.03% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.63% | -0.02% | -0.55% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.19% | +0.09% | -1.79% | |
| 5 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.73% | -0.40% | +1.10% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.54% | +0.07% | +3.97% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.08% | +0.03% | -1.32% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.81% | +0.09% | +0.42% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.88% | -0.09% | +0.20% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.64% | -0.26% | +1.52% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.39% | +0.02% | +4.99% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.07% | -0.09% | -1.35% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.02% | +0.07% | -1.00% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.90% | -0.01% | +2.83% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.77% | +0.04% | +1.60% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.68% | +0.12% | -0.96% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.64% | -0.20% | +3.02% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.59% | -0.01% | -2.16% | |
| 19 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.54% | -0.07% | +6.22% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.51% | -0.19% | -1.01% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | -0.04% | +4.49% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.31% | -0.05% | -1.75% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.26% | -0.08% | -0.28% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.26% | -0.12% | -3.06% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.25% | -0.13% | +2.08% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.21% | -0.15% | +0.81% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.16% | -0.04% | +1.92% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.14% | +0.01% | -0.12% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.12% | -0.12% | -0.83% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.11% | -0.09% | -0.15% | |
| 31 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.06% | -0.06% | -1.23% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.89% | -0.04% | -0.80% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | +0.01% | -6.50% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.81% | — | -0.89% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.76% | +0.05% | -0.70% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.73% | +0.05% | -1.39% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.68% | -0.01% | -2.51% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.63% | — | -0.98% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.58% | -0.05% | -0.21% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | -6.66% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.03% | -6.92% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | +0.13% | +697.49% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.42% | +0.01% | -0.41% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.37% | +0.02% | -2.54% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.37% | -0.04% | -0.19% | |
| 46 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.32% | — | -0.65% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.02% | -0.30% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.28% | -0.02% | -0.66% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | — | -0.93% | |
| 50 | TREX | Trex Company Inc | Stock-Industrials | 0.28% | +0.02% | — |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 96 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VNQ, BND) accounted for 29.2% of total reported equity market value during Q1 2024.
During Q1 2024, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (10.4%)、VNQ (8.1%)、BND (6.6%). The largest single position, IVV, represented 10.4% of total portfolio value.
In Q1 2024, RTD Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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