Riversedge Advisors

Riversedge Advisors as of June 30, 2024

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 92 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.9 $41M 633k 64.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.2 $30M 369k 80.13
Ishares Tr Core Msci Eafe (IEFA) 6.6 $27M 371k 72.64
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.4 $26M 535k 48.74
Victory Portfolios Ii Core Intermediat (UITB) 6.1 $25M 543k 46.01
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.3 $22M 564k 38.42
Apple (AAPL) 4.7 $19M 92k 210.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $19M 118k 164.28
Dimensional Etf Trust Internatnal Val (DFIV) 3.8 $16M 432k 35.94
Ishares Msci Emrg Chn (EMXC) 3.7 $15M 258k 59.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $15M 320k 47.45
Harbor Etf Trust Internatnal Comp (OSEA) 3.5 $15M 523k 27.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $14M 283k 49.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $12M 281k 43.76
Pacer Fds Tr Pacer Us Small (CALF) 2.4 $10M 229k 43.56
Vanguard Index Fds Growth Etf (VUG) 2.0 $8.3M 22k 374.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $7.7M 149k 51.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $7.6M 152k 50.11
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.5 $6.3M 75k 83.67
Ishares Tr Broad Usd High (USHY) 1.5 $6.0M 166k 36.28
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.2 $4.9M 26k 191.05
Vanguard Index Fds Value Etf (VTV) 1.2 $4.9M 31k 160.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $4.4M 116k 37.67
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $3.8M 76k 50.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $3.6M 15k 250.13
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $3.3M 130k 25.44
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $3.1M 61k 51.65
Microsoft Corporation (MSFT) 0.8 $3.1M 7.0k 446.96
NVIDIA Corporation (NVDA) 0.7 $2.9M 24k 123.54
Ishares Tr National Mun Etf (MUB) 0.6 $2.3M 22k 106.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.3M 12k 182.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.8M 24k 74.08
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.6M 3.0k 547.18
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M 8.4k 182.15
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 2.2k 576.54
Amazon (AMZN) 0.3 $1.2M 6.2k 193.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 13k 92.54
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $1.0M 6.6k 152.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $975k 5.3k 183.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $888k 3.4k 262.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $825k 2.0k 406.88
Moody's Corporation (MCO) 0.2 $811k 1.9k 420.93
Costco Wholesale Corporation (COST) 0.2 $729k 858.00 850.16
Select Sector Spdr Tr Financial (XLF) 0.2 $715k 17k 41.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $674k 2.5k 267.53
Meta Platforms Cl A (META) 0.2 $649k 1.3k 504.22
Johnson & Johnson (JNJ) 0.2 $635k 4.3k 146.17
Abbvie (ABBV) 0.1 $595k 3.5k 171.54
Chevron Corporation (CVX) 0.1 $581k 3.7k 156.41
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.1 $570k 14k 42.04
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $536k 11k 47.19
Novo-nordisk A S Adr (NVO) 0.1 $508k 3.6k 142.74
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $490k 2.8k 173.81
salesforce (CRM) 0.1 $462k 1.8k 257.10
JPMorgan Chase & Co. (JPM) 0.1 $444k 2.2k 202.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $437k 874.00 500.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $425k 4.1k 104.56
McDonald's Corporation (MCD) 0.1 $421k 1.7k 254.90
Broadcom (AVGO) 0.1 $381k 237.00 1608.02
Bank of America Corporation (BAC) 0.1 $377k 9.5k 39.77
Asml Holding N V N Y Registry Shs (ASML) 0.1 $367k 359.00 1022.73
Intuitive Surgical Com New (ISRG) 0.1 $355k 799.00 444.85
Lincoln Electric Holdings (LECO) 0.1 $349k 1.9k 188.64
Abbott Laboratories (ABT) 0.1 $343k 3.3k 103.91
Devon Energy Corporation (DVN) 0.1 $336k 7.1k 47.40
Visa Com Cl A (V) 0.1 $327k 1.2k 262.42
Vanguard Index Fds Large Cap Etf (VV) 0.1 $321k 1.3k 249.59
Home Depot (HD) 0.1 $319k 926.00 344.40
Merck & Co (MRK) 0.1 $314k 2.5k 123.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $314k 860.00 364.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $302k 11k 26.56
Coca-Cola Company (KO) 0.1 $295k 4.6k 63.66
Qualcomm (QCOM) 0.1 $284k 1.4k 199.21
Eaton Corp SHS (ETN) 0.1 $270k 861.00 313.55
Palantir Technologies Cl A (PLTR) 0.1 $263k 10k 25.33
Texas Pacific Land Corp (TPL) 0.1 $261k 356.00 733.71
Marriott Intl Cl A (MAR) 0.1 $255k 1.1k 241.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $253k 3.2k 78.33
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $245k 6.9k 35.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $234k 431.00 543.61
Genuine Parts Company (GPC) 0.1 $234k 1.7k 138.32
Eli Lilly & Co. (LLY) 0.1 $225k 248.00 905.38
Huron Consulting (HURN) 0.1 $220k 2.2k 98.50
Shell Spon Ads (SHEL) 0.1 $216k 3.0k 72.18
Ishares Core Msci Emkt (IEMG) 0.1 $212k 4.0k 53.53
Automatic Data Processing (ADP) 0.1 $206k 863.00 238.75
Adobe Systems Incorporated (ADBE) 0.1 $206k 370.00 555.54
Banco Santander Adr (SAN) 0.0 $63k 14k 4.63
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $46k 11k 4.23
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $44k 16k 2.73
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $24k 11k 2.24
Manhattan Bridge Capital (LOAN) 0.0 $13k 13k 1.00