| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,804 | -100.0% | -0.06% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,026 | -100.0% | -0.06% | – |
| TPL | Exit | TEXAS PACIFIC LAND CORPORATI | $0 | – | -119 | -100.0% | -0.06% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -1,688 | -100.0% | -0.07% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,700 | -100.0% | -0.07% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,265 | -100.0% | -0.07% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -897 | -100.0% | -0.08% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -544 | -100.0% | -0.08% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,373 | -100.0% | -0.08% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,096 | -100.0% | -0.08% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,096 | -100.0% | -0.08% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -6,589 | -100.0% | -0.09% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,691 | -100.0% | -0.10% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -9,680 | -100.0% | -0.10% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -1,850 | -100.0% | -0.10% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,669 | -100.0% | -0.10% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -916 | -100.0% | -0.11% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,847 | -100.0% | -0.11% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,333 | -100.0% | -0.12% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -17,645 | -100.0% | -0.12% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,631 | -100.0% | -0.13% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -800 | -100.0% | -0.13% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -2,353 | -100.0% | -0.14% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -4,701 | -100.0% | -0.14% | – |
| V | Exit | VISA INC | $0 | – | -2,130 | -100.0% | -0.14% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,547 | -100.0% | -0.16% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,699 | -100.0% | -0.16% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -17,398 | -100.0% | -0.17% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,716 | -100.0% | -0.18% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -1,974 | -100.0% | -0.18% | – |
| CIL | Exit | VICTORY PORTFOLIOS II | $0 | – | -16,579 | -100.0% | -0.19% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,211 | -100.0% | -0.21% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,422 | -100.0% | -0.21% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -3,418 | -100.0% | -0.23% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -6,321 | -100.0% | -0.24% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,930 | -100.0% | -0.25% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -18,787 | -100.0% | -0.26% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -2,423 | -100.0% | -0.30% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -7,562 | -100.0% | -0.30% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -21,334 | -100.0% | -0.30% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -15,718 | -100.0% | -0.32% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -8,608 | -100.0% | -0.33% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,987 | -100.0% | -0.38% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,590 | -100.0% | -0.43% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -25,677 | -100.0% | -0.49% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -12,541 | -100.0% | -0.59% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -11,872 | -100.0% | -0.75% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -32,869 | -100.0% | -0.99% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -80,416 | -100.0% | -1.16% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -123,974 | -100.0% | -1.23% | – |
| VTWG | Exit | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | -25,522 | -100.0% | -1.23% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -31,705 | -100.0% | -1.29% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -204,117 | -100.0% | -1.43% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $0 | – | -75,044 | -100.0% | -1.71% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -22,544 | -100.0% | -1.81% | – |
| AAPL | Exit | APPLE INC | $0 | – | -40,700 | -100.0% | -2.06% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -226,015 | -100.0% | -2.78% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -210,607 | -100.0% | -2.99% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -317,231 | -100.0% | -3.25% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -276,434 | -100.0% | -3.38% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -284,225 | -100.0% | -3.66% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -215,744 | -100.0% | -4.44% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -306,609 | -100.0% | -4.51% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -109,830 | -100.0% | -4.59% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -566,910 | -100.0% | -5.68% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -533,614 | -100.0% | -6.17% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -374,379 | -100.0% | -6.55% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -538,014 | -100.0% | -6.55% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -681,635 | -100.0% | -10.17% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -701,823 | -100.0% | -13.32% | – |
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.