Rtd Financial Advisors, Inc. Incresed Positions in Q4 2024

Rtd Financial Advisors, Inc.

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
237K
+ 48.08%
$61.68 - $67.87 $14.6M - $16.1M
731K $45.6M
GTO
Invesco Actively Managed ETF T

ETFs
67.3K
+ 8.61%
$46.33 - $48.41 $3.12M - $3.26M
850K $39.4M
IWS
Ishares Russell Midcap Value E

ETFs
11.3K
+ 7.47%
$128.08 - $140.32 $1.45M - $1.59M
163K $21.1M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
52.5K
+ 10.19%
$23.79 - $24.6 $1.25M - $1.29M
567K $13.5M
VV
Vanguard Large Cap ETF

ETFs
3.03K
+ 67.15%
$260.27 - $280.65 $789K - $851K
7.55K $2.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
282K
+ 211.9%
$22.4 - $68.28 $6.32M - $19.2M
415K $9.62M
AAPL
Apple Inc.

Technology
1.33K
+ 17.24%
$221.69 - $259.02 $294K - $344K
9.03K $2.26M
MUB
Ishares National Muni Bond ETF

ETFs
7.18K
+ 3.82%
$105.78 - $108.7 $760K - $780K
195K $20.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.99K
+ 2.26%
$104.59 - $118.05 $208K - $235K
89.9K $9.77M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.21K
+ 17.84%
$41.64 - $45.75 $175K - $193K
27.8K $1.16M
VB
Vanguard Small Cap ETF

ETFs
198
+ 1.27%
$233.76 - $261.58 $46.3K - $51.8K
15.8K $3.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
158K
+ 279.13%
$25.93 - $105.3 $4.1M - $16.6M
215K $5.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
96.1K
+ 200.02%
$22.01 - $66.82 $2.12M - $6.42M
144K $3.27M
AOA
Ishares Tr Core Aggressive All

ETFs
1.47K
+ 5.99%
$76.61 - $79.88 $112K - $117K
26K $1.99M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
176
+ 0.95%
$44.28 - $51.47 $7.79K - $9.06K
18.7K $884K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.87K
+ 6.62%
$46.33 - $48.6 $179K - $188K
62.3K $2.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
701
+ 14.88%
$96.64 - $101.23 $67.7K - $71K
5.41K $524K
LQD
Ishares Iboxx $ Investment Gra

ETFs
688
+ 15.78%
$106.56 - $113.11 $73.3K - $77.8K
5.05K $539K
CVX
Chevron Corp

Energy
364
+ 14.88%
$141.15 - $162.53 $51.4K - $59.2K
2.81K $407K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
424
+ 14.25%
$81.68 - $82.93 $34.6K - $35.2K
3.4K $278K
HYG
Ishares Tr

ETFs
450
+ 13.99%
$78.09 - $80.04 $35.1K - $36K
3.67K $288K
MBB
Ishares Tr

ETFs
363
+ 10.72%
$91.26 - $95.82 $33.1K - $34.8K
3.75K $343K
VT
Vanguard Total World Stk Index

ETFs
47
+ 2.74%
$117.09 - $123.07 $5.5K - $5.78K
1.76K $207K
AOK
Ishares Tr Core Conservative A

ETFs
113
+ 1.27%
$37.3 - $38.64 $4.21K - $4.37K
8.99K $335K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
365
+ 3.31%
$38.96 - $43.28 $14.2K - $15.8K
11.4K $448K
ZTS
Zoetis Inc.

Healthcare
50
+ 3.89%
$162.24 - $194.42 $8.11K - $9.72K
1.34K $217K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
172
+ 0.76%
$34.46 - $38.29 $5.93K - $6.59K
22.8K $795K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
798
+ 3.16%
$33.39 - $37.66 $26.6K - $30.1K
26.1K $869K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.4K
+ 1.25%
$113.92 - $127.38 $387K - $433K
275K $31.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.65K
+ 1.63%
$134.53 - $150.65 $222K - $249K
103K $13.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.61K
+ 2.11%
$106.33 - $110.69 $277K - $289K
126K $13.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
27
+ 0.05%
$160.89 - $176.18 $4.34K - $4.76K
52.5K $8.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
367
+ 0.44%
$183.23 - $199.79 $67.2K - $73.3K
83.1K $15.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11.2K
+ 7.08%
$60.13 - $67.31 $671K - $751K
169K $10.3M
EFV
Msci Eafe Value ETF

ETFs
5.16K
+ 3.15%
$51.78 - $57.15 $267K - $295K
169K $8.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10K
+ 3.65%
$44.04 - $49.49 $441K - $495K
284K $12.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.3K
+ 2.46%
$71.75 - $75.11 $1.17M - $1.22M
677K $48.7M
EFG
Msci Eafe Growth ETF

ETFs
2.58K
+ 1.25%
$96.83 - $106.88 $249K - $275K
208K $20.2M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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