Riversedge Advisors

Riversedge Advisors as of March 31, 2023

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 70 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.5 $47M 1.0M 45.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.5 $36M 748k 48.37
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.6 $23M 408k 55.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.2 $21M 519k 40.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.9 $20M 582k 34.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $20M 267k 73.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $20M 484k 40.40
Ishares Tr Core Msci Eafe (IEFA) 4.4 $15M 224k 66.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $10M 204k 50.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $10M 71k 144.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $10M 242k 41.93
Vanguard Index Fds Value Etf (VTV) 2.2 $7.7M 56k 138.11
Apple (AAPL) 1.9 $6.7M 40k 164.90
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.8 $6.2M 77k 80.76
Pacer Fds Tr Pacer Us Small (CALF) 1.8 $6.1M 160k 38.06
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.7 $5.7M 229k 25.04
Vanguard Index Fds Growth Etf (VUG) 1.7 $5.7M 23k 249.43
Dbx Etf Tr Xtrack Usd High (HYLB) 1.6 $5.4M 155k 34.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $4.6M 70k 65.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $4.6M 135k 34.13
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.3 $4.5M 27k 165.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $4.4M 88k 50.54
Ishares Tr Core S&p500 Etf (IVV) 1.2 $4.0M 9.8k 411.10
Ishares Tr National Mun Etf (MUB) 1.1 $3.9M 36k 107.74
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $3.6M 17k 216.41
Ishares Tr Broad Usd High (USHY) 1.1 $3.6M 102k 35.55
Vaneck Etf Trust High Yld Munietf (HYD) 1.0 $3.5M 67k 51.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $2.6M 55k 47.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $2.6M 16k 158.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.2M 45k 48.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.7M 19k 93.59
Ishares Msci Gbl Min Vol (ACWV) 0.5 $1.6M 16k 96.75
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.2M 8.8k 136.79
Microsoft Corporation (MSFT) 0.3 $1.1M 4.0k 288.27
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 16k 72.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 18k 63.89
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M 21k 48.79
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.0M 21k 47.55
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $933k 2.4k 385.42
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $774k 3.4k 226.84
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $660k 17k 39.73
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $658k 13k 50.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $641k 6.2k 103.73
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $601k 29k 20.80
Moody's Corporation (MCO) 0.2 $585k 1.9k 306.02
Chevron Corporation (CVX) 0.2 $570k 3.5k 163.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $564k 23k 24.52
Select Sector Spdr Tr Financial (XLF) 0.2 $554k 17k 32.15
Johnson & Johnson (JNJ) 0.2 $530k 3.4k 154.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $506k 4.8k 104.67
Abbvie (ABBV) 0.1 $480k 3.0k 159.34
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $465k 5.1k 91.81
McDonald's Corporation (MCD) 0.1 $451k 1.6k 279.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $406k 1.3k 308.77
Bristol Myers Squibb (BMY) 0.1 $403k 5.8k 69.31
Abbott Laboratories (ABT) 0.1 $388k 3.8k 101.27
NVIDIA Corporation (NVDA) 0.1 $349k 1.3k 277.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $341k 906.00 375.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $339k 1.7k 204.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $337k 3.2k 104.00
Visa Com Cl A (V) 0.1 $323k 1.4k 225.43
Devon Energy Corporation (DVN) 0.1 $322k 6.4k 50.61
Lincoln Electric Holdings (LECO) 0.1 $313k 1.9k 169.10
Costco Wholesale Corporation (COST) 0.1 $309k 622.00 496.89
Ishares Tr Msci Eafe Etf (EFA) 0.1 $297k 4.2k 71.52
Genuine Parts Company (GPC) 0.1 $282k 1.7k 167.31
Bank of America Corporation (BAC) 0.1 $282k 9.9k 28.60
Vanguard Index Fds Large Cap Etf (VV) 0.1 $235k 1.3k 186.79
Amazon (AMZN) 0.1 $221k 2.1k 103.29
Texas Pacific Land Corp (TPL) 0.1 $201k 118.00 1704.44