Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 118
- +19 vs. Q4 2024
- Portfolio value
- $448.4M
- +$6.09M (+1.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,052 | $6.05M | 1.3% | −464−0.6% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,547 | $6.75M | 1.5% | +64,547 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 293,045 | $6.87M | 1.5% | −352,573−54.6% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 180,650 | $8.82M | 2.0% | +180,650 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,865 | $8.85M | 2.0% | +1,862+8.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 259,465 | $12.9M | 2.9% | +112,866+77.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,293 | $14.3M | 3.2% | −4,105−1.4% | Reduced | – |
| AAPLApple Inc. | Stock | 88,574 | $19.7M | 4.4% | −4,249−4.6% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 264,431 | $20.0M | 4.5% | −54,012−17.0% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 464,378 | $21.0M | 4.7% | +176,717+61.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,123,658 | $22.2M | 5.0% | −6,369−0.6% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 135,882 | $23.5M | 5.2% | +9,369+7.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,145,220 | $25.3M | 5.6% | −682,094−37.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 542,275 | $27.7M | 6.2% | −1,874−0.3% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 111,681 | $28.7M | 6.4% | +110,388+8,537.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 359,669 | $28.9M | 6.4% | −3,278−0.9% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 511,906 | $35.3M | 7.9% | +496,205+3,160.3% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 551,003 | $40.5M | 9.0% | +539,495+4,688.0% | Added | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Victory Portfolios II92647N527 | CORE BD ETF | 695,989 | $32.0M | 7.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 59,544 | $1.66M | 0.4% | – |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $13.2K | <0.1% | History |