RTD Financial Advisors, Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$813.7M
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 142.8k shares)
12.0%
02
$IJH
ISHARES TR
Q1 2026: Exited (was 628.7k shares)
5.2%
03
$GTO
INVESCO ACTIVELY MANAGED EXC
Q1 2026: Exited (was 812.9k shares)
4.8%
04
$IWF
ISHARES TR
Q1 2026: Exited (was 91.3k shares)
4.8%
05
$IJR
ISHARES TR
Q1 2026: Exited (was 285.1k shares)
4.3%
06
$IWB
ISHARES TR
Q1 2026: Exited (was 95.8k shares)
4.1%
07
$IWX
ISHARES TR
Q1 2026: Exited (was 242.4k shares)
3.1%
08
$IWP
ISHARES TR
Q1 2026: Exited (was 204.8k shares)
3.1%
09
$IWS
ISHARES TR
Q1 2026: Exited (was 144.5k shares)
2.6%
10
$EFG
ISHARES TR
Q1 2026: Exited (was 193.6k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:52 UTC.