$113 Million is the total value of RIVERSEDGE ADVISORS, LLC's 32 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 77.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $14,542,000 | +4.9% | 237,427 | +31.5% | 12.89% | -21.5% |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $12,267,000 | – | 474,716 | +100.0% | 10.87% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $11,281,000 | – | 315,647 | +100.0% | 10.00% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $11,261,000 | – | 435,814 | +100.0% | 9.98% | – |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,249,000 | -23.3% | 307,417 | +1.3% | 9.08% | -42.6% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $9,033,000 | +3126.1% | 170,765 | +3160.7% | 8.00% | +2311.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $8,854,000 | +9.8% | 103,743 | +7.9% | 7.85% | -17.8% |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $3,726,000 | +918.0% | 68,101 | +997.0% | 3.30% | +662.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,094,000 | -38.2% | 92,208 | -18.1% | 2.74% | -53.7% |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $3,055,000 | – | 107,356 | +100.0% | 2.71% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,801,000 | -19.1% | 54,375 | +18.7% | 2.48% | -39.5% |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $2,785,000 | – | 24,214 | +100.0% | 2.47% | – |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,731,000 | – | 31,564 | +100.0% | 2.42% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $2,357,000 | – | 48,195 | +100.0% | 2.09% | – |
| JNK | Buy | SPDR SER TRbloomberg brclys | $2,260,000 | +35.2% | 23,852 | +56.4% | 2.00% | +1.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,512,000 | +5.3% | 31,036 | +6.5% | 1.34% | -21.2% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $1,332,000 | +260.0% | 14,537 | +258.9% | 1.18% | +169.4% |
| LGLV | New | SPDR SER TRssga us lrg etf | $1,301,000 | – | 14,358 | +100.0% | 1.15% | – |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $1,131,000 | -55.8% | 39,733 | -47.2% | 1.00% | -66.9% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,115,000 | -33.4% | 11,534 | -21.1% | 0.99% | -50.2% |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,059,000 | – | 15,041 | +100.0% | 0.94% | – |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $977,000 | +11.3% | 18,881 | +8.5% | 0.87% | -16.7% |
| CIL | New | VICTORY PORTFOLIOS II | $904,000 | – | 29,730 | +100.0% | 0.80% | – |
| EBND | New | SPDR SER TRblombrg brc emrg | $760,000 | – | 31,015 | +100.0% | 0.67% | – |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $624,000 | -7.0% | 7,773 | +11.0% | 0.55% | -30.4% |
| BAC | Buy | BK OF AMERICA CORP | $399,000 | -35.0% | 18,800 | +7.8% | 0.35% | -51.3% |
| TDOC | Sell | TELADOC HEALTH INC | $344,000 | +1.8% | 2,219 | -45.0% | 0.30% | -23.8% |
| USMV | Sell | ISHARES TRmsci min vol etf | $322,000 | -43.6% | 5,955 | -31.6% | 0.28% | -57.8% |
| ACWI | New | ISHARES TRmsci acwi etf | $288,000 | – | 4,600 | +100.0% | 0.26% | – |
| BKLN | Buy | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $227,000 | -7.0% | 11,085 | +3.5% | 0.20% | -30.4% |
| AME | AMETEK INC | $214,000 | -27.7% | 2,965 | 0.0% | 0.19% | -45.7% | |
| CRMD | CORMEDIX INC | $41,000 | -51.2% | 11,520 | 0.0% | 0.04% | -63.6% | |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -2,882 | -100.0% | -0.26% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,300 | -100.0% | -0.35% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,466 | -100.0% | -0.37% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -3,944 | -100.0% | -0.43% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -2,776 | -100.0% | -0.64% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -7,000 | -100.0% | -0.88% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -14,270 | -100.0% | -0.91% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -6,397 | -100.0% | -1.04% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -4,612 | -100.0% | -1.08% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -30,210 | -100.0% | -2.29% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -44,659 | -100.0% | -3.45% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -34,590 | -100.0% | -4.91% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -22,792 | -100.0% | -4.92% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -82,842 | -100.0% | -5.90% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -48,037 | -100.0% | -6.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 18 | Q3 2023 | 17.4% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2023 | 15.8% |
| VANGUARD BD INDEX FDS | 18 | Q3 2023 | 10.1% |
| VANGUARD MUN BD FDS | 18 | Q3 2023 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 18 | Q3 2023 | 4.1% |
| SPDR SER TR | 18 | Q3 2023 | 3.3% |
| BK OF AMERICA CORP | 18 | Q3 2023 | 0.7% |
| VANGUARD MALVERN FDS | 17 | Q2 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 17 | Q2 2023 | 1.1% |
View RIVERSEDGE ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-02 |
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.