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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 $712,339,106
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,018 $71,175,686 9.99%
2.
Vanguard Index Fds
 708,729 $62,623,299 8.79%
3.
Vanguard Bond Index Funds
 BND 682,084 $50,167,259 7.04%
4.
Ishares Trust
 IEF 139,111 $42,174,434 5.92%
5.
Invesco Actively Managed Etf
 743,970 $35,145,166 4.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)