Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 28, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 66
- −1 vs. Q1 2022
- Portfolio value
- $269.3M
- −$38.2M (−12.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 861,657 | $35.2M | 13.1% | +75,765+9.6% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 782,029 | $34.9M | 13.0% | −21,354−2.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 640,065 | $20.1M | 7.5% | −9,415−1.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 261,926 | $19.7M | 7.3% | +14,121+5.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 529,305 | $19.5M | 7.2% | −49,791−8.6% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 342,047 | $17.9M | 6.6% | −66,837−16.3% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 265,384 | $13.2M | 4.9% | −25,254−8.7% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 235,076 | $9.79M | 3.6% | +36,320+18.3% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 236,869 | $9.24M | 3.4% | +13,413+6.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,058 | $6.73M | 2.5% | +14,160+38.4% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 39,661 | $6.11M | 2.3% | +6,399+19.2% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 165,436 | $5.75M | 2.1% | +18,707+12.7% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 158,677 | $5.35M | 2.0% | +6,831+4.5% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 101,346 | $5.21M | 1.9% | −12,967−11.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,255 | $4.87M | 1.8% | −598−1.6% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 27,229 | $4.08M | 1.5% | +1,686+6.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,934 | $4.00M | 1.5% | +6,462+56.3% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36,226 | $3.85M | 1.4% | −13,558−27.2% | Reduced | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,979 | $3.15M | 1.2% | −260−0.7% | Reduced | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 128,680 | $3.15M | 1.2% | −15,058−10.5% | Reduced | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 59,378 | $2.98M | 1.1% | −2,134−3.5% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 47,093 | $2.84M | 1.1% | +47,093 | New | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,742 | $2.50M | 0.9% | +1,057+2.1% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 23,603 | $2.23M | 0.8% | +271+1.2% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 38,451 | $1.82M | 0.7% | −14,796−27.8% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 30,890 | $1.66M | 0.6% | −8,451−21.5% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 11,897 | $1.56M | 0.6% | −3,553−23.0% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,926 | $1.26M | 0.5% | +94+0.5% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 47,050 | $1.19M | 0.4% | −6,228−11.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 4,315 | $1.11M | 0.4% | +914+26.9% | Added | History |
| AAPLApple Inc. | Stock | 7,478 | $1.02M | 0.4% | +504+7.2% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,153 | $1.01M | 0.4% | −1,124−17.9% | Reduced | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 35,654 | $968.0K | 0.4% | −8,146−18.6% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,282 | $941.0K | 0.3% | −3,498−35.8% | Reduced | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 24,664 | $905.0K | 0.3% | −1,298−5.0% | Reduced | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 41,672 | $852.0K | 0.3% | −5,484−11.6% | Reduced | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 12,846 | $787.0K | 0.3% | −5,911−31.5% | Reduced | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 35,521 | $720.0K | 0.3% | +4,631+15.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 14,026 | $703.0K | 0.3% | +552+4.1% | Added | – |
| BACBank of America Corp | Stock | 21,080 | $656.0K | 0.2% | +186+0.9% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,920 | $602.0K | 0.2% | +2,920 | New | – |
| JNJJohnson & Johnson | Stock | 3,375 | $599.0K | 0.2% | −232−6.4% | Reduced | History |
| EQIXEquinix Inc | COM | 795 | $522.0K | 0.2% | +795 | New | History |
| MCOMoodys Corp | Stock | 1,912 | $520.0K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 236 | $514.0K | 0.2% | +17+7.8% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,614 | $514.0K | 0.2% | −372−6.2% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,686 | $490.0K | 0.2% | −3,154−40.2% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 6,040 | $465.0K | 0.2% | +10.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,843 | $433.0K | 0.2% | −100−2.5% | Reduced | History |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 16,706 | $428.0K | 0.2% | +16,706 | New | – |
| AMZNAmazon Com Inc | Stock | 3,790 | $403.0K | 0.1% | −50−1.3% | ReducedConverted for a 20-for-1 split | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,305 | $394.0K | 0.1% | +6,305 | New | – |
| ABBVAbbVie Inc. | Stock | 2,500 | $383.0K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 20,083 | $372.0K | 0.1% | +20,083 | New | – |
| GOOGAlphabet Inc. | Stock | 158 | $346.0K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,304 | $322.0K | 0.1% | −168−11.4% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,399 | $306.0K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,868 | $283.0K | 0.1% | +4+0.2% | Added | History |
| ABTAbbott Laboratories | Stock | 2,591 | $282.0K | 0.1% | −344−11.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $272.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,336 | $267.0K | 0.1% | +3,336 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $260.0K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 1,451 | $234.0K | 0.1% | +9+0.6% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $228.0K | 0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 1,688 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| CRMDCorMedix Inc. | COM | 11,373 | $46.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (8)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,222 | $305.0K | 0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 704 | $248.0K | 0.1% | History |
| TDOCTeladoc Health, Inc. | COM | 3,219 | $232.0K | 0.1% | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,847 | $218.0K | 0.1% | – |
| ADPAutomatic Data Processing Inc | Stock | 944 | $215.0K | 0.1% | History |
| WFCWells Fargo & Company | Stock | 4,411 | $214.0K | 0.1% | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,020 | $210.0K | 0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 614 | $203.0K | 0.1% | History |