Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 18, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 70
- +4 vs. Q4 2022
- Portfolio value
- $343.5M
- +$34.7M (+11.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,029,917 | $46.5M | 13.5% | −53,640−5.0% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 747,898 | $36.2M | 10.5% | +5,560+0.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 407,692 | $22.6M | 6.6% | +9,651+2.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 519,173 | $21.1M | 6.2% | +13,323+2.6% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 582,266 | $20.3M | 5.9% | −3,557−0.6% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 266,523 | $19.7M | 5.7% | +828+0.3% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 484,090 | $19.6M | 5.7% | +57,386+13.4% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 223,842 | $15.0M | 4.4% | +86,064+62.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 203,478 | $10.3M | 3.0% | −7,021−3.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 70,724 | $10.2M | 3.0% | +17,287+32.4% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 241,620 | $10.1M | 2.9% | +41,747+20.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,876 | $7.72M | 2.2% | −481−0.9% | Reduced | – |
| AAPLApple Inc. | Stock | 40,343 | $6.65M | 1.9% | +1,088+2.8% | Added | History |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 77,112 | $6.23M | 1.8% | −1,192−1.5% | ReducedConverted for a 2-for-1 split | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 160,250 | $6.10M | 1.8% | +40,665+34.0% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 229,419 | $5.74M | 1.7% | +8,245+3.7% | AddedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,871 | $5.70M | 1.7% | −52−0.2% | Reduced | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 155,170 | $5.39M | 1.6% | +754+0.5% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 70,408 | $4.62M | 1.3% | +165+0.2% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 134,960 | $4.61M | 1.3% | +1,539+1.2% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 27,092 | $4.47M | 1.3% | −336−1.2% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 87,781 | $4.44M | 1.3% | +87,781 | New | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,759 | $4.01M | 1.2% | +1,870+23.7% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36,012 | $3.88M | 1.1% | −936−2.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 16,776 | $3.63M | 1.1% | +2,480+17.3% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 101,656 | $3.61M | 1.1% | +81,026+392.8% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 66,723 | $3.45M | 1.0% | +27,995+72.3% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 54,595 | $2.61M | 0.8% | −3,026−5.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,423 | $2.61M | 0.8% | +2,131+14.9% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 44,872 | $2.19M | 0.6% | −1,104−2.4% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,572 | $1.74M | 0.5% | +108+0.6% | Added | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 16,095 | $1.56M | 0.5% | −5,939−27.0% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 8,785 | $1.20M | 0.3% | −137−1.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,986 | $1.15M | 0.3% | +533+15.4% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,617 | $1.14M | 0.3% | −517−3.2% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,463 | $1.12M | 0.3% | +3,898+28.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,417 | $1.04M | 0.3% | +21,417 | New | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 21,356 | $1.02M | 0.3% | −2,939−12.1% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,421 | $933.1K | 0.3% | +5+0.2% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,413 | $774.2K | 0.2% | −37−1.1% | Reduced | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 16,605 | $659.7K | 0.2% | −529−3.1% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,082 | $658.3K | 0.2% | −296−2.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 6,180 | $641.1K | 0.2% | +2,500+67.9% | Added | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,877 | $600.6K | 0.2% | +588+2.1% | Added | – |
| MCOMoodys Corp | Stock | 1,912 | $585.1K | 0.2% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,493 | $569.9K | 0.2% | +3,493 | New | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 23,005 | $564.1K | 0.2% | −386−1.7% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,240 | $554.3K | 0.2% | +86+0.5% | Added | – |
| JNJJohnson & Johnson | Stock | 3,418 | $529.7K | 0.2% | +4+0.1% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,836 | $506.2K | 0.1% | −205−4.1% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,014 | $480.3K | 0.1% | +383+14.6% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,067 | $465.2K | 0.1% | −422−7.7% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,611 | $450.5K | 0.1% | +307+23.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,316 | $406.3K | 0.1% | +520+65.3% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 5,814 | $403.0K | 0.1% | −394−6.3% | Reduced | History |
| ABTAbbott Laboratories | Stock | 3,834 | $388.3K | 0.1% | +1,334+53.4% | Added | History |
| NVDANVIDIA Corp | Stock | 1,256 | $348.9K | 0.1% | +1,256 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 906 | $340.6K | 0.1% | +906 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,663 | $339.3K | 0.1% | +473+39.7% | Added | – |
| GOOGAlphabet Inc. | Stock | 3,240 | $337.0K | 0.1% | −400−11.0% | Reduced | History |
| VVisa Inc. | Stock | 1,432 | $322.8K | 0.1% | +1,432 | New | History |
| DVNDevon Energy Corp | Stock | 6,357 | $321.7K | 0.1% | +6,357 | New | History |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $312.8K | 0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 622 | $309.1K | 0.1% | +622 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $297.2K | 0.1% | 00.0% | Unchanged | – |
| GPCGenuine Parts Co | Stock | 1,688 | $282.4K | 0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,860 | $282.0K | 0.1% | +3,692+59.9% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,256 | $234.6K | 0.1% | +1,256 | New | – |
| AMZNAmazon Com Inc | Stock | 2,143 | $221.3K | 0.1% | +2,143 | New | History |
| TPLTexas Pacific Land Corp | Stock | 118 | $201.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (6)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 38,521 | $3.26M | 1.1% | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 130,073 | $3.15M | 1.0% | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 51,569 | $1.06M | 0.3% | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 14,537 | $886.5K | 0.3% | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 35,817 | $790.1K | 0.3% | – |
| MRKMerck & Co., Inc. | Stock | 1,866 | $207.0K | 0.1% | History |