Rtd Financial Advisors, Inc. Reduced Holdings in Q3 2025

Rtd Financial Advisors, Inc.

  • $832 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-16.8K
- 31.83%
$88.47 - $93.24 $1.49M - $1.57M
36K $3.29M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.33K
- 2.03%
$86.07 - $90.74 $200K - $211K
112K $10.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.25K
- 3.36%
$137.51 - $145.26 $997K - $1.05M
208K $29.7M
BMY
Bristol Myers Squibb CO

Healthcare
-3.25K
- 13.06%
$43.31 - $48.98 $141K - $159K
21.6K $974K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.81K
- 28.66%
$55.15 - $58.11 $155K - $163K
7K $402K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.17K
- 10.55%
$134.94 - $145.86 $157K - $170K
9.88K $1.44M
VIG
Vanguard Dividend Appreciation

ETFs
-234
- 4.98%
N/A
4.46K $813K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.39K
- 22.68%
$41.34 - $45.65 $57.3K - $63.2K
4.72K $212K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-534
- 3.28%
$46.67 - $49.54 $24.9K - $26.5K
15.8K $767K
VT
Vanguard Total World Stk Index

ETFs
-237
- 12.29%
$128.41 - $138.03 $30.4K - $32.7K
1.69K $233K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-227
- 7.24%
$87.07 - $93.06 $19.8K - $21.1K
2.91K $266K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-600
- 5.77%
$41.5 - $43.83 $24.9K - $26.3K
9.8K $429K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.97K
- 7.34%
$23.82 - $25.84 $237K - $258K
126K $3.24M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-710
- 2.86%
$35.99 - $38.74 $25.6K - $27.5K
24.1K $933K
VEU
Vanguard Ftse All World Ex Us

ETFs
-26
- 0.25%
$66.38 - $71.68 $1.73K - $1.86K
10.5K $748K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-572
- 2.01%
$87.05 - $93.19 $49.8K - $53.3K
27.9K $2.6M
VTI
Vanguard Total Stock Market Et

ETFs
-279
- 4.41%
$303.93 - $329.86 $84.8K - $92K
6.05K $1.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 4.23%
$617.65 - $666.84 $85.9K - $92.7K
3.14K $2.09M
JNJ
Johnson & Johnson

Healthcare
-28
- 1.23%
$155.17 - $185.42 $4.34K - $5.19K
2.24K $415K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.47K
- 1.26%
$48.5 - $50.19 $120K - $124K
193K $9.67M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-593
- 2.3%
$39.06 - $43.42 $23.2K - $25.7K
25.2K $1.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-11.1K
- 4.59%
$41.91 - $44.87 $465K - $498K
230K $10.3M
VV
Vanguard Large Cap ETF

ETFs
-182
- 2.74%
$285.05 - $309.14 $51.9K - $56.3K
6.46K $1.99M
AOA
Ishares Tr Core Aggressive All

ETFs
-286
- 0.99%
$82.71 - $88.14 $23.7K - $25.2K
28.7K $2.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
-788
- 2.13%
$282.75 - $294.19 $223K - $232K
36.3K $10.7M
OTEX
Open Text Corp

Technology
-1.41K
- 6.21%
$27.93 - $38.16 $39.5K - $53.9K
21.4K $798K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-5.18K
- 1.03%
$22.83 - $23.85 $118K - $123K
499K $11.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-280
- 0.5%
$78.88 - $85.2 $22.1K - $23.9K
55.4K $4.62M
GOOG
Alphabet Inc.

Communication Services
-57
- 1.37%
$175.16 - $255.24 $9.98K - $14.5K
4.12K $1M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.96K
- 1.49%
$36.93 - $40.55 $72.2K - $79.3K
129K $5.2M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-3.31K
- 2.22%
$56.98 - $61.66 $188K - $204K
146K $8.92M
EFG
Msci Eafe Growth ETF

ETFs
-32
- 0.02%
$106.99 - $114.46 $3.42K - $3.66K
199K $22.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-622
- 1.45%
$108.97 - $121.65 $67.8K - $75.7K
42.2K $5.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.52K
- 0.91%
$28.92 - $32.19 $43.8K - $48.8K
164K $5.24M
EEM
Ishares Msci Emerging Markets

ETFs
-4.18K
- 3.28%
$48.07 - $53.4 $201K - $223K
123K $6.57M
AAPL
Apple Inc.

Technology
-89
- 0.93%
$202.38 - $256.87 $18K - $22.9K
9.47K $2.41M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.91K
- 1.88%
$79.76 - $85.78 $232K - $250K
152K $12.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.71K
- 2.51%
$24.46 - $26.5 $238K - $257K
377K $9.93M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-468
- 0.66%
$133.48 - $144.38 $62.5K - $67.6K
70.4K $10M
VBR
Vanguard Small Cap Value ETF

ETFs
-31
- 0.08%
$195.41 - $212.37 $6.06K - $6.58K
39K $8.15M
VOE
Vanguard Mid Cap Value Index F

ETFs
-419
- 0.54%
$164.63 - $174.58 $69K - $73.1K
76.5K $13.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.87K
- 3.23%
$157.1 - $178.94 $294K - $334K
56K $9.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-291
- 0.37%
$194.44 - $206.51 $56.6K - $60.1K
79.3K $16.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.03K
- 2.29%
$284.45 - $324.95 $293K - $335K
43.9K $14M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.36K
- 3.29%
$339.37 - $366.46 $1.14M - $1.23M
98.9K $36.2M
IWM
Ishares Russell 2000 ETF

ETFs
-775
- 1.2%
$214.92 - $244.84 $167K - $190K
64K $15.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.18K
- 2.2%
$420.11 - $472.68 $915K - $1.03M
96.9K $45.4M
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
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