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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 $779,526,360
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,431 $87,967,005 11.28%
2.
Vanguard Bond Index Funds
 BND 677,338 $48,707,370 6.24%
3.
Ishares Trust
 IEF 116,466 $46,770,393 5.99%
4.
Ishares Trust
 IEF 731,040 $45,551,068 5.84%
5.
Ishares Trust
 IEF 314,191 $39,823,681 5.1%
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)