Riversedge Advisors

Riversedge Advisors as of Sept. 30, 2023

Portfolio Holdings for Riversedge Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 13.3 $45M 702k 64.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.2 $35M 682k 50.60
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.5 $22M 538k 41.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.5 $22M 374k 59.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $21M 534k 39.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.7 $19M 567k 33.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $16M 110k 141.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.5 $15M 307k 49.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.4 $15M 216k 69.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $12M 284k 43.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $11M 276k 41.42
Ishares Tr Broad Usd High (USHY) 3.2 $11M 317k 34.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $10M 211k 48.10
Pacer Fds Tr Pacer Us Small (CALF) 2.8 $9.4M 226k 41.70
Apple (AAPL) 2.1 $7.0M 41k 171.21
Vanguard Index Fds Growth Etf (VUG) 1.8 $6.1M 23k 272.31
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $5.8M 75k 77.05
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.4 $4.9M 204k 23.82
Vanguard Index Fds Value Etf (VTV) 1.3 $4.4M 32k 137.93
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.2 $4.2M 26k 163.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $4.2M 124k 33.57
Vaneck Etf Trust High Yld Munietf (HYD) 1.2 $3.9M 80k 49.07
Ishares Tr National Mun Etf (MUB) 1.0 $3.4M 33k 102.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $2.5M 12k 214.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.0M 13k 159.50
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $1.7M 26k 64.46
Microsoft Corporation (MSFT) 0.4 $1.4M 4.6k 315.76
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 3.0k 429.42
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 8.6k 130.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 16k 68.42
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M 21k 47.59
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.0M 7.6k 133.53
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $1.0M 2.4k 414.93
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $869k 19k 46.23
NVIDIA Corporation (NVDA) 0.2 $840k 1.9k 435.07
Amazon (AMZN) 0.2 $804k 6.3k 127.12
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $766k 3.4k 224.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $715k 5.4k 131.85
Chevron Corporation (CVX) 0.2 $710k 4.2k 168.62
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $632k 17k 38.10
Moody's Corporation (MCO) 0.2 $624k 2.0k 316.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $601k 1.7k 350.30
Select Sector Spdr Tr Financial (XLF) 0.2 $577k 17k 33.17
Johnson & Johnson (JNJ) 0.2 $552k 3.5k 155.74
Abbvie (ABBV) 0.2 $551k 3.7k 149.07
Visa Com Cl A (V) 0.1 $490k 2.1k 229.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $484k 4.7k 102.87
salesforce (CRM) 0.1 $477k 2.4k 202.78
Costco Wholesale Corporation (COST) 0.1 $452k 800.00 565.07
McDonald's Corporation (MCD) 0.1 $430k 1.6k 263.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $422k 18k 23.94
Meta Platforms Cl A (META) 0.1 $400k 1.3k 300.21
Abbott Laboratories (ABT) 0.1 $373k 3.8k 96.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $360k 916.00 392.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $355k 1.7k 212.38
Lincoln Electric Holdings (LECO) 0.1 $336k 1.9k 181.79
Bristol Myers Squibb (BMY) 0.1 $330k 5.7k 58.04
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $328k 9.7k 33.90
Devon Energy Corporation (DVN) 0.1 $314k 6.6k 47.70
Ishares Tr Msci Eafe Etf (EFA) 0.1 $282k 4.1k 68.92
Exxon Mobil Corporation (XOM) 0.1 $279k 2.4k 117.60
Adobe Systems Incorporated (ADBE) 0.1 $277k 544.00 509.90
Bank of America Corporation (BAC) 0.1 $276k 10k 27.38
Intuitive Surgical Com New (ISRG) 0.1 $262k 897.00 292.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $248k 1.3k 195.72
JPMorgan Chase & Co. (JPM) 0.1 $247k 1.7k 145.01
Genuine Parts Company (GPC) 0.1 $244k 1.7k 144.38
Texas Pacific Land Corp (TPL) 0.1 $217k 119.00 1819.40
Marriott Intl Cl A (MAR) 0.1 $202k 1.0k 196.52
Qualcomm (QCOM) 0.1 $200k 1.8k 111.05