RTD Financial Advisors, Inc.

13F filer, CIK 1810555, Philadelphia, PA

RTD Financial Advisors, Inc. reported $779,526,360 across 113 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21. Its ten largest share positions make up 53.15% of the portfolio.

Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000067

Period: 2024-12-31
Reported value: $780M
Holdings: 113
Top 10 weight: 53.15%
New: 3
Sold out: 1

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IJHadded	+237,375	$14.8M
SCHXadded	+281,920	$6.53M
SCHGadded	+158,064	$4.41M
GTOadded	+67,346	$3.12M
SCHBadded	+96,098	$2.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VNQreduced	-167,050	-$14.9M
XLREreduced	-77,892	-$3.17M
IWFreduced	-5,947	-$2.39M
IWPreduced	-10,291	-$1.3M
RWRreduced	-7,351	-$727K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000067, largest first. % of portfolio is the value over $779,526,360, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	149,431	$88M	11.28%	-537	Timeline
BNDVANGUARD BD INDEX FDS	677,338	$48.7M	6.25%	+16,264	Timeline
IWFISHARES TR	116,466	$46.8M	6%	-5,947	Timeline
IJHISHARES TR	731,040	$45.6M	5.84%	+237,375	Timeline
IWPISHARES TR	314,191	$39.8M	5.11%	-10,291	Timeline
GTOINVESCO ACTIVELY MANAGED EXC	849,587	$39.4M	5.06%	+67,346	Timeline
IWBISHARES TR	100,705	$32.4M	4.16%	-1,373	Timeline
IJRISHARES TR	275,447	$31.7M	4.07%	+3,401	Timeline
IWSISHARES TR	163,216	$21.1M	2.71%	+11,344	Timeline
MUBISHARES TR	194,935	$20.8M	2.66%	+7,180	Timeline
EFGISHARES TR	208,343	$20.2M	2.59%	+2,575	Timeline
IWDISHARES TR	83,147	$15.4M	1.97%	+367	Timeline
IWMISHARES TR	69,238	$15.3M	1.96%	-708	Timeline
IVEISHARES TR	75,758	$14.5M	1.86%	-1,336	Timeline
IJTISHARES TR	102,982	$13.9M	1.79%	+1,653	Timeline
MMINNYLIM ACTIVE ETF TR	567,349	$13.5M	1.74%	+52,486	Timeline
TIPISHARES TR	126,314	$13.5M	1.73%	+2,608	Timeline
VNQVANGUARD INDEX FDS	149,476	$13.3M	1.71%	-167,050	Timeline
IWOISHARES TR	45,419	$13.1M	1.68%	-459	Timeline
VWOVANGUARD INTL EQUITY INDEX F	283,947	$12.5M	1.6%	+10,012	Timeline
DFUVDIMENSIONAL ETF TRUST	274,466	$11.2M	1.44%	-10,233	Timeline
VYMIVANGUARD WHITEHALL FDS	159,922	$10.9M	1.39%	-1,370	Timeline
SCZISHARES TR	168,866	$10.3M	1.32%	+11,162	Timeline
IWNISHARES TR	59,745	$9.81M	1.26%	-344	Timeline
IJSISHARES TR	89,917	$9.77M	1.25%	+1,988	Timeline
SCHXSCHWAB STRATEGIC TR	414,961	$9.62M	1.23%	+281,920	Timeline
EFVISHARES TR	168,602	$8.85M	1.13%	+5,155	Timeline
VTEBVANGUARD MUN BD FDS	176,087	$8.83M	1.13%	-3,109	Timeline
VIGIVANGUARD WHITEHALL FDS	107,720	$8.62M	1.11%	-2,098	Timeline
VOEVANGUARD INDEX FDS	52,481	$8.49M	1.09%	+27	Timeline
VSSVANGUARD INTL EQUITY INDEX F	69,323	$7.94M	1.02%	-804	Timeline
PXFINVESCO EXCH TRADED FD TR II	155,078	$7.43M	0.95%	-196	Timeline
VBRVANGUARD INDEX FDS	33,828	$6.7M	0.86%	-433	Timeline
SCHGSCHWAB STRATEGIC TR	214,692	$5.98M	0.77%	+158,064	Timeline
VOTVANGUARD INDEX FDS	23,161	$5.88M	0.75%	-170	Timeline
EEMISHARES TR	129,444	$5.41M	0.69%	-2,463	Timeline
DFATDIMENSIONAL ETF TRUST	84,802	$4.72M	0.61%	-132	Timeline
MDYVSPDR SERIES TRUST	58,439	$4.69M	0.6%	-617	Timeline
IVWISHARES TR	40,468	$4.11M	0.53%	-1,053	Timeline
GWXSPDR INDEX SHS FDS	132,407	$4.1M	0.53%	-548	Timeline
VBVANGUARD INDEX FDS	15,810	$3.8M	0.49%	+198	Timeline
SCHBSCHWAB STRATEGIC TR	144,143	$3.27M	0.42%	+96,098	Timeline
VBKVANGUARD INDEX FDS	10,395	$2.91M	0.37%	-8	Timeline
EAGGISHARES TR	62,309	$2.89M	0.37%	+3,871	Timeline
VEAVANGUARD TAX-MANAGED FDS	50,587	$2.42M	0.31%	-1,946	Timeline
ESGDISHARES TR	30,306	$2.31M	0.3%	-297	Timeline
AAPLAPPLE INC	9,026	$2.26M	0.29%	+1,327	Timeline
VVVANGUARD INDEX FDS	7,550	$2.04M	0.26%	+3,033	Timeline
AOAISHARES TR	25,956	$1.99M	0.26%	+1,467	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,357	$1.97M	0.25%	-31	Timeline
VTIVANGUARD INDEX FDS	6,743	$1.95M	0.25%	0	Timeline
VTVVANGUARD INDEX FDS	10,294	$1.74M	0.22%	-184	Timeline
AORISHARES TR	27,390	$1.57M	0.2%	-118	Timeline
ESGUISHARES TR	12,034	$1.55M	0.2%	-456	Timeline
BMYBRISTOL-MYERS SQUIBB CO	26,152	$1.48M	0.19%	-8,737	Timeline
TREXTREX INC	20,568	$1.42M	0.18%	0	Timeline
PFEPFIZER INC	52,056	$1.38M	0.18%	-100	Timeline
VUGVANGUARD INDEX FDS	3,221	$1.32M	0.17%	-296	Timeline
XLRESELECT SECTOR SPDR TR	31,921	$1.3M	0.17%	-77,892	Timeline
SPEMSPDR INDEX SHS FDS	33,050	$1.27M	0.16%	-76	Timeline
XJHISHARES TR	27,814	$1.16M	0.15%	+4,210	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,553	$892K	0.11%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,560	$889K	0.11%	0	Timeline
NUMGNUSHARES ETF TR	18,673	$885K	0.11%	+176	Timeline
ESGEISHARES INC	26,055	$870K	0.11%	+798	Timeline
XOMEXXON MOBIL CORP	7,706	$829K	0.11%	-176	Timeline
GOOGALPHABET INC	4,266	$812K	0.1%	0	Timeline
NEENEXTERA ENERGY INC	11,146	$799K	0.1%	0	Timeline
NUMVNUSHARES ETF TR	22,845	$795K	0.1%	+172	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	9,230	$780K	0.1%	0	Timeline
MSFTMICROSOFT CORP	1,740	$734K	0.09%	+311	Timeline
NUSCNUSHARES ETF TR	16,569	$694K	0.09%	-659	Timeline
VEUVANGUARD INTL EQUITY INDEX F	11,492	$660K	0.08%	-12	Timeline
XLVSELECT SECTOR SPDR TR	4,783	$658K	0.08%	0	Timeline
USRTISHARES TR	10,734	$615K	0.08%	-10,819	Timeline
LQDISHARES TR	5,049	$539K	0.07%	+688	Timeline
IUSGISHARES TR	3,786	$528K	0.07%	-486	Timeline
AGGISHARES TR	5,411	$524K	0.07%	+701	Timeline
COWZPACER FDS TR	9,100	$514K	0.07%	0	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	1,524	$499K	0.06%	0	Timeline
NULGNUSHARES ETF TR	5,361	$460K	0.06%	-280	Timeline
SCHFSCHWAB STRATEGIC TR	24,563	$454K	0.06%	new	Timeline
IUSVISHARES TR	4,907	$454K	0.06%	-290	Timeline
NULVNUSHARES ETF TR	11,402	$449K	0.06%	+365	Timeline
IEURISHARES TR	8,049	$434K	0.06%	-67	Timeline
EFAISHARES TR	5,648	$427K	0.05%	-66	Timeline
CVXCHEVRON CORPORATION	2,811	$407K	0.05%	+364	Timeline
SYKSTRYKER CORPORATION	1,092	$393K	0.05%	0	Timeline
MDYGSPDR SERIES TRUST	4,500	$391K	0.05%	-226	Timeline
XLKSELECT SECTOR SPDR TR	1,640	$381K	0.05%	0	Timeline
AOMISHARES TR	8,763	$381K	0.05%	-3,002	Timeline
UNHUNITEDHEALTH GROUP INC	728	$368K	0.05%	-16	Timeline
UNPUNION PAC CORP	1,589	$362K	0.05%	-20	Timeline
ALBALBEMARLE CORP	4,199	$361K	0.05%	0	Timeline
MRKMERCK & CO INC	3,569	$355K	0.05%	-59	Timeline
MBBISHARES TR	3,749	$344K	0.04%	+363	Timeline
DFIVDIMENSIONAL ETF TRUST	9,678	$343K	0.04%	0	Timeline
IEFAISHARES TR	4,861	$342K	0.04%	-71	Timeline
RWRSPDR SERIES TRUST	3,406	$337K	0.04%	-7,351	Timeline
AOKISHARES TR	8,989	$335K	0.04%	+113	Timeline
ONTOONTO INNOVATION INC	2,000	$333K	0.04%	0	Timeline
JNJJOHNSON & JOHNSON	2,260	$327K	0.04%	-35	Timeline
RPGINVESCO EXCHANGE TRADED FD T	7,769	$321K	0.04%	0	Timeline
MCDMCDONALDS CORP	1,043	$302K	0.04%	0	Timeline
HYGISHARES TR	3,667	$288K	0.04%	+450	Timeline
SHYISHARES TR	3,399	$279K	0.04%	+424	Timeline
ESMLISHARES TR	6,436	$271K	0.03%	0	Timeline
WTRGESSENTIAL UTILS INC	7,103	$258K	0.03%	0	Timeline
BABOEING CO	1,442	$255K	0.03%	0	Timeline
ACMAECOM	2,116	$226K	0.03%	new	Timeline
WMTWALMART INC	2,426	$219K	0.03%	new	Timeline
ZTSZOETIS INC	1,335	$218K	0.03%	+50	Timeline
VTVANGUARD INTL EQUITY INDEX F	1,763	$207K	0.03%	+47	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GSKGSK PLC	7,014	$287K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000067	base		2025-01-21	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC