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CIK: 0001810555
Total reported value
$916.9M
$916.9M
113 檔
29.3%
As reported in its official Q4 2024 Form 13F filing, RTD Financial Advisors, Inc.'s tracked investment portfolio stood at $916.9M with 113 total positions.
During Q4 2024, RTD Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IWF) accounted for 29.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.28% | +0.43% | -0.36% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.25% | -0.02% | +2.46% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.00% | +0.09% | -4.86% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.84% | +0.13% | +48.08% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 5.11% | +0.07% | -3.17% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 5.06% | -0.40% | +8.61% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.16% | +0.03% | -1.34% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.07% | +0.09% | +1.25% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.71% | +0.02% | +7.47% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.66% | -0.26% | +3.82% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.59% | -0.09% | +1.25% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.97% | -0.01% | +0.44% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.96% | +0.07% | -1.01% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | -0.09% | -1.73% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.79% | +0.04% | +1.63% | |
| 16 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.74% | -0.07% | +10.19% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.73% | -0.20% | +2.11% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.71% | -0.01% | -52.78% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.68% | +0.12% | -1.00% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.60% | -0.04% | +3.65% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.44% | -0.01% | -3.59% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.39% | -0.19% | -0.85% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.32% | -0.13% | +7.08% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.26% | -0.05% | -0.57% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.25% | -0.04% | +2.26% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.23% | +0.01% | +211.90% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.13% | -0.15% | +3.15% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.12% | -1.74% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.11% | -0.08% | -1.91% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.09% | -0.12% | +0.05% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.02% | -0.09% | -1.15% | |
| 32 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.95% | -0.06% | -0.13% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.86% | -0.04% | -1.26% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.77% | +0.01% | +279.13% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | +0.05% | -0.73% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.69% | +0.05% | -1.87% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.61% | — | -0.16% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.60% | -0.01% | -1.04% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | -2.54% | |
| 40 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.53% | -0.05% | -0.41% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.03% | +1.27% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.42% | +0.01% | +200.02% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.37% | +0.02% | -0.08% | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.37% | -0.04% | +6.62% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | — | -3.70% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.30% | -0.02% | -0.97% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | +17.24% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | — | +67.15% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | -0.01% | +5.99% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.02% | -0.92% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 113 disclosed positions in Q4 2024.
During Q4 2024, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (11.3%)、BND (6.3%)、IWF (6.0%). The largest single position, IVV, represented 11.3% of total portfolio value.
In Q4 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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