RTD Financial Advisors, Inc.
121 holdingsFiling period: 2026-06-30Current AUM: $909.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 151.7K | $113.6M | $115.2M | 12.67% | +2.8K | 2026-06-30 |
| 2 | IJH | ISHARES TR | 640.0K | $49.4M | $46.9M | 5.16% | +7.5K | 2026-06-30 |
| 3 | IWF | ISHARES TR | 361.2K | $44.9M | $43.5M | 4.79% | +269.7K | 2026-06-30 |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | 866.8K | $40.6M | $39.4M | 4.33% | +27.8K | 2026-06-30 |
| 5 | IJR | ISHARES TR | 271.4K | $40.3M | $38.0M | 4.18% | -10,091 | 2026-06-30 |
| 6 | IWB | ISHARES TR | 93.4K | $38.3M | $38.6M | 4.25% | -1,107 | 2026-06-30 |
| 7 | IWX | ISHARES TR | 279.9K | $29.4M | $31.2M | 3.44% | +9.9K | 2026-06-30 |
| 8 | IWP | ISHARES TR | 195.4K | $28.6M | $26.4M | 2.91% | +1.6K | 2026-06-30 |
| 9 | IWS | ISHARES TR | 143.7K | $23.7M | $23.8M | 2.62% | +591 | 2026-06-30 |
| 10 | IWY | ISHARES TR | 80.6K | $23.4M | $22.8M | 2.51% | +2.8K | 2026-06-30 |
| 11 | EFG | ISHARES TR | 182.3K | $22.7M | $21.8M | 2.40% | -4,791 | 2026-06-30 |
| 12 | VO | VANGUARD INDEX FDS | 256.7K | $20.7M | $20.5M | 2.26% | +191.7K | 2026-06-30 |
| 13 | IWD | ISHARES TR | 79.3K | $19.2M | $20.1M | 2.21% | -1,237 | 2026-06-30 |
| 14 | MUB | ISHARES TR | 165.8K | $17.8M | $17.1M | 1.88% | -3,615 | 2026-06-30 |
| 15 | IWM | ISHARES TR | 57.4K | $17.2M | $16.4M | 1.80% | -2,079 | 2026-06-30 |
| 16 | IVE | ISHARES TR | 74.5K | $16.9M | $17.4M | 1.91% | -347 | 2026-06-30 |
| 17 | IJT | ISHARES TR | 88.7K | $15.8M | $14.5M | 1.59% | -6,270 | 2026-06-30 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | 262.4K | $15.7M | $15.5M | 1.71% | -1,182 | 2026-06-30 |
| 19 | TIP | ISHARES TR | 142.4K | $15.6M | $15.1M | 1.66% | +2.2K | 2026-06-30 |
| 20 | IWO | ISHARES TR | 39.5K | $15.6M | $14.3M | 1.57% | -1,323 | 2026-06-30 |
| 21 | SCZ | ISHARES TR | 169.5K | $13.9M | $14.4M | 1.59% | -1,347 | 2026-06-30 |
| 22 | VOE | VANGUARD INDEX FDS | 69.9K | $13.8M | $14.2M | 1.57% | -1,889 | 2026-06-30 |
| 23 | VYMI | VANGUARD WHITEHALL FDS | 129.9K | $12.8M | $13.6M | 1.50% | -6,650 | 2026-06-30 |
| 24 | MMIN | NEW YORK LIFE INVTS ACTIVE E | 524.9K | $12.7M | $12.0M | 1.32% | +22.9K | 2026-06-30 |
| 25 | EFV | ISHARES TR | 158.1K | $12.1M | $12.9M | 1.42% | -3,042 | 2026-06-30 |
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