Riversedge Advisors
Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VEA, SCHF, SPYG, SPYV, and represent 53.44% of Riversedge Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP, BND, SCHF, SPYV, VTEB, SPYG, HYLB, VEA, VTIP, SPEM.
- Started 1 new stock positions in RSP.
- Reduced shares in these 10 stocks: SCHX, SCHA, TDOC, DOCU, BAC, NVDA, , AAPL, FB, BMY.
- Sold out of its positions in DOCU, NVDA, TDOC, ELD.
- Riversedge Advisors was a net buyer of stock by $10M.
- Riversedge Advisors has $234M in assets under management (AUM), dropping by 8.39%.
- Central Index Key (CIK): 0001787663
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Portfolio Holdings for Riversedge Advisors
Companies in the Riversedge Advisors portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 15.9 | $37M | -6% | 388k | 96.03 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 12.4 | $29M | 588k | 49.11 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 8.8 | $21M | +7% | 545k | 37.62 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.3 | $19M | +5% | 344k | 56.40 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 8.1 | $19M | +6% | 499k | 37.90 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.2 | $17M | +17% | 198k | 84.72 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 6.2 | $15M | +7% | 265k | 54.64 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.8 | $8.9M | -8% | 89k | 99.67 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $8.0M | +2% | 153k | 52.05 | |
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 2.6 | $6.1M | +5% | 103k | 59.33 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 2.5 | $5.8M | 34k | 174.11 | ||
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 2.4 | $5.5M | +2% | 25k | 218.75 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.3 | $5.4M | +6% | 123k | 43.78 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 2.1 | $4.9M | +13% | 98k | 49.99 | |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $4.5M | NEW | 32k | 141.66 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.4 | $3.4M | +14% | 66k | 51.54 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 1.1 | $2.6M | 52k | 49.57 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $2.4M | +13% | 22k | 108.89 | |
| Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 1.0 | $2.3M | +10% | 76k | 30.68 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $2.0M | +17% | 38k | 51.31 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.8 | $1.9M | +13% | 19k | 98.68 | |
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.8 | $1.8M | 14k | 125.36 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.6 | $1.4M | +7% | 18k | 77.49 | |
| Spdr Ser Tr Blombrg Brc Emrg (EBND) | 0.5 | $1.3M | +8% | 49k | 26.02 | |
| Victory Portfolios Ii Vcshs Intl Volty (CIL) | 0.5 | $1.2M | 29k | 42.70 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.0M | +13% | 15k | 69.21 | |
| Apple (AAPL) | 0.3 | $816k | -11% | 6.7k | 122.14 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.3 | $631k | +3% | 6.9k | 91.46 | |
| Moody's Corporation (MCO) | 0.2 | $571k | 1.9k | 298.64 | ||
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $560k | +12% | 25k | 22.14 | |
| Johnson & Johnson (JNJ) | 0.2 | $555k | 3.4k | 164.44 | ||
| Microsoft Corporation (MSFT) | 0.2 | $531k | -5% | 2.3k | 235.69 | |
| Bank of America Corporation (BAC) | 0.2 | $372k | -52% | 9.6k | 38.73 | |
| Bristol Myers Squibb (BMY) | 0.2 | $368k | -8% | 5.8k | 63.10 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $323k | +16% | 3.2k | 101.99 | |
| Qualcomm (QCOM) | 0.1 | $311k | 2.3k | 132.57 | ||
| Abbott Laboratories (ABT) | 0.1 | $300k | 2.5k | 120.00 | ||
| McDonald's Corporation (MCD) | 0.1 | $298k | 1.3k | 224.06 | ||
| Abbvie (ABBV) | 0.1 | $271k | 2.5k | 108.40 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $238k | 1.8k | 131.49 | ||
| Amazon (AMZN) | 0.1 | $235k | -11% | 76.00 | 3092.11 | |
| Facebook Cl A (FB) | 0.1 | $225k | -13% | 763.00 | 294.89 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $221k | 1.8k | 122.78 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $212k | 825.00 | 256.97 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $205k | -2% | 7.7k | 26.79 | |
| Cormedix Inc cormedix (CRMD) | 0.1 | $142k | 14k | 9.96 | ||
Past Filings by Riversedge Advisors
SEC 13F filings are viewable for Riversedge Advisors going back to 2019
- Riversedge Advisors 2021 Q1 filed April 28, 2021
- Riversedge Advisors 2020 Q4 filed Feb. 12, 2021
- Riversedge Advisors 2020 Q3 filed Nov. 12, 2020
- Riversedge Advisors 2020 Q2 filed Aug. 3, 2020
- Riversedge Advisors 2020 Q1 filed April 29, 2020
- Riversedge Advisors 2019 Q4 filed Feb. 13, 2020
- Riversedge Advisors 2019 Q3 filed Nov. 5, 2019
- Riversedge Advisors 2019 Q2 filed Sept. 11, 2019