$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $31,309,000 | +12.8% | 432,024 | -0.4% | 9.93% | +4.3% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $17,628,000 | -11.7% | 321,043 | -11.9% | 5.59% | -18.3% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $7,261,000 | -15.3% | 120,851 | -15.5% | 2.30% | -21.7% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $6,252,000 | +2.9% | 34,636 | -0.8% | 1.98% | -4.9% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $5,637,000 | -1.9% | 26,424 | -1.6% | 1.79% | -9.3% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,789,000 | -16.0% | 56,717 | -15.6% | 0.88% | -22.3% |
| 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% |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,614,000 | -15.2% | 20,788 | -14.5% | 0.51% | -21.6% |
| AAPL | Sell | APPLE INC | $1,244,000 | +7.0% | 7,004 | -14.8% | 0.40% | -1.0% |
| 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% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $606,000 | -10.9% | 6,629 | -10.8% | 0.19% | -17.6% |
| 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 | 2024-04-30 |
| 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.