Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4,643.0 | $1.4M | 0.23% | NEW | — | $303.89 | +37.5% |
| 42 | HYD | VANECK ETF TRUST | — | 24,657.0 | $1.3M | 0.20% | NEW | — | $51.12 | -1.2% |
| 43 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,945.0 | $1.2M | 0.20% | NEW | — | $206.97 | +11.5% |
| 44 | JPM | JPMORGAN CHASE & CO. | Financial Services | 3,783.0 | $1.2M | 0.20% | NEW | — | $322.26 | -6.9% |
| 45 | IWO | ISHARES TR | — | 3,557.0 | $1.1M | 0.19% | NEW | — | $323.00 | +12.2% |
| 46 | VTI | VANGUARD INDEX FDS | — | 3,303.0 | $1.1M | 0.18% | NEW | — | $335.31 | +8.2% |
| 47 | ABBV | ABBVIE INC | Healthcare | 4,729.0 | $1.1M | 0.18% | NEW | — | $228.51 | -7.9% |
| 48 | MCO | MOODYS CORP | Financial Services | 2,041.0 | $1.0M | 0.17% | NEW | — | $510.85 | -15.3% |
| 49 | VOO | VANGUARD INDEX FDS | — | 1,553.0 | $974K | 0.16% | NEW | — | $627.17 | +8.3% |
| 50 | XLF | SELECT SECTOR SPDR TR | — | 17,398.0 | $953K | 0.15% | NEW | — | $54.77 | -6.6% |
| 51 | HYMB | SPDR SERIES TRUST | — | 38,064.0 | $949K | 0.15% | NEW | — | $24.94 | -0.4% |
| 52 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 15,606.0 | $842K | 0.14% | NEW | — | $53.94 | +5.7% |
| 53 | LLY | ELI LILLY & CO | Healthcare | 748.0 | $804K | 0.13% | NEW | — | $1074.68 | -6.3% |
| 54 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 907.0 | $782K | 0.13% | NEW | — | $862.18 | +20.8% |
| 55 | VIOG | VANGUARD ADMIRAL FDS INC | — | 6,389.0 | $775K | 0.13% | NEW | — | $121.29 | +12.4% |
| 56 | COF | CAPITAL ONE FINL CORP | Financial Services | 3,105.0 | $753K | 0.12% | NEW | — | $242.36 | -23.3% |
| 57 | VXUS | VANGUARD STAR FDS | — | 9,816.0 | $741K | 0.12% | NEW | — | $75.44 | +10.2% |
| 58 | BAC | BANK AMERICA CORP | Financial Services | 12,854.0 | $707K | 0.12% | NEW | — | $55.00 | -9.5% |
| 59 | WMT | WALMART INC | Consumer Defensive | 6,283.0 | $700K | 0.11% | NEW | — | $111.42 | +18.9% |
| 60 | LGLV | SPDR SERIES TRUST | — | 3,924.0 | $689K | 0.11% | NEW | — | $175.56 | +0.4% |
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%