0001810555-24-000002.txt : 20240419 0001810555-24-000002.hdr.sgml : 20240419 20240419163651 ACCESSION NUMBER: 0001810555-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RTD Financial Advisors, Inc. CENTRAL INDEX KEY: 0001810555 ORGANIZATION NAME: 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: 24858294 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 X0202 13F-HR LIVE false false false 0001810555 XXXXXXXX 03-31-2024 03-31-2024 false RTD Financial Advisors, Inc.

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

13F HOLDINGS REPORT 028-22440 000110744 801-19015 N Kevin J. Cremi 215-557-3800 /s/ Kevin J. Cremi Philadelphia PA 04-19-2024 0 96 743592018 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 553177 4199 SH SOLE 0 0 4199 ALPHABET INC CAP STK CL C 02079K107 612086 4020 SH SOLE 0 0 4020 APPLE INC COM 037833100 1919109 11191 SH SOLE 0 0 11191 BOEING CO COM 097023105 278292 1442 SH SOLE 0 0 1442 CHEVRON CORP NEW COM 166764100 338668 2147 SH SOLE 0 0 2147 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 11837771 289432 SH SOLE 0 0 289432 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 355667 9678 SH SOLE 0 0 9678 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4659217 85600 SH SOLE 0 0 85600 ESSENTIAL UTILS INC COM 29670G102 263167 7103 SH SOLE 0 0 7103 EXXON MOBIL CORP COM 30231G102 808566 6956 SH SOLE 0 0 6956 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 11427813 470280 SH SOLE 0 0 470280 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 1144826 22947 SH SOLE 0 0 22947 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 35208433 752156 SH SOLE 0 0 752156 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 7884106 158794 SH SOLE 0 0 158794 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 414863 11298 SH SOLE 0 0 11298 ISHARES INC ESG AWR MSCI EM 46434G863 620304 19246 SH SOLE 0 0 19246 ISHARES TR ESG AWR MSCI USA 46435G425 1384703 12045 SH SOLE 0 0 12045 ISHARES TR MODERT ALLOC ETF 464289875 503860 11778 SH SOLE 0 0 11778 ISHARES TR MSCI EAFE ETF 464287465 471699 5907 SH SOLE 0 0 5907 ISHARES TR RUS MD CP GR ETF 464287481 33754020 295725 SH SOLE 0 0 295725 ISHARES TR EAFE GRWTH ETF 464288885 21411126 206293 SH SOLE 0 0 206293 ISHARES TR AGGRES ALLOC ETF 464289859 1777074 24191 SH SOLE 0 0 24191 ISHARES TR RUSSELL 2000 ETF 464287655 15021185 71427 SH SOLE 0 0 71427 ISHARES TR ESG AWARE MSCI 46435U663 259178 6436 SH SOLE 0 0 6436 ISHARES TR CORE S&P SCP ETF 464287804 28324149 256281 SH SOLE 0 0 256281 ISHARES TR EAFE VALUE ETF 464288877 9019577 165801 SH SOLE 0 0 165801 ISHARES TR ESG AW MSCI EAFE 46435G516 2064302 25833 SH SOLE 0 0 25833 ISHARES TR CRE U S REIT ETF 464288521 1413004 26264 SH SOLE 0 0 26264 ISHARES TR GRWT ALLOCAT ETF 464289867 1623633 29165 SH SOLE 0 0 29165 ISHARES TR RUS MDCP VAL ETF 464287473 17793686 141975 SH SOLE 0 0 141975 ISHARES TR CORE S&P500 ETF 464287200 77587966 147581 SH SOLE 0 0 147581 ISHARES TR S&P SML 600 GWT 464287887 13134885 100473 SH SOLE 0 0 100473 ISHARES TR RUS 2000 GRW ETF 464287648 12511004 46200 SH SOLE 0 0 46200 ISHARES TR NATIONAL MUN ETF 464288414 19617193 182316 SH SOLE 0 0 182316 ISHARES TR RUS 2000 VAL ETF 464287630 9718407 61195 SH SOLE 0 0 61195 ISHARES TR CORE MSCI EAFE 46432F842 424117 5714 SH SOLE 0 0 5714 ISHARES TR S&P 500 GRWT ETF 464287309 4144531 49083 SH SOLE 0 0 49083 ISHARES TR TIPS BD ETF 464287176 12220188 113771 SH SOLE 0 0 113771 ISHARES TR SP SMCP600VL ETF 464287879 8634774 84029 SH SOLE 0 0 84029 ISHARES TR CORE S&P MCP ETF 464287507 3303576 54389 SH SOLE 0 0 54389 ISHARES TR RUS 1000 VAL ETF 464287598 14161184 79064 SH SOLE 0 0 79064 ISHARES TR RUS 1000 ETF 464287622 30346715 105359 SH SOLE 0 0 105359 ISHARES TR ESG AWR US AGRGT 46435U549 2753596 58512 SH SOLE 0 0 58512 ISHARES TR MSCI EMG MKT ETF 464287234 5444940 132545 SH SOLE 0 0 132545 ISHARES TR EAFE SML CP ETF 464288273 9324454 147236 SH SOLE 0 0 147236 ISHARES TR S&P 500 VAL ETF 464287408 15388661 82376 SH SOLE 0 0 82376 ISHARES TR RUS 1000 GRW ETF 464287614 46049075 136624 SH SOLE 0 0 136624 JOHNSON & JOHNSON COM 478160104 356403 2253 SH SOLE 0 0 2253 MCDONALDS CORP COM 580135101 285662 1013 SH SOLE 0 0 1013 MERCK & CO INC COM 58933Y105 407330 3087 SH SOLE 0 0 3087 MICROSOFT CORP COM 594918104 557875 1326 SH SOLE 0 0 1326 NEXTERA ENERGY INC COM 65339F101 727988 11391 SH SOLE 0 0 11391 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 415202 12140 SH SOLE 0 0 12140 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 399681 8986 SH SOLE 0 0 8986 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 633879 15241 SH SOLE 0 0 15241 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 512081 6713 SH SOLE 0 0 6713 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 456451 11746 SH SOLE 0 0 11746 ONTO INNOVATION INC COM 683344105 362160 2000 SH SOLE 0 0 2000 PFIZER INC COM 717081103 1442473 51981 SH SOLE 0 0 51981 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 476142 7130 SH SOLE 0 0 7130 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6290861 67848 SH SOLE 0 0 67848 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3099681 50773 SH SOLE 0 0 50773 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8484275 136711 SH SOLE 0 0 136711 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 341514 1640 SH SOLE 0 0 1640 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 6010965 152061 SH SOLE 0 0 152061 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 706638 4783 SH SOLE 0 0 4783 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 4327603 133239 SH SOLE 0 0 133239 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1198830 33126 SH SOLE 0 0 33126 SPDR S&P 500 ETF TR TR UNIT 78462F103 2100612 4016 SH SOLE 0 0 4016 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 868024 1560 SH SOLE 0 0 1560 SPDR SER TR S&P 400 MDCP VAL 78464A839 5046628 66403 SH SOLE 0 0 66403 SPDR SER TR DJ REIT ETF 78464A607 2369414 25140 SH SOLE 0 0 25140 SPDR SER TR S&P 400 MDCP GRW 78464A821 452250 5181 SH SOLE 0 0 5181 STRYKER CORPORATION COM 863667101 390795 1092 SH SOLE 0 0 1092 TREX CO INC COM 89531P105 2051658 20568 SH SOLE 0 0 20568 UNION PAC CORP COM 907818108 403961 1643 SH SOLE 0 0 1643 UNITEDHEALTH GROUP INC COM 91324P102 345796 699 SH SOLE 0 0 699 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 49268418 678348 SH SOLE 0 0 678348 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1245127 4791 SH SOLE 0 0 4791 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6625985 34532 SH SOLE 0 0 34532 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8316909 53344 SH SOLE 0 0 53344 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1057061 4409 SH SOLE 0 0 4409 VANGUARD INDEX FDS SMALL CP ETF 922908751 3580139 15662 SH SOLE 0 0 15662 VANGUARD INDEX FDS GROWTH ETF 922908736 1253921 3643 SH SOLE 0 0 3643 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5624559 23854 SH SOLE 0 0 23854 VANGUARD INDEX FDS VALUE ETF 922908744 1764273 10833 SH SOLE 0 0 10833 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 60044955 694322 SH SOLE 0 0 694322 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2781622 10669 SH SOLE 0 0 10669 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 8258964 70686 SH SOLE 0 0 70686 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10922893 261501 SH SOLE 0 0 261501 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 688224 11734 SH SOLE 0 0 11734 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9369485 185168 SH SOLE 0 0 185168 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 667440 3655 SH SOLE 0 0 3655 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2057922 41019 SH SOLE 0 0 41019 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 11257400 163625 SH SOLE 0 0 163625 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 9371362 114944 SH SOLE 0 0 114944