Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 263,959.0 | $83.1M | 13.51% | NEW | — | $314.80 | +8.0% |
| 2 | IDEV | ISHARES TR | — | 679,736.0 | $56.1M | 9.12% | NEW | — | $82.48 | +6.5% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 669,857.0 | $49.6M | 8.07% | NEW | — | $74.07 | -1.8% |
| 4 | SPYG | SPDR SERIES TRUST | — | 341,218.0 | $36.4M | 5.92% | NEW | — | $106.70 | +10.9% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | — | 151,988.0 | $29.1M | 4.73% | NEW | — | $191.56 | +5.2% |
| 6 | SCHF | SCHWAB STRATEGIC TR | — | 1,106,210.0 | $26.6M | 4.32% | NEW | — | $24.04 | +11.1% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 493,816.0 | $26.5M | 4.32% | NEW | — | $53.76 | +8.7% |
| 8 | SPYV | SPDR SERIES TRUST | — | 465,712.0 | $26.5M | 4.30% | NEW | — | $56.81 | +5.4% |
| 9 | AAPL | APPLE INC | Technology | 94,290.0 | $25.6M | 4.17% | NEW | — | $271.86 | +10.4% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 273,119.0 | $17.1M | 2.77% | NEW | — | $62.47 | +10.6% |
| 11 | IJR | ISHARES TR | — | 141,414.0 | $17.0M | 2.76% | NEW | — | $120.18 | +11.4% |
| 12 | VTEB | VANGUARD MUN BD FDS | — | 323,987.0 | $16.3M | 2.65% | NEW | — | $50.29 | -0.9% |
| 13 | IEFA | ISHARES TR | — | 174,716.0 | $15.6M | 2.54% | NEW | — | $89.46 | +6.4% |
| 14 | VUG | VANGUARD INDEX FDS | — | 29,862.0 | $14.6M | 2.37% | NEW | — | $487.85 | -82.1% |
| 15 | VTV | VANGUARD INDEX FDS | — | 55,862.0 | $10.7M | 1.74% | NEW | — | $190.99 | +8.2% |
| 16 | VIOV | VANGUARD ADMIRAL FDS INC | — | 101,526.0 | $9.9M | 1.61% | NEW | — | $97.76 | +10.4% |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | — | 191,282.0 | $9.2M | 1.50% | NEW | — | $48.32 | -1.6% |
| 18 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 196,580.0 | $7.6M | 1.24% | NEW | — | $38.73 | -9.7% |
| 19 | NVDA | NVIDIA CORPORATION | Technology | 34,713.0 | $6.5M | 1.05% | NEW | — | $186.50 | +26.4% |
| 20 | VTWG | VANGUARD SCOTTSDALE FDS | — | 22,652.0 | $5.3M | 0.87% | NEW | — | $235.99 | +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
42.0%
Financial Services
22.6%
Consumer Cyclical
8.7%
Communication Services
7.7%
Healthcare
7.2%
Industrials
4.9%
Energy
2.6%
Consumer Defensive
2.3%
Utilities
1.1%
Basic Materials
0.6%