RTD Financial Advisors, Inc.

RTD Financial Advisors, Inc. manages $820M in assets across 113 positions, with a focus on index-based equity investments. The firm's top holdings include IVV, totaling $97.8M, and IWF, at $43.2M, which collectively account for 17.4% of the portfolio. Other notable positions include IJH, GTO, and IWB, with allocations of $41.5M, $38.5M, and $35.8M, respectively. The portfolio's largest sector exposures are weighted towards domestic large-cap and mid-cap equities, with IVV and IWF representing 11.9% and 5.3% of the total AUM, respectively.

📌 Top Holdings