The Analysis of RTD Financial Advisors, Inc.'s Holdings


Currently, RTD Financial Advisors, Inc. holds 107 types of securities in its portfolio with a total value $832.1M. In the most recent quarter, they have increased their positions in IJH (+40.3K shares, valued at $2.6M), IJR (+14.1K shares, valued at $1.7M), GTO (+33.6K shares, valued at $1.6M); decreased their positions in VNQ (-16.8K shares, valued at $1.5M), IWB (-3.4K shares, valued at $1.2M), IWP (-7.3K shares, valued at $1.0M); initiated new positions in NVDA (+2.1K shares, valued at $387.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR141.5K shares1.11%2025-09-302025-10-14history
BND VANGUARD BD INDEX FDS665.2K shares2.20%2025-09-302025-10-14history
IWF ISHARES TR96.9K shares-2.20%2025-09-302025-10-14history
GTO INVESCO ACTIVELY MANAGED EXC877.0K shares3.98%2025-09-302025-10-14history
IJH ISHARES TR630.3K shares6.83%2025-09-302025-10-14history
IWB ISHARES TR98.9K shares-3.29%2025-09-302025-10-14history
IJR ISHARES TR287.7K shares5.17%2025-09-302025-10-14history
IWP ISHARES TR208.3K shares-3.36%2025-09-302025-10-14history
Sponsored
EFG ISHARES TR198.9K shares-0.02%2025-09-302025-10-14history
IWS ISHARES TR144.8K shares3.02%2025-09-302025-10-14history
MUB ISHARES TR189.2K shares3.20%2025-09-302025-10-14history
VO VANGUARD INDEX FDS66.8K shares0.67%2025-09-302025-10-14history
IWD ISHARES TR83.6K shares4.74%2025-09-302025-10-14history
IVE ISHARES TR79.3K shares-0.37%2025-09-302025-10-14history
IWM ISHARES TR64.0K shares-1.20%2025-09-302025-10-14history
VWO VANGUARD INTL EQUITY INDEX F281.0K shares0.80%2025-09-302025-10-14history
Sponsored
IJT ISHARES TR103.3K shares3.87%2025-09-302025-10-14history
TIP ISHARES TR130.2K shares2.01%2025-09-302025-10-14history
IWO ISHARES TR43.9K shares-2.29%2025-09-302025-10-14history
SCZ ISHARES TR175.6K shares1.08%2025-09-302025-10-14history
VOE VANGUARD INDEX FDS76.5K shares-0.54%2025-09-302025-10-14history
VYMI VANGUARD WHITEHALL FDS152.1K shares-1.88%2025-09-302025-10-14history
MMIN NEW YORK LIFE INVTS ACTIVE E498.6K shares-1.03%2025-09-302025-10-14history
EFV ISHARES TR173.0K shares1.60%2025-09-302025-10-14history
Sponsored
VOT VANGUARD INDEX FDS36.3K shares-2.13%2025-09-302025-10-14history
IJS ISHARES TR94.1K shares5.87%2025-09-302025-10-14history
DFUV DIMENSIONAL ETF TRUST230.4K shares-4.59%2025-09-302025-10-14history
VIGI VANGUARD WHITEHALL FDS112.4K shares-2.03%2025-09-302025-10-14history
VSS VANGUARD INTL EQUITY INDEX F70.4K shares-0.66%2025-09-302025-10-14history
SCHX SCHWAB STRATEGIC TR376.9K shares-2.51%2025-09-302025-10-14history
IWN ISHARES TR56.0K shares-3.23%2025-09-302025-10-14history
VTEB VANGUARD MUN BD FDS193.1K shares-1.26%2025-09-302025-10-14history
Sponsored
PXF INVESCO EXCH TRADED FD TR II145.8K shares-2.22%2025-09-302025-10-14history
VBR VANGUARD INDEX FDS39.0K shares-0.08%2025-09-302025-10-14history
EEM ISHARES TR123.0K shares-3.28%2025-09-302025-10-14history
VB VANGUARD INDEX FDS24.3K shares1.65%2025-09-302025-10-14history
SCHG SCHWAB STRATEGIC TR164.2K shares-0.91%2025-09-302025-10-14history
GWX SPDR INDEX SHS FDS129.3K shares-1.49%2025-09-302025-10-14history
IVW ISHARES TR42.2K shares-1.45%2025-09-302025-10-14history
DFAT DIMENSIONAL ETF TRUST81.1K shares0.00%2025-09-302025-10-14history
Sponsored
MDYV SPDR SERIES TRUST55.4K shares-0.50%2025-09-302025-10-14history
VBK VANGUARD INDEX FDS14.2K shares0.40%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS61.6K shares14.47%2025-09-302025-10-14history
VNQ VANGUARD INDEX FDS36.0K shares-31.83%2025-09-302025-10-14history
SCHB SCHWAB STRATEGIC TR125.8K shares-7.34%2025-09-302025-10-14history
EAGG ISHARES TR66.5K shares0.96%2025-09-302025-10-14history
VTV VANGUARD INDEX FDS16.8K shares16.84%2025-09-302025-10-14history
VUG VANGUARD INDEX FDS5.7K shares26.69%2025-09-302025-10-14history
Sponsored
ESGD ISHARES TR27.9K shares-2.01%2025-09-302025-10-14history
AOA ISHARES TR28.7K shares-0.99%2025-09-302025-10-14history
SPEM SPDR INDEX SHS FDS51.6K shares0.00%2025-09-302025-10-14history
AAPL APPLE INC9.5K shares-0.93%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR3.1K shares-4.23%2025-09-302025-10-14history
VV VANGUARD INDEX FDS6.5K shares-2.74%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS6.0K shares-4.41%2025-09-302025-10-14history
AOR ISHARES TR26.8K shares2.33%2025-09-302025-10-14history
Sponsored
XJH ISHARES TR33.2K shares7.93%2025-09-302025-10-14history
ESGU ISHARES TR9.9K shares-10.55%2025-09-302025-10-14history
PFE PFIZER INC52.0K shares0.00%2025-09-302025-10-14history
ESGE ISHARES INC25.2K shares-2.30%2025-09-302025-10-14history
TREX TREX CO INC20.6K shares0.00%2025-09-302025-10-14history
GOOG ALPHABET INC4.1K shares-1.37%2025-09-302025-10-14history
BMY BRISTOL-MYERS SQUIBB CO21.6K shares-13.06%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS4.5K shares-4.98%2025-09-302025-10-14history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares2.88%2025-09-302025-10-14history
NUMV NUSHARES ETF TR24.1K shares-2.86%2025-09-302025-10-14history
MSFT MICROSOFT CORP1.7K shares3.53%2025-09-302025-10-14history
XOM EXXON MOBIL CORP7.7K shares0.00%2025-09-302025-10-14history
NUSC NUSHARES ETF TR19.2K shares5.71%2025-09-302025-10-14history
OTEX OPEN TEXT CORP21.4K shares-6.21%2025-09-302025-10-14history
PEG PUBLIC SVC ENTERPRISE GRP IN9.2K shares0.00%2025-09-302025-10-14history
NUMG NUSHARES ETF TR15.8K shares-3.28%2025-09-302025-10-14history
Sponsored
NEE NEXTERA ENERGY INC10.1K shares0.00%2025-09-302025-10-14history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-14history
VEU VANGUARD INTL EQUITY INDEX F10.5K shares-0.25%2025-09-302025-10-14history
XLV SELECT SECTOR SPDR TR4.5K shares0.00%2025-09-302025-10-14history
CVX CHEVRON CORP NEW2.8K shares0.00%2025-09-302025-10-14history
NULV NUSHARES ETF TR9.8K shares-5.77%2025-09-302025-10-14history
XLK SELECT SECTOR SPDR TR1.5K shares1.07%2025-09-302025-10-14history
AOM ISHARES TR8.8K shares0.14%2025-09-302025-10-14history
Sponsored
NULG NUSHARES ETF TR4.2K shares-7.17%2025-09-302025-10-14history
JNJ JOHNSON & JOHNSON2.2K shares-1.23%2025-09-302025-10-14history
SYK STRYKER CORPORATION1.1K shares0.00%2025-09-302025-10-14history
COWZ PACER FDS TR7.0K shares-28.66%2025-09-302025-10-14history
DFIV DIMENSIONAL ETF TRUST8.7K shares0.00%2025-09-302025-10-14history
WST WEST PHARMACEUTICAL SVSC INC1.5K shares0.00%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION2.1K sharesnew addition2025-09-302025-10-14history
ESGV VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-10-14history
Sponsored
AOK ISHARES TR9.2K shares1.10%2025-09-302025-10-14history
IEMG ISHARES INC5.6K shares31.39%2025-09-302025-10-14history
UNP UNION PAC CORP1.5K shares0.07%2025-09-302025-10-14history
RPG INVESCO EXCHANGE TRADED FD T7.3K shares0.00%2025-09-302025-10-14history
EFA ISHARES TR3.7K shares0.00%2025-09-302025-10-14history
ALB ALBEMARLE CORP4.2K shares0.00%2025-09-302025-10-14history
IEFA ISHARES TR3.7K shares8.70%2025-09-302025-10-14history
MCD MCDONALDS CORP1.0K shares0.00%2025-09-302025-10-14history
Sponsored
BA BOEING CO1.4K shares0.00%2025-09-302025-10-14history
GE GE AEROSPACE1.0K shares0.00%2025-09-302025-10-14history
MRK MERCK & CO INC3.5K shares0.26%2025-09-302025-10-14history
WTRG ESSENTIAL UTILS INC7.1K shares0.00%2025-09-302025-10-14history
MDYG SPDR SERIES TRUST2.9K shares-7.24%2025-09-302025-10-14history
ONTO ONTO INNOVATION INC2.0K shares0.00%2025-09-302025-10-14history
WMT WALMART INC2.4K shares0.00%2025-09-302025-10-14history
VT VANGUARD INTL EQUITY INDEX F1.7K shares-12.29%2025-09-302025-10-14history
Sponsored
BAC BANK AMERICA CORP4.4K shares0.00%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS799 shares0.00%2025-09-302025-10-14history
ESML ISHARES TR4.7K shares-22.68%2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available