Rtd Financial Advisors, Inc. Reduced Holdings in Q3 2024

Rtd Financial Advisors, Inc.

  • $789 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-354K
- 52.8%
$82.97 - $98.97 $29.4M - $35M
317K $30.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10.5K
- 7.9%
$332.02 - $382.76 $3.49M - $4.02M
122K $46M
RWR
Spdr Dow Jones Reit ETF

ETFs
-13.9K
- 56.35%
$92.36 - $108.47 $1.28M - $1.51M
10.8K $1.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-39K
- 26.22%
$38.04 - $45.36 $1.48M - $1.77M
110K $4.91M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.15K
- 12.58%
$92.63 - $105.69 $755K - $861K
56.6K $5.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.45K
- 7.66%
$84.77 - $97.13 $292K - $335K
41.5K $3.98M
CVX
Chevron Corp

Energy
-713
- 22.56%
$137.88 - $161.97 $98.3K - $115K
2.45K $360K
MRK
Merck & Co., Inc.

Healthcare
-59
- 1.6%
$111.15 - $128.97 $6.56K - $7.61K
3.63K $411K
IEFA
Ishares Tr

ETFs
-740
- 13.05%
$70.09 - $78.74 $51.9K - $58.3K
4.93K $384K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-455
- 8.78%
$81.1 - $89.18 $36.9K - $40.6K
4.73K $414K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-231
- 3.93%
$73.86 - $84.2 $17.1K - $19.5K
5.64K $466K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-5.35K
- 8.3%
$71.9 - $79.86 $385K - $427K
59.1K $4.69M
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.04%
$182.15 - $182.15 $364 - $364
4.55K $829K
XOM
Exxon Mobil Corp

Energy
-132
- 1.65%
$109.72 - $119.0 $14.5K - $15.7K
7.88K $923K
SPY
Spdr S&P 500 ETF Trust

ETFs
-161
- 4.54%
$517.38 - $573.86 $83.3K - $92.4K
3.39K $1.94M
AOK
Ishares Tr Core Conservative A

ETFs
-1
- 0.01%
$36.8 - $38.71 $36.8 - $38.7
8.88K $343K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-157
- 2.67%
$75.32 - $84.37 $11.8K - $13.2K
5.71K $477K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-64
- 0.54%
$42.66 - $45.18 $2.73K - $2.89K
11.8K $530K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.98K
- 1.64%
$49.93 - $51.15 $149K - $152K
179K $9.16M
VTI
Vanguard Total Stock Market Et

ETFs
-255
- 3.64%
$255.18 - $283.2 $65.1K - $72.2K
6.74K $1.91M
VEU
Vanguard Ftse All World Ex Us

ETFs
-184
- 1.57%
$56.47 - $63.69 $10.4K - $11.7K
11.5K $724K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.2K
- 5.26%
$53.07 - $62.66 $63.5K - $75K
21.6K $1.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-804
- 1.65%
$59.93 - $66.52 $48.2K - $53.5K
48K $3.2M
VTV
Vanguard Value ETF

ETFs
-87
- 0.82%
$159.75 - $174.57 $13.9K - $15.2K
10.5K $1.83M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6
- 0.06%
$240.48 - $267.94 $1.44K - $1.61K
10.4K $2.78M
BMY
Bristol Myers Squibb CO

Healthcare
-3.14K
- 8.26%
$39.66 - $51.75 $125K - $163K
34.9K $1.81M
VOT
Vanguard Mid Cap Growth Index

ETFs
-342
- 1.44%
$218.05 - $243.47 $74.6K - $83.3K
23.3K $5.68M
DFAT
Dimensional ETF Tr U S Target

ETFs
-677
- 0.79%
$51.0 - $57.07 $34.5K - $38.6K
84.9K $4.72M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-284
- 0.21%
$30.27 - $34.42 $8.6K - $9.78K
133K $4.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.89K
- 1.4%
$61.11 - $67.85 $116K - $128K
133K $9.03M
EEM
Ishares Msci Emerging Markets

ETFs
-660
- 0.5%
$40.42 - $46.7 $26.7K - $30.8K
132K $6.05M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.39K
- 0.89%
$46.96 - $52.62 $65.1K - $73K
155K $8.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.48K
- 2.21%
$80.13 - $88.89 $199K - $220K
110K $9.69M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-176
- 0.25%
$112.99 - $126.45 $19.9K - $22.3K
70.1K $8.83M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.03K
- 0.71%
$38.51 - $41.69 $78.2K - $84.6K
285K $11.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.51K
- 0.93%
$66.31 - $74.08 $100K - $112K
161K $11.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.56K
- 3.21%
$181.06 - $197.17 $463K - $504K
77.1K $15.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-635
- 1.2%
$149.02 - $167.67 $94.6K - $106K
52.5K $8.79M
IWN
Ishares Russell2000 Val ETF

ETFs
-270
- 0.45%
$150.05 - $171.34 $40.5K - $46.3K
60.1K $10M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-112
- 0.24%
$256.4 - $289.78 $28.7K - $32.5K
45.9K $13M
IWM
Ishares Russell 2000 ETF

ETFs
-443
- 0.63%
$200.87 - $224.6 $89K - $99.5K
69.9K $15.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-725
- 0.71%
$283.28 - $314.39 $205K - $228K
102K $32.1M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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