Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 18, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 67
- +3 vs. Q4 2021
- Portfolio value
- $307.5M
- −$7.81M (−2.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 803,383 | $43.3M | 14.1% | +8,061+1.0% | AddedConverted for a 2-for-1 split | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 785,892 | $37.7M | 12.3% | +26,815+3.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 408,884 | $27.1M | 8.8% | −23,140−5.4% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 579,096 | $24.2M | 7.9% | −16,357−2.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 649,480 | $23.8M | 7.8% | +11,972+1.9% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 247,805 | $19.7M | 6.4% | +5,546+2.3% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 290,638 | $15.0M | 4.9% | −30,405−9.5% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 223,456 | $10.6M | 3.4% | +24,878+12.5% | AddedConverted for a 2-for-1 split | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 198,756 | $9.17M | 3.0% | +5,484+2.8% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 114,313 | $6.30M | 2.1% | −6,538−5.4% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 33,262 | $5.89M | 1.9% | −1,374−4.0% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,853 | $5.81M | 1.9% | +455+1.3% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 151,846 | $5.73M | 1.9% | +2,475+1.7% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 146,729 | $5.67M | 1.8% | −10,438−6.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 49,784 | $5.46M | 1.8% | +21,442+75.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 36,898 | $5.45M | 1.8% | +9,672+35.5% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,543 | $4.75M | 1.5% | −881−3.3% | Reduced | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 143,738 | $3.88M | 1.3% | +25,906+22.0% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,239 | $3.64M | 1.2% | +4,334+13.2% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,472 | $3.30M | 1.1% | +8,980+360.4% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 61,512 | $3.15M | 1.0% | +1,566+2.6% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 53,247 | $2.52M | 0.8% | −3,470−6.1% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 49,685 | $2.46M | 0.8% | +4,616+10.2% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 23,332 | $2.45M | 0.8% | +1,863+8.7% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 39,341 | $2.26M | 0.7% | +12,531+46.7% | Added | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 15,450 | $2.22M | 0.7% | +2,991+24.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,780 | $1.72M | 0.6% | +2,673+37.6% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,277 | $1.56M | 0.5% | +1,465+30.4% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 53,278 | $1.48M | 0.5% | +25,385+91.0% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,832 | $1.38M | 0.4% | −3,549−16.6% | Reduced | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 18,757 | $1.31M | 0.4% | −2,031−9.8% | Reduced | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 43,800 | $1.26M | 0.4% | +4,064+10.2% | Added | – |
| AAPLApple Inc. | Stock | 6,974 | $1.22M | 0.4% | −30−0.4% | Reduced | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 25,962 | $1.11M | 0.4% | −6,182−19.2% | Reduced | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 47,156 | $1.07M | 0.3% | −20,996−30.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,401 | $1.05M | 0.3% | +38+1.1% | Added | History |
| BACBank of America Corp | Stock | 20,894 | $861.0K | 0.3% | +512+2.5% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,840 | $820.0K | 0.3% | +2,435+45.1% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,474 | $677.0K | 0.2% | +1,034+8.3% | Added | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,890 | $672.0K | 0.2% | −4,762−13.4% | Reduced | – |
| MCOMoodys Corp | Stock | 1,912 | $645.0K | 0.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 3,607 | $639.0K | 0.2% | −57−1.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 192 | $626.0K | 0.2% | +15+8.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 219 | $609.0K | 0.2% | +8+3.8% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,986 | $547.0K | 0.2% | −643−9.7% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,943 | $538.0K | 0.2% | +65+1.7% | Added | History |
| NVDANVIDIA Corp | Stock | 1,864 | $509.0K | 0.2% | +63+3.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 158 | $441.0K | 0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 6,039 | $441.0K | 0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 2,500 | $405.0K | 0.1% | −58−2.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,399 | $367.0K | 0.1% | +3+0.1% | Added | History |
| MCDMcDonalds Corp | Stock | 1,472 | $364.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 2,935 | $347.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $328.0K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 1,442 | $321.0K | 0.1% | +158+12.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $306.0K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,222 | $305.0K | 0.1% | +4,222 | New | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $255.0K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 704 | $248.0K | 0.1% | +704 | New | History |
| TDOCTeladoc Health, Inc. | COM | 3,219 | $232.0K | 0.1% | +525+19.5% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,847 | $218.0K | 0.1% | +4,847 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 944 | $215.0K | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 4,411 | $214.0K | 0.1% | +20.0% | Added | History |
| GPCGenuine Parts Co | Stock | 1,688 | $213.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,020 | $210.0K | 0.1% | +3,020 | New | – |
| GSGoldman Sachs Group Inc | Stock | 614 | $203.0K | 0.1% | +22+3.7% | Added | History |
| CRMDCorMedix Inc. | COM | 11,373 | $62.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.