RTD Financial Advisors, Inc.

Institutional manager (13F) · CIK 1810555

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $760M

#	Issuer	Value	Shares
1	ISHARES TR	$97M	148,949
2	ISHARES TR	$43M	632,579
3	INVESCO ACTIVELY MANAGED EXC	$39M	839,094
4	ISHARES TR	$39M	91,572
5	ISHARES TR	$35M	281,518
6	ISHARES TR	$34M	94,537
7	ISHARES TR	$25M	269,988
8	ISHARES TR	$25M	193,789
9	ISHARES TR	$21M	143,113
10	ISHARES TR	$21M	187,130
11	ISHARES TR	$19M	77,793
12	VANGUARD INDEX FDS	$19M	64,983
13	ISHARES TR	$18M	169,457
14	ISHARES TR	$17M	80,501
15	ISHARES TR	$16M	74,881
16	ISHARES TR	$15M	140,209
17	ISHARES TR	$15M	59,471
18	VANGUARD INTL EQUITY INDEX F	$14M	263,559
19	ISHARES TR	$14M	94,923
20	ISHARES TR	$13M	170,857
21	VANGUARD INDEX FDS	$13M	71,775
22	VANGUARD WHITEHALL FDS	$13M	136,583
23	ISHARES TR	$13M	40,853
24	ISHARES TR	$12M	161,152
25	NEW YORK LIFE INVTS ACTIVE E	$12M	501,916
26	DIMENSIONAL ETF TRUST	$11M	221,461
27	ISHARES TR	$10M	53,247
28	ISHARES TR	$10M	81,898
29	VANGUARD INTL EQUITY INDEX F	$10M	65,399
30	VANGUARD WHITEHALL FDS	$10M	107,556
31	VANGUARD INDEX FDS	$10M	36,928
32	SCHWAB STRATEGIC TR	$9M	354,275
33	INVESCO EXCH TRADED FD TR II	$9M	128,968
34	VANGUARD MUN BD FDS	$9M	177,373
35	VANGUARD INDEX FDS	$8M	37,189
36	VANGUARD BD INDEX FDS	$7M	92,738
37	ISHARES TR	$7M	117,725
38	VANGUARD INDEX FDS	$6M	22,161
39	SPDR INDEX SHS FDS	$5M	125,635
40	DIMENSIONAL ETF TRUST	$5M	75,872
41	SPDR SERIES TRUST	$4M	52,646
42	SCHWAB STRATEGIC TR	$4M	153,034
43	VANGUARD INDEX FDS	$4M	13,868
44	ISHARES TR	$4M	33,964
45	VANGUARD TAX-MANAGED FDS	$3M	51,236
46	ISHARES TR	$3M	67,318
47	SCHWAB STRATEGIC TR	$3M	118,898
48	ISHARES TR	$3M	27,829
49	DIMENSIONAL ETF TRUST	$2M	46,551
50	VANGUARD INDEX FDS	$2M	12,464

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.