$315 Million is the total value of RIVERSEDGE ADVISORS, LLC's 64 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $45,262,000 | +13.4% | 397,661 | +3.7% | 14.36% | +4.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $38,758,000 | +5.6% | 759,077 | +4.4% | 12.29% | -2.4% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $31,309,000 | +12.8% | 432,024 | -0.4% | 9.93% | +4.3% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $25,009,000 | +8.8% | 595,453 | +1.1% | 7.93% | +0.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $24,780,000 | +7.5% | 637,508 | +7.0% | 7.86% | -0.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $20,531,000 | +4.2% | 242,259 | +5.0% | 6.51% | -3.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $17,628,000 | -11.7% | 321,043 | -11.9% | 5.59% | -18.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $10,167,000 | +7.3% | 99,289 | +4.9% | 3.22% | -0.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,559,000 | +4.6% | 193,272 | +5.8% | 3.03% | -3.3% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $7,261,000 | -15.3% | 120,851 | -15.5% | 2.30% | -21.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $6,521,000 | +11.8% | 157,167 | +14.6% | 2.07% | +3.3% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $6,252,000 | +2.9% | 34,636 | -0.8% | 1.98% | -4.9% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $5,951,000 | +4.6% | 149,371 | +5.2% | 1.89% | -3.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,924,000 | +13.0% | 36,398 | +4.0% | 1.88% | +4.5% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $5,637,000 | -1.9% | 26,424 | -1.6% | 1.79% | -9.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,005,000 | +30.9% | 27,226 | +20.5% | 1.27% | +21.1% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $3,589,000 | +24.4% | 32,905 | +25.6% | 1.14% | +15.1% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $3,370,000 | +7.7% | 117,832 | +12.9% | 1.07% | -0.4% |
| MUB | New | ISHARES TRnational mun etf | $3,296,000 | – | 28,342 | +100.0% | 1.04% | – |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,081,000 | +2.5% | 59,946 | +4.8% | 0.98% | -5.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,789,000 | -16.0% | 56,717 | -15.6% | 0.88% | -22.3% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $2,325,000 | +7.7% | 21,469 | +2.2% | 0.74% | -0.4% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,292,000 | -1.2% | 45,069 | -0.5% | 0.73% | -8.6% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $1,877,000 | +10.5% | 12,459 | -2.1% | 0.60% | +2.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,730,000 | +11.5% | 21,381 | +1.3% | 0.55% | +3.2% |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $1,674,000 | – | 26,810 | +100.0% | 0.53% | – |
| EBND | Buy | SPDR SER TRbloomberg emergi | $1,666,000 | +10.2% | 68,152 | +14.0% | 0.53% | +1.7% |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,614,000 | -15.2% | 20,788 | -14.5% | 0.51% | -21.6% |
| CIL | Buy | VICTORY PORTFOLIOS II | $1,448,000 | +22.2% | 32,144 | +19.5% | 0.46% | +13.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,356,000 | +28.0% | 4,812 | +27.3% | 0.43% | +18.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,271,000 | +23.8% | 7,107 | +17.1% | 0.40% | +14.5% |
| AAPL | Sell | APPLE INC | $1,244,000 | +7.0% | 7,004 | -14.8% | 0.40% | -1.0% |
| MSFT | Buy | MICROSOFT CORP | $1,131,000 | +58.2% | 3,363 | +32.6% | 0.36% | +46.5% |
| BCI | Sell | ABRDN ETFS | $914,000 | -20.2% | 39,736 | -2.5% | 0.29% | -26.2% |
| BAC | Sell | BK OF AMERICA CORP | $907,000 | +4.6% | 20,382 | -0.2% | 0.29% | -3.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $826,000 | +80.3% | 27,893 | +85.6% | 0.26% | +66.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $800,000 | +223.9% | 2,492 | +192.8% | 0.25% | +198.8% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $788,000 | +22.0% | 35,652 | +22.1% | 0.25% | +12.6% |
| MCO | MOODYS CORP | $747,000 | +10.0% | 1,912 | 0.0% | 0.24% | +1.7% | |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $628,000 | -0.2% | 12,440 | +0.3% | 0.20% | -7.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $627,000 | +15.0% | 3,664 | +8.6% | 0.20% | +6.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $614,000 | +10.4% | 3,878 | +14.1% | 0.20% | +2.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $611,000 | +78.7% | 211 | +64.8% | 0.19% | +65.8% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $606,000 | -10.9% | 6,629 | -10.8% | 0.19% | -17.6% |
| AMZN | Buy | AMAZON COM INC | $590,000 | +29.1% | 177 | +27.3% | 0.19% | +19.1% |
| SUB | New | ISHARES TRshrt nat mun etf | $580,000 | – | 5,405 | +100.0% | 0.18% | – |
| NVDA | Buy | NVIDIA CORPORATION | $530,000 | +42.9% | 1,801 | +0.5% | 0.17% | +32.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $457,000 | +111.6% | 158 | +95.1% | 0.14% | +95.9% |
| QCOM | Buy | QUALCOMM INC | $438,000 | +44.6% | 2,396 | +2.1% | 0.14% | +33.7% |
| FB | Buy | META PLATFORMS INCcl a | $432,000 | +11.3% | 1,284 | +12.4% | 0.14% | +3.0% |
| ABT | Buy | ABBOTT LABS | $413,000 | +40.0% | 2,935 | +17.4% | 0.13% | +29.7% |
| MCD | Buy | MCDONALDS CORP | $395,000 | +26.6% | 1,472 | +13.8% | 0.12% | +16.8% |
| BMY | BRISTOL-MYERS SQUIBB CO | $377,000 | +5.6% | 6,039 | 0.0% | 0.12% | -1.6% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $348,000 | +8.8% | 1,440 | 0.0% | 0.11% | 0.0% | |
| ABBV | Buy | ABBVIE INC | $346,000 | +28.1% | 2,558 | +2.3% | 0.11% | +18.3% |
| EFA | New | ISHARES TRmsci eafe etf | $327,000 | – | 4,155 | +100.0% | 0.10% | – |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $258,000 | +11.2% | 1,850 | +2.8% | 0.08% | +2.5% |
| TDOC | Buy | TELADOC HEALTH INC | $247,000 | -8.5% | 2,694 | +26.5% | 0.08% | -16.1% |
| GPC | GENUINE PARTS CO | $237,000 | +15.6% | 1,688 | 0.0% | 0.08% | +7.1% | |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $233,000 | – | 944 | +100.0% | 0.07% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $226,000 | +1.3% | 592 | +0.3% | 0.07% | -5.3% |
| MS | Buy | MORGAN STANLEY | $223,000 | +4.2% | 2,273 | +3.2% | 0.07% | -2.7% |
| WFC | Buy | WELLS FARGO CO NEW | $212,000 | +4.4% | 4,409 | +0.8% | 0.07% | -4.3% |
| CRMD | Sell | CORMEDIX INC | $52,000 | -21.2% | 11,373 | -20.2% | 0.02% | -30.4% |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -825 | -100.0% | -0.07% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,085 | -100.0% | -0.08% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -5,224 | -100.0% | -0.08% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -3,486 | -100.0% | -0.09% | – |
| ELD | Exit | WISDOMTREE TRem lcl debt fd | $0 | – | -10,455 | -100.0% | -0.11% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -13,275 | -100.0% | -0.12% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -14,343 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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 | 2024-01-17 |
| 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 |
| 13F-HR | 2021-10-20 |
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.