Riversedge Advisors

Riversedge Advisors as of Dec. 31, 2024

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 99 positions in its portfolio as reported in the December 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) 9.5 $42M 1.8M 23.18
Victory Portfolios Ii Core Intermediat (UITB) 7.2 $32M 696k 45.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.2 $32M 363k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.3 $28M 544k 51.14
Apple (AAPL) 5.8 $26M 103k 250.42
Ishares Tr Core Msci Eafe (IEFA) 5.0 $22M 318k 70.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.0 $22M 127k 175.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $21M 1.1M 18.50
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $18M 519k 35.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.8 $17M 646k 25.86
Harbor Etf Trust Internatnal Comp (OSEA) 3.7 $16M 628k 25.85
Ishares Msci Emrg Chn (EMXC) 3.3 $15M 261k 55.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $14M 286k 47.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $13M 288k 44.04
Victory Portfolios Ii Victoryshares Sm (SFLO) 2.4 $11M 403k 26.66
Vanguard Index Fds Growth Etf (VUG) 2.0 $9.0M 22k 410.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $7.3M 147k 50.13
Ishares Tr Broad Usd High (USHY) 1.6 $7.1M 193k 36.79
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.5 $6.8M 73k 93.33
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.5 $6.5M 129k 50.15
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.2 $5.3M 25k 210.14
Vanguard Index Fds Value Etf (VTV) 1.2 $5.2M 31k 169.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $4.4M 116k 38.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $4.4M 16k 280.05
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $3.4M 66k 51.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $3.4M 131k 26.07
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $3.3M 130k 25.58
NVIDIA Corporation (NVDA) 0.7 $3.2M 24k 134.29
Microsoft Corporation (MSFT) 0.7 $3.1M 7.4k 421.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.8M 14k 198.18
Ishares Tr National Mun Etf (MUB) 0.5 $2.4M 23k 106.55
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.7M 3.0k 588.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.7M 60k 27.87
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 8.6k 189.29
Amazon (AMZN) 0.3 $1.6M 7.1k 219.40
Palantir Technologies Cl A (PLTR) 0.3 $1.4M 19k 75.63
Vanguard World Inf Tech Etf (VGT) 0.3 $1.3M 2.1k 621.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 13k 101.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 5.7k 190.43
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $1.1M 6.4k 165.22
Ishares Tr Core Msci Intl (IDEV) 0.2 $1.0M 16k 64.47
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $979k 3.4k 287.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $951k 2.1k 453.28
Moody's Corporation (MCO) 0.2 $924k 2.0k 473.37
Meta Platforms Cl A (META) 0.2 $855k 1.5k 585.51
Select Sector Spdr Tr Financial (XLF) 0.2 $841k 17k 48.33
Costco Wholesale Corporation (COST) 0.2 $840k 917.00 916.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $828k 12k 71.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $733k 2.5k 289.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $691k 3.5k 197.49
salesforce (CRM) 0.2 $677k 2.0k 334.33
Abbvie (ABBV) 0.1 $647k 3.6k 177.69
Broadcom (AVGO) 0.1 $645k 2.8k 231.82
Johnson & Johnson (JNJ) 0.1 $641k 4.4k 144.63
Ishares Core Msci Emkt (IEMG) 0.1 $627k 12k 52.22
JPMorgan Chase & Co. (JPM) 0.1 $620k 2.6k 239.75
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $564k 12k 47.39
Chevron Corporation (CVX) 0.1 $558k 3.9k 144.83
Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.1 $548k 13k 41.81
McDonald's Corporation (MCD) 0.1 $514k 1.8k 289.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $510k 4.8k 105.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $477k 6.9k 68.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $474k 879.00 539.10
Intuitive Surgical Com New (ISRG) 0.1 $443k 849.00 521.96
Home Depot (HD) 0.1 $435k 1.1k 389.00
Bank of America Corporation (BAC) 0.1 $434k 9.9k 43.95
Visa Com Cl A (V) 0.1 $430k 1.4k 316.02
Tesla Motors (TSLA) 0.1 $424k 1.1k 403.84
Texas Pacific Land Corp (TPL) 0.1 $400k 362.00 1105.13
Abbott Laboratories (ABT) 0.1 $391k 3.5k 113.13
Vanguard Index Fds Large Cap Etf (VV) 0.1 $349k 1.3k 269.77
Lincoln Electric Holdings (LECO) 0.1 $347k 1.9k 187.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $338k 842.00 401.72
Novo-nordisk A S Adr (NVO) 0.1 $324k 3.8k 86.02
Bristol Myers Squibb (BMY) 0.1 $319k 5.6k 56.56
Marriott Intl Cl A (MAR) 0.1 $301k 1.1k 278.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $299k 11k 26.63
Sap Se Spon Adr (SAP) 0.1 $282k 1.1k 246.21
Huron Consulting (HURN) 0.1 $278k 2.2k 124.26
Devon Energy Corporation (DVN) 0.1 $273k 8.3k 32.73
Automatic Data Processing (ADP) 0.1 $268k 916.00 292.80
Coca-Cola Company (KO) 0.1 $264k 4.2k 62.27
Eaton Corp SHS (ETN) 0.1 $260k 784.00 331.87
Netflix (NFLX) 0.1 $258k 289.00 891.32
Asml Holding N V N Y Registry Shs (ASML) 0.1 $256k 369.00 693.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $254k 433.00 586.17
Blackstone Group Inc Com Cl A (BX) 0.1 $246k 1.4k 172.39
Ishares Tr Msci Eafe Etf (EFA) 0.1 $244k 3.2k 75.61
HSBC HLDGS Spon Adr New (HSBC) 0.1 $235k 4.7k 49.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $226k 2.7k 84.79
Shell Spon Ads (SHEL) 0.1 $226k 3.6k 62.65
Rbc Cad (RY) 0.1 $223k 1.8k 120.51
O'reilly Automotive (ORLY) 0.0 $206k 174.00 1185.80
Exxon Mobil Corporation (XOM) 0.0 $206k 1.9k 107.57
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $141k 12k 11.72
Banco Santander Adr (SAN) 0.0 $79k 17k 4.56
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $74k 15k 4.89
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $55k 20k 2.72
Manhattan Bridge Capital (LOAN) 0.0 $13k 13k 1.00