$307 Million is the total value of RIVERSEDGE ADVISORS, LLC's 67 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 7.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $43,262,000 | -4.4% | 803,383 | +102.0% | 14.07% | -2.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $37,746,000 | -2.6% | 785,892 | +3.5% | 12.28% | -0.1% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $27,072,000 | -13.5% | 408,884 | -5.4% | 8.80% | -11.3% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $24,177,000 | -3.3% | 579,096 | -2.7% | 7.86% | -0.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $23,849,000 | -3.8% | 649,480 | +1.9% | 7.76% | -1.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $19,710,000 | -4.0% | 247,805 | +2.3% | 6.41% | -1.6% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $14,982,000 | -15.0% | 290,638 | -9.5% | 4.87% | -12.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $10,583,000 | +4.1% | 223,456 | +125.1% | 3.44% | +6.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,169,000 | -4.1% | 198,756 | +2.8% | 2.98% | -1.6% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $6,304,000 | -13.2% | 114,313 | -5.4% | 2.05% | -11.0% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $5,894,000 | -5.7% | 33,262 | -4.0% | 1.92% | -3.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,812,000 | -1.9% | 36,853 | +1.3% | 1.89% | +0.6% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $5,728,000 | -3.7% | 151,846 | +1.7% | 1.86% | -1.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,670,000 | -13.1% | 146,729 | -6.6% | 1.84% | -10.8% |
| MUB | Buy | ISHARES TRnational mun etf | $5,458,000 | +65.6% | 49,784 | +75.7% | 1.78% | +69.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,453,000 | +36.2% | 36,898 | +35.5% | 1.77% | +39.6% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $4,751,000 | -15.7% | 25,543 | -3.3% | 1.54% | -13.6% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $3,879,000 | +15.1% | 143,738 | +22.0% | 1.26% | +18.1% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $3,641,000 | +1.4% | 37,239 | +13.2% | 1.18% | +4.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,299,000 | +312.4% | 11,472 | +360.4% | 1.07% | +322.4% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,150,000 | +2.2% | 61,512 | +2.6% | 1.02% | +4.8% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,520,000 | -9.6% | 53,247 | -6.1% | 0.82% | -7.3% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,461,000 | +7.4% | 49,685 | +10.2% | 0.80% | +10.0% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $2,446,000 | +5.2% | 23,332 | +8.7% | 0.80% | +7.9% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $2,258,000 | +34.9% | 39,341 | +46.7% | 0.73% | +38.2% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $2,220,000 | +18.3% | 15,450 | +24.0% | 0.72% | +21.3% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,721,000 | +35.4% | 9,780 | +37.6% | 0.56% | +39.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,558,000 | +14.9% | 6,277 | +30.4% | 0.51% | +17.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,480,000 | +79.2% | 53,278 | +91.0% | 0.48% | +83.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,383,000 | -20.1% | 17,832 | -16.6% | 0.45% | -18.0% |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,310,000 | -18.8% | 18,757 | -9.8% | 0.43% | -16.8% |
| BCI | Buy | ABRDN ETFS | $1,258,000 | +37.6% | 43,800 | +10.2% | 0.41% | +41.0% |
| AAPL | Sell | APPLE INC | $1,218,000 | -2.1% | 6,974 | -0.4% | 0.40% | +0.3% |
| CIL | Sell | VICTORY PORTFOLIOS II | $1,107,000 | -23.5% | 25,962 | -19.2% | 0.36% | -21.6% |
| EBND | Sell | SPDR SER TRbloomberg emergi | $1,072,000 | -35.7% | 47,156 | -30.8% | 0.35% | -33.9% |
| MSFT | Buy | MICROSOFT CORP | $1,049,000 | -7.3% | 3,401 | +1.1% | 0.34% | -5.0% |
| BAC | Buy | BK OF AMERICA CORP | $861,000 | -5.1% | 20,894 | +2.5% | 0.28% | -2.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $820,000 | +41.4% | 7,840 | +45.1% | 0.27% | +45.1% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $677,000 | +7.8% | 13,474 | +8.3% | 0.22% | +10.6% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $672,000 | -14.7% | 30,890 | -13.4% | 0.22% | -12.4% |
| MCO | MOODYS CORP | $645,000 | -13.7% | 1,912 | 0.0% | 0.21% | -11.4% | |
| JNJ | Sell | JOHNSON & JOHNSON | $639,000 | +1.9% | 3,607 | -1.6% | 0.21% | +4.5% |
| AMZN | Buy | AMAZON COM INC | $626,000 | +6.1% | 192 | +8.5% | 0.20% | +9.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $609,000 | -0.3% | 219 | +3.8% | 0.20% | +2.1% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $547,000 | -9.7% | 5,986 | -9.7% | 0.18% | -7.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $538,000 | -12.4% | 3,943 | +1.7% | 0.18% | -10.3% |
| NVDA | Buy | NVIDIA CORPORATION | $509,000 | -4.0% | 1,864 | +3.5% | 0.17% | -1.2% |
| GOOG | ALPHABET INCcap stk cl c | $441,000 | -3.5% | 158 | 0.0% | 0.14% | -1.4% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $441,000 | +17.0% | 6,039 | 0.0% | 0.14% | +19.2% | |
| ABBV | Sell | ABBVIE INC | $405,000 | +17.1% | 2,500 | -2.3% | 0.13% | +20.0% |
| QCOM | Buy | QUALCOMM INC | $367,000 | -16.2% | 2,399 | +0.1% | 0.12% | -14.4% |
| MCD | MCDONALDS CORP | $364,000 | -7.8% | 1,472 | 0.0% | 0.12% | -5.6% | |
| ABT | ABBOTT LABS | $347,000 | -16.0% | 2,935 | 0.0% | 0.11% | -13.7% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $328,000 | -5.7% | 1,440 | 0.0% | 0.11% | -2.7% | |
| FB | Buy | META PLATFORMS INCcl a | $321,000 | -25.7% | 1,442 | +12.3% | 0.10% | -24.1% |
| EFA | ISHARES TRmsci eafe etf | $306,000 | -6.4% | 4,155 | 0.0% | 0.10% | -3.8% | |
| EFAV | New | ISHARES TRmsci eafe min vl | $305,000 | – | 4,222 | +100.0% | 0.10% | – |
| LECO | LINCOLN ELEC HLDGS INC | $255,000 | -1.2% | 1,850 | 0.0% | 0.08% | +1.2% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $248,000 | – | 704 | +100.0% | 0.08% | – |
| TDOC | Buy | TELADOC HEALTH INC | $232,000 | -6.1% | 3,219 | +19.5% | 0.08% | -3.8% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $218,000 | – | 4,847 | +100.0% | 0.07% | – |
| WFC | Buy | WELLS FARGO CO NEW | $214,000 | +0.9% | 4,411 | +0.0% | 0.07% | +4.5% |
| ADP | AUTOMATIC DATA PROCESSING IN | $215,000 | -7.7% | 944 | 0.0% | 0.07% | -5.4% | |
| GPC | GENUINE PARTS CO | $213,000 | -10.1% | 1,688 | 0.0% | 0.07% | -8.0% | |
| IEFA | New | ISHARES TRcore msci eafe | $210,000 | – | 3,020 | +100.0% | 0.07% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $203,000 | -10.2% | 614 | +3.7% | 0.07% | -8.3% |
| CRMD | CORMEDIX INC | $62,000 | +19.2% | 11,373 | 0.0% | 0.02% | +25.0% | |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,273 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
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.