Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 20, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 66
- −7 vs. Q3 2022
- Portfolio value
- $308.8M
- +$32.2M (+11.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,083,557 | $45.5M | 14.7% | +136,758+14.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 742,338 | $33.5M | 10.9% | −5,597−0.7% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 398,041 | $20.2M | 6.5% | +45,161+12.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 505,850 | $19.7M | 6.4% | +42,280+9.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 265,695 | $19.1M | 6.2% | −4,930−1.8% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 585,823 | $18.9M | 6.1% | −93,820−13.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 426,704 | $16.6M | 5.4% | +133,930+45.7% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 210,499 | $10.4M | 3.4% | −10,915−4.9% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 137,778 | $8.49M | 2.8% | +32,698+31.1% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 199,873 | $8.10M | 2.6% | +5,113+2.6% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 56,357 | $7.91M | 2.6% | +1,269+2.3% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 53,437 | $7.55M | 2.4% | −5,856−9.9% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 39,152 | $6.15M | 2.0% | −3,017−7.2% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 110,587 | $5.42M | 1.8% | +27,573+33.2% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 154,416 | $5.21M | 1.7% | −2,734−1.7% | Reduced | – |
| AAPLApple Inc. | Stock | 39,255 | $5.10M | 1.7% | −218−0.6% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,923 | $4.89M | 1.6% | +2,824+14.1% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 70,243 | $4.64M | 1.5% | −1,100−1.5% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 133,421 | $4.40M | 1.4% | −74,599−35.9% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 119,585 | $4.30M | 1.4% | +22,179+22.8% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 27,428 | $4.27M | 1.4% | −7,200−20.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36,948 | $3.90M | 1.3% | +7,126+23.9% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 38,521 | $3.26M | 1.1% | +809+2.1% | Added | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 130,073 | $3.15M | 1.0% | −2,600−2.0% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,889 | $3.03M | 1.0% | +5,862+289.2% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,296 | $2.87M | 0.9% | +11,006+334.5% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 57,621 | $2.69M | 0.9% | −1,694−2.9% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,292 | $2.27M | 0.7% | +6,502+83.5% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 45,976 | $2.22M | 0.7% | −4,943−9.7% | Reduced | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 22,034 | $2.09M | 0.7% | −2,899−11.6% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 38,728 | $1.96M | 0.6% | −10,525−21.4% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,464 | $1.69M | 0.5% | −259−1.4% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 8,922 | $1.21M | 0.4% | +30+0.3% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,134 | $1.16M | 0.4% | −5,664−26.0% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 24,295 | $1.14M | 0.4% | −1,511−5.9% | Reduced | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 51,569 | $1.06M | 0.3% | +11,612+29.1% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 14,537 | $886.5K | 0.3% | +1,945+15.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 3,453 | $828.1K | 0.3% | −1,397−28.8% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,565 | $793.5K | 0.3% | −18,870−58.2% | Reduced | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 35,817 | $790.1K | 0.3% | −1,215−3.3% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,416 | $771.7K | 0.2% | +1,445+148.8% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,450 | $740.0K | 0.2% | +530+18.2% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 20,630 | $712.4K | 0.2% | +6,549+46.5% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,378 | $670.6K | 0.2% | −1,719−11.4% | Reduced | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 17,134 | $633.4K | 0.2% | −486−2.8% | Reduced | – |
| JNJJohnson & Johnson | Stock | 3,414 | $603.1K | 0.2% | −72−2.1% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,154 | $586.7K | 0.2% | +17,154 | New | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,289 | $580.8K | 0.2% | −1,935−6.4% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 23,391 | $553.7K | 0.2% | −38,284−62.1% | Reduced | – |
| MCOMoodys Corp | Stock | 1,912 | $532.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,041 | $525.6K | 0.2% | +348+7.4% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,489 | $502.1K | 0.2% | −21−0.4% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 6,208 | $446.7K | 0.1% | +168+2.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,631 | $425.2K | 0.1% | +131+5.2% | Added | History |
| MCDMcDonalds Corp | Stock | 1,304 | $343.6K | 0.1% | −36−2.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,680 | $324.7K | 0.1% | −560−13.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,640 | $323.0K | 0.1% | +120+3.4% | Added | History |
| GPCGenuine Parts Co | Stock | 1,688 | $292.9K | 0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 118 | $276.6K | 0.1% | +118 | New | History |
| ABTAbbott Laboratories | Stock | 2,500 | $274.5K | 0.1% | −974−28.0% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $272.7K | 0.1% | 00.0% | Unchanged | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $267.3K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 796 | $245.9K | 0.1% | +796 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,190 | $227.5K | 0.1% | −250−17.4% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 1,866 | $207.0K | 0.1% | +1,866 | New | History |
| BACBank of America Corp | Stock | 6,168 | $204.3K | 0.1% | −5,243−45.9% | Reduced | History |
Sold out since Q3 2022 (11)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| iShares Tr46432F388 | MSCI USA VALUE | 7,225 | $591.0K | 0.2% | – |
| AMZNAmazon Com Inc | Stock | 4,080 | $461.0K | 0.2% | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,368 | $454.0K | 0.2% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 10,347 | $399.0K | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,336 | $385.0K | 0.1% | – |
| JPMJPMorgan Chase & Co | Stock | 2,474 | $259.0K | 0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 1,026 | $232.0K | 0.1% | History |
| EQIXEquinix Inc | COM | 374 | $213.0K | 0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,833 | $208.0K | 0.1% | – |
| NVDANVIDIA Corp | Stock | 1,700 | $206.0K | 0.1% | History |
| CRMDCorMedix Inc. | COM | 11,373 | $32.0K | <0.1% | History |