$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
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.