Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RTD FINANCIAL ADVISORS INC | 04-19-2024 | 03-31-2024 | 96 | 743,592,018 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $77,587,966 | 147,581 | 0.01 | 0.01 | -1,437 | -0.96 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 2 | $60,044,955 | 694,322 | 0.01 | 0.01 | -14,407 | -2.03 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3 | $49,268,418 | 678,348 | 0.01 | 0.01 | -3,736 | -0.55 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $46,049,075 | 136,624 | 0.01 | 0.01 | -2,487 | -1.79 | 03-31-2024 |
