Institutions / RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc.
CIK 1810555 · Institution · as of Dec 31, 2025
Portfolio value
$819.53M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $97.80M | 11.9% |
| iShares Tr | $43.20M | 5.3% |
| iShares Tr | $41.49M | 5.1% |
| Invesco Actively Managed Exc | $38.55M | 4.7% |
| iShares Tr | $35.78M | 4.4% |
| iShares Tr | $34.26M | 4.2% |
| iShares Tr | $28.05M | 3.4% |
| iShares Tr | $22.26M | 2.7% |
| iShares Tr | $22.05M | 2.7% |
| iShares Tr | $20.38M | 2.5% |
| iShares Tr | $19.52M | 2.4% |
| Vanguard Index Fds | $18.87M | 2.3% |
| iShares Tr | $18.75M | 2.3% |
| iShares Tr | $17.23M | 2.1% |
| iShares Tr | $16.24M | 2.0% |
| iShares Tr | $15.34M | 1.9% |
| iShares Tr | $14.94M | 1.8% |
| Vanguard Intl Equity Index F | $14.72M | 1.8% |
| iShares Tr | $14.09M | 1.7% |
| iShares Tr | $13.84M | 1.7% |
| iShares Tr | $13.36M | 1.6% |
| Vanguard Whitehall Fds | $12.99M | 1.6% |
| Vanguard Index Fds | $12.98M | 1.6% |
| iShares Tr | $12.02M | 1.5% |
| New York Life Invts Active E | $11.80M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.