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CIK: 0001810555
Total reported value
$916.9M
$916.9M
108 檔
27.6%
At the close of Q2 2025, RTD Financial Advisors, Inc. disclosed equity holdings valued at approximately $916.9M, spread across 108 reported holdings.
During Q2 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 | 11.12% | +0.43% | -3.14% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.13% | -0.02% | -2.70% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.38% | +0.09% | -2.86% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 5.06% | -0.40% | -1.02% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.68% | +0.13% | -21.43% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.44% | +0.03% | +6.31% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.83% | +0.07% | -19.94% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.83% | +0.09% | -0.75% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.85% | -0.09% | -3.87% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.45% | -0.26% | -8.05% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.38% | +0.02% | -16.99% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.38% | -0.03% | +314.88% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.09% | +11.93% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.98% | -0.01% | -8.51% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.80% | -0.20% | -2.22% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | +0.07% | -0.28% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.04% | -4.88% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.69% | +0.04% | -2.34% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.64% | +0.12% | -0.42% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.62% | -0.12% | +48.86% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.62% | -0.13% | -2.94% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.59% | -0.19% | -1.02% | |
| 23 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.50% | -0.07% | -15.20% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.38% | -0.15% | -1.04% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.35% | +0.05% | +24.20% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.32% | -0.08% | +8.12% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.31% | -0.01% | -0.95% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -0.12% | +12.38% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.22% | -0.09% | +3.16% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.21% | +0.01% | -4.71% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.17% | -0.05% | -1.65% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.13% | -0.04% | -1.89% | |
| 33 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.10% | -0.06% | -2.16% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.97% | -0.04% | +10.33% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.79% | +0.05% | -0.80% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.03% | +36.78% | |
| 37 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.62% | -0.05% | -0.24% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.01% | -3.74% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.04% | +13.39% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.01% | -36.37% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.57% | -0.01% | -0.05% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | — | — | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | +0.02% | +19.86% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | +0.01% | -0.70% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.40% | -0.04% | -26.00% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | — | +4.46% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | -0.01% | +46.55% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.33% | -0.02% | -6.81% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.31% | -0.01% | +4.11% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.28% | — | +52.50% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 108 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IWF) accounted for 27.6% of total reported equity market value during Q2 2025.
During Q2 2025, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (11.1%)、BND (6.1%)、IWF (5.4%). The largest single position, IVV, represented 11.1% of total portfolio value.
In Q2 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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