RTD Financial Advisors, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001810555 · Philadelphia, PA

As of Sep 30, 2025, RTD Financial Advisors, Inc. reported 107 positions worth $832.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	141,479	$94.7M	11.38%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	665,169	$49.5M	5.95%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	96,856	$45.4M	5.45%
INVESCO TOTAL RETURN BOND ETF	GTO	—	876,993	$41.7M	5.01%
ISHARES CORE S&P MID-CAP ETF	IJH	—	630,268	$41.1M	4.94%
ISHARES RUSSELL 1000 ETF	IWB	—	98,923	$36.2M	4.35%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	287,671	$34.2M	4.11%
ISHARES RUSSELL MID-CAP GROWTH ETF	IWP	—	208,332	$29.7M	3.57%
ISHARES MSCI EAFE GROWTH ETF	EFG	—	198,904	$22.7M	2.72%
ISHARES RUSSELL MID-CAP VALUE ETF	IWS	—	144,812	$20.2M	2.43%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	189,237	$20.2M	2.42%
VANGUARD MID-CAP INDEX FUND	VO	—	66,791	9.6M	2.36%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	83,577	7.0M	2.04%
ISHARES S&P 500 VALUE ETF	IVE	—	79,333	6.4M	1.97%
ISHARES RUSSELL 2000 ETF	IWM	—	64,040	5.5M	1.86%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	281,048	5.2M	1.83%
ISHARES S&P SMALL-CAP 600 GROWTH ETF	IJT	—	103,311	4.6M	1.76%
ISHARES TIPS BOND ETF	TIP	—	130,225	4.5M	1.74%
ISHARES RUSSELL 2000 GROWTH ETF	IWO	—	43,890	4.0M	1.69%
ISHARES MSCI EAFE SMALL-CAP ETF	SCZ	—	175,624	3.5M	1.62%
VANGUARD MID-CAP VALUE INDEX FUND	VOE	—	76,486	3.4M	1.60%
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	VYMI	—	152,098	2.9M	1.55%
NEW YORK LIFE INVTS ACTIVE E	MMIN	—	498,595	1.9M	1.43%
ISHARES MSCI EAFE VALUE ETF	EFV	—	173,002	1.7M	1.41%
VANGUARD MID-CAP GROWTH ETF	VOT	—	36,270	0.7M	1.28%