Rtd Financial Advisors, Inc. Sells in Q1 2025

Rtd Financial Advisors, Inc.

  • $743 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14.5K
- 12.46%
$360.07 - $417.26 $5.23M - $6.06M
102K $36.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-44.9K
- 14.29%
$114.9 - $139.6 $5.16M - $6.27M
269K $31.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.96K
- 3.32%
$554.06 - $615.85 $2.75M - $3.06M
144K $81.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-66.6K
- 44.53%
$85.55 - $94.34 $5.69M - $6.28M
82.9K $7.44M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.49K
- 4.46%
$302.31 - $337.54 $1.36M - $1.52M
96.2K $29.3M
IWM
Ishares Russell 2000 ETF

ETFs
-4.24K
- 6.12%
$198.1 - $229.79 $840K - $974K
65K $13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-42.6K
- 19.82%
$24.91 - $29.02 $1.06M - $1.23M
172K $4.31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-311
- 0.68%
$254.58 - $302.92 $79.2K - $94.2K
45.1K $11.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.14K
- 1.11%
$121.0 - $142.28 $138K - $162K
102K $12.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-30.6K
- 11.16%
$39.96 - $43.3 $1.22M - $1.33M
244K $10M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.62K
- 6.1%
$185.78 - $198.58 $858K - $918K
71.1K $13.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.23K
- 2.23%
$21.75 - $24.28 $201K - $224K
406K $8.91M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-16.8K
- 52.59%
$39.18 - $43.52 $658K - $731K
15.1K $626K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.71K
- 6.69%
$92.45 - $106.69 $250K - $289K
37.8K $3.51M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.69K
- 4.35%
$50.44 - $58.1 $186K - $215K
81.1K $4.18M
VV
Vanguard Large Cap ETF

ETFs
-1.26K
- 16.66%
$253.32 - $282.66 $319K - $356K
6.29K $1.61M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.72K
- 4.66%
$75.47 - $84.24 $206K - $229K
55.7K $4.27M
USRT
Ishares Core U.S. Reit ETF

ETFs
-7.16K
- 66.69%
$55.14 - $60.29 $395K - $432K
3.58K $203K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.38K
- 5.12%
$21.23 - $23.75 $157K - $175K
137K $2.93M
VUG
Vanguard Growth ETF

ETFs
-457
- 14.19%
$369.1 - $427.61 $169K - $195K
2.76K $1.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
-818
- 1.56%
$156.61 - $168.02 $128K - $137K
51.7K $8.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.07K
- 1.18%
$49.25 - $50.66 $102K - $105K
174K $8.62M
VTI
Vanguard Total Stock Market Et

ETFs
-337
- 5.0%
$271.18 - $303.12 $91.4K - $102K
6.41K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
-180
- 5.36%
$551.42 - $612.93 $99.3K - $110K
3.18K $1.78M
BMY
Bristol Myers Squibb CO

Healthcare
-4.89K
- 18.71%
$53.9 - $63.11 $264K - $309K
21.3K $1.3M
GOOG
Alphabet Inc.

Communication Services
-92
- 2.16%
$156.06 - $207.71 $14.4K - $19.1K
4.17K $652K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.77K
- 31.25%
$74.85 - $84.89 $132K - $150K
3.88K $317K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-960
- 21.33%
$77.91 - $92.26 $74.8K - $88.6K
3.54K $281K
VTV
Vanguard Value ETF

ETFs
-474
- 4.6%
$167.73 - $179.21 $79.5K - $84.9K
9.82K $1.68M
MBB
Ishares Tr

ETFs
-738
- 19.69%
$90.37 - $94.08 $66.7K - $69.4K
3.01K $282K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-116
- 2.16%
$77.67 - $90.15 $9.01K - $10.5K
5.25K $410K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-8
- 0.21%
$126.86 - $146.45 $1.01K - $1.17K
3.78K $480K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-463
- 5.96%
$37.33 - $45.03 $17.3K - $20.8K
7.31K $278K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-93
- 1.44%
$37.84 - $44.02 $3.52K - $4.09K
6.34K $243K
NEE
Nextera Energy Inc

Utilities
-193
- 1.73%
$66.96 - $76.16 $12.9K - $14.7K
11K $776K
VEU
Vanguard Ftse All World Ex Us

ETFs
-838
- 7.29%
$56.51 - $62.98 $47.4K - $52.8K
10.7K $650K
WMT
Walmart Inc.

Consumer Defensive
-12
- 0.49%
$84.5 - $105.05 $1.01K - $1.26K
2.41K $211K
UNH
Unitedhealth Group Inc

Healthcare
-36
- 4.95%
$461.52 - $548.18 $16.6K - $19.7K
692 $362K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-112
- 2.22%
$105.1 - $109.61 $11.8K - $12.3K
4.94K $535K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-212
- 1.86%
$38.89 - $41.6 $8.24K - $8.82K
11.2K $447K
DFIV
Dimensional ETF Tr

ETFs
-982
- 10.15%
$35.33 - $40.77 $34.7K - $40K
8.7K $342K
UNP
Union Pacific Corp

Industrials
-55
- 3.46%
$225.21 - $254.42 $12.4K - $14K
1.53K $362K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.75%
$142.06 - $167.7 $2.42K - $2.85K
2.24K $371K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-650
- 0.94%
$110.75 - $119.78 $72K - $77.9K
68.7K $8M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-792
- 0.6%
$30.35 - $33.16 $24K - $26.3K
132K $4.24M
EEM
Ishares Msci Emerging Markets

ETFs
-1.23K
- 0.95%
$40.81 - $45.34 $50.3K - $55.9K
128K $5.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.58K
- 1.46%
$78.97 - $85.82 $125K - $135K
106K $8.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.42K
- 1.24%
$71.17 - $73.66 $599K - $620K
669K $49M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-2.72K
- 1.75%
$47.39 - $54.26 $129K - $148K
152K $7.92M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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