$339 Million is the total value of RIVERSEDGE ADVISORS, LLC's 70 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $45,162,309 | +6.1% | 701,823 | +11.3% | 13.32% | +14.1% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $22,198,446 | -1.6% | 538,014 | +3.0% | 6.55% | +5.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $15,561,753 | +4.6% | 109,830 | +10.5% | 4.59% | +12.6% |
| IGSB | Buy | ISHARES TR | $15,278,303 | +9.9% | 306,609 | +10.7% | 4.51% | +18.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $15,054,618 | +7.2% | 215,744 | +11.6% | 4.44% | +15.3% |
| USHY | Buy | ISHARES TRbroad usd high | $11,011,087 | +17.3% | 317,231 | +19.2% | 3.25% | +26.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $10,130,215 | -2.7% | 210,607 | +1.6% | 2.99% | +4.7% |
| AAPL | Buy | APPLE INC | $6,968,246 | -11.1% | 40,700 | +0.8% | 2.06% | -4.4% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $3,946,001 | +1.1% | 80,416 | +5.7% | 1.16% | +8.7% |
| MSFT | Buy | MICROSOFT CORP | $1,449,348 | +7.2% | 4,590 | +15.6% | 0.43% | +15.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,126,443 | +50.8% | 8,608 | +37.9% | 0.33% | +62.0% |
| NVDA | Buy | NVIDIA CORPORATION | $839,694 | +58.0% | 1,930 | +53.7% | 0.25% | +69.9% |
| AMZN | Buy | AMAZON COM INC | $803,526 | +70.9% | 6,321 | +75.2% | 0.24% | +83.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $714,891 | +82.4% | 5,422 | +67.3% | 0.21% | +97.2% |
| CVX | Buy | CHEVRON CORP NEW | $710,058 | +28.1% | 4,211 | +19.5% | 0.21% | +37.5% |
| CIL | Buy | VICTORY PORTFOLIOS II | $631,704 | -4.7% | 16,579 | +0.7% | 0.19% | +2.2% |
| MCO | Buy | MOODYS CORP | $624,120 | -6.1% | 1,974 | +3.2% | 0.18% | +1.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $601,115 | +29.0% | 1,716 | +25.6% | 0.18% | +38.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $577,100 | -1.2% | 17,398 | +0.5% | 0.17% | +6.2% |
| ABBV | Buy | ABBVIE INC | $551,409 | +35.6% | 3,699 | +22.6% | 0.16% | +45.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $552,424 | -2.4% | 3,547 | +3.7% | 0.16% | +5.2% |
| V | Buy | VISA INC | $489,837 | +43.8% | 2,130 | +48.5% | 0.14% | +54.8% |
| CRM | Buy | SALESFORCE INC | $477,141 | +16.8% | 2,353 | +21.7% | 0.14% | +25.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $452,057 | +34.7% | 800 | +28.4% | 0.13% | +44.6% |
| MCD | Buy | MCDONALDS CORP | $429,754 | -11.0% | 1,631 | +0.9% | 0.13% | -3.8% |
| FB | New | META PLATFORMS INCcl a | $400,180 | – | 1,333 | +100.0% | 0.12% | – |
| ABT | Buy | ABBOTT LABS | $372,562 | -11.0% | 3,847 | +0.2% | 0.11% | -4.3% |
| VOO | Buy | VANGUARD INDEX FDS | $359,791 | -3.3% | 916 | +0.2% | 0.11% | +3.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $354,468 | -3.4% | 1,669 | +0.2% | 0.10% | +4.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $330,294 | -6.3% | 5,691 | +3.2% | 0.10% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $314,289 | +0.6% | 6,589 | +1.9% | 0.09% | +8.1% |
| XOM | New | EXXON MOBIL CORP | $279,067 | – | 2,373 | +100.0% | 0.08% | – |
| BAC | Buy | BANK AMERICA CORP | $276,439 | -3.9% | 10,096 | +0.7% | 0.08% | +3.8% |
| ADBE | New | ADOBE INC | $277,386 | – | 544 | +100.0% | 0.08% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $262,184 | +3.5% | 897 | +21.1% | 0.08% | +11.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $247,585 | -3.1% | 1,265 | +0.3% | 0.07% | +4.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $246,514 | +14.9% | 1,700 | +15.3% | 0.07% | +23.7% |
| TPL | New | TEXAS PACIFIC LAND CORPORATI | $216,509 | – | 119 | +100.0% | 0.06% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $201,632 | – | 1,026 | +100.0% | 0.06% | – |
| QCOM | New | QUALCOMM INC | $200,335 | – | 1,804 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.