RTD Financial Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Philadelphia, PA
CIK
0001810555
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 99 712,339 IVV, VNQ, BND, IWF 13F-HR 1/17/2024 000181055524000001
Q3 2023 99 654,780 IVV, VNQ, BND, IWF 13F-HR 10/19/2023 000181055523000004
Q2 2023 96 687,896 IVV, VNQ, BND, IWF 13F-HR 7/13/2023 000181055523000003
Q1 2023 91 646,615 IVV, VNQ, BND, IWF 13F-HR 4/18/2023 000181055523000002
Q4 2022 93 613,436 IVV, VNQ, BND, GTO 13F-HR 1/24/2023 000181055523000001
Q3 2022 92 543,099 IVV, BND, VNQ, IWF 13F-HR 10/12/2022 000181055522000006
Q2 2022 108 651,778 IVV, VNQ, BND, IWF 13F-HR 7/21/2022 000181055522000005
Q1 2022 112 740,950 IVV, VNQ, BND, IWF 13F-HR 5/3/2022 000181055522000004
Q4 2021 116 763,698 VNQ, IVV, BND, IWF 13F-HR 5/2/2022 000181055522000003