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CIK: 0001810555
Total reported value
$916.9M
$916.9M
114 檔
27.6%
In Q1 2026, RTD Financial Advisors, Inc.'s U.S. equity holdings reached a combined market value of $916.9M, distributed across 114 disclosed stock positions.
RTD Financial Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 4 holdings and trimming 49 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.96% | +0.43% | +4.31% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.25% | +0.13% | +0.62% | |
| 3 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.83% | -0.40% | +3.23% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.80% | +0.09% | +0.32% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.30% | +0.09% | -1.26% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.14% | +0.03% | -1.33% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 3.07% | +0.14% | +11.40% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.05% | +0.07% | -5.38% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.56% | +0.02% | -0.96% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.56% | -0.09% | -3.32% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.38% | +0.17% | +10.35% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.29% | -0.03% | -0.05% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.21% | -0.26% | -3.19% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.11% | -0.01% | -1.75% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.94% | -0.09% | -2.24% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.90% | -0.20% | +3.12% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.81% | +0.07% | -4.57% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.75% | -0.04% | -3.76% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.69% | +0.04% | -4.93% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.65% | -0.13% | -0.84% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.12% | -1.94% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.58% | -0.19% | -5.37% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.58% | +0.12% | -4.66% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.47% | -0.15% | -4.29% | |
| 25 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.46% | -0.07% | +1.80% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.32% | -0.01% | -3.42% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.24% | -0.05% | -3.91% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.19% | -0.04% | -7.47% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.17% | -0.09% | -3.46% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.17% | -0.08% | -2.01% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.17% | +0.05% | +5.11% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.12% | +0.01% | -0.80% | |
| 33 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.11% | -0.06% | -6.00% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.09% | -0.12% | -1.91% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | -0.04% | -2.32% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.02% | +3.19% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.82% | +0.05% | -1.47% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | -0.03% | +1.15% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.65% | -0.05% | -0.68% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | — | -6.29% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.55% | -0.01% | -4.22% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | +0.01% | -2.56% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | +0.02% | -1.48% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.04% | -9.54% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | -7.22% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.39% | -0.04% | +0.20% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.37% | +0.01% | -0.68% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.33% | -0.02% | +3.45% | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.30% | +0.12% | +86.55% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | +3.26% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $916.9M across 114 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, GTO) accounted for 27.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACWI
市值: $622.7K
Top Position Liquidated / Trimmed
COWZ
前期市值: $421.2K
During Q1 2026, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (12.0%)、IJH (5.3%)、GTO (4.8%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q1 2026, RTD Financial Advisors, Inc. made 105 total portfolio adjustments, initiating 5 new buys, adding to 47 positions, trimming 49 holdings, and fully liquidating 4 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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