Rtd Financial Advisors, Inc. Reduced Holdings in Q4 2025

Rtd Financial Advisors, Inc.

  • $808 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-575K
- 86.49%
$74.09 - $75.1 $42.6M - $43.2M
89.9K $6.66M
GTO
Invesco Actively Managed ETF T

ETFs
-64.1K
- 7.31%
$47.44 - $47.93 $3.04M - $3.07M
813K $38.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.58K
- 5.76%
$459.47 - $491.71 $2.56M - $2.74M
91.3K $43M
VNQ
Vanguard Specialized Funds Van

ETFs
-23.4K
- 65.11%
$88.13 - $92.69 $2.06M - $2.17M
12.5K $1.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.53K
- 1.69%
$136.84 - $145.3 $483K - $513K
205K $28M
VUG
Vanguard Growth ETF

ETFs
-3.1K
- 53.86%
$470.44 - $504.26 $1.46M - $1.56M
2.65K $1.28M
MUB
Ishares National Muni Bond ETF

ETFs
-14.2K
- 7.5%
$106.36 - $107.61 $1.51M - $1.53M
175K $18.7M
VO
Vanguard Mid Cap ETF

ETFs
-1.78K
- 2.66%
$286.27 - $296.23 $508K - $526K
65K $18.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.11K
- 3.14%
$358.39 - $376.54 $1.11M - $1.17M
95.8K $35.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.46K
- 3.35%
$136.54 - $144.07 $473K - $499K
99.8K $13.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.57K
- 0.89%
$114.27 - $121.15 $294K - $311K
285K $33.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.14K
- 3.14%
$279.76 - $298.12 $318K - $339K
35.1K $9.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.59K
- 0.25%
$63.25 - $66.24 $100K - $105K
629K $40.4M
VB
Vanguard Small Cap ETF

ETFs
-2.41K
- 9.9%
$248.1 - $260.08 $597K - $626K
21.9K $5.47M
IWM
Ishares Russell 2000 ETF

ETFs
-1.72K
- 2.69%
$236.79 - $250.33 $408K - $431K
62.3K $14.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.04K
- 2.37%
$310.75 - $335.0 $323K - $349K
42.8K $13.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-5.58K
- 5.93%
$105.91 - $113.18 $591K - $632K
88.5K $9.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.29K
- 4.3%
$169.53 - $176.53 $558K - $581K
73.2K $12.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.3K
- 6.35%
$49.98 - $50.59 $613K - $620K
181K $9.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.65K
- 11.02%
$118.29 - $126.28 $550K - $587K
37.5K $4.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.8K
- 5.25%
$25.85 - $27.19 $512K - $538K
357K $9.48M
EFG
Msci Eafe Growth ETF

ETFs
-5.34K
- 2.69%
$112.91 - $117.61 $603K - $629K
194K $22.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.63K
- 3.73%
$139.66 - $144.52 $367K - $380K
67.7K $9.6M
AAPL
Apple Inc.

Technology
-2.06K
- 21.76%
$245.27 - $275.25 $505K - $567K
7.41K $1.98M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.74K
- 3.45%
$202.52 - $212.07 $555K - $581K
76.6K $16.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-960
- 2.46%
$201.42 - $211.15 $193K - $203K
38.1K $7.82M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.32K
- 1.89%
$75.19 - $77.98 $250K - $259K
172K $13.2M
IWS
Ishares Russell Midcap Value E

ETFs
-318
- 0.22%
$135.66 - $140.93 $43.1K - $44.8K
144K $19.9M
VEA
Vanguard Ftse Developed Market

ETFs
-6.39K
- 10.38%
$59.18 - $62.09 $378K - $397K
55.2K $3.39M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-7.76K
- 5.1%
$82.92 - $88.2 $644K - $685K
144K $12.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.64K
- 1.96%
$199.44 - $208.01 $327K - $341K
81.9K $16.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-576
- 1.03%
$172.34 - $181.51 $99.3K - $105K
55.4K $9.68M
OTEX
Open Text Corp

Technology
-4.14K
- 19.39%
$33.68 - $39.69 $139K - $164K
17.2K $579K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.19K
- 2.56%
$52.54 - $55.77 $377K - $401K
274K $15M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-8.56K
- 5.87%
$60.25 - $64.15 $516K - $549K
137K $8.72M
MSFT
Microsoft Corp

Technology
-311
- 17.97%
$496.82 - $542.07 $155K - $169K
1.42K $720K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.13K
- 4.34%
$31.41 - $33.69 $224K - $240K
157K $5.07M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.85K
- 2.2%
$39.17 - $40.87 $112K - $116K
126K $5.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.12K
- 4.86%
$25.2 - $26.46 $154K - $162K
120K $3.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.68K
- 2.38%
$88.45 - $91.41 $237K - $245K
110K $9.93M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.2K
- 8.2%
$63.43 - $65.6 $140K - $144K
24.6K $1.59M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-444
- 0.8%
$80.59 - $84.32 $35.8K - $37.4K
55K $4.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-149
- 0.18%
$55.75 - $58.83 $8.31K - $8.77K
81K $4.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
-96
- 0.68%
$291.71 - $309.36 $28K - $29.7K
14.1K $4.11M
BMY
Bristol Myers Squibb CO

Healthcare
-3.09K
- 14.3%
$42.6 - $49.08 $132K - $152K
18.5K $866K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.44K
- 9.16%
$46.75 - $49.34 $67.5K - $71.2K
14.3K $669K
XLV
Select Sector Spdr Fund Health

ETFs
-987
- 21.74%
$141.95 - $152.82 $140K - $151K
3.55K $539K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.23K
- 9.23%
$37.7 - $39.08 $83.9K - $87K
21.9K $841K
NVDA
Nvidia Corp

Technology
-480
- 23.11%
$179.83 - $207.04 $86.3K - $99.4K
1.6K $298K
Activity Summary
Buys All Purchases 25 New Holdings 9 Increased Positions 16 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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