RTD Financial Advisors, Inc.

Est. AUM

$804.7M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$97.3M	148949	12.09%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$42.7M	632579	5.31%	SOLE
3	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$39.3M	839094	4.88%	SOLE
4	ISHARES TR	RUS 1000 GRW ETF	$39.0M	91572	4.85%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$35.0M	281518	4.35%	SOLE
6	ISHARES TR	RUS 1000 ETF	$33.7M	94537	4.19%	SOLE
7	ISHARES TR	RUS TP200 VL ETF	$25.0M	269988	3.11%	SOLE
8	ISHARES TR	RUS MD CP GR ETF	$24.8M	193789	3.09%	SOLE
9	ISHARES TR	RUS MDCP VAL ETF	$20.9M	143113	2.59%	SOLE
10	ISHARES TR	EAFE GRWTH ETF	$20.8M	187130	2.59%	SOLE
11	ISHARES TR	RUS TP200 GR ETF	$19.4M	77793	2.41%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$18.7M	64983	2.32%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$18.0M	169457	2.24%	SOLE
14	ISHARES TR	RUS 1000 VAL ETF	$17.2M	80501	2.14%	SOLE
15	ISHARES TR	S&P 500 VAL ETF	$15.8M	74881	1.96%	SOLE
16	ISHARES TR	TIPS BD ETF	$15.5M	140209	1.92%	SOLE
17	ISHARES TR	RUSSELL 2000 ETF	$14.7M	59471	1.83%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.2M	263559	1.77%	SOLE
19	ISHARES TR	S&P SML 600 GWT	$13.7M	94923	1.71%	SOLE
20	ISHARES TR	EAFE SML CP ETF	$13.4M	170857	1.66%	SOLE
21	VANGUARD INDEX FDS	MCAP VL IDXVIP	$13.2M	71775	1.64%	SOLE
22	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.9M	136583	1.60%	SOLE
23	ISHARES TR	RUS 2000 GRW ETF	$12.8M	40853	1.59%	SOLE
24	ISHARES TR	EAFE VALUE ETF	$12.0M	161152	1.49%	SOLE
25	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$11.9M	501916	1.48%	SOLE
26	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$10.7M	221461	1.33%	SOLE
27	ISHARES TR	RUS 2000 VAL ETF	$10.1M	53247	1.25%	SOLE
28	ISHARES TR	SP SMCP600VL ETF	$9.7M	81898	1.21%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.5M	65399	1.18%	SOLE
30	VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.5M	107556	1.18%	SOLE
31	VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.5M	36928	1.18%	SOLE
32	SCHWAB STRATEGIC TR	US LRG CAP ETF	$9.1M	354275	1.13%	SOLE
33	VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.8M	177373	1.10%	SOLE
34	VANGUARD INDEX FDS	SM CP VAL ETF	$8.1M	37189	1.00%	SOLE
35	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.8M	92738	0.85%	SOLE
36	ISHARES TR	MSCI EMG MKT ETF	$6.7M	117725	0.83%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	22161	0.72%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$5.3M	125635	0.66%	SOLE
39	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.7M	75872	0.59%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	52646	0.56%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.5M	153034	0.55%	SOLE
42	VANGUARD INDEX FDS	SML CP GRW ETF	$4.2M	13868	0.52%	SOLE
43	ISHARES TR	S&P 500 GRWT ETF	$3.8M	33964	0.48%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.3M	51236	0.41%	SOLE
45	ISHARES TR	ESG AWR US AGRGT	$3.2M	67318	0.40%	SOLE
46	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	118898	0.37%	SOLE
47	ISHARES TR	ESG AW MSCI EAFE	$2.7M	27829	0.33%	SOLE
48	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.5M	46551	0.31%	SOLE
49	VANGUARD INDEX FDS	VALUE ETF	$2.4M	12464	0.30%	SOLE
50	ISHARES TR	CORE 80/20 AGGRE	$2.4M	27146	0.30%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.