Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 30, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 88
- +9 vs. Q4 2023
- Portfolio value
- $405.7M
- +$40.7M (+11.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 739,111 | $54.9M | 13.5% | +29,363+4.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 694,098 | $43.1M | 10.6% | −11,313−1.6% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 625,349 | $29.0M | 7.1% | +146,488+30.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 375,261 | $27.5M | 6.8% | +240+0.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 537,649 | $26.9M | 6.6% | +1,012+0.2% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 570,692 | $22.3M | 5.5% | −1,484−0.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 104,896 | $17.8M | 4.4% | −1,489−1.4% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 326,886 | $16.1M | 4.0% | −10,093−3.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 317,374 | $15.9M | 3.9% | −8,945−2.7% | Reduced | – |
| AAPLApple Inc. | Stock | 91,352 | $15.7M | 3.9% | +50,488+123.6% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 249,525 | $14.4M | 3.5% | +31,389+14.4% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 255,437 | $10.7M | 2.6% | +6,982+2.8% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 215,543 | $10.6M | 2.6% | −4,193−1.9% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 165,973 | $8.40M | 2.1% | −11,533−6.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,131 | $7.62M | 1.9% | −161−0.7% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 77,155 | $6.82M | 1.7% | −2,117−2.7% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 157,547 | $5.76M | 1.4% | +12,937+8.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,012 | $5.38M | 1.3% | +175+0.5% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 26,933 | $5.31M | 1.3% | +158+0.6% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 120,693 | $4.37M | 1.1% | −2,598−2.1% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 81,762 | $4.19M | 1.0% | −47,939−37.0% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,238 | $3.71M | 0.9% | +1,505+11.8% | Added | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 69,959 | $3.55M | 0.9% | +43,510+164.5% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 135,596 | $3.48M | 0.9% | −2,138−1.6% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 60,893 | $3.18M | 0.8% | +2,689+4.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 6,649 | $2.80M | 0.7% | +526+8.6% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,880 | $2.46M | 0.6% | −1,204−5.0% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,007 | $2.30M | 0.6% | +1,033+9.4% | Added | – |
| NVDANVIDIA Corp | Stock | 2,356 | $2.13M | 0.5% | +108+4.8% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,880 | $1.81M | 0.4% | +124+0.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,993 | $1.57M | 0.4% | −21−0.7% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,087 | $1.27M | 0.3% | +41+0.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 7,943 | $1.20M | 0.3% | +236+3.1% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,164 | $1.13M | 0.3% | −55−2.5% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 7,101 | $1.11M | 0.3% | −493−6.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 5,908 | $1.07M | 0.3% | +645+12.3% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,437 | $930.9K | 0.2% | +4+0.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,880 | $790.6K | 0.2% | +298+18.8% | Added | History |
| MCOMoodys Corp | Stock | 1,934 | $760.1K | 0.2% | +22+1.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 4,848 | $738.2K | 0.2% | +207+4.5% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $732.8K | 0.2% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 4,471 | $707.2K | 0.2% | +528+13.4% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 15,266 | $658.8K | 0.2% | −72−0.5% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,479 | $633.5K | 0.2% | +106+3.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 845 | $618.8K | 0.2% | +44+5.5% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,029 | $618.1K | 0.2% | −111−0.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,243 | $603.6K | 0.1% | +145+13.2% | Added | History |
| CVXChevron Corp | Stock | 3,678 | $580.2K | 0.1% | +129+3.6% | Added | History |
| MCDMcDonalds Corp | Stock | 2,000 | $563.9K | 0.1% | +63+3.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,854 | $558.4K | 0.1% | −82−4.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,925 | $500.3K | 0.1% | +35+1.9% | Added | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $472.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 901 | $432.9K | 0.1% | +3+0.3% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 2,052 | $411.0K | 0.1% | +70+3.5% | Added | History |
| NVONovo Nordisk A S | ADR | 3,173 | $407.4K | 0.1% | +324+11.4% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,835 | $401.6K | 0.1% | −763−16.6% | Reduced | – |
| ABTAbbott Laboratories | Stock | 3,448 | $391.9K | 0.1% | −1,114−24.4% | Reduced | History |
| BACBank of America Corp | Stock | 9,741 | $369.4K | 0.1% | −1,802−15.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 961 | $368.7K | 0.1% | +96+11.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,617 | $345.3K | 0.1% | +133+5.4% | Added | History |
| DVNDevon Energy Corp | Stock | 6,829 | $342.7K | 0.1% | +202+3.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,467 | $335.6K | 0.1% | +516+26.4% | Added | History |
| VVisa Inc. | Stock | 1,185 | $330.6K | 0.1% | −632−34.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 786 | $313.7K | 0.1% | +41+5.5% | Added | History |
| ASMLASML Holding NV | ADR | 319 | $309.6K | 0.1% | +319 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,285 | $308.1K | 0.1% | +16+1.3% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 5,388 | $292.2K | 0.1% | +208+4.0% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,487 | $290.0K | 0.1% | +195+1.7% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 860 | $290.0K | 0.1% | +860 | New | – |
| ADBEAdobe Inc. | Stock | 571 | $288.1K | 0.1% | +23+4.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 213 | $282.7K | 0.1% | +31+17.0% | Added | History |
| KOCoca Cola Co | Stock | 4,485 | $274.4K | 0.1% | +316+7.6% | Added | History |
| MARMarriott International Inc | Stock | 1,057 | $266.8K | 0.1% | +29+2.8% | Added | History |
| ETNEaton Corp plc | Stock | 846 | $264.5K | 0.1% | +846 | New | History |
| GPCGenuine Parts Co | Stock | 1,688 | $261.5K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $257.6K | 0.1% | 00.0% | Unchanged | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,793 | $242.6K | 0.1% | −28−0.4% | Reduced | – |
| QCOMQualcomm Inc | Stock | 1,332 | $225.5K | 0.1% | +1,332 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 429 | $224.5K | 0.1% | +1+0.2% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 876 | $218.8K | 0.1% | +876 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,044 | $217.7K | 0.1% | +1,044 | New | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $215.8K | 0.1% | 00.0% | Unchanged | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,300 | $208.5K | 0.1% | +3,300 | New | History |
| TPLTexas Pacific Land Corp | Stock | 356 | $205.8K | 0.1% | +356 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,938 | $203.2K | 0.1% | +3,938 | New | – |
| SANBanco Santander, S.A. | ADR | 12,096 | $58.5K | <0.1% | +1,971+19.5% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 14,655 | $38.0K | <0.1% | +3,540+31.8% | Added | History |
| BBDBank Bradesco | SP ADR PFD NEW | 10,599 | $30.3K | <0.1% | +10,599 | New | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 5,083 | $373.9K | 0.1% | – |