The Analysis of RTD Financial Advisors, Inc.'s Holdings
Currently, RTD Financial Advisors, Inc. holds 113 types of securities in its portfolio with a total value $819.5M. In the most recent quarter, they have increased their positions in IWX (+242.4K shares, valued at $22.3M), IWY (+70.5K shares, valued at $19.5M), HMOP (+24.3K shares, valued at $949.9K); decreased their positions in BND (-575.3K shares, valued at $42.6M), GTO (-64.1K shares, valued at $3.0M), IWF (-5.6K shares, valued at $2.6M); initiated new positions in IWX (+242.4K shares, valued at $22.3M), IWY (+70.5K shares, valued at $19.5M), HMOP (+24.3K shares, valued at $949.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR142.8K shares0.93%2025-12-312026-01-27
IWF ISHARES TR91.3K shares-5.76%2025-12-312026-01-27 IJH ISHARES TR628.7K shares-0.25%2025-12-312026-01-27 GTO INVESCO ACTIVELY MANAGED EXC812.9K shares-7.31%2025-12-312026-01-27 IWB ISHARES TR95.8K shares-3.14%2025-12-312026-01-27 IJR ISHARES TR285.1K shares-0.89%2025-12-312026-01-27 IWP ISHARES TR204.8K shares-1.69%2025-12-312026-01-27 IWX ISHARES TR242.4K sharesnew addition2025-12-312026-01-27 EFG ISHARES TR193.6K shares-2.69%2025-12-312026-01-27 IWS ISHARES TR144.5K shares-0.22%2025-12-312026-01-27 IWY ISHARES TR70.5K sharesnew addition2025-12-312026-01-27 VO VANGUARD INDEX FDS65.0K shares-2.66%2025-12-312026-01-27 MUB ISHARES TR175.0K shares-7.50%2025-12-312026-01-27 IWD ISHARES TR81.9K shares-1.96%2025-12-312026-01-27 IVE ISHARES TR76.6K shares-3.45%2025-12-312026-01-27 IWM ISHARES TR62.3K shares-2.69%2025-12-312026-01-27 TIP ISHARES TR136.0K shares4.40%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F273.9K shares-2.56%2025-12-312026-01-27 IJT ISHARES TR99.8K shares-3.35%2025-12-312026-01-27 IWO ISHARES TR42.8K shares-2.37%2025-12-312026-01-27 SCZ ISHARES TR172.3K shares-1.89%2025-12-312026-01-27 VYMI VANGUARD WHITEHALL FDS144.3K shares-5.10%2025-12-312026-01-27 VOE VANGUARD INDEX FDS73.2K shares-4.30%2025-12-312026-01-27 EFV ISHARES TR168.4K shares-2.67%2025-12-312026-01-27 MMIN NEW YORK LIFE INVTS ACTIVE E493.1K shares-1.11%2025-12-312026-01-27 DFUV DIMENSIONAL ETF TRUST229.3K shares-0.49%2025-12-312026-01-27 IJS ISHARES TR88.5K shares-5.93%2025-12-312026-01-27 IWN ISHARES TR55.4K shares-1.03%2025-12-312026-01-27 VIGI VANGUARD WHITEHALL FDS109.8K shares-2.38%2025-12-312026-01-27 VOT VANGUARD INDEX FDS35.1K shares-3.14%2025-12-312026-01-27 VSS VANGUARD INTL EQUITY INDEX F67.7K shares-3.73%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR357.1K shares-5.25%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS180.8K shares-6.35%2025-12-312026-01-27 VBR VANGUARD INDEX FDS38.1K shares-2.46%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS89.9K shares-86.49%2025-12-312026-01-27 EEM ISHARES TR119.5K shares-2.87%2025-12-312026-01-27 VB VANGUARD INDEX FDS21.9K shares-9.90%2025-12-312026-01-27 GWX SPDR INDEX SHS FDS126.5K shares-2.20%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR157.1K shares-4.34%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST81.0K shares-0.18%2025-12-312026-01-27 MDYV SPDR SERIES TRUST55.0K shares-0.80%2025-12-312026-01-27 IVW ISHARES TR37.5K shares-11.02%2025-12-312026-01-27 VBK VANGUARD INDEX FDS14.1K shares-0.68%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS55.2K shares-10.38%2025-12-312026-01-27 EAGG ISHARES TR67.2K shares0.96%2025-12-312026-01-27 SCHB SCHWAB STRATEGIC TR119.7K shares-4.86%2025-12-312026-01-27 AOA ISHARES TR29.9K shares4.13%2025-12-312026-01-27 ESGD ISHARES TR26.9K shares-3.63%2025-12-312026-01-27 SPEM SPDR INDEX SHS FDS51.5K shares-0.19%2025-12-312026-01-27 VTV VANGUARD INDEX FDS12.1K shares-28.21%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR3.3K shares5.44%2025-12-312026-01-27 VTI VANGUARD INDEX FDS6.0K shares0.00%2025-12-312026-01-27 AAPL APPLE INC7.4K shares-21.76%2025-12-312026-01-27 VV VANGUARD INDEX FDS6.4K shares-1.61%2025-12-312026-01-27 AOR ISHARES TR24.6K shares-8.20%2025-12-312026-01-27 ESGU ISHARES TR9.8K shares-0.25%2025-12-312026-01-27 XJH ISHARES TR31.8K shares-4.43%2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.2K shares2.57%2025-12-312026-01-27 PFE PFIZER INC52.9K shares1.83%2025-12-312026-01-27 VUG VANGUARD INDEX FDS2.7K shares-53.86%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST25.0K shares186.95%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS12.5K shares-65.11%2025-12-312026-01-27 ESGE ISHARES INC24.7K shares-1.65%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO18.5K shares-14.30%2025-12-312026-01-27 XOM EXXON MOBIL CORP8.2K shares6.46%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.00%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares0.00%2025-12-312026-01-27 HMOP HARTFORD FDS EXCHANGE TRADED24.3K sharesnew addition2025-12-312026-01-27 NUMV NUSHARES ETF TR21.9K shares-9.23%2025-12-312026-01-27 DFSV DIMENSIONAL ETF TRUST26.0K sharesnew addition2025-12-312026-01-27 NEE NEXTERA ENERGY INC10.1K shares0.00%2025-12-312026-01-27 NUSC NUSHARES ETF TR17.6K shares-8.30%2025-12-312026-01-27 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-27 PEG PUBLIC SVC ENTERPRISE GRP IN9.2K shares0.00%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F9.9K shares-5.60%2025-12-312026-01-27 TREX TREX CO INC20.6K shares0.00%2025-12-312026-01-27 MSFT MICROSOFT CORP1.4K shares-17.97%2025-12-312026-01-27 NUMG NUSHARES ETF TR14.3K shares-9.16%2025-12-312026-01-27 DFEM DIMENSIONAL ETF TRUST20.4K sharesnew addition2025-12-312026-01-27 DISV DIMENSIONAL ETF TRUST17.1K sharesnew addition2025-12-312026-01-27 OTEX OPEN TEXT CORP17.2K shares-19.39%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR3.6K shares-21.74%2025-12-312026-01-27 LLY ELI LILLY & CO487 sharesnew addition2025-12-312026-01-27 JNJ JOHNSON & JOHNSON2.4K shares6.69%2025-12-312026-01-27 ALB ALBEMARLE CORP3.4K shares-18.58%2025-12-312026-01-27 NULV NUSHARES ETF TR9.9K shares0.93%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR3.0K shares99.93%2025-12-312026-01-27 COWZ PACER FDS TR7.0K shares0.00%2025-12-312026-01-27 WST WEST PHARMACEUTICAL SVSC INC1.5K shares0.00%2025-12-312026-01-27 AOM ISHARES TR8.8K shares-0.34%2025-12-312026-01-27 NULG NUSHARES ETF TR4.2K shares-0.38%2025-12-312026-01-27 SYK STRYKER CORPORATION1.1K shares0.00%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE1.2K shares21.36%2025-12-312026-01-27 CVX CHEVRON CORP NEW2.4K shares-12.91%2025-12-312026-01-27 ESGV VANGUARD WORLD FD3.0K shares-7.74%2025-12-312026-01-27 EFA ISHARES TR3.7K shares0.00%2025-12-312026-01-27 IEFA ISHARES TR3.7K shares0.00%2025-12-312026-01-27 AOK ISHARES TR8.3K shares-9.91%2025-12-312026-01-27 MCD MCDONALDS CORP1.0K shares0.00%2025-12-312026-01-27 ONTO ONTO INNOVATION INC2.0K shares0.00%2025-12-312026-01-27 BA BOEING CO1.4K shares0.00%2025-12-312026-01-27 NVDA NVIDIA CORPORATION1.6K shares-23.11%2025-12-312026-01-27 UNP UNION PAC CORP1.2K shares-17.90%2025-12-312026-01-27 WTRG ESSENTIAL UTILS INC7.1K shares0.00%2025-12-312026-01-27 MDYG SPDR SERIES TRUST2.9K shares0.00%2025-12-312026-01-27 BAC BANK AMERICA CORP4.4K shares0.18%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS807 shares1.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC735 sharesnew addition2025-12-312026-01-27 GEV GE VERNOVA INC333 sharesnew addition2025-12-312026-01-27 VT VANGUARD INTL EQUITY INDEX F1.5K shares-10.93%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available