RF
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RTD Financial Advisors, Inc.13F | |
| RTD Financial Advisors, Inc. | |
| Last update 2025-07-15 | 108 Stocks (5 new) |
| Value $782.00 Mil | Turnover 4 % |
RTD Financial Advisors, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 139,930 | 86,882.3 | -3.14% | 11.120 | -0.34% | 0.010 | +19.29% | +7.13% | 634,518.9 | ||
BND | Vanguard Total Bond Market ETF | 650,851 | 47,922.2 | -2.70% | 6.130 | -0.18% | 0.040 | +0.28% | +1.31% | 127,496.0 | ||
IWF | iShares Russell 1000 Growth ETF | 99,033 | 42,047.6 | -2.86% | 5.380 | -0.14% | 0.040 | +27.12% | +8.14% | 113,776.0 | ||
GTO | Invesco Total Return Bond ETF | 843,410 | 39,547.5 | -1.02% | 5.060 | -0.06% | 2.000 | +0.71% | +0.37% | 1,965.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 589,967 | 36,589.7 | -21.43% | 4.680 | -1.26% | 0.040 | +15.70% | +1.85% | 97,230.9 | ||
IWB | iShares Russell 1000 ETF | 102,283 | 34,732.4 | +6.31% | 4.440 | +0.26% | 0.080 | +19.48% | +7.15% | 41,628.5 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 215,586 | 29,897.5 | -19.94% | 3.830 | -0.85% | 0.150 | +24.11% | +10.96% | 19,689.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 273,535 | 29,894.6 | -0.75% | 3.830 | -0.03% | 0.040 | +16.17% | -2.91% | 81,337.5 | ||
EFG | iShares MSCI EAFE Growth ETF | 198,936 | 22,280.8 | -3.87% | 2.850 | -0.11% | 0.170 | +10.87% | +13.61% | 12,936.8 | ||
MUB | iShares National Muni Bond ETF | 183,363 | 19,157.8 | -8.05% | 2.450 | -0.23% | 0.050 | -0.35% | -3.11% | 38,301.5 |
RTD Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
RTD Financial Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +1.81% | 228.54 ($262.5) 279.83 | $284.74 | 8.47% | Add 314.88% | 66,348 | 50,356 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -1.26% | 51.16 ($58.7) 62.02 | $63.46 | 8.11% | Reduce -21.43% | 589,967 | -160,949 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-06-30 | Reduce Reduce | -0.85% | 104.34 ($126.36) 138.68 | $140.64 | 11.30% | Reduce -19.94% | 215,586 | -53,702 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-06-30 | Add Add | +0.53% | 141.87 ($158.37) 164.49 | $167.16 | 5.55% | Add 48.86% | 76,905 | 25,242 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-06-30 | Reduce Reduce | -0.49% | 110.58 ($125.43) 132.14 | $135.26 | 7.84% | Reduce -16.99% | 140,569 | -28,768 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-06-30 | Reduce Reduce | -0.37% | 79.79 ($88.23) 91.42 | $89.94 | 1.94% | Reduce -36.37% | 52,754 | -30,156 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.34% | 498.8 ($573.99) 620.9 | $630.67 | 9.87% | Reduce -3.14% | 139,930 | -4,538 | |
MMIN | NYLI MacKay Muni Insured ETF | 2025-06-30 | Reduce Reduce | -0.29% | 22.81 ($23.22) 23.8 | $22.84 | -1.64% | Reduce -15.2% | 503,772 | -90,333 | |
IWB | iShares Russell 1000 ETF | 2025-06-30 | Add Add | +0.26% | 272.36 ($313.79) 339.57 | $345.18 | 10.00% | Add 6.31% | 102,283 | 6,067 | |
VOT | Vanguard Mid-Cap Growth ETF | 2025-06-30 | Add Add | +0.26% | 216.28 ($257.63) 284.39 | $288.96 | 12.16% | Add 24.2% | 37,058 | 7,221 |
RTD Financial Advisors, Inc. Total Holding History ($B)
RTD Financial Advisors, Inc.'s Asset Allocation
RTD Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RTD Financial Advisors, Inc.'s Hypothetical Growth since 2025-06-30
RTD Financial Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RTD Financial Advisors, Inc.'s Holdings Heat Map
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RTD Financial Advisors, Inc.'s Holdings Bubble Chart
RTD Financial Advisors, Inc. News
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