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CIK: 0001810555
Total reported value
$916.9M
$916.9M
107 檔
29.7%
As reported in its official Q3 2025 Form 13F filing, RTD Financial Advisors, Inc.'s tracked investment portfolio stood at $916.9M with 107 total positions.
In Q3 2025, RTD Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.38% | +0.43% | +1.11% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 5.95% | -0.02% | +2.20% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.45% | +0.09% | -2.20% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 5.01% | -0.40% | +3.98% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.94% | +0.13% | +6.83% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.35% | +0.03% | -3.29% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.11% | +0.09% | +5.17% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.57% | +0.07% | -3.36% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.72% | -0.09% | -0.02% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.43% | +0.02% | +3.02% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.42% | -0.26% | +3.20% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.36% | -0.03% | +0.67% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.04% | -0.01% | +4.74% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | -0.09% | -0.37% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.86% | +0.07% | -1.20% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | -0.04% | +0.80% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.76% | +0.04% | +3.87% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.74% | -0.20% | +2.01% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.69% | +0.12% | -2.29% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.62% | -0.13% | +1.08% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.60% | -0.12% | -0.54% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.55% | -0.19% | -1.88% | |
| 23 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.43% | -0.07% | -1.03% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.41% | -0.15% | +1.60% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.28% | +0.05% | -2.13% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.25% | -0.04% | +5.87% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.24% | -0.01% | -4.59% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.21% | -0.08% | -2.03% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.21% | -0.09% | -0.66% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.19% | +0.01% | -2.51% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.19% | -0.05% | -3.23% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.16% | -0.12% | -1.26% | |
| 33 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.07% | -0.06% | -2.22% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | -0.04% | -0.08% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.79% | +0.05% | -3.28% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | -0.03% | +1.65% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.63% | +0.01% | -0.91% | |
| 38 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.62% | -0.05% | -1.49% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.04% | -1.45% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.57% | — | — | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.56% | -0.01% | -0.50% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | +0.02% | +0.40% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | — | +14.47% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | -0.01% | -31.83% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.39% | +0.01% | -7.34% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.38% | -0.04% | +0.96% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.01% | +16.84% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.04% | +26.69% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | -0.02% | -2.01% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.30% | -0.01% | -0.99% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 107 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, IWF) accounted for 29.7% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
XLRE
前期市值: $633.4K
During Q3 2025, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (11.4%)、BND (6.0%)、IWF (5.5%). The largest single position, IVV, represented 11.4% of total portfolio value.
In Q3 2025, RTD Financial Advisors, Inc. made 49 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 23 holdings, and fully liquidating 5 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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