Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 53
- +7 vs. Q1 2021
- Portfolio value
- $273.5M
- +$39.7M (+17.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRMDCorMedix Inc. | COM | 14,259 | $98.0K | <0.1% | 00.0% | Unchanged | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,465 | $184.0K | 0.1% | +10,465 | New | History |
| GOOGAlphabet Inc. | Stock | 81 | $203.0K | 0.1% | +81 | New | History |
| TDOCTeladoc Health, Inc. | COM | 1,222 | $203.0K | 0.1% | +1,222 | New | History |
| GPCGenuine Parts Co | Stock | 1,688 | $213.0K | 0.1% | +1,688 | New | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,271 | $214.0K | 0.1% | +4,271 | New | – |
| LECOLincoln Electric Holdings Inc | COM | 1,800 | $237.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 851 | $244.0K | 0.1% | +26+3.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,810 | $249.0K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 2,500 | $282.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 116 | $283.0K | 0.1% | +116 | New | History |
| ABTAbbott Laboratories | Stock | 2,500 | $290.0K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,330 | $307.0K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 408 | $326.0K | 0.1% | +408 | New | History |
| QCOMQualcomm Inc | Stock | 2,346 | $335.0K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,002 | $348.0K | 0.1% | +239+31.3% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,561 | $363.0K | 0.1% | +394+12.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 106 | $365.0K | 0.1% | +30+39.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 5,832 | $390.0K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,710 | $422.0K | 0.2% | +2,710 | New | History |
| JNJJohnson & Johnson | Stock | 3,375 | $556.0K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 26,615 | $590.0K | 0.2% | +1,320+5.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,538 | $688.0K | 0.3% | +285+12.6% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,520 | $688.0K | 0.3% | +621+9.0% | Added | – |
| MCOMoodys Corp | Stock | 1,912 | $693.0K | 0.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 17,534 | $723.0K | 0.3% | +7,929+82.6% | Added | History |
| AAPLApple Inc. | Stock | 7,894 | $1.08M | 0.4% | +1,213+18.2% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,073 | $1.11M | 0.4% | +436+3.0% | Added | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 26,436 | $1.19M | 0.4% | −2,674−9.2% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 12,586 | $1.68M | 0.6% | −1,446−10.3% | Reduced | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 63,547 | $1.68M | 0.6% | +14,116+28.6% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 22,019 | $1.76M | 0.6% | +4,494+25.6% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 20,096 | $2.07M | 0.8% | +1,226+6.5% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 42,876 | $2.20M | 0.8% | +4,427+11.5% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 53,723 | $2.66M | 1.0% | +1,470+2.8% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 24,255 | $2.73M | 1.0% | +2,380+10.9% | Added | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 86,970 | $2.73M | 1.0% | +11,037+14.5% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 67,536 | $3.54M | 1.3% | +1,844+2.8% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,005 | $4.52M | 1.7% | −1,564−5.0% | Reduced | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 131,287 | $5.29M | 1.9% | +32,971+33.5% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 29,473 | $6.69M | 2.4% | +4,188+16.6% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 152,921 | $6.96M | 2.5% | +29,573+24.0% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 38,219 | $6.97M | 2.5% | +4,619+13.7% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 121,946 | $7.42M | 2.7% | +19,323+18.8% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 162,022 | $8.80M | 3.2% | +8,695+5.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 89,571 | $9.33M | 3.4% | +584+0.7% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 323,850 | $17.9M | 6.5% | +59,136+22.3% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 217,965 | $18.7M | 6.8% | +20,514+10.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 607,885 | $24.0M | 8.8% | +108,851+21.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 411,021 | $25.9M | 9.5% | +66,887+19.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 668,608 | $26.4M | 9.6% | +123,969+22.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 599,255 | $30.9M | 11.3% | +11,169+1.9% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 383,066 | $39.8M | 14.6% | −5,132−1.3% | Reduced | – |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 7,651 | $205.0K | 0.1% | – |