Sponsored
The Analysis of RTD Financial Advisors, Inc.'s Holdings & P&L
Currently, RTD Financial Advisors, Inc. holds 114 types of securities in its portfolio with a total value $813.7M. In the most recent quarter, they have increased their positions in IVV (+6.2K shares, valued at $4.0M), IWX (+27.6K shares, valued at $2.6M), IWY (+7.3K shares, valued at $1.8M); decreased their positions in IWP (-11.0K shares, valued at $1.4M), IJS (-6.6K shares, valued at $782.7K), VYMI (-7.8K shares, valued at $730.5K); initiated new positions in ACWI (+4.5K shares, valued at $622.7K), DGRW (+4.6K shares, valued at $405.6K), EZM (+4.8K shares, valued at $322.0K).
1M P&L
-105.6M-10.69%
3M P&L
-161.3M-15.46%
HY P&L
-109.6M-11.05%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A787.6M
98.1%
2Drug Manufacturers - General3.7M
0.5%
3Oil & Gas Integrated2.0M
0.3%
Top Industries by Stock Count
1N/A84 stocks
77.1%
2Drug Manufacturers - General4 stocks
3.7%
3Oil & Gas Integrated2 stocks
1.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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IVV
4.31%ISHARES TR
Shares148.9K
Event2026-03-31
Filed2026-04-13
IJH
0.62%ISHARES TR
Shares632.6K
Event2026-03-31
Filed2026-04-13
GTO
3.23%INVESCO ACTIVELY MANAGED EXC
Shares839.1K
Event2026-03-31
Filed2026-04-13
IWF
0.32%ISHARES TR
Shares91.6K
Event2026-03-31
Filed2026-04-13
IJR
-1.26%ISHARES TR
Shares281.5K
Event2026-03-31
Filed2026-04-13
IWB
-1.33%ISHARES TR
Shares94.5K
Event2026-03-31
Filed2026-04-13
IWX
11.40%ISHARES TR
Shares270.0K
Event2026-03-31
Filed2026-04-13
IWP
-5.38%ISHARES TR
Shares193.8K
Event2026-03-31
Filed2026-04-13
IWS
-0.96%ISHARES TR
Shares143.1K
Event2026-03-31
Filed2026-04-13
EFG
-3.32%ISHARES TR
Shares187.1K
Event2026-03-31
Filed2026-04-13
IWY
10.35%ISHARES TR
Shares77.8K
Event2026-03-31
Filed2026-04-13
VO
-0.05%VANGUARD INDEX FDS
Shares65.0K
Event2026-03-31
Filed2026-04-13
MUB
-3.19%ISHARES TR
Shares169.5K
Event2026-03-31
Filed2026-04-13
IWD
-1.75%ISHARES TR
Shares80.5K
Event2026-03-31
Filed2026-04-13
IVE
-2.24%ISHARES TR
Shares74.9K
Event2026-03-31
Filed2026-04-13
TIP
3.12%ISHARES TR
Shares140.2K
Event2026-03-31
Filed2026-04-13
IWM
-4.57%ISHARES TR
Shares59.5K
Event2026-03-31
Filed2026-04-13
VWO
-3.76%VANGUARD INTL EQUITY INDEX F
Shares263.6K
Event2026-03-31
Filed2026-04-13
IJT
-4.93%ISHARES TR
Shares94.9K
Event2026-03-31
Filed2026-04-13
SCZ
-0.84%ISHARES TR
Shares170.9K
Event2026-03-31
Filed2026-04-13
VOE
-1.94%VANGUARD INDEX FDS
Shares71.8K
Event2026-03-31
Filed2026-04-13
VYMI
-5.37%VANGUARD WHITEHALL FDS
Shares136.6K
Event2026-03-31
Filed2026-04-13
IWO
-4.66%ISHARES TR
Shares40.9K
Event2026-03-31
Filed2026-04-13
EFV
-4.29%ISHARES TR
Shares161.2K
Event2026-03-31
Filed2026-04-13
MMIN
1.80%NEW YORK LIFE INVTS ACTIVE E
Shares501.9K
Event2026-03-31
Filed2026-04-13
DFUV
-3.42%DIMENSIONAL ETF TRUST
Shares221.5K
Event2026-03-31
Filed2026-04-13
IWN
-3.91%ISHARES TR
Shares53.2K
Event2026-03-31
Filed2026-04-13
IJS
-7.47%ISHARES TR
Shares81.9K
Event2026-03-31
Filed2026-04-13
VSS
-3.46%VANGUARD INTL EQUITY INDEX F
Shares65.4K
Event2026-03-31
Filed2026-04-13
VIGI
-2.01%VANGUARD WHITEHALL FDS
Shares107.6K
Event2026-03-31
Filed2026-04-13
VOT
5.11%VANGUARD INDEX FDS
Shares36.9K
Event2026-03-31
Filed2026-04-13
SCHX
-0.80%SCHWAB STRATEGIC TR
Shares354.3K
Event2026-03-31
Filed2026-04-13
INVESCO EXCH TRADED FD TR II
-6.00%INVESCO EXCH TRADED FD TR II
Shares129.0K
Event2026-03-31
Filed2026-04-13
VTEB
-1.91%VANGUARD MUN BD FDS
Shares177.4K
Event2026-03-31
Filed2026-04-13
VBR
-2.32%VANGUARD INDEX FDS
Shares37.2K
Event2026-03-31
Filed2026-04-13
BND
3.19%VANGUARD BD INDEX FDS
Shares92.7K
Event2026-03-31
Filed2026-04-13
EEM
-1.47%ISHARES TR
Shares117.7K
Event2026-03-31
Filed2026-04-13
VB
1.15%VANGUARD INDEX FDS
Shares22.2K
Event2026-03-31
Filed2026-04-13
GWX
-0.68%SPDR INDEX SHS FDS
Shares125.6K
Event2026-03-31
Filed2026-04-13
DFAT
-6.29%DIMENSIONAL ETF TRUST
Shares75.9K
Event2026-03-31
Filed2026-04-13
MDYV
-4.22%SPDR SERIES TRUST
Shares52.6K
Event2026-03-31
Filed2026-04-13
SCHG
-2.56%SCHWAB STRATEGIC TR
Shares153.0K
Event2026-03-31
Filed2026-04-13
VBK
-1.48%VANGUARD INDEX FDS
Shares13.9K
Event2026-03-31
Filed2026-04-13
IVW
-9.54%ISHARES TR
Shares34.0K
Event2026-03-31
Filed2026-04-13
VEA
-7.22%VANGUARD TAX-MANAGED FDS
Shares51.2K
Event2026-03-31
Filed2026-04-13
EAGG
0.20%ISHARES TR
Shares67.3K
Event2026-03-31
Filed2026-04-13
SCHB
-0.68%SCHWAB STRATEGIC TR
Shares118.9K
Event2026-03-31
Filed2026-04-13
ESGD
3.45%ISHARES TR
Shares27.8K
Event2026-03-31
Filed2026-04-13
DFIV
86.55%DIMENSIONAL ETF TRUST
Shares46.6K
Event2026-03-31
Filed2026-04-13
VTV
3.26%VANGUARD INDEX FDS
Shares12.5K
Event2026-03-31
Filed2026-04-13
AOA
-9.12%ISHARES TR
Shares27.1K
Event2026-03-31
Filed2026-04-13
SPEM
-1.20%SPDR INDEX SHS FDS
Shares50.9K
Event2026-03-31
Filed2026-04-13
SPY
9.95%STATE STR SPDR S&P 500 ETF T
Shares3.6K
Event2026-03-31
Filed2026-04-13
HMOP
115.94%HARTFORD FDS EXCHANGE TRADED
Shares52.4K
Event2026-03-31
Filed2026-04-13
VTI
2.31%VANGUARD INDEX FDS
Shares6.2K
Event2026-03-31
Filed2026-04-13
AAPL
5.36%APPLE INC
Shares7.8K
Event2026-03-31
Filed2026-04-13
VV
0.11%VANGUARD INDEX FDS
Shares6.4K
Event2026-03-31
Filed2026-04-13
VUG
63.16%VANGUARD INDEX FDS
Shares4.3K
Event2026-03-31
Filed2026-04-13
DFEM
157.66%DIMENSIONAL ETF TRUST
Shares52.6K
Event2026-03-31
Filed2026-04-13
AOR
5.61%ISHARES TR
Shares26.0K
Event2026-03-31
Filed2026-04-13
DFSV
79.02%DIMENSIONAL ETF TRUST
Shares46.6K
Event2026-03-31
Filed2026-04-13
PFE
1.23%PFIZER INC
Shares53.6K
Event2026-03-31
Filed2026-04-13
ESGU
7.04%ISHARES TR
Shares10.5K
Event2026-03-31
Filed2026-04-13
XJH
1.03%ISHARES TR
Shares32.1K
Event2026-03-31
Filed2026-04-13
XOM
2.82%EXXON MOBIL CORP
Shares8.4K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
-3.39%ALPHABET INC
Shares4.1K
Event2026-03-31
Filed2026-04-13
VNQ
2.02%VANGUARD INDEX FDS
Shares12.8K
Event2026-03-31
Filed2026-04-13
ESGE
0.63%ISHARES INC
Shares24.9K
Event2026-03-31
Filed2026-04-13
BMY
0.04%BRISTOL-MYERS SQUIBB CO
Shares18.5K
Event2026-03-31
Filed2026-04-13
DISV
61.69%DIMENSIONAL ETF TRUST
Shares27.6K
Event2026-03-31
Filed2026-04-13
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares4.5K
Event2026-03-31
Filed2026-04-13
NEE
-4.63%NEXTERA ENERGY INC
Shares9.7K
Event2026-03-31
Filed2026-04-13
NUSC
7.95%NUSHARES ETF TR
Shares19.0K
Event2026-03-31
Filed2026-04-13
NUMV
-0.13%NUSHARES ETF TR
Shares21.9K
Event2026-03-31
Filed2026-04-13
TREX
0.00%TREX INC
Shares20.6K
Event2026-03-31
Filed2026-04-13
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares9.2K
Event2026-03-31
Filed2026-04-13
VEU
0.03%VANGUARD INTL EQUITY INDEX F
Shares9.9K
Event2026-03-31
Filed2026-04-13
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-13
MDY
-33.83%STATE STR SPDR S&P MIDCAP 40
Shares1.1K
Event2026-03-31
Filed2026-04-13
JNJ
9.61%JOHNSON & JOHNSON
Shares2.6K
Event2026-03-31
Filed2026-04-13
ACWI
NewISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-13
ALB
0.00%ALBEMARLE CORP
Shares3.4K
Event2026-03-31
Filed2026-04-13
NUMG
1.84%NUSHARES ETF TR
Shares14.6K
Event2026-03-31
Filed2026-04-13
CVX
15.77%CHEVRON CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-04-13
NULG
45.50%NUSHARES ETF TR
Shares6.1K
Event2026-03-31
Filed2026-04-13
XLV
4.31%SELECT SECTOR SPDR TR
Shares3.7K
Event2026-03-31
Filed2026-04-13
MSFT
-10.28%MICROSOFT CORP
Shares1.3K
Event2026-03-31
Filed2026-04-13
NULV
-0.14%NUSHARES ETF TR
Shares9.9K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
-1.73%MERCK & CO INC
Shares3.6K
Event2026-03-31
Filed2026-04-13
ONTO
0.00%ONTO INNOVATION INC
Shares2.0K
Event2026-03-31
Filed2026-04-13
DGRW
NewWISDOMTREE TR
Shares4.6K
Event2026-03-31
Filed2026-04-13
IEFA
18.39%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-04-13
XLK
-1.05%SELECT SECTOR SPDR TR
Shares3.0K
Event2026-03-31
Filed2026-04-13
AOM
-6.64%ISHARES TR
Shares8.2K
Event2026-03-31
Filed2026-04-13
LLY
-13.76%ELI LILLY & CO
Shares420
Event2026-03-31
Filed2026-04-13
WST
0.00%WEST PHARMACEUTICAL SVSC INC
Shares1.5K
Event2026-03-31
Filed2026-04-13
SYK
0.00%STRYKER CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-04-13
EFA
0.00%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares7.3K
Event2026-03-31
Filed2026-04-13
ESGV
0.00%VANGUARD WORLD FD
Shares3.0K
Event2026-03-31
Filed2026-04-13
MCD
3.45%MCDONALDS CORP
Shares1.1K
Event2026-03-31
Filed2026-04-13
EZM
NewWISDOMTREE TR
Shares4.8K
Event2026-03-31
Filed2026-04-13
UNP
3.46%UNION PAC CORP
Shares1.3K
Event2026-03-31
Filed2026-04-13
MDYG
7.77%SPDR SERIES TRUST
Shares3.1K
Event2026-03-31
Filed2026-04-13
BA
0.00%BOEING CO
Shares1.4K
Event2026-03-31
Filed2026-04-13
WTRG
0.00%ESSENTIAL UTILS INC
Shares7.1K
Event2026-03-31
Filed2026-04-13
VT
31.32%VANGUARD INTL EQUITY INDEX F
Shares2.0K
Event2026-03-31
Filed2026-04-13
OTEX
-32.35%OPEN TEXT CORP
Shares11.6K
Event2026-03-31
Filed2026-04-13
META
NewMETA PLATFORMS INC
Shares422
Event2026-03-31
Filed2026-04-13
CL
NewCOLGATE PALMOLIVE CO
Shares2.8K
Event2026-03-31
Filed2026-04-13
NVDA
-15.28%NVIDIA CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-04-13
IBM
19.08%INTERNATIONAL BUSINESS MACHS
Shares961
Event2026-03-31
Filed2026-04-13
BAC
0.98%BANK AMERICA CORP
Shares4.4K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
1.36%ALPHABET INC
Shares745
Event2026-03-31
Filed2026-04-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available