Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | USHY | ISHARES TR | — | 49,178.0 | $1.8M | 0.29% | -25K | -33.6% | $36.84 | +0.2% |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 42,356.0 | $1.6M | 0.26% | -595.0 | -1.4% | $38.42 | -5.3% |
| 23 | IVW | ISHARES TR | — | 12,827.0 | $1.5M | 0.23% | -238.0 | -1.8% | $113.11 | +20.5% |
| 24 | MUB | ISHARES TR | — | 13,189.0 | $1.4M | 0.23% | -2K | -11.5% | $106.15 | +0.4% |
| 25 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,762.0 | $1.3M | 0.21% | -349.0 | -11.2% | $479.20 | — |
| 26 | VTI | VANGUARD INDEX FDS | — | 3,164.0 | $1.0M | 0.16% | -139.0 | -4.2% | $320.83 | +15.5% |
| 27 | ABBV | ABBVIE INC | Healthcare | 4,601.0 | $1.0M | 0.16% | -128.0 | -2.7% | $217.51 | +17.0% |
| 28 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,337.0 | $982K | 0.16% | -446.0 | -11.8% | $294.13 | +16.7% |
| 29 | HYMB | SPDR SERIES TRUST | — | 34,077.0 | $845K | 0.14% | -4K | -10.5% | $24.80 | +1.5% |
| 30 | VOO | VANGUARD INDEX FDS | — | 1,288.0 | $770K | 0.12% | -265.0 | -17.1% | $597.68 | +15.5% |
| 31 | LGLV | SPDR SERIES TRUST | — | 3,887.0 | $692K | 0.11% | -37.0 | -0.9% | $178.12 | +4.9% |
| 32 | C | CITIGROUP INC | Financial Services | 5,781.0 | $656K | 0.11% | -59.0 | -1.0% | $113.41 | +16.1% |
| 33 | CB | CHUBB LTD SWITZ | Financial Services | 1,670.0 | $544K | 0.09% | -59.0 | -3.4% | $325.93 | +5.5% |
| 34 | BAC | BANK AMERICA CORP | Financial Services | 10,226.0 | $499K | 0.08% | -3K | -20.4% | $48.75 | +26.1% |
| 35 | INTC | INTEL CORP | Technology | 9,944.0 | $439K | 0.07% | -2K | -16.0% | $44.13 | +119.8% |
| 36 | HD | HOME DEPOT INC | Consumer Cyclical | 1,263.0 | $415K | 0.07% | -156.0 | -11.0% | $328.90 | +5.8% |
| 37 | PSX | PHILLIPS 66 | Energy | 2,215.0 | $404K | 0.07% | -60.0 | -2.6% | $182.17 | +10.5% |
| 38 | SUB | ISHARES TR | — | 3,531.0 | $376K | 0.06% | -172.0 | -4.6% | $106.50 | -0.3% |
| 39 | SNDK | SANDISK CORP | Technology | 543.0 | $345K | 0.06% | -475.0 | -46.7% | $635.34 | +122.1% |
| 40 | IEMG | ISHARES INC | — | 4,842.0 | $338K | 0.06% | -267.0 | -5.2% | $69.75 | +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
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%