RTD Financial Advisors, Inc.
CIK:0001810555
Investment Adviser
$2B AUM
107 holdings
Philadelphia, PA, USA
RTD Financial Advisors, Inc. is an SEC-registered investment adviser offering personal wealth management, financial planning, and investment services.
Investment Strategy
Fee-only advisory services with a focus on wealth management and financial planning.
Top Buys
I
IVVISHARES TR+$7.8M
I
IJHISHARES TR+$4.5M
I
IJRISHARES TR+$4.3M
I
IWFISHARES TR+$3.3M
G
GTOINVESCO ACTIVELY MANAGED EXC+$2.1M
Top Sells
V
VNQVANGUARD INDEX FDS-$1.4M
V
VIGIVANGUARD WHITEHALL FDS-$271.4K
I
IWPISHARES TR-$228.8K
Z
ZTSZOETIS INC-$215.2K
L
LLYELI LILLY & CO-$202.7K
Top Holdings
I
IVVISHARES TR+11.4%$94.7M
B
BNDVANGUARD BD INDEX FDS+5.9%$49.5M
I
IWFISHARES TR+5.5%$45.4M
G
GTOINVESCO ACTIVELY MANAGED EXC+5.0%$41.7M
I
IJHISHARES TR+4.9%$41.1M
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.38% | $94.7M | 141,479 | $479.23 | $669.30 | +$7.8M |
B BND | VANGUARD BD INDEX FDS | 5.95% | $49.5M | 665,169 | $84.01 | $74.37 | +$1.5M |
I IWF | ISHARES TR | 5.45% | $45.4M | 96,856 | $303.17 | $468.41 | +$3.3M |
G GTO | INVESCO ACTIVELY MANAGED EXC | 5.01% | $41.7M | 876,993 | $50.89 | $47.51 | +$2.1M |
I IJH | ISHARES TR | 4.94% | $41.1M | 630,268 | $61.89 | $65.26 | +$4.5M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+0.4%
ELECTRONIC COMPUTERS
+0.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.2%
PETROLEUM REFINING
+0.2%
LUMBER & WOOD PRODUCTS (NO FURNITURE)
+0.1%