Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | DHI | D R HORTON INC | Consumer Cyclical | 2,342.0 | $337K | 0.06% | NEW | — | $144.03 | -6.0% |
| 122 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,445.0 | $337K | 0.06% | NEW | — | $137.80 | -2.8% |
| 123 | FOXA | FOX CORP | Communication Services | 4,610.0 | $337K | 0.06% | NEW | — | $73.07 | -11.2% |
| 124 | NTRS | NORTHERN TR CORP | Financial Services | 2,460.0 | $336K | 0.06% | NEW | — | $136.59 | +20.0% |
| 125 | ANET | ARISTA NETWORKS INC | Technology | 2,535.0 | $332K | 0.05% | NEW | — | $131.03 | +8.2% |
| 126 | IWF | ISHARES TR | — | 701.0 | $332K | 0.05% | NEW | — | $473.50 | -73.8% |
| 127 | TD | TORONTO DOMINION BK ONT | Financial Services | 3,523.0 | $332K | 0.05% | NEW | — | $94.20 | +14.3% |
| 128 | ABNB | AIRBNB INC | Consumer Cyclical | 2,439.0 | $331K | 0.05% | NEW | — | $135.72 | -1.0% |
| 129 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,498.0 | $329K | 0.05% | NEW | — | $219.75 | +4.9% |
| 130 | ACN | ACCENTURE PLC IRELAND | Technology | 1,225.0 | $329K | 0.05% | NEW | — | $268.30 | -33.8% |
| 131 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,494.0 | $320K | 0.05% | NEW | — | $214.06 | -10.9% |
| 132 | AME | AMETEK INC | Industrials | 1,557.0 | $320K | 0.05% | NEW | — | $205.24 | +9.9% |
| 133 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 19,876.0 | $315K | 0.05% | NEW | — | $15.86 | +18.8% |
| 134 | KO | COCA COLA CO | Consumer Defensive | 4,487.0 | $314K | 0.05% | NEW | — | $69.90 | +15.6% |
| 135 | MEDP | MEDPACE HLDGS INC | Healthcare | 558.0 | $313K | 0.05% | NEW | — | $561.65 | -26.1% |
| 136 | EFA | ISHARES TR | — | 3,225.0 | $310K | 0.05% | NEW | — | $96.04 | +6.9% |
| 137 | SONY | SONY GROUP CORP | Technology | 12,096.0 | $310K | 0.05% | NEW | — | $25.60 | -12.9% |
| 138 | SNOW | SNOWFLAKE INC | Technology | 1,405.0 | $308K | 0.05% | NEW | — | $219.36 | -28.2% |
| 139 | ORCL | ORACLE CORP | Technology | 1,578.0 | $308K | 0.05% | NEW | — | $194.91 | -1.0% |
| 140 | PANW | PALO ALTO NETWORKS INC | Technology | 1,667.0 | $307K | 0.05% | NEW | — | $184.20 | +31.8% |
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
42.0%
Financial Services
22.6%
Consumer Cyclical
8.7%
Communication Services
7.7%
Healthcare
7.2%
Industrials
4.9%
Energy
2.6%
Consumer Defensive
2.3%
Utilities
1.1%
Basic Materials
0.6%