Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GM | GENERAL MTRS CO | Consumer Cyclical | 3,310.0 | $247K | 0.04% | +278.0 | +9.2% | $74.50 | +4.3% |
| 82 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 4,149.0 | $243K | 0.04% | +196.0 | +5.0% | $58.47 | +8.0% |
| 83 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 960.0 | $233K | 0.04% | +170.0 | +21.5% | $242.51 | -9.7% |
| 84 | DIS | DISNEY WALT CO | Communication Services | 2,384.0 | $230K | 0.04% | +267.0 | +12.6% | $96.38 | +3.5% |
| 85 | SHOP | SHOPIFY INC | Technology | 1,857.0 | $220K | 0.04% | +484.0 | +35.2% | $118.62 | +5.4% |
| 86 | VALE | VALE S A | Basic Materials | 13,497.0 | $215K | 0.04% | +559.0 | +4.3% | $15.91 | -7.8% |
| 87 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 10,489.0 | $207K | 0.03% | +230.0 | +2.2% | $19.75 | +30.9% |
| 88 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 21,284.0 | $169K | 0.03% | +133.0 | +0.6% | $7.94 | +30.0% |
| 89 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 29,445.0 | $148K | 0.02% | +406.0 | +1.4% | $5.03 | +19.9% |
| 90 | BBD | BANCO BRADESCO S A | Financial Services | 32,307.0 | $118K | 0.02% | +778.0 | +2.5% | $3.65 | -2.7% |
| 91 | ABEV | AMBEV SA | Consumer Defensive | 21,937.0 | $64K | 0.01% | +5K | +27.1% | $2.92 | +4.5% |
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
38.5%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
7.9%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%