$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 2024-04-30 |
| 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.