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Home > Institutional Investor > Rtd Financial Advisors, Inc. > 13F Holdings

Instuitional Investor - Rtd Financial Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 148,949 $97,294,987 11.96%
2.
Ishares Trust
 IEF 632,579 $42,718,039 5.25%
3.
Invesco Actively Managed Exc
 839,094 $39,294,774 4.83%
4.
Ishares Trust
 IEF 91,572 $39,046,265 4.8%
5.
Ishares Trust
 IEF 281,518 $34,995,445 4.3%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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