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Home > Institutional Investor > Rtd Financial Advisors, Inc. > Profile

Instuitional Investor - Rtd Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Rtd Financial Advisors, Inc.
Portfolio Value $781,544,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 139,930 $86,882,247 11.12%
2.
Vanguard Bond Index Funds
 BND 650,851 $47,922,195 6.13%
3.
Ishares Trust
 IEF 99,033 $42,047,565 5.38%
4.
Invesco Actively Managed Exc
 843,410 $39,547,508 5.06%
5.
Ishares Trust
 IEF 589,967 $36,589,727 4.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)