Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 13, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 70
- 0 vs. Q1 2023
- Portfolio value
- $364.7M
- +$21.2M (+6.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,799 | $207.6K | 0.1% | +1,799 | New | History |
| JPMJPMorgan Chase & Co | Stock | 1,475 | $214.6K | 0.1% | +1,475 | New | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,906 | $216.0K | 0.1% | −12,711−81.4% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 741 | $253.4K | 0.1% | +741 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,261 | $255.5K | 0.1% | +5+0.4% | Added | – |
| GPCGenuine Parts Co | Stock | 1,688 | $285.7K | 0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 10,029 | $287.7K | 0.1% | +169+1.7% | Added | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,986 | $292.8K | 0.1% | −13,109−81.4% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,096 | $297.0K | 0.1% | −59−1.4% | Reduced | – |
| DVNDevon Energy Corp | Stock | 6,463 | $312.4K | 0.1% | +106+1.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 623 | $335.5K | 0.1% | +1+0.2% | Added | History |
| VVisa Inc. | Stock | 1,434 | $340.6K | 0.1% | +2+0.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 5,513 | $352.5K | 0.1% | −301−5.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,665 | $366.8K | 0.1% | +2+0.1% | Added | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $367.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 914 | $372.1K | 0.1% | +8+0.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 3,240 | $391.9K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,462 | $401.3K | 0.1% | −46,133−84.5% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,413 | $405.2K | 0.1% | −654−12.9% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,018 | $406.7K | 0.1% | +4+0.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,933 | $408.4K | 0.1% | +1,933 | New | History |
| ABTAbbott Laboratories | Stock | 3,840 | $418.7K | 0.1% | +6+0.2% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,845 | $464.2K | 0.1% | −4,160−18.1% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,366 | $465.8K | 0.1% | +50+3.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,607 | $470.2K | 0.1% | +1,464+68.3% | Added | History |
| MCDMcDonalds Corp | Stock | 1,617 | $482.7K | 0.1% | +6+0.4% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,852 | $504.8K | 0.1% | +16+0.3% | Added | – |
| NVDANVIDIA Corp | Stock | 1,256 | $531.4K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,523 | $554.4K | 0.2% | +30+0.9% | Added | History |
| JNJJohnson & Johnson | Stock | 3,421 | $566.3K | 0.2% | +3+0.1% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,319 | $583.8K | 0.2% | +79+0.5% | Added | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 16,465 | $662.7K | 0.2% | −140−0.8% | Reduced | – |
| MCOMoodys Corp | Stock | 1,912 | $664.8K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,240 | $746.9K | 0.2% | +60+1.0% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 15,896 | $764.0K | 0.2% | −28,976−64.6% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,418 | $829.5K | 0.2% | +5+0.1% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 20,364 | $958.1K | 0.3% | −992−4.6% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,334 | $1.05M | 0.3% | −83−0.4% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,430 | $1.07M | 0.3% | +9+0.4% | Added | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 7,688 | $1.08M | 0.3% | −1,097−12.5% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,011 | $1.13M | 0.3% | −1,452−8.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,970 | $1.35M | 0.4% | −16−0.4% | Reduced | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 39,632 | $1.37M | 0.4% | −115,538−74.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,193 | $2.68M | 0.7% | −230−1.4% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 35,225 | $3.76M | 1.0% | −787−2.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,639 | $3.85M | 1.1% | −1,120−11.5% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 76,054 | $3.90M | 1.1% | +9,331+14.0% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 17,580 | $4.04M | 1.1% | +804+4.8% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 125,630 | $4.32M | 1.2% | −9,330−6.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,915 | $4.57M | 1.3% | −1,177−4.3% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 70,836 | $4.75M | 1.3% | +428+0.6% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 227,918 | $5.70M | 1.6% | −1,501−0.7% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 75,164 | $6.17M | 1.7% | −1,948−2.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,685 | $6.42M | 1.8% | −186−0.8% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 54,751 | $7.78M | 2.1% | −1,125−2.0% | Reduced | – |
| AAPLApple Inc. | Stock | 40,396 | $7.84M | 2.1% | +53+0.1% | Added | History |
| iShares Tr46435U853 | BROAD USD HIGH | 266,034 | $9.39M | 2.6% | +164,378+161.7% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 253,060 | $10.3M | 2.8% | +92,810+57.9% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 207,335 | $10.4M | 2.9% | +3,857+1.9% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 278,515 | $12.2M | 3.3% | +36,895+15.3% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 277,030 | $13.9M | 3.8% | +189,249+215.6% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 193,242 | $14.0M | 3.9% | −73,281−27.5% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 99,386 | $14.9M | 4.1% | +28,662+40.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 570,907 | $20.4M | 5.6% | −11,359−2.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 460,450 | $21.3M | 5.8% | −569,467−55.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 522,374 | $22.6M | 6.2% | +3,201+0.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 555,087 | $22.6M | 6.2% | +70,997+14.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 411,529 | $25.1M | 6.9% | +3,837+0.9% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 684,606 | $35.9M | 9.8% | −63,292−8.5% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 630,545 | $42.6M | 11.7% | +406,703+181.7% | Added | – |
Sold out since Q1 2023 (4)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,572 | $1.74M | 0.5% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,082 | $658.3K | 0.2% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,877 | $600.6K | 0.2% | – |
| TPLTexas Pacific Land Corp | Stock | 118 | $201.1K | 0.1% | History |