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CIK: 0001810555
Total reported value
$916.9M
$916.9M
113 檔
28.0%
The Q4 2025 SEC filing reveals that RTD Financial Advisors, Inc. held a total portfolio value of $916.9M, covering 113 public equity positions.
In Q4 2025, RTD Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 3 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 | 11.93% | +0.43% | +0.93% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.27% | +0.09% | -5.76% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.06% | +0.13% | -0.25% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.70% | -0.40% | -7.31% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.37% | +0.03% | -3.14% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.18% | +0.09% | -0.89% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.42% | +0.07% | -1.69% | |
| 8 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.72% | +0.14% | — | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.69% | -0.09% | -2.69% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.49% | +0.02% | -0.22% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.38% | +0.17% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.30% | -0.03% | -2.66% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.29% | -0.26% | -7.50% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.10% | -0.01% | -1.96% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.98% | -0.09% | -3.45% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.87% | +0.07% | -2.69% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.82% | -0.20% | +4.40% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | -0.04% | -2.56% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.72% | +0.04% | -3.35% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.69% | +0.12% | -2.37% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.63% | -0.13% | -1.89% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.59% | -0.19% | -5.10% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.58% | -0.12% | -4.30% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.47% | -0.15% | -2.67% | |
| 25 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.44% | -0.07% | -1.11% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.30% | -0.01% | -0.49% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.23% | -0.04% | -5.93% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.23% | -0.05% | -1.03% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.22% | -0.08% | -2.38% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.20% | +0.05% | -3.14% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.18% | -0.09% | -3.73% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.17% | +0.01% | -5.25% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.11% | -0.12% | -6.35% | |
| 34 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.10% | -0.06% | -5.87% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | -0.04% | -2.46% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | -0.02% | -86.49% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.80% | +0.05% | -2.87% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | -0.03% | -9.90% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.63% | -0.05% | -2.20% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.63% | +0.01% | -4.34% | |
| 41 | DFAT | Dimensional US Target Value | ETF-Other | 0.59% | — | -0.18% | |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.57% | -0.01% | -0.80% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | -11.02% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | +0.02% | -0.68% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | — | -10.38% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.39% | -0.04% | +0.96% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.38% | +0.01% | -4.86% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.33% | -0.01% | +4.13% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | -0.02% | -3.63% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | — | -0.19% |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, IJH) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWX
市值: $22.3M
Top Position Liquidated / Trimmed
IEMG
前期市值: $367.0K
During Q4 2025, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (11.9%)、IWF (5.3%)、IJH (5.1%). The largest single position, IVV, represented 11.9% of total portfolio value.
In Q4 2025, RTD Financial Advisors, Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 5 positions, trimming 32 holdings, and fully liquidating 3 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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