$655 Million is the total value of RTD Financial Advisors, Inc.'s 99 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GAL | Exit | SSGA ACTIVE ETF TRglobl allo etf | $0 | – | -5,041 | -100.0% | -0.03% | – |
JJSF | Exit | J & J SNACK FOODS CORP | $0 | – | -2,317 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 11 | Q2 2024 | 10.9% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 10.1% |
VANGUARD BD INDEX FDS | 11 | Q2 2024 | 10.0% |
ISHARES TR | 11 | Q2 2024 | 6.5% |
POWERSHARES ACTIVELY MANAGED | 11 | Q2 2024 | 5.3% |
ISHARES TR | 11 | Q2 2024 | 4.6% |
ISHARES TR | 11 | Q2 2024 | 4.1% |
ISHARES TR | 11 | Q2 2024 | 3.9% |
ISHARES TR | 11 | Q2 2024 | 3.1% |
ISHARES TR | 11 | Q2 2024 | 2.5% |
View RTD Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-13 |
13F-HR | 2024-07-22 |
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 |
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.