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CIK: 0001810555
Total reported value
$916.9M
$916.9M
117 檔
27.4%
According to the latest 13F quarterly dataset, RTD Financial Advisors, Inc. managed an equity portfolio of $916.9M at the end of Q1 2025, spanning 117 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 10.91% | +0.43% | -3.32% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.60% | -0.02% | -1.24% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.89% | +0.13% | +2.72% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 5.38% | -0.40% | +0.30% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.95% | +0.09% | -12.46% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.25% | +0.07% | -14.29% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.97% | +0.03% | -4.46% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.87% | +0.09% | +0.05% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.87% | +0.02% | +3.75% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.83% | -0.26% | +2.30% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.78% | -0.09% | -0.68% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.21% | -0.01% | +4.90% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.95% | -0.20% | +3.36% | |
| 14 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.89% | -0.07% | +4.72% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.82% | -0.09% | -6.10% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.78% | -0.04% | +3.24% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.74% | +0.07% | -6.12% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.70% | +0.04% | -1.10% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.55% | -0.19% | -2.07% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.55% | +0.12% | -0.68% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.53% | -0.13% | +6.02% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.36% | -0.15% | +2.06% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.35% | -0.01% | -11.16% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.20% | +0.01% | -2.23% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.19% | -0.05% | -1.53% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.19% | -0.04% | +0.74% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.18% | -0.08% | -1.46% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.16% | -0.12% | -1.18% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.11% | -0.12% | -1.56% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.07% | -0.09% | -0.94% | |
| 31 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.06% | -0.06% | -1.75% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.01% | -0.01% | -44.53% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.98% | +0.05% | +28.82% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.89% | -0.04% | +4.66% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | +0.05% | -0.95% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.01% | -19.82% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.58% | -0.01% | -4.66% | |
| 38 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.57% | -0.04% | +42.94% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.57% | -0.05% | -0.60% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | — | -4.35% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.03% | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | -0.03% | +10.63% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.04% | -6.69% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.40% | +0.02% | +13.30% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | +0.01% | -5.12% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | — | +1.86% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.04% | +173.54% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.02% | +0.86% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | +6.46% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.29% | -0.01% | +7.20% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 117 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IJH) accounted for 27.4% of total reported equity market value during Q1 2025.
During Q1 2025, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (10.9%)、BND (6.6%)、IJH (5.9%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q1 2025, 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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