Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,688.0 | $208K | 0.03% | NEW | — | $122.96 | -21.0% |
| 202 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,057.0 | $206K | 0.03% | NEW | — | $194.43 | +31.0% |
| 203 | ILMN | ILLUMINA INC | Healthcare | 1,562.0 | $205K | 0.03% | NEW | — | $131.16 | +9.2% |
| 204 | SCHG | SCHWAB STRATEGIC TR | — | 6,236.0 | $203K | 0.03% | NEW | — | $32.62 | +5.0% |
| 205 | VO | VANGUARD INDEX FDS | — | 699.0 | $203K | 0.03% | NEW | — | $290.22 | -73.6% |
| 206 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 414.0 | $202K | 0.03% | NEW | — | $487.25 | +18.2% |
| 207 | BWA | BORGWARNER INC | Consumer Cyclical | 4,443.0 | $200K | 0.03% | NEW | — | $45.06 | +40.3% |
| 208 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 10,259.0 | $198K | 0.03% | NEW | — | $19.33 | +12.4% |
| 209 | ADT | ADT INC DEL | Industrials | 22,549.0 | $182K | 0.03% | NEW | — | $8.07 | -15.4% |
| 210 | VALE | VALE S A | Basic Materials | 12,938.0 | $169K | 0.03% | NEW | — | $13.03 | +27.2% |
| 211 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 21,151.0 | $155K | 0.03% | NEW | — | $7.32 | +21.0% |
| 212 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 29,039.0 | $154K | 0.03% | NEW | — | $5.30 | -2.6% |
| 213 | BBD | BANCO BRADESCO S A | Financial Services | 31,529.0 | $105K | 0.02% | NEW | — | $3.33 | +4.2% |
| 214 | ABEV | AMBEV SA | Consumer Defensive | 17,253.0 | $43K | 0.01% | NEW | — | $2.47 | +24.3% |
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%