0001810555-22-000004.txt : 20220503 0001810555-22-000004.hdr.sgml : 20220503 20220503103929 ACCESSION NUMBER: 0001810555-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RTD Financial Advisors, Inc. CENTRAL INDEX KEY: 0001810555 IRS NUMBER: 222448145 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22440 FILM NUMBER: 22885058 BUSINESS ADDRESS: STREET 1: 30 S. 17TH STREET, SUITE 1620 CITY: PHILADELPHIA STATE: PA ZIP: 19103 BUSINESS PHONE: 215-557-3800 MAIL ADDRESS: STREET 1: 30 S. 17TH STREET, SUITE 1620 CITY: PHILADELPHIA STATE: PA ZIP: 19103 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001810555 XXXXXXXX 03-31-2022 03-31-2022 false RTD Financial Advisors, Inc.

30 S. 17th Street, Suite 1620 Philadelphia PA 19103

13F HOLDINGS REPORT 028-22440 N Jeffrey A. Weiand 215-557-3800 /s/ Jeffrey A. Weiand Philadelphia PA 05-03-2022 0 112 740950 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 1242 5616 SH SOLE 0 0 5616 ALPHABET INC CAP STK CL A 02079K305 320 115 SH SOLE 0 0 115 ALPHABET INC CAP STK CL C 02079K107 656 235 SH SOLE 0 0 235 AMAZON COM INC COM 023135106 202 62 SH SOLE 0 0 62 AMERICAN EXPRESS CO COM 025816109 252 1349 SH SOLE 0 0 1349 APPLE INC COM 037833100 6213 35580 SH SOLE 0 0 35580 BK OF AMERICA CORP COM 060505104 513 12445 SH SOLE 0 0 12445 BOEING CO COM 097023105 371 1938 SH SOLE 0 0 1938 BRISTOL-MYERS SQUIBB CO COM 110122108 12775 174932 SH SOLE 0 0 174932 CAMPBELL SOUP CO COM 134429109 575 12905 SH SOLE 0 0 12905 CHUBB LIMITED COM H1467J104 544 2542 SH SOLE 0 0 2542 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4463 95822 SH SOLE 0 0 95822 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 371 11084 SH SOLE 0 0 11084 DISNEY WALT CO COM 254687106 490 3573 SH SOLE 0 0 3573 ESSENTIAL UTILS INC COM 29670G102 465 9103 SH SOLE 0 0 9103 EXXON MOBIL CORP COM 30231G102 963 11659 SH SOLE 0 0 11659 GLOBAL PMTS INC COM 37940X102 370 2704 SH SOLE 0 0 2704 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 11874 464010 SH SOLE 0 0 464010 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 23200 442330 SH SOLE 0 0 442330 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 7673 166328 SH SOLE 0 0 166328 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 496 2700 SH SOLE 0 0 2700 ISHARES INC ESG AWR MSCI EM 46434G863 527 14335 SH SOLE 0 0 14335 ISHARES TR TIPS BD ETF 464287176 19553 156961 SH SOLE 0 0 156961 ISHARES TR RUS MDCP VAL ETF 464287473 18488 154534 SH SOLE 0 0 154534 ISHARES TR NATIONAL MUN ETF 464288414 32288 294491 SH SOLE 0 0 294491 ISHARES TR RUS MD CP GR ETF 464287481 24635 245120 SH SOLE 0 0 245120 ISHARES TR RUS 2000 VAL ETF 464287630 8457 52399 SH SOLE 0 0 52399 ISHARES TR RUS 2000 GRW ETF 464287648 10732 41961 SH SOLE 0 0 41961 ISHARES TR RUSSELL 2000 ETF 464287655 12996 63310 SH SOLE 0 0 63310 ISHARES TR RUS 1000 VAL ETF 464287598 14314 86238 SH SOLE 0 0 86238 ISHARES TR RUS 1000 GRW ETF 464287614 39398 141910 SH SOLE 0 0 141910 ISHARES TR RUS 1000 ETF 464287622 25567 102238 SH SOLE 0 0 102238 ISHARES TR ESG AWARE MSCI 46435U663 213 5598 SH SOLE 0 0 5598 ISHARES TR MSCI EMG MKT ETF 464287234 4844 107288 SH SOLE 0 0 107288 ISHARES TR EAFE VALUE ETF 464288877 6970 138683 SH SOLE 0 0 138683 ISHARES TR EAFE SML CP ETF 464288273 7014 105734 SH SOLE 0 0 105734 ISHARES TR EAFE GRWTH ETF 464288885 19157 198991 SH SOLE 0 0 198991 ISHARES TR ESG AW MSCI EAFE 46435G516 1437 19494 SH SOLE 0 0 19494 ISHARES TR MSCI EAFE ETF 464287465 1168 15865 SH SOLE 0 0 15865 ISHARES TR S&P 500 GRWT ETF 464287309 2973 38920 SH SOLE 0 0 38920 ISHARES TR SP SMCP600VL ETF 464287879 8901 86929 SH SOLE 0 0 86929 ISHARES TR ESG AWR US AGRGT 46435U549 2187 42343 SH SOLE 0 0 42343 ISHARES TR S&P 500 VAL ETF 464287408 12988 83405 SH SOLE 0 0 83405 ISHARES TR ESG AWR MSCI USA 46435G425 1116 11016 SH SOLE 0 0 11016 ISHARES TR S&P SML 600 GWT 464287887 11095 88688 SH SOLE 0 0 88688 ISHARES TR CORE S&P500 ETF 464287200 73326 161621 SH SOLE 0 0 161621 ISHARES TR AGGRES ALLOC ETF 464289859 5949 86297 SH SOLE 0 0 86297 ISHARES TR CONSER ALLOC ETF 464289883 555 14741 SH SOLE 0 0 14741 ISHARES TR GRWT ALLOCAT ETF 464289867 2978 55185 SH SOLE 0 0 55185 ISHARES TR MODERT ALLOC ETF 464289875 930 21651 SH SOLE 0 0 21651 ISHARES TR CORE MSCI EAFE 46432F842 283 4065 SH SOLE 0 0 4065 ISHARES TR CORE MSCI TOTAL 46432F834 242 3630 SH SOLE 0 0 3630 ISHARES TR CORE S&P SCP ETF 464287804 27797 257668 SH SOLE 0 0 257668 ISHARES TR CRE U S REIT ETF 464288521 1177 18211 SH SOLE 0 0 18211 ISHARES TR HDG MSCI EAFE 46434V803 250 7380 SH SOLE 0 0 7380 JOHNSON & JOHNSON COM 478160104 797 4495 SH SOLE 0 0 4495 JPMORGAN CHASE & CO COM 46625H100 204 1495 SH SOLE 0 0 1495 MCDONALDS CORP COM 580135101 306 1238 SH SOLE 0 0 1238 MERCK & CO INC COM 58933Y105 705 8596 SH SOLE 0 0 8596 MICROSOFT CORP COM 594918104 1056 3425 SH SOLE 0 0 3425 NEXTERA ENERGY INC COM 65339F101 235 2771 SH SOLE 0 0 2771 NIKE INC CL B 654106103 1431 10635 SH SOLE 0 0 10635 NIO INC SPON ADS 62914V106 226 10750 SH SOLE 0 0 10750 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 399 6571 SH SOLE 0 0 6571 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 436 11469 SH SOLE 0 0 11469 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 382 8707 SH SOLE 0 0 8707 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 462 11591 SH SOLE 0 0 11591 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 449 12470 SH SOLE 0 0 12470 PEPSICO INC COM 713448108 580 3467 SH SOLE 0 0 3467 PFIZER INC COM 717081103 3297 63668 SH SOLE 0 0 63668 PHILIP MORRIS INTL INC COM 718172109 267 2844 SH SOLE 0 0 2844 PROCTER AND GAMBLE CO COM 742718109 311 2033 SH SOLE 0 0 2033 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2995 56100 SH SOLE 0 0 56100 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8323 154565 SH SOLE 0 0 154565 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6415 85733 SH SOLE 0 0 85733 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 261 1640 SH SOLE 0 0 1640 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1005 20806 SH SOLE 0 0 20806 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 622 4540 SH SOLE 0 0 4540 SNAP ON INC COM 833034101 557 2712 SH SOLE 0 0 2712 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 5993 170449 SH SOLE 0 0 170449 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1410 36480 SH SOLE 0 0 36480 SPDR S&P 500 ETF TR TR UNIT 78462F103 1657 3670 SH SOLE 0 0 3670 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 781 1593 SH SOLE 0 0 1593 SPDR SER TR DJ REIT ETF 78464A607 3356 28605 SH SOLE 0 0 28605 SPDR SER TR S&P 400 MDCP GRW 78464A821 577 7780 SH SOLE 0 0 7780 SPDR SER TR S&P 400 MDCP VAL 78464A839 5404 76782 SH SOLE 0 0 76782 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 236 5249 SH SOLE 0 0 5249 STRYKER CORPORATION COM 863667101 305 1139 SH SOLE 0 0 1139 TESLA INC COM 88160R101 222 206 SH SOLE 0 0 206 TREX CO INC COM 89531P105 2389 36568 SH SOLE 0 0 36568 UNION PAC CORP COM 907818108 482 1765 SH SOLE 0 0 1765 UNITEDHEALTH GROUP INC COM 91324P102 414 812 SH SOLE 0 0 812 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 69484 873570 SH SOLE 0 0 873570 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6831 38825 SH SOLE 0 0 38825 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2928 11799 SH SOLE 0 0 11799 VANGUARD INDEX FDS GROWTH ETF 922908736 1187 4127 SH SOLE 0 0 4127 VANGUARD INDEX FDS LARGE CAP ETF 922908637 852 4087 SH SOLE 0 0 4087 VANGUARD INDEX FDS VALUE ETF 922908744 1882 12737 SH SOLE 0 0 12737 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5534 24836 SH SOLE 0 0 24836 VANGUARD INDEX FDS TOTAL STK MKT 922908769 388 1705 SH SOLE 0 0 1705 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 72323 667375 SH SOLE 0 0 667375 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5771 38559 SH SOLE 0 0 38559 VANGUARD INDEX FDS SMALL CP ETF 922908751 4194 19736 SH SOLE 0 0 19736 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 7294 58873 SH SOLE 0 0 58873 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1325 23009 SH SOLE 0 0 23009 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9083 196896 SH SOLE 0 0 196896 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1699 35364 SH SOLE 0 0 35364 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 8096 102426 SH SOLE 0 0 102426 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 12107 179043 SH SOLE 0 0 179043 WHEELS UP EXPERIENCE INC COM CL A 96328L106 239 76762 SH SOLE 0 0 76762 XERIS BIOPHARMA HOLDINGS INC COM 98422E103 33 12957 SH SOLE 0 0 12957 ZOETIS INC CL A 98978V103 220 1165 SH SOLE 0 0 1165