$613 Million is the total value of RTD Financial Advisors, Inc.'s 93 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INCcl b | $1,218,776 | +40.7% | 10,416 | 0.0% | 0.20% | +25.2% | |
| TREX | TREX CO INC | $870,643 | -3.7% | 20,568 | 0.0% | 0.14% | -14.5% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $862,882 | -0.4% | 4,049 | 0.0% | 0.14% | -11.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $705,396 | +10.2% | 1,593 | 0.0% | 0.12% | -2.5% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $616,800 | +12.1% | 4,540 | 0.0% | 0.10% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $409,347 | +5.0% | 2,700 | 0.0% | 0.07% | -6.9% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $383,676 | +8.4% | 5,872 | 0.0% | 0.06% | -3.1% | |
| GOOG | ALPHABET INCcap stk cl c | $353,145 | -7.8% | 3,980 | 0.0% | 0.06% | -18.3% | |
| WTRG | ESSENTIAL UTILS INC | $339,026 | +15.3% | 7,103 | 0.0% | 0.06% | +1.9% | |
| MCD | MCDONALDS CORP | $317,069 | +14.1% | 1,203 | 0.0% | 0.05% | +2.0% | |
| DIMENSIONAL ETF TRUSTinternatnal val | $319,443 | +17.9% | 10,508 | 0.0% | 0.05% | +4.0% | ||
| PG | PROCTER AND GAMBLE CO | $303,120 | +20.3% | 2,000 | 0.0% | 0.05% | +6.5% | |
| PM | PHILIP MORRIS INTL INC | $272,457 | +22.2% | 2,692 | 0.0% | 0.04% | +7.3% | |
| SYK | STRYKER CORPORATION | $266,983 | +20.8% | 1,092 | 0.0% | 0.04% | +7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.1% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 10.0% |
| ISHARES TR | 8 | Q3 2023 | 5.8% |
| INVESCO ACTIVELY MANAGED ETF | 8 | Q3 2023 | 5.3% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 2.5% |
View RTD Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-05-02 |
View RTD Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.