Riversedge Advisors

Riversedge Advisors as of Sept. 30, 2024

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 100 positions in its portfolio as reported in the September 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) 9.4 $42M 613k 67.85
Victory Portfolios Ii Core Intermediat (UITB) 7.2 $32M 665k 47.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.9 $31M 368k 82.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.5 $29M 541k 52.86
Ishares Tr Core Msci Eafe (IEFA) 5.7 $25M 321k 78.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.2 $23M 557k 41.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.1 $23M 125k 179.16
Apple (AAPL) 4.9 $22M 92k 233.00
Dimensional Etf Trust Internatnal Val (DFIV) 4.5 $20M 515k 38.08
Harbor Etf Trust Internatnal Comp (OSEA) 4.1 $18M 631k 28.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.8 $17M 325k 51.50
Ishares Msci Emrg Chn (EMXC) 3.6 $16M 261k 61.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $15M 283k 52.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $14M 285k 47.85
Victory Portfolios Ii Victoryshares Sm (SFLO) 2.4 $11M 397k 26.77
Vanguard Index Fds Growth Etf (VUG) 1.9 $8.5M 22k 383.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $7.6M 148k 51.12
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.5 $6.7M 73k 92.46
Ishares Tr Broad Usd High (USHY) 1.5 $6.7M 177k 37.65
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.5 $6.5M 127k 51.27
Vanguard Index Fds Value Etf (VTV) 1.2 $5.4M 31k 174.57
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.2 $5.3M 25k 207.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $4.7M 114k 41.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $3.9M 15k 267.37
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $3.4M 130k 26.27
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $3.3M 63k 53.07
Microsoft Corporation (MSFT) 0.7 $2.9M 6.9k 430.31
NVIDIA Corporation (NVDA) 0.6 $2.9M 24k 121.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.6M 13k 200.78
Ishares Tr National Mun Etf (MUB) 0.5 $2.4M 22k 108.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.9M 24k 80.37
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.7M 3.0k 576.92
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 8.4k 165.85
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 2.1k 586.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 13k 95.75
Amazon (AMZN) 0.3 $1.1M 6.0k 186.34
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.1M 6.6k 169.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $962k 3.4k 284.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $941k 2.0k 460.26
Moody's Corporation (MCO) 0.2 $918k 1.9k 474.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $891k 5.3k 167.17
Select Sector Spdr Tr Financial (XLF) 0.2 $789k 17k 45.32
Meta Platforms Cl A (META) 0.2 $780k 1.4k 572.44
Costco Wholesale Corporation (COST) 0.2 $771k 870.00 886.19
Johnson & Johnson (JNJ) 0.2 $722k 4.5k 162.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $715k 2.5k 283.12
Palantir Technologies Cl A (PLTR) 0.2 $708k 19k 37.20
Abbvie (ABBV) 0.2 $702k 3.6k 197.50
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.1 $596k 13k 45.44
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $593k 12k 48.14
Chevron Corporation (CVX) 0.1 $548k 3.7k 147.25
salesforce (CRM) 0.1 $526k 1.9k 273.71
McDonald's Corporation (MCD) 0.1 $513k 1.7k 304.46
JPMorgan Chase & Co. (JPM) 0.1 $507k 2.4k 210.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $495k 2.9k 173.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $462k 875.00 527.93
Broadcom (AVGO) 0.1 $440k 2.6k 172.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $424k 4.0k 106.19
Novo-nordisk A S Adr (NVO) 0.1 $420k 3.5k 119.07
Home Depot (HD) 0.1 $405k 1.0k 405.21
Intuitive Surgical Com New (ISRG) 0.1 $397k 808.00 491.27
Abbott Laboratories (ABT) 0.1 $379k 3.3k 114.02
Bank of America Corporation (BAC) 0.1 $374k 9.4k 39.68
Lincoln Electric Holdings (LECO) 0.1 $355k 1.9k 192.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $341k 12k 29.18
Vanguard Index Fds Large Cap Etf (VV) 0.1 $339k 1.3k 263.26
Coca-Cola Company (KO) 0.1 $327k 4.6k 71.87
Visa Com Cl A (V) 0.1 $327k 1.2k 274.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $318k 848.00 375.51
Texas Pacific Land Corp (TPL) 0.1 $315k 356.00 884.07
Devon Energy Corporation (DVN) 0.1 $287k 7.3k 39.12
Eaton Corp SHS (ETN) 0.1 $276k 832.00 331.44
Ishares Tr Msci Eafe Etf (EFA) 0.1 $270k 3.2k 83.64
Bristol Myers Squibb (BMY) 0.1 $261k 5.0k 51.74
Marriott Intl Cl A (MAR) 0.1 $260k 1.0k 248.65
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $259k 7.0k 36.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $248k 432.00 573.53
Asml Holding N V N Y Registry Shs (ASML) 0.1 $244k 293.00 833.25
Automatic Data Processing (ADP) 0.1 $243k 879.00 276.80
Huron Consulting (HURN) 0.1 $243k 2.2k 108.70
Merck & Co (MRK) 0.1 $236k 2.1k 113.56
Genuine Parts Company (GPC) 0.1 $236k 1.7k 139.68
Ishares Core Msci Emkt (IEMG) 0.1 $229k 4.0k 57.41
UnitedHealth (UNH) 0.1 $226k 387.00 584.94
Sap Se Spon Adr (SAP) 0.0 $216k 944.00 229.10
Blackstone Group Inc Com Cl A (BX) 0.0 $212k 1.4k 153.10
Eli Lilly & Co. (LLY) 0.0 $208k 235.00 885.94
Tesla Motors (TSLA) 0.0 $207k 792.00 261.63
Adobe Systems Incorporated (ADBE) 0.0 $204k 393.00 517.78
Builders FirstSource (BLDR) 0.0 $202k 1.0k 193.86
Exxon Mobil Corporation (XOM) 0.0 $202k 1.7k 117.21
Netflix (NFLX) 0.0 $202k 285.00 709.27
Shell Spon Ads (SHEL) 0.0 $201k 3.0k 65.95
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $201k 1.9k 106.12
Banco Santander Adr (SAN) 0.0 $77k 15k 5.10
Manhattan Bridge Capital (LOAN) 0.0 $74k 13k 5.57
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $54k 17k 3.12
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $43k 10k 4.18
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $37k 14k 2.66
Ambev Sa Sponsored Adr (ABEV) 0.0 $31k 13k 2.44