Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 375,036.0 | $73.6M | 11.91% | +319K | +571.4% | $196.20 | +5.3% |
| 2 | VTEB | VANGUARD MUN BD FDS | — | 330,131.0 | $16.5M | 2.67% | +6K | +1.9% | $49.89 | -0.1% |
| 3 | VUG | VANGUARD INDEX FDS | — | 30,792.0 | $13.4M | 2.18% | +930.0 | +3.1% | $436.79 | -80.0% |
| 4 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 370,049.0 | $11.1M | 1.80% | +173K | +88.2% | $29.99 | +16.6% |
| 5 | NVDA | NVIDIA CORPORATION | Technology | 35,650.0 | $6.2M | 1.01% | +937.0 | +2.7% | $174.40 | +35.2% |
| 6 | GOOGL | ALPHABET INC | Communication Services | 13,058.0 | $3.8M | 0.61% | +100.0 | +0.8% | $287.56 | +39.5% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 16,707.0 | $3.5M | 0.56% | +4K | +28.1% | $208.27 | +26.8% |
| 8 | AVGO | BROADCOM INC | Technology | 6,266.0 | $1.9M | 0.31% | +607.0 | +10.7% | $309.52 | +37.4% |
| 9 | TSLA | TESLA INC | Consumer Cyclical | 4,860.0 | $1.8M | 0.29% | +1K | +34.0% | $371.75 | +19.2% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4,862.0 | $1.6M | 0.27% | +219.0 | +4.7% | $337.95 | +23.6% |
| 11 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,006.0 | $1.5M | 0.24% | +61.0 | +1.0% | $244.42 | -5.6% |
| 12 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,358.0 | $1.4M | 0.22% | +451.0 | +49.7% | $996.65 | +4.5% |
| 13 | META | META PLATFORMS INC | Communication Services | 2,331.0 | $1.3M | 0.22% | +100.0 | +4.5% | $572.13 | +8.1% |
| 14 | CVX | CHEVRON CORPORATION | Energy | 5,335.0 | $1.1M | 0.18% | +1K | +27.1% | $206.89 | -9.8% |
| 15 | XOM | EXXON MOBIL CORP | Energy | 6,419.0 | $1.1M | 0.18% | +1K | +28.2% | $169.67 | -10.0% |
| 16 | MCO | MOODYS CORP | Financial Services | 2,367.0 | $1.0M | 0.17% | +326.0 | +16.0% | $436.25 | -0.8% |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 16,987.0 | $1.0M | 0.17% | +1K | +8.8% | $60.65 | -6.0% |
| 18 | VIOG | VANGUARD ADMIRAL FDS INC | — | 7,803.0 | $971K | 0.16% | +1K | +22.1% | $124.46 | +9.5% |
| 19 | WMT | WALMART INC | Consumer Defensive | 6,899.0 | $857K | 0.14% | +616.0 | +9.8% | $124.29 | +6.6% |
| 20 | MRK | MERCK & CO INC | Healthcare | 6,525.0 | $785K | 0.13% | +313.0 | +5.0% | $120.29 | -5.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%