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 | — | 396,548.0 | $86.4M | 11.38% | +22K | +5.7% | $217.93 | +1.5% |
| 2 | IDEV | ISHARES TR | — | 661,655.0 | $58.9M | 7.76% | +33K | +5.3% | $89.01 | +1.8% |
| 3 | AAPL | APPLE INC | Technology | 153,766.0 | $44.5M | 5.86% | +61K | +66.2% | $289.36 | +16.2% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 567,270.0 | $41.6M | 5.49% | +13K | +2.3% | $73.41 | -3.0% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 391,831.0 | $23.4M | 3.08% | +10K | +2.6% | $59.69 | +0.5% |
| 6 | VTEB | VANGUARD MUN BD FDS | — | 350,427.0 | $17.7M | 2.33% | +20K | +6.2% | $50.58 | -4.6% |
| 7 | VUG | VANGUARD INDEX FDS | — | 188,068.0 | $16.2M | 2.13% | +157K | +510.8% | $86.14 | +3.0% |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | — | 223,369.0 | $12.0M | 1.57% | +2K | +0.9% | $53.50 | -3.0% |
| 9 | IJR | ISHARES TR | — | 69,094.0 | $10.2M | 1.35% | +2K | +3.0% | $148.31 | -6.3% |
| 10 | NVDA | NVIDIA CORPORATION | Technology | 41,423.0 | $8.3M | 1.09% | +6K | +16.2% | $200.09 | +11.1% |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 218,175.0 | $7.3M | 0.96% | +176K | +415.1% | $33.29 | +38.2% |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | — | 138,239.0 | $6.7M | 0.88% | +4K | +3.1% | $48.43 | -2.8% |
| 13 | IVLU | ISHARES TR | — | 155,273.0 | $6.5M | 0.85% | +5K | +3.5% | $41.82 | +4.6% |
| 14 | GOOGL | ALPHABET INC | Communication Services | 13,609.0 | $4.9M | 0.64% | +551.0 | +4.2% | $357.36 | -2.2% |
| 15 | MSFT | MICROSOFT CORP | Technology | 12,697.0 | $4.7M | 0.62% | +3K | +29.7% | $373.03 | +32.4% |
| 16 | AMZN | AMAZON COM INC | Consumer Cyclical | 19,545.0 | $4.7M | 0.61% | +3K | +17.0% | $238.34 | +6.4% |
| 17 | GOOG | ALPHABET INC | — | 10,917.0 | $3.9M | 0.51% | +2K | +17.7% | $353.32 | — |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 61,246.0 | $3.0M | 0.39% | +1K | +1.8% | $48.35 | -2.5% |
| 19 | SCHV | SCHWAB STRATEGIC TR | — | 80,108.0 | $2.8M | 0.37% | +523.0 | +0.7% | $34.81 | -2.3% |
| 20 | MU | MICRON TECHNOLOGY INC | Technology | 2,399.0 | $2.8M | 0.36% | +96.0 | +4.2% | $1154.29 | -12.0% |
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
44.2%
Financial Services
17.3%
Healthcare
8.0%
Consumer Cyclical
7.9%
Industrials
7.5%
Communication Services
4.3%
Energy
3.7%
Consumer Defensive
3.2%
Basic Materials
1.4%
Utilities
1.4%