RTD Financial Advisors, Inc.
115 holdingsFiling period: 2026-03-31Current AUM: $904.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 148.9K | $97.3M | $111.8M | 12.35% | +6.2K | 2026-03-31 |
| 2 | IJH | ISHARES TR | 632.6K | $42.7M | $47.6M | 5.26% | +3.9K | 2026-03-31 |
| 3 | GTO | INVESCO ACTIVELY MANAGED EXC | 839.1K | $39.3M | $38.6M | 4.27% | +26.2K | 2026-03-31 |
| 4 | IWF | ISHARES TR | 91.6K | $39.0M | $43.3M | 4.79% | +296 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 281.5K | $35.0M | $40.9M | 4.53% | -3,582 | 2026-03-31 |
| 6 | IWB | ISHARES TR | 94.5K | $33.7M | $38.6M | 4.27% | -1,275 | 2026-03-31 |
| 7 | IWX | ISHARES TR | 270.0K | $25.0M | $29.8M | 3.29% | +27.6K | 2026-03-31 |
| 8 | IWP | ISHARES TR | 193.8K | $24.8M | $26.6M | 2.94% | -11,013 | 2026-03-31 |
| 9 | IWS | ISHARES TR | 143.1K | $20.9M | $23.9M | 2.64% | -1,381 | 2026-03-31 |
| 10 | EFG | ISHARES TR | 187.1K | $20.8M | $22.7M | 2.51% | -6,430 | 2026-03-31 |
| 11 | IWY | ISHARES TR | 77.8K | $19.4M | $21.5M | 2.38% | +7.3K | 2026-03-31 |
| 12 | VO | VANGUARD INDEX FDS | 65.0K | $18.7M | $21.0M | 2.33% | -33 | 2026-03-31 |
| 13 | MUB | ISHARES TR | 169.5K | $18.0M | $17.9M | 1.98% | -5,587 | 2026-03-31 |
| 14 | IWD | ISHARES TR | 80.5K | $17.2M | $20.3M | 2.24% | -1,437 | 2026-03-31 |
| 15 | IVE | ISHARES TR | 74.9K | $15.8M | $17.4M | 1.92% | -1,713 | 2026-03-31 |
| 16 | TIP | ISHARES TR | 140.2K | $15.5M | $15.1M | 1.67% | +4.2K | 2026-03-31 |
| 17 | IWM | ISHARES TR | 59.5K | $14.7M | $17.3M | 1.91% | -2,848 | 2026-03-31 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | 263.6K | $14.2M | $15.5M | 1.71% | -10,304 | 2026-03-31 |
| 19 | IJT | ISHARES TR | 94.9K | $13.7M | $16.4M | 1.81% | -4,924 | 2026-03-31 |
| 20 | SCZ | ISHARES TR | 170.9K | $13.4M | $14.3M | 1.58% | -1,443 | 2026-03-31 |
| 21 | VOE | VANGUARD INDEX FDS | 71.8K | $13.2M | $14.7M | 1.62% | -1,422 | 2026-03-31 |
| 22 | VYMI | VANGUARD WHITEHALL FDS | 136.6K | $12.9M | $14.1M | 1.56% | -7,752 | 2026-03-31 |
| 23 | IWO | ISHARES TR | 40.9K | $12.8M | $15.1M | 1.67% | -1,996 | 2026-03-31 |
| 24 | EFV | ISHARES TR | 161.2K | $12.0M | $13.0M | 1.44% | -7,226 | 2026-03-31 |
| 25 | MMIN | NEW YORK LIFE INVTS ACTIVE E | 501.9K | $11.9M | $11.9M | 1.31% | +8.9K | 2026-03-31 |
← Scroll →
Page 1 of 5