$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $3,055,000 | – | 107,356 | +100.0% | 2.71% | – |
| 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% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $1,301,000 | – | 14,358 | +100.0% | 1.15% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,059,000 | – | 15,041 | +100.0% | 0.94% | – |
| 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% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $288,000 | – | 4,600 | +100.0% | 0.26% | – |
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.