RTD Financial Advisors, Inc. holdings history

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130 is the total number of securities RTD Financial Advisors, Inc. has owned. The longest RTD Financial Advisors, Inc. has owned a single stock is 8 quarters.

RTD Financial Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR888.97%9.78%10.11%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS888.43%9.18%10.13%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS887.32%8.63%10.00%Q4 2021Q3 20238
IWF ISHARES TR884.74%5.39%5.77%Q4 2021Q3 20238
GTO INVESCO ACTIVELY MANAG...881.91%4.28%5.27%Q4 2021Q3 20238
IWB ISHARES TR883.45%3.81%4.12%Q4 2021Q3 20238
IWP ISHARES TR883.28%3.78%4.12%Q4 2021Q3 20238
IJR ISHARES TR883.61%3.72%3.91%Q4 2021Q3 20238
EFG ISHARES TR882.58%2.83%3.06%Q4 2021Q3 20238
IWS ISHARES TR882.16%2.31%2.50%Q4 2021Q3 20238
IVE ISHARES TR881.75%1.97%2.14%Q4 2021Q3 20238
TIP ISHARES TR881.46%1.95%2.64%Q4 2021Q3 20238
IWM ISHARES TR881.75%1.91%2.12%Q4 2021Q3 20238
IWD ISHARES TR881.77%1.83%1.93%Q4 2021Q3 20238
VYMI VANGUARD WHITEHALL FDS881.56%1.63%1.69%Q4 2021Q3 20238
IWO ISHARES TR881.45%1.62%1.81%Q4 2021Q3 20238
IJT ISHARES TR881.47%1.58%1.66%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...881.23%1.38%1.52%Q4 2021Q3 20238
IWN ISHARES TR881.12%1.23%1.39%Q4 2021Q3 20238
SCZ ISHARES TR880.95%1.18%1.34%Q4 2021Q3 20238
VIGI VANGUARD WHITEHALL FDS880.85%1.18%1.31%Q4 2021Q3 20238
IJS ISHARES TR881.12%1.17%1.20%Q4 2021Q3 20238
MMIN INDEXIQ ACTIVE ETF TR880.86%1.15%1.60%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR881.04%1.11%1.18%Q4 2021Q3 20238
PXF INVESCO EXCH TRADED FD...880.96%1.08%1.16%Q4 2021Q3 20238
EFV ISHARES TR880.91%1.07%1.24%Q4 2021Q3 20238
VSS VANGUARD INTL EQUITY I...880.87%1.04%1.16%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.76%1.00%1.12%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.88%0.92%0.98%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.74%0.83%0.94%Q4 2021Q3 20238
EEM ISHARES TR880.59%0.75%0.87%Q4 2021Q3 20238
MDYV SPDR SER TR880.69%0.75%0.80%Q4 2021Q3 20238
VOT VANGUARD INDEX FDS880.59%0.71%0.78%Q4 2021Q3 20238
GWX SPDR INDEX SHS FDS880.61%0.71%0.82%Q4 2021Q3 20238
AOA ISHARES TR880.14%0.67%0.90%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST880.59%0.61%0.64%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.52%0.55%0.60%Q4 2021Q3 20238
AAPL APPLE INC880.21%0.49%0.84%Q4 2021Q3 20238
IVW ISHARES TR880.31%0.49%0.58%Q4 2021Q3 20238
RWR SPDR SER TR880.42%0.47%0.58%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR880.38%0.40%0.42%Q4 2021Q3 20238
PFE PFIZER INC880.26%0.40%0.51%Q4 2021Q3 20238
EAGG ISHARES TR880.28%0.37%0.42%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS880.34%0.37%0.40%Q4 2021Q3 20238
AOR ISHARES TR880.19%0.35%0.49%Q4 2021Q3 20238
ESGD ISHARES TR880.19%0.26%0.32%Q4 2021Q3 20238
TREX TREX CO INC880.14%0.26%0.50%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.24%0.26%0.29%Q4 2021Q3 20238
XLRE SELECT SECTOR SPDR TR880.14%0.25%0.47%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.22%0.24%0.31%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.21%0.23%0.26%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS880.16%0.19%0.25%Q4 2021Q3 20238
ESGU ISHARES TR880.15%0.18%0.22%Q4 2021Q3 20238
NKE NIKE INC880.12%0.17%0.23%Q4 2021Q3 20238
ALB ALBEMARLE CORP880.11%0.17%0.27%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.10%0.16%0.22%Q4 2021Q3 20238
USRT ISHARES TR880.12%0.16%0.18%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.14%0.15%0.16%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.10%0.13%0.22%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.10%0.11%0.13%Q4 2021Q3 20238
MDY SPDR S&P MIDCAP 400 ET...880.10%0.11%0.12%Q4 2021Q3 20238
EFA ISHARES TR880.06%0.11%0.16%Q4 2021Q3 20238
VV VANGUARD INDEX FDS880.09%0.10%0.13%Q4 2021Q3 20238
AOM ISHARES TR880.06%0.10%0.13%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.06%0.09%0.14%Q4 2021Q3 20238
XLV SELECT SECTOR SPDR TR880.08%0.09%0.10%Q4 2021Q3 20238
ESGE ISHARES INC880.07%0.09%0.10%Q4 2021Q3 20238
MRK MERCK & CO INC880.05%0.09%0.13%Q4 2021Q3 20238
NUSC NUSHARES ETF TR880.06%0.08%0.10%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.05%0.08%0.16%Q4 2021Q3 20238
GOOG ALPHABET INC880.06%0.08%0.09%Q4 2021Q3 20238
RPG INVESCO EXCHANGE TRADE...880.06%0.07%0.08%Q4 2021Q3 20238
NULV NUSHARES ETF TR880.05%0.07%0.08%Q4 2021Q3 20238
NULG NUSHARES ETF TR880.05%0.06%0.08%Q4 2021Q3 20238
MDYG SPDR SER TR880.06%0.06%0.08%Q4 2021Q3 20238
NUMV NUSHARES ETF TR880.05%0.06%0.07%Q4 2021Q3 20238
UNP UNION PAC CORP880.05%0.06%0.06%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.04%0.06%0.06%Q4 2021Q3 20238
WTRG ESSENTIAL UTILS INC880.04%0.05%0.06%Q4 2021Q3 20238
NUMG NUSHARES ETF TR880.04%0.05%0.07%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST880.05%0.05%0.05%Q4 2021Q3 20238
BA BOEING CO880.04%0.05%0.05%Q4 2021Q3 20238
MCD MCDONALDS CORP880.04%0.05%0.05%Q4 2021Q3 20238
SYK STRYKER CORPORATION880.04%0.04%0.05%Q4 2021Q3 20238
MUB ISHARES TR431.67%2.47%4.36%Q4 2021Q3 20237
IEFA ISHARES TR520.03%0.04%0.05%Q4 2021Q3 20237
XLK SELECT SECTOR SPDR TR430.03%0.04%0.04%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST661.52%1.60%1.69%Q2 2022Q3 20236
NEE NEXTERA ENERGY INC330.03%0.08%0.14%Q4 2021Q3 20236
AOK ISHARES TR420.06%0.07%0.08%Q4 2021Q3 20236
VTEB VANGUARD MUN BD FDS413.12%3.29%3.49%Q2 2022Q3 20235
JJSF J & J SNACK FOODS CORP550.05%0.06%0.07%Q2 2022Q2 20235
PG PROCTER AND GAMBLE CO550.04%0.04%0.05%Q4 2021Q4 20225
PM PHILIP MORRIS INTL INC550.04%0.04%0.04%Q4 2021Q4 20225
BAC BK OF AMERICA CORP440.04%0.05%0.07%Q4 2021Q3 20224
IXUS ISHARES TR310.03%0.04%0.04%Q4 2021Q4 20224
ZTS ZOETIS INC310.03%0.03%0.04%Q4 2021Q3 20234
XERIS BIOPHARMA HOLDIN...440.00%0.00%0.01%Q4 2021Q3 20224
BMY BRISTOL-MYERS SQUIBB CO331.20%1.65%2.03%Q4 2021Q2 20223
PEP PEPSICO INC330.08%0.08%0.09%Q4 2021Q2 20223
SNA SNAP ON INC330.08%0.08%0.08%Q4 2021Q2 20223
CB CHUBB LIMITED330.07%0.08%0.08%Q4 2021Q2 20223
CPB CAMPBELL SOUP CO330.04%0.07%0.08%Q4 2021Q2 20223
DIS DISNEY WALT CO330.05%0.06%0.07%Q4 2021Q2 20223
GPN GLOBAL PMTS INC330.05%0.05%0.05%Q4 2021Q2 20223
NIO NIO INC330.03%0.04%0.05%Q4 2021Q2 20223
GOOGL ALPHABET INC330.04%0.04%0.04%Q4 2021Q2 20223
HEFA ISHARES TR330.03%0.03%0.04%Q4 2021Q2 20223
UP WHEELS UP EXPERIENCE INC330.02%0.03%0.05%Q4 2021Q2 20223
NVDA NVIDIA CORPORATION220.05%0.05%0.05%Q2 2023Q3 20232
VT VANGUARD INTL EQUITY I...220.03%0.04%0.04%Q2 2023Q3 20232
ONTO ONTO INNOVATION INC220.03%0.04%0.04%Q2 2023Q3 20232
TSLA TESLA INC220.03%0.04%0.04%Q4 2021Q1 20222
AXP AMERICAN EXPRESS CO220.03%0.03%0.03%Q4 2021Q1 20222
JPM JPMORGAN CHASE & CO220.03%0.03%0.03%Q4 2021Q1 20222
BSV VANGUARD BD INDEX FDS110.24%0.24%0.24%Q4 2021Q4 20211
VIG VANGUARD SPECIALIZED F...110.09%0.09%0.09%Q3 2023Q3 20231
GSY INVESCO ACTIVELY MANAG...110.08%0.08%0.08%Q3 2023Q3 20231
EMB ISHARES TR110.05%0.05%0.05%Q4 2021Q4 20211
JPST J P MORGAN EXCHANGE TR...110.04%0.04%0.04%Q3 2023Q3 20231
U UNITY SOFTWARE INC110.04%0.04%0.04%Q4 2021Q4 20211
SRLN SSGA ACTIVE ETF TR110.03%0.03%0.03%Q1 2022Q1 20221
BRKB BERKSHIRE HATHAWAY INC...110.03%0.03%0.03%Q3 2023Q3 20231
GAL SSGA ACTIVE ETF TR110.03%0.03%0.03%Q2 2023Q2 20231
ESML ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
RSP INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q4 2021Q4 20211
GENERAL ELECTRIC CO110.03%0.03%0.03%Q4 2021Q4 20211
AMZN AMAZON COM INC110.03%0.03%0.03%Q1 2022Q1 20221
CL COLGATE PALMOLIVE CO110.03%0.03%0.03%Q4 2021Q4 20211
DLR DIGITAL RLTY TR INC110.03%0.03%0.03%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of RTD Financial Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by RTD Financial Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that RTD Financial Advisors, Inc. owns currently or has owned in the past.