Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 64
- −2 vs. Q3 2021
- Portfolio value
- $315.3M
- +$23.7M (+8.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 397,661 | $45.3M | 14.4% | +14,161+3.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 759,077 | $38.8M | 12.3% | +32,015+4.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 432,024 | $31.3M | 9.9% | −1,658−0.4% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 595,453 | $25.0M | 7.9% | +6,251+1.1% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 637,508 | $24.8M | 7.9% | +41,621+7.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 242,259 | $20.5M | 6.5% | +11,629+5.0% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 321,043 | $17.6M | 5.6% | −43,435−11.9% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 99,289 | $10.2M | 3.2% | +4,655+4.9% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 193,272 | $9.56M | 3.0% | +10,513+5.8% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 120,851 | $7.26M | 2.3% | −22,216−15.5% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 157,167 | $6.52M | 2.1% | +20,020+14.6% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 34,636 | $6.25M | 2.0% | −287−0.8% | Reduced | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 149,371 | $5.95M | 1.9% | +7,413+5.2% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,398 | $5.92M | 1.9% | +1,403+4.0% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 26,424 | $5.64M | 1.8% | −434−1.6% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,226 | $4.00M | 1.3% | +4,629+20.5% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 32,905 | $3.59M | 1.1% | +6,705+25.6% | Added | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 117,832 | $3.37M | 1.1% | +13,427+12.9% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 28,342 | $3.30M | 1.0% | +28,342 | New | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 59,946 | $3.08M | 1.0% | +2,753+4.8% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 56,717 | $2.79M | 0.9% | −10,494−15.6% | Reduced | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 21,469 | $2.33M | 0.7% | +466+2.2% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 45,069 | $2.29M | 0.7% | −235−0.5% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 12,459 | $1.88M | 0.6% | −269−2.1% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,381 | $1.73M | 0.5% | +280+1.3% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,810 | $1.67M | 0.5% | +26,810 | New | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 68,152 | $1.67M | 0.5% | +8,385+14.0% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 20,788 | $1.61M | 0.5% | −3,535−14.5% | Reduced | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 32,144 | $1.45M | 0.5% | +5,247+19.5% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,812 | $1.36M | 0.4% | +1,033+27.3% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,107 | $1.27M | 0.4% | +1,039+17.1% | Added | – |
| AAPLApple Inc. | Stock | 7,004 | $1.24M | 0.4% | −1,218−14.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,363 | $1.13M | 0.4% | +826+32.6% | Added | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 39,736 | $914.0K | 0.3% | −1,039−2.5% | Reduced | – |
| BACBank of America Corp | Stock | 20,382 | $907.0K | 0.3% | −32−0.2% | Reduced | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,893 | $826.0K | 0.3% | +12,867+85.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,492 | $800.0K | 0.3% | +1,641+192.8% | Added | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 35,652 | $788.0K | 0.2% | +6,457+22.1% | Added | – |
| MCOMoodys Corp | Stock | 1,912 | $747.0K | 0.2% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,440 | $628.0K | 0.2% | +32+0.3% | Added | – |
| JNJJohnson & Johnson | Stock | 3,664 | $627.0K | 0.2% | +289+8.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,878 | $614.0K | 0.2% | +478+14.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 211 | $611.0K | 0.2% | +83+64.8% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,629 | $606.0K | 0.2% | −802−10.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 177 | $590.0K | 0.2% | +38+27.3% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,405 | $580.0K | 0.2% | +5,405 | New | – |
| NVDANVIDIA Corp | Stock | 1,801 | $530.0K | 0.2% | +9+0.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 158 | $457.0K | 0.1% | +77+95.1% | Added | History |
| QCOMQualcomm Inc | Stock | 2,396 | $438.0K | 0.1% | +50+2.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,284 | $432.0K | 0.1% | +142+12.4% | Added | History |
| ABTAbbott Laboratories | Stock | 2,935 | $413.0K | 0.1% | +435+17.4% | Added | History |
| MCDMcDonalds Corp | Stock | 1,472 | $395.0K | 0.1% | +178+13.8% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 6,039 | $377.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $348.0K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 2,558 | $346.0K | 0.1% | +58+2.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $327.0K | 0.1% | +4,155 | New | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $258.0K | 0.1% | +50+2.8% | Added | History |
| TDOCTeladoc Health, Inc. | COM | 2,694 | $247.0K | 0.1% | +565+26.5% | Added | History |
| GPCGenuine Parts Co | Stock | 1,688 | $237.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 944 | $233.0K | 0.1% | +944 | New | History |
| GSGoldman Sachs Group Inc | Stock | 592 | $226.0K | 0.1% | +2+0.3% | Added | History |
| MSMorgan Stanley | Stock | 2,273 | $223.0K | 0.1% | +70+3.2% | Added | History |
| WFCWells Fargo & Company | Stock | 4,409 | $212.0K | 0.1% | +34+0.8% | Added | History |
| CRMDCorMedix Inc. | COM | 11,373 | $52.0K | <0.1% | −2,886−20.2% | Reduced | History |
Sold out since Q3 2021 (7)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,343 | $886.0K | 0.3% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 13,275 | $354.0K | 0.1% | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 10,455 | $327.0K | 0.1% | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,486 | $263.0K | 0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,224 | $240.0K | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 2,085 | $225.0K | 0.1% | – |
| DOCUDocuSign, Inc. | Stock | 825 | $212.0K | 0.1% | History |