0001774086-24-000002.txt : 20240411 0001774086-24-000002.hdr.sgml : 20240411 20240411171658 ACCESSION NUMBER: 0001774086-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RDA Financial Network CENTRAL INDEX KEY: 0001774086 ORGANIZATION NAME: 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: 24839302 BUSINESS ADDRESS: STREET 1: 321 REED STREET STREET 2: SUITE #2 CITY: AKRON STATE: IA ZIP: 51001 BUSINESS PHONE: 8883004975 MAIL ADDRESS: STREET 1: 321 REED STREET STREET 2: SUITE #2 CITY: AKRON STATE: IA ZIP: 51001 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001774086 XXXXXXXX 03-31-2024 03-31-2024 RDA Financial Network

321 REED STREET SUITE #2 AKRON IA 51001

13F HOLDINGS REPORT 028-19480 N Michael A Brannen 8883004975 Michael A Brannen West Chester OH 04-11-2024 0 224 291814747 false INFORMATION TABLE 2 RDAFinancialNetwork13f.xml ABBVIE INC COM 00287Y109 289903 1592 SH SOLE 0 0 0 1592 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 384044 1108 SH SOLE 0 0 0 1108 ADOBE INC COM 00724F101 3973220 7874 SH SOLE 0 0 0 7874 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1253130 17318 SH SOLE 0 0 0 17318 ALIGN TECHNOLOGY INC COM 016255101 2503997 7636 SH SOLE 0 0 0 7636 ALLIANT ENERGY CORP COM 018802108 374577 7432 SH SOLE 0 0 0 7432 ALPHABET INC CAP STK CL A 02079K305 7027301 46560 SH SOLE 0 0 0 46560 ALPHABET INC CAP STK CL C 02079K107 958933 6298 SH SOLE 0 0 0 6298 ALPS ETF TR ALERIAN MLP 00162Q452 257565 5427 SH SOLE 0 0 0 5427 AMAZON COM INC COM 023135106 6345092 35176 SH SOLE 0 0 0 35176 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1777929 18973 SH SOLE 0 0 0 18973 AMGEN INC COM 031162100 243416 856 SH SOLE 0 0 0 856 AMPLIFY ETF TR CWP 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SOLE 0 0 0 920 ISHARES TR 20 YR TR BD ETF 464287432 358894 3793 SH SOLE 0 0 0 3793 ISHARES TR IBOXX INV CP ETF 464287242 634677 5827 SH SOLE 0 0 0 5827 ISHARES TR ISHARES BIOTECH 464287556 251524 1833 SH SOLE 0 0 0 1833 ISHARES TR RUS MDCP VAL ETF 464287473 267956 2138 SH SOLE 0 0 0 2138 ISHARES TR GLOBAL 100 ETF 464287572 2198255 24586 SH SOLE 0 0 0 24586 ISHARES TR ISHARES SEMICDTR 464287523 675727 2991 SH SOLE 0 0 0 2991 ISHARES TR TIPS BD ETF 464287176 488286 4546 SH SOLE 0 0 0 4546 ISHARES TR SHORT TREAS BD 464288679 2670646 24160 SH SOLE 0 0 0 24160 ISHARES TR IBOXX HI YD ETF 464288513 261680 3367 SH SOLE 0 0 0 3367 ISHARES TR CRE U S REIT ETF 464288521 2126015 39517 SH SOLE 0 0 0 39517 ISHARES TR RESIDENTIAL MULT 464288562 226012 3136 SH SOLE 0 0 0 3136 ISHARES TR MBS ETF 464288588 632522 6844 SH SOLE 0 0 0 6844 ISHARES TR US HOME CONS ETF 464288752 1480698 12790 SH SOLE 0 0 0 12790 ISHARES TR FLTG RATE NT ETF 46429B655 2905620 56906 SH SOLE 0 0 0 56906 ISHARES TR CORE HIGH DV 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SOLE 0 0 0 43311 THERMO FISHER SCIENTIFIC INC COM 883556102 1857079 3195 SH SOLE 0 0 0 3195 UBER TECHNOLOGIES INC COM 90353T100 285402 3707 SH SOLE 0 0 0 3707 ULTA BEAUTY INC COM 90384S303 292813 560 SH SOLE 0 0 0 560 UNITED PARCEL SERVICE INC CL B 911312106 595858 4009 SH SOLE 0 0 0 4009 UNITEDHEALTH GROUP INC COM 91324P102 4206499 8503 SH SOLE 0 0 0 8503 US BANCORP DEL COM NEW 902973304 483827 10824 SH SOLE 0 0 0 10824 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 314761 1399 SH SOLE 0 0 0 1399 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 4838418 53820 SH SOLE 0 0 0 53820 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 617700 1285 SH SOLE 0 0 0 1285 VANGUARD INDEX FDS VALUE ETF 922908744 1700938 10444 SH SOLE 0 0 0 10444 VANGUARD INDEX FDS LARGE CAP ETF 922908637 255584 1066 SH SOLE 0 0 0 1066 VANGUARD INDEX FDS SMALL CP ETF 922908751 273394 1196 SH SOLE 0 0 0 1196 VANGUARD INDEX FDS MID CAP ETF 922908629 598774 2396 SH SOLE 0 0 0 2396 VANGUARD INDEX FDS SM CP VAL ETF 922908611 213371 1112 SH SOLE 0 0 0 1112 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 271288 3137 SH SOLE 0 0 0 3137 VANGUARD INDEX FDS GROWTH ETF 922908736 645031 1874 SH SOLE 0 0 0 1874 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1931476 7432 SH SOLE 0 0 0 7432 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 260724 4445 SH SOLE 0 0 0 4445 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 680392 16289 SH SOLE 0 0 0 16289 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 925474 18290 SH SOLE 0 0 0 18290 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 382550 4948 SH SOLE 0 0 0 4948 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1105886 6056 SH SOLE 0 0 0 6056 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 939935 18735 SH SOLE 0 0 0 18735 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7222377 59694 SH SOLE 0 0 0 59694 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 420964 6119 SH SOLE 0 0 0 6119 VANGUARD WORLD FD MEGA GRWTH IND 921910816 805965 2812 SH SOLE 0 0 0 2812 VANGUARD WORLD FD INF TECH 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