0001774086-20-000002.txt : 20200406
0001774086-20-000002.hdr.sgml : 20200406
20200406110503
ACCESSION NUMBER: 0001774086-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200406
DATE AS OF CHANGE: 20200406
EFFECTIVENESS DATE: 20200406
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RDA Financial Network
CENTRAL INDEX KEY: 0001774086
IRS NUMBER: 203771932
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19480
FILM NUMBER: 20776191
BUSINESS ADDRESS:
STREET 1: 2475 CORAL COURT
STREET 2: SUITE A
CITY: CORALVILLE
STATE: IA
ZIP: 52241
BUSINESS PHONE: 8883004975
MAIL ADDRESS:
STREET 1: 2475 CORAL COURT
STREET 2: SUITE A
CITY: CORALVILLE
STATE: IA
ZIP: 52241
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001774086
XXXXXXXX
03-31-2020
03-31-2020
RDA Financial Network
2475 CORAL COURT
SUITE A
CORALVILLE
IA
52241
13F HOLDINGS REPORT
028-19480
N
Becky Baedke
Vice President of Operations
3196263464
Becky Baedke
Coralville
IA
04-06-2020
0
191
194026649
true
INFORMATION TABLE
2
RDAFin03312020.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
965
4400
SH
SOLE
0
0
0
4400
ISHARES TR
CORE S&P MCP ETF
464287507
466
3238
SH
SOLE
0
0
0
3238
ISHARES TR
CORE S&P SCP ETF
464287804
2988
53259
SH
SOLE
0
0
0
53259
ISHARES TR
CORE S&P500 ETF
464287200
624
2413
SH
SOLE
0
0
0
2413
ISHARES TR
RUSSELL 2000 ETF
464287655
208
1818
SH
SOLE
0
0
0
1818
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1058
4027
SH
SOLE
0
0
0
4027
ADOBE INC
COM
00724F101
1397
4390
SH
SOLE
0
0
0
4390
AMAZON COM INC
COM
023135106
1710
877
SH
SOLE
0
0
0
877
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1201
6570
SH
SOLE
0
0
0
6570
TCW STRATEGIC INCOME FD INC
COM
872340104
132
25532
SH
SOLE
0
0
0
25532
BOEING CO
COM
097023105
389
2606
SH
SOLE
0
0
0
2606
INVESCO QQQ TR
UNIT SER 1
46090E103
8976
47140
SH
SOLE
0
0
0
47140
AMGEN INC
COM
031162100
961
4742
SH
SOLE
0
0
0
4742
ALTRIA GROUP INC
COM
02209S103
228
5905
SH
SOLE
0
0
0
5905
INTEL CORP
COM
458140100
249
4599
SH
SOLE
0
0
0
4599
DISNEY WALT CO
COM DISNEY
254687106
797
8254
SH
SOLE
0
0
0
8254
HONEYWELL INTL INC
COM
438516106
321
2401
SH
SOLE
0
0
0
2401
SEMPRA ENERGY
COM
816851109
355
3141
SH
SOLE
0
0
0
3141
US BANCORP DEL
COM NEW
902973304
452
13125
SH
SOLE
0
0
0
13125
JOHNSON & JOHNSON
COM
478160104
548
4179
SH
SOLE
0
0
0
4179
PFIZER INC
COM
717081103
412
12628
SH
SOLE
0
0
0
12628
CHEVRON CORP NEW
COM
166764100
290
4002
SH
SOLE
0
0
0
4002
MICROSOFT CORP
COM
594918104
2960
18768
SH
SOLE
0
0
0
18768
UNITED PARCEL SERVICE INC
CL B
911312106
266
2843
SH
SOLE
0
0
0
2843
AT&T INC
COM
00206R102
701
24044
SH
SOLE
0
0
0
24044
CISCO SYS INC
COM
17275R102
238
6042
SH
SOLE
0
0
0
6042
DNP SELECT INCOME FD
COM
23325P104
172
17604
SH
SOLE
0
0
0
17604
LOCKHEED MARTIN CORP
COM
539830109
220
649
SH
SOLE
0
0
0
649
PEPSICO INC
COM
713448108
263
2194
SH
SOLE
0
0
0
2194
VERIZON COMMUNICATIONS INC
COM
92343V104
1549
28838
SH
SOLE
0
0
0
28838
SPDR SER TR
PRTFLO S&P500 GW
78464A409
218
6088
SH
SOLE
0
0
0
6088
SPDR SER TR
PORTFOLI S&P1500
78464A805
335
10637
SH
SOLE
0
0
0
10637
ISHARES TR
COHEN STEER REIT
464287564
300
3276
SH
SOLE
0
0
0
3276
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
509
24430
SH
SOLE
0
0
0
24430
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
334
4151
SH
SOLE
0
0
0
4151
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1142
20967
SH
SOLE
0
0
0
20967
ISHARES TR
NASDAQ BIOTECH
464287556
215
1992
SH
SOLE
0
0
0
1992
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
455
4401
SH
SOLE
0
0
0
4401
DEERE & CO
COM
244199105
340
2461
SH
SOLE
0
0
0
2461
BK OF AMERICA CORP
COM
060505104
279
13156
SH
SOLE
0
0
0
13156
STARBUCKS CORP
COM
855244109
634
9651
SH
SOLE
0
0
0
9651
AEGON N V
NY REGISTRY SHS
007924103
31
12372
SH
SOLE
0
0
0
12372
ANTHEM INC
COM
036752103
1717
7564
SH
SOLE
0
0
0
7564
PROCTER & GAMBLE CO
COM
742718109
258
2345
SH
SOLE
0
0
0
2345
GILEAD SCIENCES INC
COM
375558103
310
4141
SH
SOLE
0
0
0
4141
JPMORGAN CHASE & CO
COM
46625H100
2114
23486
SH
SOLE
0
0
0
23486
XCEL ENERGY INC
COM
98389B100
302
5001
SH
SOLE
0
0
0
5001
FORD MTR CO DEL
COM
345370860
148
30578
SH
SOLE
0
0
0
30578
UNITEDHEALTH GROUP INC
COM
91324P102
1454
5832
SH
SOLE
0
0
0
5832
TEMPLETON GLOBAL INCOME FD
COM
880198106
174
32493
SH
SOLE
0
0
0
32493
3M CO
COM
88579Y101
224
1640
SH
SOLE
0
0
0
1640
COMCAST CORP NEW
CL A
20030N101
384
11158
SH
SOLE
0
0
0
11158
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1002
7772
SH
SOLE
0
0
0
7772
WELLTOWER INC
COM
95040Q104
809
17680
SH
SOLE
0
0
0
17680
CONSTELLATION BRANDS INC
CL A
21036P108
816
5689
SH
SOLE
0
0
0
5689
APPLE INC
COM
037833100
4329
17022
SH
SOLE
0
0
0
17022
SPDR SER TR
PRTFLO S&P500 VL
78464A508
2039
78915
SH
SOLE
0
0
0
78915
KINDER MORGAN INC DEL
COM
49456B101
494
35509
SH
SOLE
0
0
0
35509
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1480
16345
SH
SOLE
0
0
0
16345
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
5622
66908
SH
SOLE
0
0
0
66908
AON PLC
SHS CL A
G0408V102
206
1251
SH
SOLE
0
0
0
1251
EDWARDS LIFESCIENCES CORP
COM
28176E108
848
4498
SH
SOLE
0
0
0
4498
FLAGSTAR BANCORP INC
COM PAR .001
337930705
230
11600
SH
SOLE
0
0
0
11600
SOUTHERN CO
COM
842587107
243
4487
SH
SOLE
0
0
0
4487
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
516
15373
SH
SOLE
0
0
0
15373
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
272
1
SH
SOLE
0
0
0
1
ALIGN TECHNOLOGY INC
COM
016255101
579
3330
SH
SOLE
0
0
0
3330
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
73
15052
SH
SOLE
0
0
0
15052
EPR PPTYS
COM SH BEN INT
26884U109
401
16543
SH
SOLE
0
0
0
16543
NVIDIA CORP
COM
67066G104
214
810
SH
SOLE
0
0
0
810
APOLLO INVT CORP
COM NEW
03761U502
71
10498
SH
SOLE
0
0
0
10498
ENTERPRISE PRODS PARTNERS L
COM
293792107
242
16926
SH
SOLE
0
0
0
16926
ALPHABET INC
CAP STK CL A
02079K305
1392
1198
SH
SOLE
0
0
0
1198
VANGUARD INDEX FDS
VALUE ETF
922908744
985
11061
SH
SOLE
0
0
0
11061
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
545
3280
SH
SOLE
0
0
0
3280
VANGUARD INDEX FDS
MID CAP ETF
922908629
392
2981
SH
SOLE
0
0
0
2981
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
341
4883
SH
SOLE
0
0
0
4883
VANGUARD INDEX FDS
SMALL CP ETF
922908751
229
1985
SH
SOLE
0
0
0
1985
VANGUARD INDEX FDS
GROWTH ETF
922908736
230
1470
SH
SOLE
0
0
0
1470
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
297
8152
SH
SOLE
0
0
0
8152
NUVEEN MUN VALUE FD INC
COM
670928100
422
43229
SH
SOLE
0
0
0
43229
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
249
28300
SH
SOLE
0
0
0
28300
ALLIANZGI CONV INCOME FD
COM
018828103
110
29285
SH
SOLE
0
0
0
29285
ISHARES TR
EAFE VALUE ETF
464288877
1902
53279
SH
SOLE
0
0
0
53279
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
260
9398
SH
SOLE
0
0
0
9398
PIMCO INCOME STRATEGY FD II
COM
72201J104
81
10680
SH
SOLE
0
0
0
10680
FIRST TR ABERDEEN GLBL OPP F
COM SHS
337319107
102
11600
SH
SOLE
0
0
0
11600
HOME BANCSHARES INC
COM
436893200
456
38040
SH
SOLE
0
0
0
38040
WISDOMTREE TR
INTL SMCAP DIV
97717W760
418
8710
SH
SOLE
0
0
0
8710
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
278
6591
SH
SOLE
0
0
0
6591
ISHARES TR
CORE S&P TTL STK
464287150
210
3677
SH
SOLE
0
0
0
3677
ISHARES TR
US HOME CONS ETF
464288752
1118
38643
SH
SOLE
0
0
0
38643
MEDICAL PPTYS TRUST INC
COM
58463J304
211
12225
SH
SOLE
0
0
0
12225
ARES CAPITAL CORP
COM
04010L103
370
34328
SH
SOLE
0
0
0
34328
PROSPECT CAPITAL CORPORATION
COM
74348T102
108
25340
SH
SOLE
0
0
0
25340
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
46137V589
87
10730
SH
SOLE
0
0
0
10730
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
578
25894
SH
SOLE
0
0
0
25894
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
397
3024
SH
SOLE
0
0
0
3024
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
358
4352
SH
SOLE
0
0
0
4352
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
202
2265
SH
SOLE
0
0
0
2265
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
290
3392
SH
SOLE
0
0
0
3392
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
207
7259
SH
SOLE
0
0
0
7259
BLACKSTONE GROUP INC
COM CL A
09260D107
720
15800
SH
SOLE
0
0
0
15800
ISHARES TR
PFD AND INCM SEC
464288687
560
17595
SH
SOLE
0
0
0
17595
ISHARES TR
INTL SEL DIV ETF
464288448
203
8970
SH
SOLE
0
0
0
8970
ISHARES TR
3 7 YR TREAS BD
464288661
2040
15296
SH
SOLE
0
0
0
15296
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3616
51115
SH
SOLE
0
0
0
51115
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4012
120348
SH
SOLE
0
0
0
120348
ISHARES TR
NATIONAL MUN ETF
464288414
709
6277
SH
SOLE
0
0
0
6277
DENISON MINES CORP
COM
248356107
18
70000
SH
SOLE
0
0
0
70000
INVESCO EXCHANGE-TRADED FD T
EMRNG MKT SVRG
46138E784
200
8383
SH
SOLE
0
0
0
8383
SPDR SER TR
SPDR BLOOMBERG
78468R663
12597
137482
SH
SOLE
0
0
0
137482
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
656
13783
SH
SOLE
0
0
0
13783
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
231
5615
SH
SOLE
0
0
0
5615
ISHARES TR
CRE U S REIT ETF
464288521
2175
55536
SH
SOLE
0
0
0
55536
ISHARES TR
RESIDNL REAL EST
464288562
327
5930
SH
SOLE
0
0
0
5930
VISA INC
COM CL A
92826C839
1072
6656
SH
SOLE
0
0
0
6656
PHILIP MORRIS INTL INC
COM
718172109
325
4452
SH
SOLE
0
0
0
4452
FIRST TR EXCHANGE TRADED FD
US EQTY OPPT ETF
336920103
779
12357
SH
SOLE
0
0
0
12357
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
33734X200
189
11849
SH
SOLE
0
0
0
11849
SPDR SER TR
PORTFOLIO S&P500
78464A854
2347
77574
SH
SOLE
0
0
0
77574
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
303
12640
SH
SOLE
0
0
0
12640
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
799
26448
SH
SOLE
0
0
0
26448
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
815
61960
SH
SOLE
0
0
0
61960
UNITED BANCSHARES INC OHIO
COM
909458101
221
13593
SH
SOLE
0
0
0
13593
ISHARES TR
MSCI ACWI ETF
464288257
3436
54919
SH
SOLE
0
0
0
54919
ISHARES TR
MODERT ALLOC ETF
464289875
591
16075
SH
SOLE
0
0
0
16075
ISHARES TR
CONSER ALLOC ETF
464289883
1972
58367
SH
SOLE
0
0
0
58367
ISHARES TR
GRWT ALLOCAT ETF
464289867
532
12845
SH
SOLE
0
0
0
12845
SPDR SER TR
PORTFOLIO INTRMD
78464A375
4661
137058
SH
SOLE
0
0
0
137058
FS KKR CAPITAL CORP
COM
302635107
80
26660
SH
SOLE
0
0
0
26660
BROADCOM INC
COM
11135F101
984
4149
SH
SOLE
0
0
0
4149
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1246
12591
SH
SOLE
0
0
0
12591
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
978
12360
SH
SOLE
0
0
0
12360
INDEXIQ ETF TR
IQ MRGR ARB ETF
45409B800
406
13471
SH
SOLE
0
0
0
13471
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
375
5313
SH
SOLE
0
0
0
5313
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
269
5252
SH
SOLE
0
0
0
5252
SPDR SER TR
PORTFOLIO SHORT
78464A474
2971
98221
SH
SOLE
0
0
0
98221
PENNYMAC MTG INVT TR
COM
70931T103
272
25565
SH
SOLE
0
0
0
25565
MAIN STR CAP CORP
COM
56035L104
240
11723
SH
SOLE
0
0
0
11723
GOLUB CAP BDC INC
COM
38173M102
305
24306
SH
SOLE
0
0
0
24306
ALPS ETF TR
ALERIAN MLP
00162Q866
60
17580
SH
SOLE
0
0
0
17580
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
411
1734
SH
SOLE
0
0
0
1734
ISHARES TR
0-5 YR TIPS ETF
46429B747
4124
41281
SH
SOLE
0
0
0
41281
INVESCO EXCHANGE-TRADED FD T
KBW PPTY CASUT
46138E586
203
3825
SH
SOLE
0
0
0
3825
ISHARES TR
CORE HIGH DV ETF
46429B663
382
5334
SH
SOLE
0
0
0
5334
DBX ETF TR
XTRACK MSCI EMRG
233051101
653
34344
SH
SOLE
0
0
0
34344
VEREIT INC
COM
92339V100
655
133987
SH
SOLE
0
0
0
133987
FIRST TR EXCHANGE TRADED ALP
DEV MRK EX US
33737J174
225
5661
SH
SOLE
0
0
0
5661
ISHARES TR
MSCI MIN VOL ETF
46429B697
1075
19904
SH
SOLE
0
0
0
19904
ISHARES INC
MIN VOL GBL ETF
464286525
1107
13783
SH
SOLE
0
0
0
13783
INVESCO EXCHANGE-TRADED FD T
S&P500 HDL VOL
46138E362
426
14210
SH
SOLE
0
0
0
14210
ISHARES TR
US TREAS BD ETF
46429B267
1486
53063
SH
SOLE
0
0
0
53063
SPDR SER TR
PORTFOLIO SH TSR
78468R101
779
25347
SH
SOLE
0
0
0
25347
RETAIL PPTYS AMER INC
CL A
76131V202
56
10856
SH
SOLE
0
0
0
10856
FACEBOOK INC
CL A
30303M102
1203
7213
SH
SOLE
0
0
0
7213
GLOBAL X FDS
GLBL X MLP ETF
37950E473
46
14515
SH
SOLE
0
0
0
14515
HEALTHCARE TR AMER INC
CL A NEW
42225P501
352
14497
SH
SOLE
0
0
0
14497
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
515
11764
SH
SOLE
0
0
0
11764
FLEXSHARES TR
QLT DIV DEF IDX
33939L845
1075
29527
SH
SOLE
0
0
0
29527
INVESCO EXCHANGE-TRADED FD T
S&P MIDCP LOW
46138E198
269
6749
SH
SOLE
0
0
0
6749
INVESCO EXCHANGE-TRADED FD T
S&P SMLCP LOW
46138G102
1171
35329
SH
SOLE
0
0
0
35329
SPDR SER TR
SSGA US LRG ETF
78468R804
523
5768
SH
SOLE
0
0
0
5768
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
1093
26162
SH
SOLE
0
0
0
26162
ISHARES TR
USA MOMENTUM FCT
46432F396
1504
14127
SH
SOLE
0
0
0
14127
FIRST TR INTER DUR PFD & IN
COM
33718W103
542
30380
SH
SOLE
0
0
0
30380
ISHARES TR
USA SIZE FACTOR
46432F370
225
3158
SH
SOLE
0
0
0
3158
SPDR SER TR
BLOMBERG 1 10 YR
78468R861
257
13072
SH
SOLE
0
0
0
13072
ISHARES TR
USA QUALITY FCTR
46432F339
764
9423
SH
SOLE
0
0
0
9423
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
332
6850
SH
SOLE
0
0
0
6850
FIDELITY COVINGTON TR
MSCI INFO TECH I
316092808
268
4279
SH
SOLE
0
0
0
4279
ISHARES TR
0-5YR HI YL CP
46434V407
232
5684
SH
SOLE
0
0
0
5684
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
703
36465
SH
SOLE
0
0
0
36465
WISDOMTREE TR
HEDGED HI YLD BD
97717W430
538
28808
SH
SOLE
0
0
0
28808
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
266
10346
SH
SOLE
0
0
0
10346
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
926
15695
SH
SOLE
0
0
0
15695
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1601
8230
SH
SOLE
0
0
0
8230
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
292
5735
SH
SOLE
0
0
0
5735
KEMPHARM INC
COM
488445107
58
255876
SH
SOLE
0
0
0
255876
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
231
4425
SH
SOLE
0
0
0
4425
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2150
87418
SH
SOLE
0
0
0
87418
SPDR SER TR
RUSSELL YIELD
78468R770
1379
28637
SH
SOLE
0
0
0
28637
ISHARES INC
ESG MSCI EM ETF
46434G863
345
12618
SH
SOLE
0
0
0
12618
ISHARES TR
EDGE MSCI MINM
46435G433
442
17104
SH
SOLE
0
0
0
17104
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
688
13062
SH
SOLE
0
0
0
13062
ISHARES TR
ESG MSCI USA ETF
46435G425
541
9406
SH
SOLE
0
0
0
9406
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
775
15608
SH
SOLE
0
0
0
15608
DOW INC
COM
260557103
291
9957
SH
SOLE
0
0
0
9957
FIRST TR EXCHNG TRADED FD VI
US EQT DEEP DUFR
33740F771
971
35250
SH
SOLE
0
0
0
35250
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
963
37300
SH
SOLE
0
0
0
37300
INVESCO QQQ TR
UNIT SER 1
46090E103
3
800
SH
Put
SOLE
0
0
0
800