$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $567,914 | – | 3,655 | +100.0% | 0.09% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $508,730 | – | 10,236 | +100.0% | 0.08% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $274,736 | – | 5,475 | +100.0% | 0.04% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $202,824 | – | 579 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS INCcl a | $200,077 | – | 1,150 | +100.0% | 0.03% | – |
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 | 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.