111 is the total number of securities RIVERSEDGE ADVISORS, LLC has owned. The longest RIVERSEDGE ADVISORS, LLC has owned a single stock is 18 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHX | SCHWAB STRATEGIC TR | 18 | 18 | 9.83% | 13.89% | 17.41% | Q2 2019 | Q3 2023 | 18 |
VEA | VANGUARD TAX-MANAGED I... | 18 | 18 | 3.66% | 11.97% | 15.83% | Q2 2019 | Q3 2023 | 18 |
BND | VANGUARD BD INDEX FDS | 18 | 18 | 3.85% | 7.13% | 10.06% | Q2 2019 | Q3 2023 | 18 |
VTEB | VANGUARD MUN BD FDS | 18 | 18 | 0.33% | 4.50% | 8.00% | Q2 2019 | Q3 2023 | 18 |
VWO | VANGUARD INTL EQUITY I... | 18 | 18 | 2.74% | 4.27% | 6.19% | Q2 2019 | Q3 2023 | 18 |
SCHA | SCHWAB STRATEGIC TR | 18 | 18 | 2.48% | 3.37% | 4.10% | Q2 2019 | Q3 2023 | 18 |
HYMB | SPDR SER TR | 18 | 18 | 0.43% | 1.99% | 3.30% | Q2 2019 | Q3 2023 | 18 |
BAC | BK OF AMERICA CORP | 18 | 18 | 0.07% | 0.28% | 0.73% | Q2 2019 | Q3 2023 | 18 |
VTIP | VANGUARD MALVERN FDS | 17 | 17 | 0.11% | 1.21% | 1.73% | Q2 2019 | Q2 2023 | 17 |
SCHO | SCHWAB STRATEGIC TR | 17 | 17 | 0.21% | 0.81% | 1.08% | Q2 2019 | Q2 2023 | 17 |
ACWV | ISHARES INC | 17 | 17 | 0.08% | 0.67% | 0.83% | Q2 2019 | Q2 2023 | 17 |
USMV | ISHARES TR | 17 | 17 | 0.06% | 0.46% | 0.78% | Q2 2019 | Q2 2023 | 17 |
BIL | SPDR SER TR | 17 | 17 | 0.11% | 0.33% | 1.18% | Q2 2019 | Q2 2023 | 17 |
BKLN | INVESCO EXCH TRADED FD... | 16 | 16 | 0.18% | 0.24% | 0.29% | Q2 2019 | Q1 2023 | 16 |
SPYG | SPDR SER TR | 15 | 15 | 6.39% | 8.06% | 10.00% | Q1 2020 | Q3 2023 | 15 |
SCHF | SCHWAB STRATEGIC TR | 15 | 15 | 5.58% | 7.72% | 10.87% | Q1 2020 | Q3 2023 | 15 |
SPYV | SPDR SER TR | 15 | 15 | 5.78% | 7.42% | 9.98% | Q1 2020 | Q3 2023 | 15 |
VTV | VANGUARD INDEX FDS | 12 | 3 | 0.09% | 2.12% | 4.91% | Q2 2019 | Q3 2023 | 15 |
VIOV | VANGUARD ADMIRAL FDS INC | 15 | 15 | 1.69% | 2.07% | 2.55% | Q1 2020 | Q3 2023 | 15 |
SPEM | SPDR INDEX SHS FDS | 15 | 15 | 1.18% | 1.98% | 2.71% | Q1 2020 | Q3 2023 | 15 |
VTWG | VANGUARD SCOTTSDALE FDS | 15 | 15 | 1.23% | 1.85% | 2.47% | Q1 2020 | Q3 2023 | 15 |
VUG | VANGUARD INDEX FDS | 12 | 3 | 0.08% | 1.73% | 4.92% | Q2 2019 | Q3 2023 | 15 |
EMLC | VANECK VECTORS ETF TR | 15 | 15 | 1.00% | 1.48% | 3.11% | Q2 2019 | Q4 2022 | 15 |
EMB | ISHARES TR | 15 | 15 | 0.99% | 1.27% | 2.08% | Q2 2019 | Q4 2022 | 15 |
SHM | SPDR SER TR | 15 | 15 | 0.26% | 0.87% | 2.09% | Q1 2020 | Q3 2023 | 15 |
LGLV | SPDR SER TR | 15 | 15 | 0.30% | 0.61% | 1.15% | Q1 2020 | Q3 2023 | 15 |
CIL | VICTORY PORTFOLIOS II | 15 | 15 | 0.18% | 0.40% | 0.80% | Q1 2020 | Q3 2023 | 15 |
AAPL | APPLE INC | 14 | 14 | 0.35% | 0.96% | 2.15% | Q2 2020 | Q3 2023 | 14 |
MSFT | MICROSOFT CORP | 14 | 14 | 0.23% | 0.32% | 0.43% | Q2 2020 | Q3 2023 | 14 |
MCO | MOODYS CORP | 14 | 14 | 0.17% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
JNJ | JOHNSON & JOHNSON | 14 | 14 | 0.15% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
BMY | BRISTOL-MYERS SQUIBB CO | 14 | 14 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ABBV | ABBVIE INC | 14 | 14 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
MCD | MCDONALDS CORP | 14 | 14 | 0.11% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
ABT | ABBOTT LABS | 14 | 14 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
AMZN | AMAZON COM INC | 10 | 3 | 0.06% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
HYLB | DBX ETF TR | 12 | 12 | 0.10% | 1.61% | 2.10% | Q4 2020 | Q3 2023 | 12 |
VBK | VANGUARD INDEX FDS | 9 | 3 | 0.23% | 0.74% | 1.11% | Q2 2019 | Q3 2023 | 12 |
VBR | VANGUARD INDEX FDS | 9 | 3 | 0.35% | 0.65% | 1.04% | Q2 2019 | Q3 2023 | 12 |
VWOB | VANGUARD WHITEHALL FDS | 12 | 12 | 0.26% | 0.55% | 0.94% | Q1 2020 | Q4 2022 | 12 |
EBND | SPDR SER TR | 12 | 12 | 0.27% | 0.50% | 0.67% | Q1 2020 | Q4 2022 | 12 |
LECO | LINCOLN ELEC HLDGS INC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CRMD | CORMEDIX INC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 12 |
MUB | ISHARES TR | 8 | 3 | 0.99% | 2.79% | 7.19% | Q2 2019 | Q3 2023 | 11 |
RSP | INVESCO EXCHANGE TRADE... | 11 | 11 | 1.65% | 2.52% | 4.59% | Q1 2021 | Q3 2023 | 11 |
HYD | VANECK VECTORS ETF TR | 8 | 3 | 0.53% | 1.29% | 2.60% | Q2 2019 | Q3 2023 | 11 |
SUB | ISHARES TR | 8 | 3 | 0.14% | 0.45% | 1.36% | Q2 2019 | Q3 2023 | 11 |
TDOC | TELADOC HEALTH INC | 7 | 4 | 0.07% | 0.26% | 0.44% | Q2 2019 | Q1 2022 | 11 |
NVDA | NVIDIA CORPORATION | 6 | 2 | 0.07% | 0.13% | 0.25% | Q3 2020 | Q3 2023 | 11 |
GOOGL | ALPHABET INC | 10 | 10 | 0.10% | 0.18% | 0.33% | Q2 2021 | Q3 2023 | 10 |
GOOG | ALPHABET INC | 10 | 10 | 0.07% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 10 |
GPC | GENUINE PARTS CO | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
IEFA | ISHARES TR | 5 | 1 | 0.07% | 4.87% | 13.32% | Q2 2019 | Q3 2023 | 9 |
SCHV | SCHWAB STRATEGIC TR | 6 | 3 | 0.15% | 2.65% | 5.90% | Q2 2019 | Q3 2023 | 9 |
IVW | ISHARES TR | 6 | 3 | 0.26% | 0.56% | 1.06% | Q2 2019 | Q3 2023 | 9 |
IWO | ISHARES TR | 6 | 3 | 0.22% | 0.28% | 0.39% | Q2 2019 | Q3 2023 | 9 |
SCHE | SCHWAB STRATEGIC TR | 9 | 9 | 0.12% | 0.27% | 0.50% | Q3 2021 | Q3 2023 | 9 |
FB | META PLATFORMS INC | 8 | 1 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 9 |
VTI | VANGUARD INDEX FDS | 9 | 9 | 0.07% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
IEMG | ISHARES INC | 3 | 1 | 0.08% | 0.46% | 0.91% | Q2 2019 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 6 | 2 | 0.06% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 7 | 1 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 8 |
EFA | ISHARES TR | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
JPST | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.19% | 0.23% | 0.27% | Q3 2021 | Q1 2023 | 7 |
JNK | SPDR SER TR | 6 | 6 | 1.98% | 2.07% | 2.22% | Q2 2019 | Q3 2020 | 6 |
BCI | ABRDN ETFS | 6 | 6 | 0.26% | 0.34% | 0.41% | Q3 2021 | Q4 2022 | 6 |
PCY | INVESCO EXCH TRADED FD... | 4 | 1 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q2 2022 | 6 |
CALF | PACER FDS TR | 5 | 5 | 1.14% | 1.98% | 2.82% | Q3 2022 | Q3 2023 | 5 |
USHY | ISHARES TR | 5 | 5 | 0.17% | 1.46% | 3.25% | Q3 2022 | Q3 2023 | 5 |
IVV | ISHARES TR | 5 | 5 | 0.26% | 0.77% | 1.17% | Q3 2022 | Q3 2023 | 5 |
VGT | VANGUARD WORLD FDS | 5 | 5 | 0.11% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 5 |
EFAV | ISHARES TR | 3 | 1 | 0.09% | 0.23% | 0.36% | Q2 2019 | Q1 2022 | 5 |
MINT | PIMCO ETF TR | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q2 2021 | 5 |
ELD | WISDOMTREE TR | 3 | 1 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q2 2022 | 5 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 1 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 5 |
AME | AMETEK INC NEW | 4 | 4 | 0.19% | 0.31% | 0.35% | Q2 2019 | Q1 2020 | 4 |
DOCU | DOCUSIGN INC | 3 | 1 | 0.07% | 0.25% | 0.33% | Q2 2020 | Q3 2021 | 4 |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
IGSB | ISHARES TR | 3 | 3 | 1.29% | 3.20% | 4.51% | Q1 2023 | Q3 2023 | 3 |
IJS | ISHARES TR | 3 | 3 | 0.51% | 0.54% | 0.56% | Q3 2022 | Q1 2023 | 3 |
SCHG | SCHWAB STRATEGIC TR | 3 | 3 | 0.43% | 0.45% | 0.46% | Q2 2019 | Q4 2019 | 3 |
IWN | ISHARES TR | 3 | 3 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q4 2019 | 3 |
CVX | CHEVRON CORP NEW | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
V | VISA INC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
COST | COSTCO WHSL CORP NEW | 3 | 3 | 0.09% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
DVN | DEVON ENERGY CORP NEW | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ADP | AUTOMATIC DATA PROCESS... | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2022 | 3 |
GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
TPL | TEXAS PACIFIC LAND COR... | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
VV | VANGUARD INDEX FDS | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WFC | WELLS FARGO CO NEW | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
DVY | ISHARES TR | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2019 | Q3 2019 | 2 |
EQIX | EQUINIX INC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2022 | Q3 2022 | 2 |
CRM | SALESFORCE INC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 2 |
ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MS | MORGAN STANLEY | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
MRK | MERCK & CO INC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 2 |
ACWI | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
VLUE | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
IWM | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
XOM | EXXON MOBIL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ADBE | ADOBE INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
GLDM | WORLD GOLD TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD TAX-MANAGED INTL FD, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of RIVERSEDGE ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by RIVERSEDGE ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that RIVERSEDGE ADVISORS, LLC owns currently or has owned in the past.