0001810555-22-000006.txt : 20221012 0001810555-22-000006.hdr.sgml : 20221012 20221012120607 ACCESSION NUMBER: 0001810555-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221306036 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 09-30-2022 09-30-2022 false RTD Financial Advisors, Inc.

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

13F HOLDINGS REPORT 028-22440 N Kevin J. Cremi 215-557-3800 /s/ Kevin J. Cremi Philadelphia PA 10-12-2022 0 92 543099 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 1485 5616 SH SOLE 0 0 5616 ALPHABET INC CAP STK CL C 02079K107 383 3980 SH SOLE 0 0 3980 APPLE INC COM 037833100 2608 18870 SH SOLE 0 0 18870 BK OF AMERICA CORP COM 060505104 217 7175 SH SOLE 0 0 7175 BOEING CO COM 097023105 207 1712 SH SOLE 0 0 1712 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 9182 310098 SH SOLE 0 0 310098 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3497 89742 SH SOLE 0 0 89742 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 271 10508 SH SOLE 0 0 10508 ESSENTIAL UTILS INC COM 29670G102 294 7103 SH SOLE 0 0 7103 EXXON MOBIL CORP COM 30231G102 943 10801 SH SOLE 0 0 10801 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 4653 202469 SH SOLE 0 0 202469 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 28643 628145 SH SOLE 0 0 628145 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 6017 171524 SH SOLE 0 0 171524 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 390 2700 SH SOLE 0 0 2700 ISHARES INC ESG AWR MSCI EM 46434G863 556 20097 SH SOLE 0 0 20097 ISHARES TR AGGRES ALLOC ETF 464289859 4873 87889 SH SOLE 0 0 87889 ISHARES TR CONSER ALLOC ETF 464289883 423 12961 SH SOLE 0 0 12961 ISHARES TR CORE MSCI EAFE 46432F842 232 4404 SH SOLE 0 0 4404 ISHARES TR CORE S&P SCP ETF 464287804 21243 243635 SH SOLE 0 0 243635 ISHARES TR CORE S&P500 ETF 464287200 54635 152334 SH SOLE 0 0 152334 ISHARES TR CRE U S REIT ETF 464288521 718 15117 SH SOLE 0 0 15117 ISHARES TR EAFE GRWTH ETF 464288885 14987 206546 SH SOLE 0 0 206546 ISHARES TR EAFE SML CP ETF 464288273 6727 137897 SH SOLE 0 0 137897 ISHARES TR EAFE VALUE ETF 464288877 5444 141300 SH SOLE 0 0 141300 ISHARES TR ESG AW MSCI EAFE 46435G516 1519 27064 SH SOLE 0 0 27064 ISHARES TR ESG AWR MSCI USA 46435G425 1076 13548 SH SOLE 0 0 13548 ISHARES TR ESG AWR US AGRGT 46435U549 2193 47228 SH SOLE 0 0 47228 ISHARES TR GRWT ALLOCAT ETF 464289867 2666 59542 SH SOLE 0 0 59542 ISHARES TR MODERT ALLOC ETF 464289875 663 18105 SH SOLE 0 0 18105 ISHARES TR MSCI EAFE ETF 464287465 534 9535 SH SOLE 0 0 9535 ISHARES TR MSCI EMG MKT ETF 464287234 4276 122586 SH SOLE 0 0 122586 ISHARES TR RUS 1000 ETF 464287622 22398 113505 SH SOLE 0 0 113505 ISHARES TR RUS 1000 GRW ETF 464287614 29329 139398 SH SOLE 0 0 139398 ISHARES TR RUS 1000 VAL ETF 464287598 10122 74432 SH SOLE 0 0 74432 ISHARES TR RUS 2000 GRW ETF 464287648 9840 47631 SH SOLE 0 0 47631 ISHARES TR RUS 2000 VAL ETF 464287630 7534 58434 SH SOLE 0 0 58434 ISHARES TR RUS MD CP GR ETF 464287481 21214 270489 SH SOLE 0 0 270489 ISHARES TR RUS MDCP VAL ETF 464287473 13157 136979 SH SOLE 0 0 136979 ISHARES TR RUSSELL 2000 ETF 464287655 11501 69739 SH SOLE 0 0 69739 ISHARES TR S&P 500 GRWT ETF 464287309 3140 54275 SH SOLE 0 0 54275 ISHARES TR S&P 500 VAL ETF 464287408 11616 90383 SH SOLE 0 0 90383 ISHARES TR S&P SML 600 GWT 464287887 8821 86757 SH SOLE 0 0 86757 ISHARES TR SP SMCP600VL ETF 464287879 6196 75146 SH SOLE 0 0 75146 ISHARES TR TIPS BD ETF 464287176 7957 75849 SH SOLE 0 0 75849 J & J SNACK FOODS CORP COM 466032109 400 3090 SH SOLE 0 0 3090 JOHNSON & JOHNSON COM 478160104 708 4335 SH SOLE 0 0 4335 MCDONALDS CORP COM 580135101 278 1203 SH SOLE 0 0 1203 MERCK & CO INC COM 58933Y105 666 7728 SH SOLE 0 0 7728 MICROSOFT CORP COM 594918104 363 1560 SH SOLE 0 0 1560 NIKE INC CL B 654106103 866 10416 SH SOLE 0 0 10416 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 333 7220 SH SOLE 0 0 7220 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 363 11749 SH SOLE 0 0 11749 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 254 7694 SH SOLE 0 0 7694 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 359 12652 SH SOLE 0 0 12652 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 515 16047 SH SOLE 0 0 16047 PFIZER INC COM 717081103 2431 55558 SH SOLE 0 0 55558 PHILIP MORRIS INTL INC COM 718172109 223 2692 SH SOLE 0 0 2692 PROCTER AND GAMBLE CO COM 742718109 252 2000 SH SOLE 0 0 2000 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2310 55005 SH SOLE 0 0 55005 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4680 83858 SH SOLE 0 0 83858 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6364 150267 SH SOLE 0 0 150267 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 986 27373 SH SOLE 0 0 27373 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 550 4540 SH SOLE 0 0 4540 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 3878 148735 SH SOLE 0 0 148735 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1231 39645 SH SOLE 0 0 39645 SPDR S&P 500 ETF TR TR UNIT 78462F103 1210 3387 SH SOLE 0 0 3387 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 640 1593 SH SOLE 0 0 1593 SPDR SER TR DJ REIT ETF 78464A607 2759 32740 SH SOLE 0 0 32740 SPDR SER TR S&P 400 MDCP GRW 78464A821 354 5872 SH SOLE 0 0 5872 SPDR SER TR S&P 400 MDCP VAL 78464A839 4358 75370 SH SOLE 0 0 75370 STRYKER CORPORATION COM 863667101 221 1092 SH SOLE 0 0 1092 TREX CO INC COM 89531P105 904 20568 SH SOLE 0 0 20568 UNION PAC CORP COM 907818108 336 1724 SH SOLE 0 0 1724 UNITEDHEALTH GROUP INC COM 91324P102 355 703 SH SOLE 0 0 703 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 52748 739486 SH SOLE 0 0 739486 VANGUARD INDEX FDS GROWTH ETF 922908736 866 4049 SH SOLE 0 0 4049 VANGUARD INDEX FDS LARGE CAP ETF 922908637 565 3454 SH SOLE 0 0 3454 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4216 24722 SH SOLE 0 0 24722 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6019 49432 SH SOLE 0 0 49432 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 51606 643704 SH SOLE 0 0 643704 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5332 37182 SH SOLE 0 0 37182 VANGUARD INDEX FDS SMALL CP ETF 922908751 3243 18975 SH SOLE 0 0 18975 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2146 10998 SH SOLE 0 0 10998 VANGUARD INDEX FDS TOTAL STK MKT 922908769 306 1705 SH SOLE 0 0 1705 VANGUARD INDEX FDS VALUE ETF 922908744 1566 12679 SH SOLE 0 0 12679 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 684 15414 SH SOLE 0 0 15414 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7114 194947 SH SOLE 0 0 194947 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5742 61867 SH SOLE 0 0 61867 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1375 37829 SH SOLE 0 0 37829 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6927 111748 SH SOLE 0 0 111748 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 9097 174815 SH SOLE 0 0 174815 XERIS BIOPHARMA HOLDINGS INC COM 98422E103 20 12957 SH SOLE 0 0 12957