Riversedge Advisors

Riversedge Advisors as of Dec. 31, 2023

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 79 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 13.7 $50M 710k 70.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.9 $40M 705k 56.40
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.9 $25M 537k 46.63
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.7 $24M 375k 65.06
Victory Portfolios Ii Core Intermediat (UITB) 6.2 $23M 479k 46.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $21M 572k 36.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $17M 106k 157.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.4 $16M 337k 47.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $16M 326k 47.90
Ishares Msci Emrg Chn (EMXC) 3.3 $12M 218k 55.41
Pacer Fds Tr Pacer Us Small (CALF) 2.9 $11M 220k 48.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $10M 249k 41.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $9.1M 178k 51.05
Apple (AAPL) 2.2 $7.9M 41k 192.53
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.9 $7.0M 79k 88.50
Vanguard Index Fds Growth Etf (VUG) 1.9 $6.9M 22k 310.87
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $6.7M 130k 51.27
Ishares Tr Broad Usd High (USHY) 1.4 $5.3M 145k 36.35
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.3 $4.9M 27k 183.55
Vanguard Index Fds Value Etf (VTV) 1.3 $4.9M 33k 149.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $4.4M 123k 35.41
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.0 $3.5M 138k 25.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $3.1M 13k 241.76
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $3.0M 58k 51.63
Ishares Tr National Mun Etf (MUB) 0.7 $2.6M 24k 108.41
Microsoft Corporation (MSFT) 0.6 $2.3M 6.1k 376.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.0M 11k 179.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $1.7M 24k 70.10
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.4M 3.0k 477.56
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $1.3M 26k 50.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 15k 75.10
NVIDIA Corporation (NVDA) 0.3 $1.1M 2.2k 495.30
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.1M 7.6k 145.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 7.7k 139.69
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $1.1M 2.2k 484.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $866k 3.4k 252.23
Amazon (AMZN) 0.2 $800k 5.3k 151.94
Moody's Corporation (MCO) 0.2 $747k 1.9k 390.56
Select Sector Spdr Tr Financial (XLF) 0.2 $654k 17k 37.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $654k 4.6k 140.93
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $640k 15k 41.69
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $628k 13k 47.79
Johnson & Johnson (JNJ) 0.2 $618k 3.9k 156.73
McDonald's Corporation (MCD) 0.2 $574k 1.9k 296.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $564k 1.6k 356.66
Chevron Corporation (CVX) 0.1 $529k 3.5k 149.14
Costco Wholesale Corporation (COST) 0.1 $529k 801.00 660.18
Abbvie (ABBV) 0.1 $523k 3.4k 154.95
salesforce (CRM) 0.1 $509k 1.9k 263.14
Abbott Laboratories (ABT) 0.1 $502k 4.6k 110.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $485k 4.6k 105.43
Visa Com Cl A (V) 0.1 $473k 1.8k 260.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $448k 1.9k 237.19
Lincoln Electric Holdings (LECO) 0.1 $402k 1.9k 217.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $392k 898.00 437.02
Bank of America Corporation (BAC) 0.1 $389k 12k 33.67
Meta Platforms Cl A (META) 0.1 $389k 1.1k 353.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $374k 5.1k 73.56
JPMorgan Chase & Co. (JPM) 0.1 $337k 2.0k 170.14
Adobe Systems Incorporated (ADBE) 0.1 $327k 548.00 596.60
Devon Energy Corporation (DVN) 0.1 $300k 6.6k 45.30
Home Depot (HD) 0.1 $300k 865.00 346.65
Novo-nordisk A S Adr (NVO) 0.1 $295k 2.8k 103.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $280k 11k 24.79
Vanguard Index Fds Large Cap Etf (VV) 0.1 $277k 1.3k 218.12
Merck & Co (MRK) 0.1 $271k 2.5k 109.02
Bristol Myers Squibb (BMY) 0.1 $266k 5.2k 51.31
Intuitive Surgical Com New (ISRG) 0.1 $251k 745.00 337.36
Coca-Cola Company (KO) 0.1 $246k 4.2k 58.94
Ishares Tr Msci Eafe Etf (EFA) 0.1 $243k 3.2k 75.35
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $243k 6.8k 35.55
Genuine Parts Company (GPC) 0.1 $234k 1.7k 138.50
Marriott Intl Cl A (MAR) 0.1 $232k 1.0k 225.57
Huron Consulting (HURN) 0.1 $230k 2.2k 102.80
Broadcom (AVGO) 0.1 $204k 182.00 1117.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $203k 428.00 474.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $203k 2.0k 104.00
Banco Santander Adr (SAN) 0.0 $42k 10k 4.14
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $27k 11k 2.39