Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 17, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 79
- +9 vs. Q3 2023
- Portfolio value
- $365.0M
- +$26.0M (+7.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 709,748 | $49.9M | 13.7% | +7,925+1.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 705,411 | $39.8M | 10.9% | +23,776+3.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 536,637 | $25.0M | 6.9% | −1,377−0.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 375,021 | $24.4M | 6.7% | +642+0.2% | Added | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 478,861 | $22.5M | 6.2% | +478,861 | New | – |
| Schwab International Equity ETF808524805 | ETF | 572,176 | $21.1M | 5.8% | +5,266+0.9% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 106,385 | $16.8M | 4.6% | −3,445−3.1% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 336,979 | $15.9M | 4.4% | +60,545+21.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 326,319 | $15.6M | 4.3% | +42,094+14.8% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 218,136 | $12.1M | 3.3% | +218,136 | New | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 219,736 | $10.6M | 2.9% | −6,279−2.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 248,455 | $10.2M | 2.8% | −285,159−53.4% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 177,506 | $9.06M | 2.5% | −33,101−15.7% | Reduced | – |
| AAPLApple Inc. | Stock | 40,864 | $7.87M | 2.2% | +164+0.4% | Added | History |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 79,272 | $7.02M | 1.9% | +4,228+5.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,292 | $6.93M | 1.9% | −252−1.1% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 129,701 | $6.65M | 1.8% | −176,908−57.7% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 144,610 | $5.26M | 1.4% | −172,621−54.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 26,775 | $4.91M | 1.3% | +1,253+4.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,837 | $4.91M | 1.3% | +1,132+3.6% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 123,291 | $4.37M | 1.2% | −683−0.6% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 137,734 | $3.48M | 1.0% | −66,383−32.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 12,733 | $3.08M | 0.8% | +861+7.3% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 58,204 | $3.01M | 0.8% | −22,212−27.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,084 | $2.61M | 0.7% | −8,785−26.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 6,123 | $2.30M | 0.6% | +1,533+33.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,974 | $1.98M | 0.5% | −1,567−12.5% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,756 | $1.67M | 0.5% | −1,921−7.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,014 | $1.44M | 0.4% | +27+0.9% | Added | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 26,449 | $1.35M | 0.4% | +26,449 | New | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,046 | $1.13M | 0.3% | −672−4.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,248 | $1.11M | 0.3% | +318+16.5% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 7,594 | $1.10M | 0.3% | +32+0.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 7,707 | $1.08M | 0.3% | −901−10.5% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,219 | $1.07M | 0.3% | −204−8.4% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,433 | $865.9K | 0.2% | +15+0.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 5,263 | $799.7K | 0.2% | −1,058−16.7% | Reduced | History |
| MCOMoodys Corp | Stock | 1,912 | $746.8K | 0.2% | −62−3.1% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $654.2K | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 4,641 | $654.1K | 0.2% | −781−14.4% | Reduced | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 15,338 | $639.5K | 0.2% | −1,241−7.5% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,140 | $628.0K | 0.2% | −5,647−30.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 3,943 | $618.0K | 0.2% | +396+11.2% | Added | History |
| MCDMcDonalds Corp | Stock | 1,937 | $574.4K | 0.2% | +306+18.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,582 | $564.2K | 0.2% | −134−7.8% | Reduced | History |
| CVXChevron Corp | Stock | 3,549 | $529.3K | 0.1% | −662−15.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 801 | $528.8K | 0.1% | +1+0.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,373 | $522.6K | 0.1% | −326−8.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,936 | $509.4K | 0.1% | −417−17.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 4,562 | $502.1K | 0.1% | +715+18.6% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,598 | $484.8K | 0.1% | −103−2.2% | Reduced | – |
| VVisa Inc. | Stock | 1,817 | $472.9K | 0.1% | −313−14.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,890 | $448.3K | 0.1% | +221+13.2% | Added | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $402.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 898 | $392.4K | 0.1% | −18−2.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,098 | $388.6K | 0.1% | −235−17.6% | Reduced | History |
| BACBank of America Corp | Stock | 11,543 | $388.6K | 0.1% | +1,447+14.3% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,083 | $373.9K | 0.1% | −210,661−97.6% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 1,982 | $337.2K | 0.1% | +282+16.6% | Added | History |
| ADBEAdobe Inc. | Stock | 548 | $326.9K | 0.1% | +4+0.7% | Added | History |
| DVNDevon Energy Corp | Stock | 6,627 | $300.2K | 0.1% | +38+0.6% | Added | History |
| HDHome Depot, Inc. | Stock | 865 | $299.9K | 0.1% | +865 | New | History |
| NVONovo Nordisk A S | ADR | 2,849 | $294.7K | 0.1% | +2,849 | New | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,292 | $279.9K | 0.1% | −6,353−36.0% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,269 | $276.8K | 0.1% | +4+0.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 2,484 | $270.8K | 0.1% | +2,484 | New | History |
| BMYBristol Myers Squibb Co | Stock | 5,180 | $265.8K | 0.1% | −511−9.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 745 | $251.3K | 0.1% | −152−16.9% | Reduced | History |
| KOCoca Cola Co | Stock | 4,169 | $245.7K | 0.1% | +4,169 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $243.0K | 0.1% | −871−21.3% | Reduced | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,821 | $242.5K | 0.1% | −2,859−29.5% | Reduced | – |
| GPCGenuine Parts Co | Stock | 1,688 | $233.8K | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 1,028 | $231.9K | 0.1% | +2+0.2% | Added | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $229.7K | 0.1% | +2,234 | New | History |
| AVGOBroadcom Inc. | Stock | 182 | $203.5K | 0.1% | +182 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 428 | $203.3K | 0.1% | +428 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,951 | $202.9K | 0.1% | +1,951 | New | History |
| SANBanco Santander, S.A. | ADR | 10,125 | $41.9K | <0.1% | +10,125 | New | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 11,115 | $26.6K | <0.1% | +11,115 | New | History |
Sold out since Q3 2023 (4)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,334 | $1.02M | 0.3% | – |
| XOMExxonMobil Holdings Corp | COM | 2,373 | $279.1K | 0.1% | History |
| TPLTexas Pacific Land Corp | Stock | 119 | $216.5K | 0.1% | History |
| QCOMQualcomm Inc | Stock | 1,804 | $200.3K | 0.1% | History |