Rtd Financial Advisors, Inc. Purchases in Q3 2025

Rtd Financial Advisors, Inc.

  • $832 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 1.11%
$620.67 - $670.08 $961K - $1.04M
141K $94.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40.3K
+ 6.83%
$62.09 - $66.51 $2.5M - $2.68M
630K $41.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 5.17%
$108.46 - $120.63 $1.53M - $1.71M
288K $34.2M
GTO
Invesco Actively Managed ETF T

ETFs
33.6K
+ 3.98%
$46.43 - $47.91 $1.56M - $1.61M
877K $41.7M
IWS
Ishares Russell Midcap Value E

ETFs
4.24K
+ 3.02%
$132.83 - $140.61 $564K - $597K
145K $20.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.22K
+ 5.87%
$98.99 - $112.2 $516K - $585K
94.1K $10.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.3K
+ 2.2%
$72.57 - $74.72 $1.04M - $1.07M
665K $49.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.78K
+ 4.74%
$192.76 - $203.86 $728K - $770K
83.6K $17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.23K
+ 0.8%
$49.43 - $54.52 $110K - $122K
281K $15.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.85K
+ 3.87%
$131.47 - $143.64 $506K - $553K
103K $14.6M
MUB
Ishares National Muni Bond ETF

ETFs
5.87K
+ 3.2%
$103.24 - $106.68 $606K - $627K
189K $20.2M
EFV
Msci Eafe Value ETF

ETFs
2.73K
+ 1.6%
$62.79 - $68.42 $172K - $187K
173K $11.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.87K
+ 1.08%
$72.04 - $77.35 $135K - $145K
176K $13.5M
VUG
Vanguard Growth ETF

ETFs
1.21K
+ 26.69%
$433.97 - $484.08 $526K - $586K
5.75K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
7.79K
+ 14.47%
$56.02 - $60.3 $436K - $470K
61.6K $3.69M
VTV
Vanguard Value ETF

ETFs
2.42K
+ 16.84%
$175.51 - $186.57 $425K - $452K
16.8K $3.14M
VB
Vanguard Small Cap ETF

ETFs
395
+ 1.65%
$237.58 - $259.17 $93.8K - $102K
24.3K $6.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.57K
+ 2.01%
$109.11 - $111.88 $280K - $287K
130K $14.5M
NVDA
Nvidia Corp

Technology
2.08K
New
$153.3 - $186.58 $318K - $388K
2.08K $387K
VBK
Vanguard Small Cap Growth ETF

ETFs
56
+ 0.4%
$276.51 - $305.12 $15.5K - $17.1K
14.2K $4.22M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.44K
+ 7.93%
$41.58 - $44.7 $102K - $109K
33.2K $1.46M
AOR
Ishares Tr Core Growth Allocat

ETFs
611
+ 2.33%
$60.99 - $64.39 $37.3K - $39.3K
26.8K $1.73M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.04K
+ 5.71%
$40.43 - $44.52 $41.9K - $46.2K
19.2K $846K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
45
+ 2.88%
$567.09 - $607.37 $25.5K - $27.3K
1.61K $956K
IEMG
Ishares Inc

ETFs
1.33K
+ 31.39%
N/A
5.57K $298K
MSFT
Microsoft Corp

Technology
59
+ 3.53%
$491.09 - $535.64 $29K - $31.6K
1.73K $896K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
631
+ 0.96%
$46.86 - $48.27 $29.6K - $30.5K
66.5K $3.2M
XLK
Technology Sector Spdr

ETFs
16
+ 1.07%
$250.97 - $282.66 $4.02K - $4.52K
1.52K $427K
IEFA
Ishares Tr

ETFs
300
+ 8.7%
$81.7 - $87.53 $24.5K - $26.3K
3.75K $327K
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.26%
$77.6 - $87.37 $698 - $786
3.49K $292K
AOM
Ishares Tr Core Moderate Alloc

ETFs
12
+ 0.14%
$45.4 - $47.61 $545 - $571
8.78K $417K
AOK
Ishares Tr Core Conservative A

ETFs
100
+ 1.1%
$38.64 - $40.17 $3.86K - $4.02K
9.2K $369K
UNP
Union Pacific Corp

Industrials
1
+ 0.07%
$214.91 - $237.16 $215 - $237
1.51K $357K
Activity Summary
Buys All Purchases 34 New Holdings 1 Increased Positions 33 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rtd Financial Advisors, Inc. Portfolio

Follow Rtd Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email