Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BNDX | VANGUARD CHARLOTTE FDS | — | 134,062.0 | $6.4M | 1.04% | -57K | -29.9% | $48.05 | -1.0% |
| 22 | FESM | FIDELITY COVINGTON TRUST | — | 169,186.0 | $6.4M | 1.04% | NEW | — | $38.00 | +14.3% |
| 23 | NVDA | NVIDIA CORPORATION | Technology | 35,650.0 | $6.2M | 1.01% | +937.0 | +2.7% | $174.40 | +35.2% |
| 24 | IVLU | ISHARES TR | — | 150,014.0 | $6.0M | 0.96% | NEW | — | $39.68 | +5.7% |
| 25 | VTWG | VANGUARD SCOTTSDALE FDS | — | 22,236.0 | $5.1M | 0.82% | -416.0 | -1.8% | $229.04 | +15.4% |
| 26 | SPEM | SPDR INDEX SHS FDS | — | 106,246.0 | $5.0M | 0.81% | -1K | -1.2% | $46.91 | +8.4% |
| 27 | GOOGL | ALPHABET INC | Communication Services | 13,058.0 | $3.8M | 0.61% | +100.0 | +0.8% | $287.56 | +39.5% |
| 28 | MSFT | MICROSOFT CORP | Technology | 9,787.0 | $3.6M | 0.59% | -1K | -10.6% | $370.17 | +10.6% |
| 29 | AMZN | AMAZON COM INC | Consumer Cyclical | 16,707.0 | $3.5M | 0.56% | +4K | +28.1% | $208.27 | +26.8% |
| 30 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 22,522.0 | $3.3M | 0.53% | — | — | $146.28 | -8.6% |
| 31 | VBK | VANGUARD INDEX FDS | — | 10,697.0 | $3.2M | 0.52% | -482.0 | -4.3% | $302.24 | +11.7% |
| 32 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 60,149.0 | $2.9M | 0.47% | NEW | — | $47.82 | -0.3% |
| 33 | GOOG | ALPHABET INC | Communication Services | 9,276.0 | $2.7M | 0.43% | -57.0 | -0.6% | $286.87 | +38.5% |
| 34 | SCHV | SCHWAB STRATEGIC TR | — | 79,585.0 | $2.4M | 0.39% | — | — | $30.50 | +6.8% |
| 35 | IVV | ISHARES TR | — | 3,291.0 | $2.1M | 0.35% | -156.0 | -4.5% | $653.14 | +13.7% |
| 36 | AVGO | BROADCOM INC | Technology | 6,266.0 | $1.9M | 0.31% | +607.0 | +10.7% | $309.52 | +37.4% |
| 37 | VBR | VANGUARD INDEX FDS | — | 8,701.0 | $1.9M | 0.31% | -292.0 | -3.2% | $217.24 | +4.6% |
| 38 | USHY | ISHARES TR | — | 49,178.0 | $1.8M | 0.29% | -25K | -33.6% | $36.84 | -0.1% |
| 39 | TSLA | TESLA INC | Consumer Cyclical | 4,860.0 | $1.8M | 0.29% | +1K | +34.0% | $371.75 | +19.2% |
| 40 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4,862.0 | $1.6M | 0.27% | +219.0 | +4.7% | $337.95 | +23.6% |
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
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%