RTD Financial Advisors, Inc. - Portfolio overview

RTD Financial Advisors, Inc. has 120 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.93%
2. IJH - ISHARES TR, 5.24%
3. GTO - INVESCO ACTIVELY MANAGED EXC, 4.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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