Riversedge Advisors

Riversedge Advisors as of June 30, 2023

Portfolio Holdings for Riversedge Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 11.7 $43M 631k 67.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.8 $36M 685k 52.37
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.9 $25M 412k 61.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $23M 555k 40.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.2 $23M 522k 43.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.8 $21M 461k 46.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $20M 571k 35.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.1 $15M 99k 149.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $14M 193k 72.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $14M 277k 50.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.3 $12M 279k 43.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $10M 207k 50.22
Pacer Fds Tr Pacer Us Small (CALF) 2.8 $10M 253k 40.70
Ishares Tr Broad Usd High (USHY) 2.6 $9.4M 266k 35.30
Apple (AAPL) 2.1 $7.8M 40k 193.97
Vanguard Index Fds Value Etf (VTV) 2.1 $7.8M 55k 142.10
Vanguard Index Fds Growth Etf (VUG) 1.8 $6.4M 23k 282.96
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $6.2M 75k 82.11
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.6 $5.7M 228k 25.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $4.8M 71k 67.09
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.3 $4.6M 26k 176.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $4.3M 126k 34.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $4.0M 18k 229.74
Vaneck Etf Trust High Yld Munietf (HYD) 1.1 $3.9M 76k 51.34
Ishares Tr Core S&p500 Etf (IVV) 1.1 $3.9M 8.6k 445.73
Ishares Tr National Mun Etf (MUB) 1.0 $3.8M 35k 106.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.7M 16k 165.41
Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $1.4M 40k 34.50
Microsoft Corporation (MSFT) 0.4 $1.4M 4.0k 340.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 16k 70.48
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.1M 7.7k 140.62
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $1.1M 2.4k 442.14
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 21k 49.29
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $958k 20k 47.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $830k 3.4k 242.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $764k 16k 48.06
Alphabet Cap Stk Cl A (GOOGL) 0.2 $747k 6.2k 119.70
Moody's Corporation (MCO) 0.2 $665k 1.9k 347.72
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $663k 17k 40.25
Select Sector Spdr Tr Financial (XLF) 0.2 $584k 17k 33.71
Johnson & Johnson (JNJ) 0.2 $566k 3.4k 165.53
Chevron Corporation (CVX) 0.2 $554k 3.5k 157.36
NVIDIA Corporation (NVDA) 0.1 $531k 1.3k 423.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $505k 4.9k 104.05
McDonald's Corporation (MCD) 0.1 $483k 1.6k 298.50
Amazon (AMZN) 0.1 $470k 3.6k 130.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $466k 1.4k 341.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $464k 19k 24.63
Abbott Laboratories (ABT) 0.1 $419k 3.8k 109.03
salesforce (CRM) 0.1 $408k 1.9k 211.26
Abbvie (ABBV) 0.1 $407k 3.0k 134.75
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $405k 4.4k 91.82
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $401k 8.5k 47.42
Alphabet Cap Stk Cl C (GOOG) 0.1 $392k 3.2k 120.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $372k 914.00 407.11
Lincoln Electric Holdings (LECO) 0.1 $368k 1.9k 198.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $367k 1.7k 220.31
Bristol Myers Squibb (BMY) 0.1 $353k 5.5k 63.95
Visa Com Cl A (V) 0.1 $341k 1.4k 237.53
Costco Wholesale Corporation (COST) 0.1 $336k 623.00 538.51
Devon Energy Corporation (DVN) 0.1 $312k 6.5k 48.34
Ishares Tr Msci Eafe Etf (EFA) 0.1 $297k 4.1k 72.50
Ishares Msci Gbl Min Vol (ACWV) 0.1 $293k 3.0k 98.06
Bank of America Corporation (BAC) 0.1 $288k 10k 28.69
Genuine Parts Company (GPC) 0.1 $286k 1.7k 169.23
Vanguard Index Fds Large Cap Etf (VV) 0.1 $256k 1.3k 202.64
Intuitive Surgical Com New (ISRG) 0.1 $253k 741.00 341.94
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $216k 2.9k 74.33
JPMorgan Chase & Co. (JPM) 0.1 $215k 1.5k 145.49
Merck & Co (MRK) 0.1 $208k 1.8k 115.41