StockDriftsStockDriftsTop 27 Radnor Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | Dimensional US Marketwide Value ETF | 18.64% | 1.79M | $53K | new | — | 2022-09-30 | |
| VBK | Vanguard SC Growth ETF | 11.04% | 160.9K | $31K | new | — | 2022-09-30 | |
| SCHC | Schwab International Small-Cap Equity ETF | 9.68% | 991.9K | $28K | new | — | 2022-09-30 | |
| VUG | Vanguard Growth ETF | 8.3% | 110.4K | $24K | new | — | 2022-09-30 | |
| VTI | Vanguard Total Stock Market ETF | 6.46% | 102.4K | $18K | new | — | 2022-09-30 | |
| DFAT | Dimensional U.S. Targeted Value ETF | 6.4% | 466.9K | $18K | new | — | 2022-09-30 | |
| VWO | Vanguard Emerging Markets Stock ETF | 5.44% | 424.3K | $15K | new | — | 2022-09-30 | |
| SCHE | Schwab EMG Mkt Equity ETF | 5.19% | 658.8K | $15K | new | — | 2022-09-30 | |
| SCHA | Schwab US SC ETF | 4.98% | 374.3K | $14K | new | — | 2022-09-30 | |
| SCZ | iShares MSCI EAFE Small Cap Index | 4.66% | 271.6K | $13K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Radnor Financial Advisors, Llc reports $284.34K in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (18.6%), VBK (11.0%) and SCHC (9.7%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Radnor Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1660405). View Radnor Financial Advisors, Llc’s 13F filings on SEC