Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 218,175.0 | $7.3M | 0.96% | +176K | +415.1% | $33.29 | +38.2% |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | — | 138,239.0 | $6.7M | 0.88% | +4K | +3.1% | $48.43 | -2.8% |
| 23 | IVLU | ISHARES TR | — | 155,273.0 | $6.5M | 0.85% | +5K | +3.5% | $41.82 | +4.6% |
| 24 | RAAX | VANECK ETF TRUST | — | 158,232.0 | $6.3M | 0.83% | -1K | -0.9% | $39.67 | +3.9% |
| 25 | VTWG | VANGUARD SCOTTSDALE FDS | — | 21,783.0 | $6.3M | 0.83% | -453.0 | -2.0% | $287.68 | -8.1% |
| 26 | AAPL PUT | APPLE INC | Technology | 21,400.0 | $6.2M | 0.82% | NEW | — | $289.36 | +16.2% |
| 27 | SPEM | SPDR INDEX SHS FDS | — | 106,044.0 | $5.5M | 0.72% | — | — | $51.78 | +1.2% |
| 28 | GOOGL | ALPHABET INC | Communication Services | 13,609.0 | $4.9M | 0.64% | +551.0 | +4.2% | $357.36 | -2.2% |
| 29 | MSFT | MICROSOFT CORP | Technology | 12,697.0 | $4.7M | 0.62% | +3K | +29.7% | $373.03 | +32.4% |
| 30 | AMZN | AMAZON COM INC | Consumer Cyclical | 19,545.0 | $4.7M | 0.61% | +3K | +17.0% | $238.34 | +6.4% |
| 31 | VBK | VANGUARD INDEX FDS | — | 10,585.0 | $3.9M | 0.51% | -112.0 | -1.1% | $365.69 | -7.5% |
| 32 | GOOG | ALPHABET INC | — | 10,917.0 | $3.9M | 0.51% | +2K | +17.7% | $353.32 | — |
| 33 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 141,650.0 | $3.7M | 0.48% | -228K | -61.7% | $25.95 | +38.4% |
| 34 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 61,246.0 | $3.0M | 0.39% | +1K | +1.8% | $48.35 | -2.5% |
| 35 | SCHV | SCHWAB STRATEGIC TR | — | 80,108.0 | $2.8M | 0.37% | +523.0 | +0.7% | $34.81 | -2.3% |
| 36 | MU | MICRON TECHNOLOGY INC | Technology | 2,399.0 | $2.8M | 0.36% | +96.0 | +4.2% | $1154.29 | -12.0% |
| 37 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 22,301.0 | $2.6M | 0.34% | -221.0 | -1.0% | $116.67 | +52.3% |
| 38 | AVGO | BROADCOM INC | Technology | 6,847.0 | $2.6M | 0.34% | +581.0 | +9.3% | $377.76 | -5.3% |
| 39 | TSLA | TESLA INC | Consumer Cyclical | 5,336.0 | $2.2M | 0.30% | +476.0 | +9.8% | $420.60 | -13.4% |
| 40 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4,611.0 | $2.2M | 0.29% | -251.0 | -5.2% | $477.57 | -9.0% |
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
44.2%
Financial Services
17.3%
Healthcare
8.0%
Consumer Cyclical
7.9%
Industrials
7.5%
Communication Services
4.3%
Energy
3.7%
Consumer Defensive
3.2%
Basic Materials
1.4%
Utilities
1.4%