Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | ROST | ROSS STORES INC | Consumer Cyclical | 953.0 | $206K | 0.03% | NEW | — | $216.63 | +7.1% |
| 202 | TER | TERADYNE INC | Technology | 696.0 | $206K | 0.03% | NEW | — | $296.46 | +7.8% |
| 203 | MEDP | MEDPACE HLDGS INC | Healthcare | 427.0 | $205K | 0.03% | -131.0 | -23.5% | $480.19 | +11.3% |
| 204 | UBER | UBER TECHNOLOGIES INC | Technology | 2,849.0 | $205K | 0.03% | NEW | — | $71.93 | +2.5% |
| 205 | STT | STATE STR CORP | Financial Services | 1,618.0 | $205K | 0.03% | NEW | — | $126.56 | +46.2% |
| 206 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,551.0 | $204K | 0.03% | NEW | — | $131.74 | +30.5% |
| 207 | SAP | SAP SE | Technology | 1,190.0 | $204K | 0.03% | -29.0 | -2.4% | $171.21 | -6.1% |
| 208 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,127.0 | $203K | 0.03% | NEW | — | $180.00 | +30.2% |
| 209 | GSK | GSK PLC | Healthcare | 3,669.0 | $202K | 0.03% | NEW | — | $55.19 | -4.4% |
| 210 | GILD | GILEAD SCIENCES INC | Healthcare | 1,449.0 | $202K | 0.03% | NEW | — | $139.32 | -2.5% |
| 211 | VO | VANGUARD INDEX FDS | — | 699.0 | $201K | 0.03% | — | — | $287.18 | -72.0% |
| 212 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 21,284.0 | $169K | 0.03% | +133.0 | +0.6% | $7.94 | +29.9% |
| 213 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 29,445.0 | $148K | 0.02% | +406.0 | +1.4% | $5.03 | +20.0% |
| 214 | BBD | BANCO BRADESCO S A | Financial Services | 32,307.0 | $118K | 0.02% | +778.0 | +2.5% | $3.65 | -2.3% |
| 215 | ADT | ADT INC DEL | Industrials | 14,159.0 | $93K | 0.01% | -8K | -37.2% | $6.57 | +7.4% |
| 216 | 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%