Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IVV | ISHARES TR | — | 2,911.0 | $2.2M | 0.29% | -380.0 | -11.6% | $748.89 | +2.1% |
| 42 | VGT | VANGUARD WORLD FD | — | 16,003.0 | $1.9M | 0.25% | +14K | +699.8% | $119.52 | +2.3% |
| 43 | VBR | VANGUARD INDEX FDS | — | 7,836.0 | $1.9M | 0.25% | -865.0 | -9.9% | $242.97 | -2.2% |
| 44 | USHY | ISHARES TR | — | 48,315.0 | $1.8M | 0.24% | -863.0 | -1.8% | $37.02 | -1.8% |
| 45 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,469.0 | $1.7M | 0.23% | +707.0 | +25.6% | $500.39 | — |
| 46 | IVW | ISHARES TR | — | 11,871.0 | $1.6M | 0.21% | -956.0 | -7.5% | $137.53 | +1.9% |
| 47 | JPM | JPMORGAN CHASE & CO | Financial Services | 4,921.0 | $1.6M | 0.21% | +2K | +47.5% | $327.32 | +6.8% |
| 48 | META | META PLATFORMS INC | Communication Services | 2,838.0 | $1.6M | 0.21% | +507.0 | +21.8% | $563.29 | +18.2% |
| 49 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,231.0 | $1.6M | 0.21% | +225.0 | +3.8% | $253.95 | +6.3% |
| 50 | MUB | ISHARES TR | — | 13,253.0 | $1.4M | 0.19% | — | — | $107.62 | -4.4% |
| 51 | IWO | ISHARES TR | — | 3,558.0 | $1.4M | 0.18% | — | — | $393.97 | -8.1% |
| 52 | LLY | ELI LILLY & CO | Healthcare | 1,159.0 | $1.4M | 0.18% | +336.0 | +40.8% | $1199.43 | -3.9% |
| 53 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,474.0 | $1.4M | 0.18% | +116.0 | +8.5% | $935.36 | -4.3% |
| 54 | LRCX | LAM RESEARCH CORP | Technology | 3,071.0 | $1.3M | 0.17% | +319.0 | +11.6% | $433.33 | -33.5% |
| 55 | ASML | ASML HLDG NV | Technology | 651.0 | $1.3M | 0.17% | +86.0 | +15.2% | $1989.44 | -15.6% |
| 56 | — | PUTNAM ETF TRUST | — | 106,735.0 | $1.3M | 0.17% | -7K | -6.5% | $11.88 | — |
| 57 | MCO | MOODYS CORP | Financial Services | 2,760.0 | $1.3M | 0.17% | +393.0 | +16.6% | $452.92 | +3.5% |
| 58 | CVX | CHEVRON CORPORATION | Energy | 7,445.0 | $1.2M | 0.16% | +2K | +39.5% | $165.75 | +26.4% |
| 59 | VIOG | VANGUARD ADMIRAL FDS INC | — | 7,958.0 | $1.2M | 0.16% | +155.0 | +2.0% | $153.42 | -8.5% |
| 60 | ABBV | ABBVIE INC | Healthcare | 4,666.0 | $1.2M | 0.15% | +65.0 | +1.4% | $251.62 | +4.8% |
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%