$410 Million is the total value of RIVERSEDGE ADVISORS, LLC's 92 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 11.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $40,647,215 | -5.6% | 632,641 | -8.9% | 9.91% | -6.7% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $29,592,691 | +7.8% | 369,309 | -1.6% | 7.22% | +6.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $26,960,192 | -50.9% | 371,148 | -49.8% | 6.57% | -51.4% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $26,052,559 | -3.3% | 534,521 | -0.6% | 6.35% | -4.3% |
| UITB | Sell | VICTORY PORTFOLIOS IIcore intermediat | $24,996,175 | -13.8% | 543,277 | -13.1% | 6.10% | -14.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $21,670,428 | -2.7% | 564,040 | -1.2% | 5.28% | -3.7% |
| AAPL | Buy | APPLE INC | $19,348,067 | +23.5% | 91,862 | +0.6% | 4.72% | +22.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $19,310,019 | +8.7% | 117,543 | +12.1% | 4.71% | +7.5% |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $15,541,067 | – | 432,417 | +100.0% | 3.79% | – | |
| EMXC | Buy | ISHARES INCmsci emrg chn | $15,243,349 | +6.1% | 257,489 | +3.2% | 3.72% | +5.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $15,186,708 | -5.6% | 320,057 | -2.1% | 3.70% | -6.7% |
| New | HARBOR ETF TRUST | $14,452,488 | – | 522,505 | +100.0% | 3.52% | – | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $13,978,879 | -12.2% | 282,859 | -10.9% | 3.41% | -13.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $12,279,466 | +15.1% | 280,609 | +9.9% | 2.99% | +13.8% |
| CALF | Buy | PACER FDS TRpacer us small | $9,968,579 | -5.9% | 228,847 | +6.2% | 2.43% | -6.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $8,261,720 | +8.5% | 22,090 | -0.2% | 2.02% | +7.3% |
| IGSB | Buy | ISHARES TR | $7,650,094 | +82.5% | 149,299 | +82.6% | 1.86% | +80.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $7,635,605 | -9.1% | 152,377 | -8.2% | 1.86% | -10.0% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $6,286,653 | -7.8% | 75,136 | -2.6% | 1.53% | -8.9% |
| USHY | Buy | ISHARES TRbroad usd high | $6,022,169 | +4.5% | 165,991 | +5.4% | 1.47% | +3.3% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $4,895,161 | -7.8% | 25,622 | -4.9% | 1.19% | -8.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,894,710 | -9.0% | 30,514 | -7.6% | 1.19% | -9.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $4,352,440 | -0.4% | 115,541 | -4.3% | 1.06% | -1.5% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $3,843,512 | +8.3% | 76,298 | +9.1% | 0.94% | +7.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $3,644,416 | -1.8% | 14,570 | +2.3% | 0.89% | -2.8% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $3,297,017 | -5.4% | 129,600 | -4.4% | 0.80% | -6.4% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $3,124,265 | -1.8% | 60,489 | -0.7% | 0.76% | -2.8% |
| MSFT | Buy | MICROSOFT CORP | $3,114,397 | +11.3% | 6,968 | +4.8% | 0.76% | +10.0% |
| NVDA | Buy | NVIDIA CORPORATION | $2,928,514 | +37.5% | 23,705 | +906.2% | 0.71% | +36.0% |
| MUB | Sell | ISHARES TRnational mun etf | $2,286,250 | -7.1% | 21,457 | -6.2% | 0.56% | -8.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,255,742 | -2.1% | 12,359 | +2.9% | 0.55% | -3.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,767,190 | -2.6% | 23,855 | -0.1% | 0.43% | -3.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,617,478 | +2.8% | 2,956 | -1.2% | 0.39% | +1.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,536,953 | +28.2% | 8,438 | +6.2% | 0.38% | +27.1% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $1,249,942 | +10.2% | 2,168 | +0.2% | 0.30% | +8.9% |
| AMZN | Buy | AMAZON COM INC | $1,192,420 | +11.9% | 6,170 | +4.4% | 0.29% | +10.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,176,631 | -7.6% | 12,715 | -15.7% | 0.29% | -8.6% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $1,006,083 | -9.0% | 6,594 | -7.1% | 0.24% | -10.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $975,344 | +32.1% | 5,318 | +9.7% | 0.24% | +30.8% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $887,954 | -4.6% | 3,382 | -1.6% | 0.22% | -5.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $825,152 | +4.4% | 2,028 | +7.9% | 0.20% | +3.1% |
| MCO | Sell | MOODYS CORP | $810,711 | +6.7% | 1,926 | -0.4% | 0.20% | +5.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $729,439 | +17.9% | 858 | +1.5% | 0.18% | +16.3% |
| XLF | SELECT SECTOR SPDR TRfinancial | $715,242 | -2.4% | 17,398 | 0.0% | 0.17% | -3.9% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $673,916 | +34.7% | 2,519 | +30.9% | 0.16% | +33.3% |
| FB | Buy | META PLATFORMS INCcl a | $648,931 | +7.5% | 1,287 | +3.5% | 0.16% | +6.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $635,255 | -10.2% | 4,346 | -2.8% | 0.16% | -10.9% |
| ABBV | Sell | ABBVIE INC | $595,227 | -6.0% | 3,470 | -0.3% | 0.14% | -7.1% |
| CVX | Buy | CHEVRON CORP NEW | $580,588 | +0.1% | 3,712 | +0.9% | 0.14% | -0.7% |
| CIL | Sell | VICTORY PORTFOLIOS II | $570,032 | -13.5% | 13,558 | -11.2% | 0.14% | -14.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $536,041 | -13.3% | 11,359 | -12.8% | 0.13% | -13.8% |
| NVO | Buy | NOVO-NORDISK A Sadr | $507,583 | +24.6% | 3,556 | +12.1% | 0.12% | +24.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $489,623 | +45.9% | 2,817 | +14.2% | 0.12% | +43.4% |
| CRM | Sell | SALESFORCE INC | $462,266 | -17.2% | 1,798 | -3.0% | 0.11% | -18.1% |
| JPM | Buy | JPMORGAN CHASE & CO. | $444,146 | +8.1% | 2,196 | +7.0% | 0.11% | +6.9% |
| VOO | Sell | VANGUARD INDEX FDS | $437,194 | +1.0% | 874 | -3.0% | 0.11% | 0.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $424,514 | +5.7% | 4,060 | +5.9% | 0.10% | +5.1% |
| MCD | Sell | MCDONALDS CORP | $421,356 | -25.3% | 1,653 | -17.4% | 0.10% | -25.9% |
| AVGO | Buy | BROADCOM INC | $381,101 | +34.8% | 237 | +11.3% | 0.09% | +32.9% |
| BAC | Sell | BANK AMERICA CORP | $376,568 | +1.9% | 9,469 | -2.8% | 0.09% | +1.1% |
| ASML | Buy | ASML HOLDING N V | $367,160 | +18.6% | 359 | +12.5% | 0.09% | +18.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $355,435 | +13.3% | 799 | +1.7% | 0.09% | +13.0% |
| LECO | LINCOLN ELEC HLDGS INC | $348,984 | -26.2% | 1,850 | 0.0% | 0.08% | -26.7% | |
| ABT | Sell | ABBOTT LABS | $343,327 | -12.4% | 3,304 | -4.2% | 0.08% | -13.4% |
| DVN | Buy | DEVON ENERGY CORP NEW | $335,745 | -2.0% | 7,083 | +3.7% | 0.08% | -2.4% |
| V | Buy | VISA INC | $327,232 | -1.0% | 1,247 | +5.2% | 0.08% | -1.2% |
| VV | VANGUARD INDEX FDSlarge cap etf | $320,719 | +4.1% | 1,285 | 0.0% | 0.08% | +2.6% | |
| HD | Sell | HOME DEPOT INC | $318,916 | -13.5% | 926 | -3.6% | 0.08% | -14.3% |
| MRK | Sell | MERCK & CO INC | $314,335 | -9.0% | 2,539 | -3.0% | 0.08% | -9.4% |
| IWF | ISHARES TRrus 1000 grw etf | $313,588 | +8.1% | 860 | 0.0% | 0.08% | +7.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $301,968 | +4.1% | 11,369 | -1.0% | 0.07% | +4.2% |
| KO | Buy | COCA COLA CO | $294,983 | +7.5% | 4,634 | +3.3% | 0.07% | +5.9% |
| QCOM | Buy | QUALCOMM INC | $283,670 | +25.8% | 1,424 | +6.9% | 0.07% | +23.2% |
| ETN | Buy | EATON CORP PLC | $269,967 | +2.1% | 861 | +1.8% | 0.07% | +1.5% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $261,201 | +26.9% | 356 | 0.0% | 0.06% | +25.5% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $262,621 | – | 10,368 | +100.0% | 0.06% | – |
| EFA | ISHARES TRmsci eafe etf | $252,629 | -1.9% | 3,225 | 0.0% | 0.06% | -1.6% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $254,875 | -4.5% | 1,054 | -0.3% | 0.06% | -6.1% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $244,680 | +0.9% | 6,900 | +1.6% | 0.06% | 0.0% |
| GPC | GENUINE PARTS CO | $233,484 | -10.7% | 1,688 | 0.0% | 0.06% | -10.9% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $234,298 | +4.4% | 431 | +0.5% | 0.06% | +3.6% |
| LLY | New | ELI LILLY & CO | $224,534 | – | 248 | +100.0% | 0.06% | – |
| HURN | HURON CONSULTING GROUP INC | $220,049 | +1.9% | 2,234 | 0.0% | 0.05% | +1.9% | |
| New | SHELL PLCspon ads | $215,674 | – | 2,988 | +100.0% | 0.05% | – | |
| IEMG | Buy | ISHARES INCcore msci emkt | $211,481 | +4.1% | 3,951 | +0.3% | 0.05% | +4.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $206,039 | -5.8% | 863 | -1.5% | 0.05% | -7.4% |
| ADBE | Sell | ADOBE INC | $205,550 | -28.7% | 370 | -35.2% | 0.05% | -29.6% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $62,473 | +6.7% | 13,493 | +11.5% | 0.02% | +7.1% |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $45,849 | – | 10,839 | +100.0% | 0.01% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $43,898 | +15.7% | 16,080 | +9.7% | 0.01% | +22.2% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $23,952 | -21.0% | 10,693 | +0.9% | 0.01% | -14.3% |
| LOAN | New | MANHATTAN BRDG CAP INC | $13,231 | – | 13,231 | +100.0% | 0.00% | – |
| Exit | GRAYSCALE BITCOIN TR BTC | $0 | – | -3,300 | -100.0% | -0.05% | – | |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -1,044 | -100.0% | -0.05% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,388 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 17.4% |
| VANGUARD TAX-MANAGED INTL FD | 21 | Q2 2024 | 15.8% |
| VANGUARD MUN BD FDS | 21 | Q2 2024 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q2 2024 | 6.2% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 4.4% |
| SPDR SER TR | 21 | Q2 2024 | 3.3% |
| BK OF AMERICA CORP | 21 | Q2 2024 | 0.7% |
| VANGUARD BD INDEX FDS | 19 | Q4 2023 | 10.1% |
| SPDR SER TR | 18 | Q2 2024 | 10.0% |
| SCHWAB STRATEGIC TR | 18 | Q2 2024 | 10.9% |
View RIVERSEDGE ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
View RIVERSEDGE ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.