| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,150 | -100.0% | -0.03% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -579 | -100.0% | -0.03% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -2,304 | -100.0% | -0.03% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -7,103 | -100.0% | -0.04% | – |
| ONTO | Exit | ONTO INNOVATION INC | $0 | – | -2,000 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,013 | -100.0% | -0.04% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,640 | -100.0% | -0.04% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -5,475 | -100.0% | -0.04% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,649 | -100.0% | -0.05% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,092 | -100.0% | -0.05% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -9,678 | -100.0% | -0.05% | – | |
| NUMG | Exit | NUSHARES ETF TRnuveen esg midcp | $0 | – | -8,635 | -100.0% | -0.05% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,190 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -1,700 | -100.0% | -0.05% | – |
| NUMV | Exit | NUSHARES ETF TRnuveen esg midvl | $0 | – | -12,107 | -100.0% | -0.05% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -807 | -100.0% | -0.05% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -699 | -100.0% | -0.05% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,777 | -100.0% | -0.06% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -10,866 | -100.0% | -0.06% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -5,556 | -100.0% | -0.06% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -13,500 | -100.0% | -0.06% | – |
| NULV | Exit | NUSHARES ETF TRnuveen esg lrgvl | $0 | – | -12,186 | -100.0% | -0.06% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,412 | -100.0% | -0.07% | – |
| NULG | Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -7,679 | -100.0% | -0.07% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -10,236 | -100.0% | -0.08% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,980 | -100.0% | -0.08% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,718 | -100.0% | -0.08% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -15,552 | -100.0% | -0.08% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -18,364 | -100.0% | -0.08% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -14,665 | -100.0% | -0.09% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,655 | -100.0% | -0.09% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -4,540 | -100.0% | -0.09% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -12,565 | -100.0% | -0.10% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -11,391 | -100.0% | -0.10% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -3,473 | -100.0% | -0.10% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -4,447 | -100.0% | -0.11% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -4,199 | -100.0% | -0.11% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,570 | -100.0% | -0.11% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -8,408 | -100.0% | -0.12% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,670 | -100.0% | -0.15% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -31,812 | -100.0% | -0.16% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -5,098 | -100.0% | -0.16% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -9,267 | -100.0% | -0.17% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -11,752 | -100.0% | -0.17% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -25,498 | -100.0% | -0.18% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -11,815 | -100.0% | -0.25% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,041 | -100.0% | -0.26% | – |
| PFE | Exit | PFIZER INC | $0 | – | -52,281 | -100.0% | -0.26% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -25,572 | -100.0% | -0.27% | – |
| TREX | Exit | TREX CO INC | $0 | – | -29,780 | -100.0% | -0.28% | – |
| AAPL | Exit | APPLE INC | $0 | – | -11,981 | -100.0% | -0.31% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -46,863 | -100.0% | -0.31% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -10,867 | -100.0% | -0.36% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -50,677 | -100.0% | -0.38% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -56,070 | -100.0% | -0.39% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -51,696 | -100.0% | -0.39% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -32,988 | -100.0% | -0.42% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -90,082 | -100.0% | -0.47% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -17,890 | -100.0% | -0.52% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -53,924 | -100.0% | -0.56% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -87,363 | -100.0% | -0.61% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -137,466 | -100.0% | -0.61% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -23,534 | -100.0% | -0.70% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -72,112 | -100.0% | -0.71% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -138,250 | -100.0% | -0.80% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -75,192 | -100.0% | -0.84% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -90,164 | -100.0% | -0.87% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -36,657 | -100.0% | -0.89% | – |
| PXF | Exit | INVESCO EXCH TRADED FD TR IIftse rafi dev | $0 | – | -162,288 | -100.0% | -1.08% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -140,133 | -100.0% | -1.08% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -54,336 | -100.0% | -1.09% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -67,023 | -100.0% | -1.09% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -85,405 | -100.0% | -1.16% | – |
| MMIN | Exit | INDEXIQ ACTIVE ETF TRiq mackay insred | $0 | – | -346,294 | -100.0% | -1.21% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -59,244 | -100.0% | -1.23% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -166,555 | -100.0% | -1.24% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -116,003 | -100.0% | -1.26% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -154,905 | -100.0% | -1.34% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -253,874 | -100.0% | -1.52% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -297,111 | -100.0% | -1.54% | – | |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -168,032 | -100.0% | -1.59% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -46,500 | -100.0% | -1.59% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -98,827 | -100.0% | -1.66% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -106,359 | -100.0% | -1.67% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -76,264 | -100.0% | -1.77% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -113,700 | -100.0% | -1.80% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -71,860 | -100.0% | -1.94% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -85,220 | -100.0% | -2.00% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -135,738 | -100.0% | -2.16% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -209,074 | -100.0% | -2.76% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -431,674 | -100.0% | -3.17% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -255,061 | -100.0% | -3.67% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -109,628 | -100.0% | -3.93% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -286,889 | -100.0% | -4.00% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -722,776 | -100.0% | -4.93% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -141,337 | -100.0% | -5.74% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -687,051 | -100.0% | -7.32% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -729,572 | -100.0% | -8.43% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -151,730 | -100.0% | -9.95% | – |
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.