Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Oct 17, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 73
- +7 vs. Q2 2022
- Portfolio value
- $276.6M
- +$7.32M (+2.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 946,799 | $34.4M | 12.4% | +85,142+9.9% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 747,935 | $31.7M | 11.5% | −34,094−4.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 270,625 | $19.3M | 7.0% | +8,699+3.3% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 679,643 | $19.1M | 6.9% | +39,578+6.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 352,880 | $17.7M | 6.4% | +10,833+3.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 463,570 | $16.0M | 5.8% | −65,735−12.4% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 292,774 | $10.7M | 3.9% | +57,698+24.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 221,414 | $10.7M | 3.9% | −43,970−16.6% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,293 | $7.55M | 2.7% | +23,038+63.5% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 194,760 | $7.36M | 2.7% | −42,109−17.8% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,088 | $6.80M | 2.5% | +4,030+7.9% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 208,020 | $6.46M | 2.3% | +42,584+25.7% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 42,169 | $6.02M | 2.2% | +2,508+6.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 105,080 | $5.54M | 2.0% | +105,080 | New | – |
| AAPLApple Inc. | Stock | 39,473 | $5.46M | 2.0% | +31,995+427.9% | Added | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 34,628 | $5.21M | 1.9% | +7,399+27.2% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 157,150 | $5.14M | 1.9% | −1,527−1.0% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,099 | $4.30M | 1.6% | +2,165+12.1% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 71,343 | $4.17M | 1.5% | +65,038+1,031.5% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 83,014 | $3.98M | 1.4% | −18,332−18.1% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 97,406 | $3.17M | 1.1% | +97,406 | New | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,822 | $3.06M | 1.1% | −6,404−17.7% | Reduced | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 132,673 | $3.02M | 1.1% | +3,993+3.1% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,712 | $2.99M | 1.1% | +733+2.0% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 59,315 | $2.85M | 1.0% | −63−0.1% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 49,253 | $2.46M | 0.9% | +18,363+59.4% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,919 | $2.46M | 0.9% | +177+0.3% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 24,933 | $2.21M | 0.8% | +1,330+5.6% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 32,435 | $1.88M | 0.7% | −14,658−31.1% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,723 | $1.54M | 0.6% | +18,723 | New | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,798 | $1.44M | 0.5% | +3,872+21.6% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 61,675 | $1.38M | 0.5% | +14,625+31.1% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 25,806 | $1.19M | 0.4% | −12,645−32.9% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 4,850 | $1.13M | 0.4% | +535+12.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,790 | $1.12M | 0.4% | +1,508+24.0% | Added | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 8,892 | $1.10M | 0.4% | −3,005−25.3% | Reduced | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 37,032 | $957.0K | 0.3% | +1,378+3.9% | Added | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 39,957 | $758.0K | 0.3% | −1,715−4.1% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 15,097 | $757.0K | 0.3% | +1,071+7.6% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,027 | $727.0K | 0.3% | +2,027 | New | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 12,592 | $724.0K | 0.3% | −254−2.0% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,290 | $642.0K | 0.2% | −1,863−36.2% | Reduced | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,224 | $610.0K | 0.2% | −5,297−14.9% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,920 | $603.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46432F388 | MSCI USA VALUE | 7,225 | $591.0K | 0.2% | +7,225 | New | – |
| JNJJohnson & Johnson | Stock | 3,486 | $569.0K | 0.2% | +111+3.3% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 17,620 | $566.0K | 0.2% | −7,044−28.6% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,510 | $505.0K | 0.2% | −104−1.9% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,693 | $482.0K | 0.2% | +7+0.1% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 14,081 | $473.0K | 0.2% | +14,081 | New | – |
| MCOMoodys Corp | Stock | 1,912 | $465.0K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 4,080 | $461.0K | 0.2% | +290+7.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,368 | $454.0K | 0.2% | +4,368 | New | – |
| BMYBristol Myers Squibb Co | Stock | 6,040 | $429.0K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,240 | $406.0K | 0.1% | −480−10.2% | ReducedConverted for a 20-for-1 split | History |
| iShares Tr464288877 | EAFE VALUE ETF | 10,347 | $399.0K | 0.1% | +10,347 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,336 | $385.0K | 0.1% | +2,336 | New | – |
| BACBank of America Corp | Stock | 11,411 | $345.0K | 0.1% | −9,669−45.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,520 | $338.0K | 0.1% | +360+11.4% | AddedConverted for a 20-for-1 split | History |
| ABBVAbbVie Inc. | Stock | 2,500 | $336.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 3,474 | $336.0K | 0.1% | +883+34.1% | Added | History |
| MCDMcDonalds Corp | Stock | 1,340 | $309.0K | 0.1% | +36+2.8% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 971 | $299.0K | 0.1% | +971 | New | – |
| JPMJPMorgan Chase & Co | Stock | 2,474 | $259.0K | 0.1% | −1,369−35.6% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $258.0K | 0.1% | 00.0% | Unchanged | – |
| GPCGenuine Parts Co | Stock | 1,688 | $252.0K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $233.0K | 0.1% | 00.0% | Unchanged | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $233.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 1,026 | $232.0K | 0.1% | +1,026 | New | History |
| EQIXEquinix Inc | COM | 374 | $213.0K | 0.1% | −421−53.0% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,833 | $208.0K | 0.1% | +4,833 | New | – |
| NVDANVIDIA Corp | Stock | 1,700 | $206.0K | 0.1% | −168−9.0% | Reduced | History |
| CRMDCorMedix Inc. | COM | 11,373 | $32.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (5)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 16,706 | $428.0K | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 20,083 | $372.0K | 0.1% | – |
| QCOMQualcomm Inc | Stock | 2,399 | $306.0K | 0.1% | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,336 | $267.0K | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 1,451 | $234.0K | 0.1% | History |