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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 $743,949,294
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 144,468 $81,176,669 10.91%
2.
Vanguard Bond Index Funds
 BND 668,915 $49,131,766 6.6%
3.
Ishares Trust
 IEF 750,916 $43,815,959 5.89%
4.
Invesco Actively Managed Exc
 852,136 $39,990,784 5.38%
5.
Ishares Trust
 IEF 101,949 $36,812,728 4.95%
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)