RF
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Radnor Financial Advisors, LLC13F | |
| Radnor Financial Advisors, LLC | |
| Last update 2022-11-15 | 27 Stocks (2 new) |
| Value $284.00 Mil | Turnover 5 % |
| Portfolio Report | |
Radnor Financial Advisors, LLC... Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUV | Dimensional US Marketwide Value ETF | 1,790,104 | 53005.000 | +4.25% | 18.640 | +0.76% | 0.750 | +8.70% | +12.47% | 11359.933 | ||
VBK | Vanguard Small Cap Growth ETF | 160,942 | 31405.000 | +2.59% | 11.040 | +0.28% | 0.270 | +14.02% | +13.41% | 18093.964 | ||
SCHC | Schwab International Small-Cap Equity ETF | 991,936 | 27526.000 | +4.04% | 9.680 | +0.38% | 0.940 | +7.08% | +5.82% | 4101.812 | ||
VUG | Vanguard Growth ETF | 110,372 | 23614.000 | +7.06% | 8.300 | +0.55% | 0.040 | +14.40% | +25.52% | 133945.142 | ||
VTI | Vanguard Total Stock Market ETF | 102,352 | 18369.000 | -2.90% | 6.460 | -0.20% | 0.010 | +11.80% | +20.27% | 423658.824 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 466,855 | 18193.000 | +3.80% | 6.400 | +0.23% | 0.290 | +8.35% | +6.90% | 10683.351 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 424,260 | 15481.000 | +5.37% | 5.440 | +0.28% | 0.020 | +13.15% | +15.35% | 79711.430 | ||
SCHE | Schwab Emerging Markets Equity ETF | 658,831 | 14758.000 | +1.10% | 5.190 | +0.06% | 0.190 | +13.48% | +16.50% | 9640.144 | ||
SCHA | Schwab U.S. Small-Cap ETF | 374,323 | 14149.000 | +5.61% | 4.980 | +0.26% | 0.120 | +11.47% | +10.67% | 18369.885 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 271,584 | 13248.000 | +2.88% | 4.660 | +0.13% | 0.140 | +6.60% | +3.55% | 8717.471 |
Radnor Financial Advisors, LLC's Historical Top Holdings Breakdowns
Radnor Financial Advisors, LLC Total Holding History ($B)
Radnor Financial Advisors, LLC's Asset Allocation
Radnor Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Radnor Financial Advisors, LLC's Hypothetical Growth since 2022-09-30
Radnor Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Radnor Financial Advisors, LLC's Holdings Heat Map
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Radnor Financial Advisors, LLC's Holdings Bubble Chart
Radnor Financial Advisors, LLC News
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