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Size ($ in 1000's)
At 03/31/2024: $743,593
At 12/31/2023: $712,347
RTD Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RTD Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the RTD Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by RTD Financial Advisors Inc..
In the RTD Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by RTD Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the RTD Financial Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
147,581 |
-1,437 |
$77,588 | | IVV | 147,581 | -1,437 | $77,588 | | VANGUARD INDEX FDS (VNQ) |
694,322 |
-14,407 |
$60,045 | | VNQ | 694,322 | -14,407 | $60,045 | | VANGUARD BD INDEX FDS (BND) |
678,348 |
-3,736 |
$49,268 | | BND | 678,348 | -3,736 | $49,268 | | ISHARES TR (IWF) |
136,624 |
-2,487 |
$46,049 | | IWF | 136,624 | -2,487 | $46,049 | | INVESCO ACTIVELY MANAGED ETF (GTO) |
752,156 |
+8,186 |
$35,208 | | GTO | 752,156 | +8,186 | $35,208 | | ISHARES TR (IWP) |
295,725 |
+11,294 |
$33,754 | | IWP | 295,725 | +11,294 | $33,754 | | ISHARES TR (IWB) |
105,359 |
-1,412 |
$30,347 | | IWB | 105,359 | -1,412 | $30,347 | | ISHARES TR (IJR) |
256,281 |
+1,081 |
$28,324 | | IJR | 256,281 | +1,081 | $28,324 | | ISHARES TR (EFG) |
206,293 |
+419 |
$21,411 | | EFG | 206,293 | +419 | $21,411 | | ISHARES TR (MUB) |
182,316 |
+2,725 |
$19,617 | | MUB | 182,316 | +2,725 | $19,617 | | ISHARES TR (IWS) |
141,975 |
+6,754 |
$17,794 | | IWS | 141,975 | +6,754 | $17,794 | | ISHARES TR (IVE) |
82,376 |
-1,131 |
$15,389 | | IVE | 82,376 | -1,131 | $15,389 | | ISHARES TR (IWM) |
71,427 |
-724 |
$15,021 | | IWM | 71,427 | -724 | $15,021 | | ISHARES TR (IWD) |
79,064 |
+2,177 |
$14,161 | | IWD | 79,064 | +2,177 | $14,161 | | ISHARES TR (IJT) |
100,473 |
+1,582 |
$13,135 | | IJT | 100,473 | +1,582 | $13,135 | | ISHARES TR (IWO) |
46,200 |
-447 |
$12,511 | | IWO | 46,200 | -447 | $12,511 | | ISHARES TR (TIP) |
113,771 |
+3,337 |
$12,220 | | TIP | 113,771 | +3,337 | $12,220 | | DIMENSIONAL ETF TRUST (DFUV) |
289,432 |
-6,388 |
$11,838 | | DFUV | 289,432 | -6,388 | $11,838 | | INDEXIQ ACTIVE ETF TR (MMIN) |
470,280 |
+27,549 |
$11,428 | | MMIN | 470,280 | +27,549 | $11,428 | | VANGUARD WHITEHALL FDS (VYMI) |
163,625 |
-1,675 |
$11,257 | | VYMI | 163,625 | -1,675 | $11,257 | | VANGUARD INTL EQUITY INDEX F (VWO) |
261,501 |
+11,242 |
$10,923 | | VWO | 261,501 | +11,242 | $10,923 | | ISHARES TR (IWN) |
61,195 |
-1,089 |
$9,718 | | IWN | 61,195 | -1,089 | $9,718 | | VANGUARD WHITEHALL FDS (VIGI) |
114,944 |
-326 |
$9,371 | | VIGI | 114,944 | -326 | $9,371 | | VANGUARD MUN BD FDS (VTEB) |
185,168 |
-5,851 |
$9,369 | | VTEB | 185,168 | -5,851 | $9,369 | | ISHARES TR (SCZ) |
147,236 |
+3,003 |
$9,324 | | SCZ | 147,236 | +3,003 | $9,324 | | ISHARES TR (EFV) |
165,801 |
+1,337 |
$9,020 | | EFV | 165,801 | +1,337 | $9,020 | | ISHARES TR (IJS) |
84,029 |
+1,580 |
$8,635 | | IJS | 84,029 | +1,580 | $8,635 | | SCHWAB STRATEGIC TR |
136,711 |
-166 |
$8,484 | | SCHX | 136,711 | -166 | $8,484 | | VANGUARD INDEX FDS (VOE) |
53,344 |
-446 |
$8,317 | | VOE | 53,344 | -446 | $8,317 | | VANGUARD INTL EQUITY INDEX F (VSS) |
70,686 |
-108 |
$8,259 | | VSS | 70,686 | -108 | $8,259 | | INVESCO EXCH TRADED FD TR II (PXF) |
158,794 |
-1,974 |
$7,884 | | PXF | 158,794 | -1,974 | $7,884 | | VANGUARD INDEX FDS (VBR) |
34,532 |
-280 |
$6,626 | | VBR | 34,532 | -280 | $6,626 | | SCHWAB STRATEGIC TR |
67,848 |
-4,714 |
$6,291 | | SCHG | 67,848 | -4,714 | $6,291 | | SELECT SECTOR SPDR TR (XLRE) |
152,061 |
-1,361 |
$6,011 | | XLRE | 152,061 | -1,361 | $6,011 | | VANGUARD INDEX FDS (VOT) |
23,854 |
-168 |
$5,625 | | VOT | 23,854 | -168 | $5,625 | | ISHARES TR (EEM) |
132,545 |
-1,868 |
$5,445 | | EEM | 132,545 | -1,868 | $5,445 | | SPDR SER TR (MDYV) |
66,403 |
-1,707 |
$5,047 | | MDYV | 66,403 | -1,707 | $5,047 | | DIMENSIONAL ETF TRUST (DFAT) |
85,600 |
-843 |
$4,659 | | DFAT | 85,600 | -843 | $4,659 | | SPDR INDEX SHS FDS (GWX) |
133,239 |
-284 |
$4,328 | | GWX | 133,239 | -284 | $4,328 | | ISHARES TR (IVW) |
49,083 |
-3,502 |
$4,145 | | IVW | 49,083 | -3,502 | $4,145 | | VANGUARD INDEX FDS (VB) |
15,662 |
-1,164 |
$3,580 | | VB | 15,662 | -1,164 | $3,580 | | ISHARES TR (IJH) |
54,389 |
+47,569 |
$3,304 | | IJH | 54,389 | +47,569 | $3,304 | | SCHWAB STRATEGIC TR |
50,773 |
-207 |
$3,100 | | SCHB | 50,773 | -207 | $3,100 | | VANGUARD INDEX FDS (VBK) |
10,669 |
-278 |
$2,782 | | VBK | 10,669 | -278 | $2,782 | | ISHARES TR (EAGG) |
58,512 |
-113 |
$2,754 | | EAGG | 58,512 | -113 | $2,754 | | SPDR SER TR (RWR) |
25,140 |
-164 |
$2,369 | | RWR | 25,140 | -164 | $2,369 | | SPDR S&P 500 ETF TR (SPY) |
4,016 |
-12 |
$2,101 | | SPY | 4,016 | -12 | $2,101 | | ISHARES TR (ESGD) |
25,833 |
-172 |
$2,064 | | ESGD | 25,833 | -172 | $2,064 | | VANGUARD TAX MANAGED FDS (VEA) |
41,019 |
-387 |
$2,058 | | VEA | 41,019 | -387 | $2,058 | | TREX CO INC |
20,568 |
UNCH |
$2,052 | | TREX | 20,568 | UNCH | $2,052 |
See Full List: All Stocks Held By RTD Financial Advisors Inc.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By RTD Financial Advisors Inc.
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