0001810555-22-000003.txt : 20220502 0001810555-22-000003.hdr.sgml : 20220502 20220502133809 ACCESSION NUMBER: 0001810555-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22880879 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 12-31-2021 12-31-2021 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 05-02-2022 0 116 763698 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 1313 5616 SH SOLE 0 0 5616 ALPHABET INC CAP STK CL A 02079K305 269 93 SH SOLE 0 0 93 ALPHABET INC CAP STK CL C 02079K107 689 238 SH SOLE 0 0 238 AMERICAN EXPRESS CO COM 025816109 218 1330 SH SOLE 0 0 1330 APPLE INC COM 037833100 6070 34184 SH SOLE 0 0 34184 BK OF AMERICA CORP COM 060505104 520 11688 SH SOLE 0 0 11688 BOEING CO COM 097023105 404 2006 SH SOLE 0 0 2006 BRISTOL-MYERS SQUIBB CO COM 110122108 9158 146881 SH SOLE 0 0 146881 CAMPBELL SOUP CO COM 134429109 648 14905 SH SOLE 0 0 14905 CHUBB LIMITED COM H1467J104 584 3021 SH SOLE 0 0 3021 COLGATE PALMOLIVE CO COM 194162103 208 2439 SH SOLE 0 0 2439 DIGITAL RLTY TR INC COM 253868103 201 1134 SH SOLE 0 0 1134 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4530 95332 SH SOLE 0 0 95332 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 369 11233 SH SOLE 0 0 11233 DISNEY WALT CO COM 254687106 536 3462 SH SOLE 0 0 3462 ESSENTIAL UTILS INC COM 29670G102 488 9103 SH SOLE 0 0 9103 EXXON MOBIL CORP COM 30231G102 759 12402 SH SOLE 0 0 12402 GENERAL ELECTRIC CO COM NEW 369604301 215 2281 SH SOLE 0 0 2281 GLOBAL PMTS INC COM 37940X102 366 2704 SH SOLE 0 0 2704 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 6648 241552 SH SOLE 0 0 241552 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 14615 259321 SH SOLE 0 0 259321 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 7341 154940 SH SOLE 0 0 154940 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 216 1327 SH SOLE 0 0 1327 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 569 2700 SH SOLE 0 0 2700 ISHARES INC ESG AWR MSCI EM 46434G863 521 13105 SH SOLE 0 0 13105 ISHARES TR AGGRES ALLOC ETF 464289859 6077 83455 SH SOLE 0 0 83455 ISHARES TR CONSER ALLOC ETF 464289883 578 14442 SH SOLE 0 0 14442 ISHARES TR GRWT ALLOCAT ETF 464289867 2965 51938 SH SOLE 0 0 51938 ISHARES TR MODERT ALLOC ETF 464289875 935 20567 SH SOLE 0 0 20567 ISHARES TR CORE MSCI EAFE 46432F842 245 3282 SH SOLE 0 0 3282 ISHARES TR TIPS BD ETF 464287176 19466 150668 SH SOLE 0 0 150668 ISHARES TR CORE S&P SCP ETF 464287804 28410 248099 SH SOLE 0 0 248099 ISHARES TR CRE U S REIT ETF 464288521 1258 18617 SH SOLE 0 0 18617 ISHARES TR HDG MSCI EAFE 46434V803 240 6780 SH SOLE 0 0 6780 ISHARES TR ESG AWR MSCI USA 46435G425 1190 11024 SH SOLE 0 0 11024 ISHARES TR CORE MSCI TOTAL 46432F834 275 3877 SH SOLE 0 0 3877 ISHARES TR ESG AWR US AGRGT 46435U549 2104 38112 SH SOLE 0 0 38112 ISHARES TR JPMORGAN USD EMG 464288281 364 3337 SH SOLE 0 0 3337 ISHARES TR MSCI EMG MKT ETF 464287234 4491 91935 SH SOLE 0 0 91935 ISHARES TR EAFE VALUE ETF 464288877 7446 147776 SH SOLE 0 0 147776 ISHARES TR EAFE SML CP ETF 464288273 7621 104267 SH SOLE 0 0 104267 ISHARES TR RUS 2000 GRW ETF 464287648 11965 40829 SH SOLE 0 0 40829 ISHARES TR SP SMCP600VL ETF 464287879 9030 86422 SH SOLE 0 0 86422 ISHARES TR S&P SML 600 GWT 464287887 11666 84047 SH SOLE 0 0 84047 ISHARES TR S&P 500 VAL ETF 464287408 13435 85776 SH SOLE 0 0 85776 ISHARES TR S&P 500 GRWT ETF 464287309 2363 28241 SH SOLE 0 0 28241 ISHARES TR CORE S&P500 ETF 464287200 77210 161869 SH SOLE 0 0 161869 ISHARES TR RUS MDCP VAL ETF 464287473 18714 152917 SH SOLE 0 0 152917 ISHARES TR RUS MD CP GR ETF 464287481 28908 250891 SH SOLE 0 0 250891 ISHARES TR ESG AW MSCI EAFE 46435G516 1545 19447 SH SOLE 0 0 19447 ISHARES TR EAFE GRWTH ETF 464288885 23285 211124 SH SOLE 0 0 211124 ISHARES TR MSCI EAFE ETF 464287465 1151 14631 SH SOLE 0 0 14631 ISHARES TR RUS 2000 VAL ETF 464287630 8580 51671 SH SOLE 0 0 51671 ISHARES TR RUSSELL 2000 ETF 464287655 13587 61079 SH SOLE 0 0 61079 ISHARES TR RUS 1000 VAL ETF 464287598 14479 86222 SH SOLE 0 0 86222 ISHARES TR RUS 1000 GRW ETF 464287614 43954 143835 SH SOLE 0 0 143835 ISHARES TR RUS 1000 ETF 464287622 26789 101307 SH SOLE 0 0 101307 ISHARES TR NATIONAL MUN ETF 464288414 33325 286597 SH SOLE 0 0 286597 JOHNSON & JOHNSON COM 478160104 766 4479 SH SOLE 0 0 4479 JPMORGAN CHASE & CO COM 46625H100 220 1389 SH SOLE 0 0 1389 MCDONALDS CORP COM 580135101 332 1238 SH SOLE 0 0 1238 MERCK & CO INC COM 58933Y105 638 8332 SH SOLE 0 0 8332 MICROSOFT CORP COM 594918104 1098 3264 SH SOLE 0 0 3264 NEXTERA ENERGY INC COM 65339F101 256 2740 SH SOLE 0 0 2740 NIKE INC CL B 654106103 1771 10627 SH SOLE 0 0 10627 NIO INC SPON ADS 62914V106 364 11500 SH SOLE 0 0 11500 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 377 5492 SH SOLE 0 0 5492 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 414 10644 SH SOLE 0 0 10644 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 335 6804 SH SOLE 0 0 6804 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 431 11659 SH SOLE 0 0 11659 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 497 11827 SH SOLE 0 0 11827 PEPSICO INC COM 713448108 599 3448 SH SOLE 0 0 3448 PFIZER INC COM 717081103 3748 63462 SH SOLE 0 0 63462 PHILIP MORRIS INTL INC COM 718172109 266 2803 SH SOLE 0 0 2803 PROCTER AND GAMBLE CO COM 742718109 329 2012 SH SOLE 0 0 2012 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7209 44027 SH SOLE 0 0 44027 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9048 79492 SH SOLE 0 0 79492 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3218 28474 SH SOLE 0 0 28474 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1064 20533 SH SOLE 0 0 20533 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 640 4540 SH SOLE 0 0 4540 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 285 1640 SH SOLE 0 0 1640 SNAP ON INC COM 833034101 580 2693 SH SOLE 0 0 2693 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 6252 165527 SH SOLE 0 0 165527 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1300 31327 SH SOLE 0 0 31327 SPDR S&P 500 ETF TR TR UNIT 78462F103 1763 3713 SH SOLE 0 0 3713 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 829 1602 SH SOLE 0 0 1602 SPDR SER TR S&P 400 MDCP GRW 78464A821 426 5227 SH SOLE 0 0 5227 SPDR SER TR DJ REIT ETF 78464A607 3646 29846 SH SOLE 0 0 29846 SPDR SER TR S&P 400 MDCP VAL 78464A839 5268 74093 SH SOLE 0 0 74093 STRYKER CORPORATION COM 863667101 296 1107 SH SOLE 0 0 1107 TESLA INC COM 88160R101 309 292 SH SOLE 0 0 292 TREX CO INC COM 89531P105 3858 28568 SH SOLE 0 0 28568 UNION PAC CORP COM 907818108 442 1754 SH SOLE 0 0 1754 UNITEDHEALTH GROUP INC COM 91324P102 340 678 SH SOLE 0 0 678 UNITY SOFTWARE INC COM 91332U101 264 1844 SH SOLE 0 0 1844 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 76369 901105 SH SOLE 0 0 901105 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1838 22740 SH SOLE 0 0 22740 VANGUARD INDEX FDS TOTAL STK MKT 922908769 786 3255 SH SOLE 0 0 3255 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 77374 666962 SH SOLE 0 0 666962 VANGUARD INDEX FDS VALUE ETF 922908744 1889 12839 SH SOLE 0 0 12839 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6919 38687 SH SOLE 0 0 38687 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2828 10037 SH SOLE 0 0 10037 VANGUARD INDEX FDS GROWTH ETF 922908736 1189 3704 SH SOLE 0 0 3704 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5798 38568 SH SOLE 0 0 38568 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4492 17644 SH SOLE 0 0 17644 VANGUARD INDEX FDS LARGE CAP ETF 922908637 704 3185 SH SOLE 0 0 3185 VANGUARD INDEX FDS SMALL CP ETF 922908751 4442 19654 SH SOLE 0 0 19654 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1661 27102 SH SOLE 0 0 27102 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9379 189624 SH SOLE 0 0 189624 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6640 49568 SH SOLE 0 0 49568 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1675 32812 SH SOLE 0 0 32812 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6465 75686 SH SOLE 0 0 75686 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 11988 178474 SH SOLE 0 0 178474 WHEELS UP EXPERIENCE INC COM CL A 96328L106 356 76762 SH SOLE 0 0 76762 XERIS BIOPHARMA HOLDINGS INC COM 98422E103 38 12957 SH SOLE 0 0 12957 ZOETIS INC CL A 98978V103 284 1165 SH SOLE 0 0 1165