$292 Million is the total value of RIVERSEDGE ADVISORS, LLC's 66 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $23,061,000 | -12.6% | 595,887 | -10.9% | 7.91% | -18.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $22,979,000 | -4.4% | 589,202 | -3.1% | 7.88% | -10.3% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $6,078,000 | -12.8% | 34,923 | -8.6% | 2.08% | -18.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,833,000 | -16.2% | 137,147 | -10.3% | 2.00% | -21.3% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $5,747,000 | -14.1% | 26,858 | -8.9% | 1.97% | -19.4% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,007,000 | -15.1% | 57,193 | -15.3% | 1.03% | -20.3% |
| EBND | Sell | SPDR SER TRblombrg brc emrg | $1,512,000 | -10.0% | 59,767 | -5.9% | 0.52% | -15.5% |
| MSFT | Sell | MICROSOFT CORP | $715,000 | +3.9% | 2,537 | -0.0% | 0.24% | -2.8% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $680,000 | -1.2% | 7,431 | -1.2% | 0.23% | -7.5% |
| MCD | Sell | MCDONALDS CORP | $312,000 | +1.6% | 1,294 | -2.7% | 0.11% | -4.5% |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -10,465 | -100.0% | -0.07% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -4,271 | -100.0% | -0.08% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -3,561 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-20
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.