Riversedge Advisors

Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:

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Positions held by Riversedge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 66 positions in its portfolio as reported in the December 2022 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) 14.7 $46M +14% 1.1M 41.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.9 $34M 742k 45.15
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.5 $20M +12% 398k 50.67
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.4 $20M +9% 506k 38.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.2 $19M 266k 71.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.1 $19M -13% 586k 32.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $17M +45% 427k 38.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.4 $10M -4% 211k 49.49
Ishares Tr Core Msci Eafe (IEFA) 2.8 $8.5M +31% 138k 61.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $8.1M +2% 200k 40.51
Vanguard Index Fds Value Etf (VTV) 2.6 $7.9M +2% 56k 140.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $7.5M -9% 53k 141.25
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 2.0 $6.1M -7% 39k 157.05
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.8 $5.4M +33% 111k 48.97

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Dbx Etf Tr Xtrack Usd High (HYLB) 1.7 $5.2M 154k 33.71
Apple (AAPL) 1.7 $5.1M 39k 129.93
Vanguard Index Fds Growth Etf (VUG) 1.6 $4.9M +14% 23k 213.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $4.6M 70k 66.02
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $4.4M -35% 133k 32.96
Pacer Fds Tr Pacer Us Small (CALF) 1.4 $4.3M +22% 120k 35.95
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.4 $4.3M -20% 27k 155.71
Ishares Tr National Mun Etf (MUB) 1.3 $3.9M +23% 37k 105.52
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $3.3M +2% 39k 84.59
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 1.0 $3.2M 130k 24.23
Ishares Tr Core S&p500 Etf (IVV) 1.0 $3.0M +289% 7.9k 384.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $2.9M +334% 14k 200.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.7M -2% 58k 46.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.3M +83% 14k 158.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $2.2M -9% 46k 48.24
Ishares Msci Gbl Min Vol (ACWV) 0.7 $2.1M -11% 22k 95.02
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $2.0M -21% 39k 50.55
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.7M 19k 91.31
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.4 $1.2M 8.9k 135.63
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.2M -25% 16k 72.10
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.1M -5% 24k 46.98
Spdr Ser Tr Bloomberg Emergi (EBND) 0.3 $1.1M +29% 52k 20.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $887k +15% 15k 60.98
Microsoft Corporation (MSFT) 0.3 $828k -28% 3.5k 239.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $794k -58% 14k 58.50
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $790k -3% 36k 22.06
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $772k +148% 2.4k 319.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $740k +18% 3.5k 214.50
Ishares Tr Broad Usd High (USHY) 0.2 $712k +46% 21k 34.53
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $671k -11% 13k 50.13
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $633k -2% 17k 36.96
Johnson & Johnson (JNJ) 0.2 $603k -2% 3.4k 176.65
Select Sector Spdr Tr Financial (XLF) 0.2 $587k NEW 17k 34.20
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $581k -6% 28k 20.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $554k -62% 23k 23.67
Moody's Corporation (MCO) 0.2 $533k 1.9k 278.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $526k +7% 5.0k 104.27
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $502k 5.5k 91.47
Bristol Myers Squibb (BMY) 0.1 $447k +2% 6.2k 71.95
Abbvie (ABBV) 0.1 $425k +5% 2.6k 161.61
McDonald's Corporation (MCD) 0.1 $344k -2% 1.3k 263.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $325k -13% 3.7k 88.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $323k +3% 3.6k 88.73
Genuine Parts Company (GPC) 0.1 $293k 1.7k 173.51
Texas Pacific Land Corp (TPL) 0.1 $277k NEW 118.00 2344.23
Abbott Laboratories (ABT) 0.1 $275k -28% 2.5k 109.79
Ishares Tr Msci Eafe Etf (EFA) 0.1 $273k 4.2k 65.64
Lincoln Electric Holdings (LECO) 0.1 $267k 1.9k 144.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $246k NEW 796.00 308.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $228k -17% 1.2k 191.18
Merck & Co (MRK) 0.1 $207k NEW 1.9k 110.95
Bank of America Corporation (BAC) 0.1 $204k -45% 6.2k 33.12

Past Filings by Riversedge Advisors

SEC 13F filings are viewable for Riversedge Advisors going back to 2019