Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,544.0 | $318K | 0.05% | +50.0 | +3.4% | $206.09 | -7.6% |
| 142 | BLK | BLACKROCK INC | Financial Services | 329.0 | $316K | 0.05% | +109.0 | +49.5% | $961.75 | +12.5% |
| 143 | BHP | BHP BILLITON LIMITED | Basic Materials | 4,347.0 | $316K | 0.05% | +576.0 | +15.3% | $72.74 | +16.0% |
| 144 | UAL | UNITED AIRLS HLDGS INC | Industrials | 3,430.0 | $316K | 0.05% | +58.0 | +1.7% | $92.07 | +4.3% |
| 145 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,729.0 | $315K | 0.05% | -1K | -44.3% | $182.43 | +1.8% |
| 146 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,646.0 | $314K | 0.05% | — | — | $118.63 | +13.8% |
| 147 | EFA | ISHARES TR | — | 3,225.0 | $313K | 0.05% | — | — | $97.14 | +4.7% |
| 148 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 919.0 | $301K | 0.05% | -230.0 | -20.0% | $327.14 | +8.0% |
| 149 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,698.0 | $295K | 0.05% | NEW | — | $173.45 | -7.7% |
| 150 | LIN | LINDE PLC | Basic Materials | 578.0 | $287K | 0.05% | NEW | — | $495.76 | +3.2% |
| 151 | HURN | HURON CONSULTING GROUP INC | Industrials | 2,234.0 | $285K | 0.05% | — | — | $127.49 | -19.3% |
| 152 | — | FORTINET INC | — | 3,478.0 | $284K | 0.05% | +791.0 | +29.4% | $81.72 | — |
| 153 | SCHE | SCHWAB STRATEGIC TR | — | 8,608.0 | $284K | 0.05% | -483.0 | -5.3% | $32.95 | +7.6% |
| 154 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 3,047.0 | $281K | 0.05% | +57.0 | +1.9% | $92.31 | -2.8% |
| 155 | BIIB | BIOGEN INC | Healthcare | 1,529.0 | $280K | 0.04% | +241.0 | +18.7% | $183.33 | +5.2% |
| 156 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 359.0 | $277K | 0.04% | -12.0 | -3.2% | $772.64 | -7.7% |
| 157 | CNC | CENTENE CORP DEL | Healthcare | 8,314.0 | $272K | 0.04% | -2K | -19.1% | $32.74 | +79.3% |
| 158 | CAT | CATERPILLAR INC | Industrials | 380.0 | $269K | 0.04% | +11.0 | +3.0% | $708.46 | +25.4% |
| 159 | PEP | PEPSICO INC | Consumer Defensive | 1,727.0 | $268K | 0.04% | -2K | -54.5% | $155.32 | -4.3% |
| 160 | FOXA | FOX CORP | Communication Services | 4,563.0 | $266K | 0.04% | -47.0 | -1.0% | $58.40 | +11.8% |
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
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%