$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 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,094,000 | -38.2% | 92,208 | -18.1% | 2.74% | -53.7% |
| 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% |
| 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% |
| 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.