Riversedge Advisors

Riversedge Advisors as of March 31, 2024

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 88 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 13.5 $55M 739k 74.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.6 $43M 694k 62.06
Victory Portfolios Ii Core Intermediat (UITB) 7.1 $29M 625k 46.38
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.8 $28M 375k 73.15
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.6 $27M 538k 50.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.5 $22M 571k 39.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.4 $18M 105k 169.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.0 $16M 327k 49.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.9 $16M 317k 50.17
Apple (AAPL) 3.9 $16M 91k 171.48
Ishares Msci Emrg Chn (EMXC) 3.5 $14M 250k 57.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $11M 255k 41.77
Pacer Fds Tr Pacer Us Small (CALF) 2.6 $11M 216k 49.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $8.4M 166k 50.60
Vanguard Index Fds Growth Etf (VUG) 1.9 $7.6M 22k 344.19
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $6.8M 77k 88.42
Ishares Tr Broad Usd High (USHY) 1.4 $5.8M 158k 36.59
Vanguard Index Fds Value Etf (VTV) 1.3 $5.4M 33k 162.86
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.3 $5.3M 27k 197.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $4.4M 121k 36.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $4.2M 82k 51.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $3.7M 14k 260.72
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $3.5M 70k 50.74
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.9 $3.5M 136k 25.69
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $3.2M 61k 52.26
Microsoft Corporation (MSFT) 0.7 $2.8M 6.6k 420.73
Ishares Tr National Mun Etf (MUB) 0.6 $2.5M 23k 107.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.3M 12k 191.89
NVIDIA Corporation (NVDA) 0.5 $2.1M 2.4k 903.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.8M 24k 75.98
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.6M 3.0k 525.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 15k 84.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 7.9k 150.93
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 2.2k 524.37
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.1M 7.1k 155.74
Amazon (AMZN) 0.3 $1.1M 5.9k 180.38
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $931k 3.4k 270.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $791k 1.9k 420.52
Moody's Corporation (MCO) 0.2 $760k 1.9k 393.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $738k 4.8k 152.26
Select Sector Spdr Tr Financial (XLF) 0.2 $733k 17k 42.12
Johnson & Johnson (JNJ) 0.2 $707k 4.5k 158.19
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.2 $659k 15k 43.16
Abbvie (ABBV) 0.2 $634k 3.5k 182.09
Costco Wholesale Corporation (COST) 0.2 $619k 845.00 732.31
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $618k 13k 47.44
Meta Platforms Cl A (META) 0.1 $604k 1.2k 485.58
Chevron Corporation (CVX) 0.1 $580k 3.7k 157.75
McDonald's Corporation (MCD) 0.1 $564k 2.0k 281.94
salesforce (CRM) 0.1 $558k 1.9k 301.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $500k 1.9k 259.91
Lincoln Electric Holdings (LECO) 0.1 $473k 1.9k 255.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $433k 901.00 480.48
JPMorgan Chase & Co. (JPM) 0.1 $411k 2.1k 200.32
Novo-nordisk A S Adr (NVO) 0.1 $407k 3.2k 128.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $402k 3.8k 104.73
Abbott Laboratories (ABT) 0.1 $392k 3.4k 113.65
Bank of America Corporation (BAC) 0.1 $369k 9.7k 37.92
Home Depot (HD) 0.1 $369k 961.00 383.70
Merck & Co (MRK) 0.1 $345k 2.6k 131.95
Devon Energy Corporation (DVN) 0.1 $343k 6.8k 50.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $336k 2.5k 136.05
Visa Com Cl A (V) 0.1 $331k 1.2k 278.99
Intuitive Surgical Com New (ISRG) 0.1 $314k 786.00 399.09
Asml Holding N V N Y Registry Shs (ASML) 0.1 $310k 319.00 970.47
Vanguard Index Fds Large Cap Etf (VV) 0.1 $308k 1.3k 239.73
Bristol Myers Squibb (BMY) 0.1 $292k 5.4k 54.23
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $290k 12k 25.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $290k 860.00 337.17
Adobe Systems Incorporated (ADBE) 0.1 $288k 571.00 504.60
Broadcom (AVGO) 0.1 $283k 213.00 1327.34
Coca-Cola Company (KO) 0.1 $274k 4.5k 61.19
Marriott Intl Cl A (MAR) 0.1 $267k 1.1k 252.38
Eaton Corp SHS (ETN) 0.1 $265k 846.00 312.68
Genuine Parts Company (GPC) 0.1 $262k 1.7k 154.93
Ishares Tr Msci Eafe Etf (EFA) 0.1 $258k 3.2k 79.86
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $243k 6.8k 35.71
Qualcomm (QCOM) 0.1 $226k 1.3k 169.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $225k 429.00 523.37
Automatic Data Processing (ADP) 0.1 $219k 876.00 249.80
Builders FirstSource (BLDR) 0.1 $218k 1.0k 208.55
Huron Consulting (HURN) 0.1 $216k 2.2k 96.62
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $209k 3.3k 63.17
Texas Pacific Land Corp (TPL) 0.1 $206k 356.00 578.07
Ishares Core Msci Emkt (IEMG) 0.1 $203k 3.9k 51.60
Banco Santander Adr (SAN) 0.0 $59k 12k 4.84
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $38k 15k 2.59
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $30k 11k 2.86