$309 Million is the total value of RIVERSEDGE ADVISORS, LLC's 66 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $45,476,895 | +32.1% | 1,083,557 | +14.4% | 14.73% | +18.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $33,516,559 | +5.8% | 742,338 | -0.7% | 10.85% | -5.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $20,168,737 | +14.1% | 398,041 | +12.8% | 6.53% | +2.2% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $19,672,507 | +23.0% | 505,850 | +9.1% | 6.37% | +10.2% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $19,087,558 | -1.1% | 265,695 | -1.8% | 6.18% | -11.4% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $18,869,359 | -1.3% | 585,823 | -13.8% | 6.11% | -11.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $16,632,914 | +55.7% | 426,704 | +45.7% | 5.39% | +39.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $10,417,606 | -2.3% | 210,499 | -4.9% | 3.37% | -12.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $8,492,616 | +53.4% | 137,778 | +31.1% | 2.75% | +37.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $8,096,846 | +10.0% | 199,873 | +2.6% | 2.62% | -1.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,910,873 | +16.3% | 56,357 | +2.3% | 2.56% | +4.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,547,976 | +0.0% | 53,437 | -9.9% | 2.44% | -10.4% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $6,148,822 | +2.1% | 39,152 | -7.2% | 1.99% | -8.5% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $5,415,442 | +36.1% | 110,587 | +33.2% | 1.75% | +22.0% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $5,205,363 | +1.2% | 154,416 | -1.7% | 1.69% | -9.4% |
| AAPL | Sell | APPLE INC | $5,100,402 | -6.5% | 39,255 | -0.6% | 1.65% | -16.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $4,885,047 | +13.6% | 22,923 | +14.1% | 1.58% | +1.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $4,637,443 | +11.1% | 70,243 | -1.5% | 1.50% | -0.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $4,397,556 | -31.9% | 133,421 | -35.9% | 1.42% | -39.0% |
| CALF | Buy | PACER FDS TRpacer us small | $4,299,081 | +35.8% | 119,585 | +22.8% | 1.39% | +21.6% |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $4,270,814 | -18.0% | 27,428 | -20.8% | 1.38% | -26.6% |
| MUB | Buy | ISHARES TRnational mun etf | $3,898,735 | +27.5% | 36,948 | +23.9% | 1.26% | +14.2% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $3,258,475 | +8.8% | 38,521 | +2.1% | 1.06% | -2.6% |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $3,151,660 | +4.2% | 130,073 | -2.0% | 1.02% | -6.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,031,033 | +316.9% | 7,889 | +289.2% | 0.98% | +273.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,866,979 | +346.6% | 14,296 | +334.5% | 0.93% | +300.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $2,691,467 | -5.7% | 57,621 | -2.9% | 0.87% | -15.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,269,569 | +103.2% | 14,292 | +83.5% | 0.74% | +81.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,217,891 | -9.7% | 45,976 | -9.7% | 0.72% | -19.1% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $2,093,668 | -5.2% | 22,034 | -11.6% | 0.68% | -15.0% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $1,957,681 | -20.4% | 38,728 | -21.4% | 0.63% | -28.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,685,948 | +9.2% | 18,464 | -1.4% | 0.55% | -2.2% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $1,210,091 | +10.3% | 8,922 | +0.3% | 0.39% | -1.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,163,226 | -19.3% | 16,134 | -26.0% | 0.38% | -27.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,141,379 | -4.0% | 24,295 | -5.9% | 0.37% | -14.0% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $1,060,268 | +39.9% | 51,569 | +29.1% | 0.34% | +25.2% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $886,466 | +22.4% | 14,537 | +15.4% | 0.29% | +9.5% |
| MSFT | Sell | MICROSOFT CORP | $828,098 | -26.7% | 3,453 | -28.8% | 0.27% | -34.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $793,544 | -57.7% | 13,565 | -58.2% | 0.26% | -62.1% |
| BCI | Sell | ABRDN ETFS | $790,123 | -17.4% | 35,817 | -3.3% | 0.26% | -26.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $771,660 | +158.1% | 2,416 | +148.8% | 0.25% | +131.5% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $740,028 | +22.7% | 3,450 | +18.2% | 0.24% | +10.1% |
| USHY | Buy | ISHARES TRbroad usd high | $712,354 | +50.6% | 20,630 | +46.5% | 0.23% | +35.1% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $670,639 | -11.4% | 13,378 | -11.4% | 0.22% | -20.8% |
| CIL | Sell | VICTORY PORTFOLIOS II | $633,351 | +11.9% | 17,134 | -2.8% | 0.20% | 0.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $603,083 | +6.0% | 3,414 | -2.1% | 0.20% | -5.3% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $586,667 | – | 17,154 | +100.0% | 0.19% | – |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $580,783 | -4.8% | 28,289 | -6.4% | 0.19% | -14.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $553,665 | -59.9% | 23,391 | -62.1% | 0.18% | -64.2% |
| MCO | MOODYS CORP | $532,721 | +14.6% | 1,912 | 0.0% | 0.17% | +3.0% | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $525,625 | +9.1% | 5,041 | +7.4% | 0.17% | -2.3% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $502,060 | -0.6% | 5,489 | -0.4% | 0.16% | -10.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $446,666 | +4.1% | 6,208 | +2.8% | 0.14% | -6.5% |
| ABBV | Buy | ABBVIE INC | $425,196 | +26.5% | 2,631 | +5.2% | 0.14% | +14.0% |
| MCD | Sell | MCDONALDS CORP | $343,643 | +11.2% | 1,304 | -2.7% | 0.11% | -0.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $322,977 | -4.4% | 3,640 | +3.4% | 0.10% | -13.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $324,686 | -20.0% | 3,680 | -13.2% | 0.10% | -28.6% |
| GPC | GENUINE PARTS CO | $292,885 | +16.2% | 1,688 | 0.0% | 0.10% | +4.4% | |
| TPL | New | TEXAS PACIFIC LAND CORPORATI | $276,619 | – | 118 | +100.0% | 0.09% | – |
| ABT | Sell | ABBOTT LABS | $274,475 | -18.3% | 2,500 | -28.0% | 0.09% | -26.4% |
| EFA | ISHARES TRmsci eafe etf | $272,734 | +17.1% | 4,155 | 0.0% | 0.09% | +4.8% | |
| LECO | LINCOLN ELEC HLDGS INC | $267,307 | +14.7% | 1,850 | 0.0% | 0.09% | +3.6% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $245,884 | – | 796 | +100.0% | 0.08% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $227,504 | -11.8% | 1,190 | -17.4% | 0.07% | -20.4% |
| MRK | New | MERCK & CO INC | $207,033 | – | 1,866 | +100.0% | 0.07% | – |
| BAC | Sell | BANK AMERICA CORP | $204,291 | -40.8% | 6,168 | -45.9% | 0.07% | -47.2% |
| CRMD | Exit | CORMEDIX INC | $0 | – | -11,373 | -100.0% | -0.01% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,700 | -100.0% | -0.07% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,833 | -100.0% | -0.08% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -374 | -100.0% | -0.08% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,026 | -100.0% | -0.08% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,474 | -100.0% | -0.09% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,336 | -100.0% | -0.14% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -10,347 | -100.0% | -0.14% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -4,368 | -100.0% | -0.16% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,080 | -100.0% | -0.17% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -7,225 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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 | 2024-01-17 |
| 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.