RA
| |
RIVERSEDGE ADVISORS, LLC13F | |
| RIVERSEDGE ADVISORS, LLC | |
| Last update 2024-10-16 | 100 Stocks (11 new) |
| Value $441.00 Mil | Turnover 7 % |
| Portfolio Report | |
RIVERSEDGE ADVISORS, LLC Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 612,981 | 41590.770 | -3.11% | 9.430 | -0.31% | 0.090 | +7.64% | +22.36% | 50339.505 | ||
UITB | VictoryShares Core Intermediate Bond ETF | 665,386 | 31891.950 | +22.48% | 7.230 | +1.33% | 1.350 | +0.17% | -0.19% | 2328.664 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 367,674 | 30494.900 | -0.44% | 6.920 | -0.03% | 0.100 | +10.89% | +31.17% | 30777.505 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 540,478 | 28569.650 | +1.11% | 6.480 | +0.07% | 0.110 | +3.37% | +13.00% | 25067.067 | ||
IEFA | iShares Core MSCI EAFE ETF | 320,860 | 25043.090 | -13.55% | 5.680 | -0.89% | 0.020 | +1.09% | +5.96% | 121879.894 | ||
SCHF | Schwab International Equity ETF | 557,347 | 22918.100 | -1.19% | 5.200 | -0.06% | 0.030 | +1.28% | +6.76% | 40700.407 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 125,426 | 22471.350 | +6.71% | 5.100 | +0.32% | 0.030 | +4.80% | +13.43% | 66061.472 | ||
AAPL | Apple Inc | 92,255 | 21495.300 | +0.43% | 4.880 | +0.02% | 0.000 | +6.07% | +20.86% | 3517475.573 | Hardware | |
DFIV | Dimensional International Value ETF | 515,301 | 19622.660 | +19.17% | 4.450 | +0.72% | 0.240 | -0.15% | +7.17% | 7877.171 | ||
OSEA | Harbor International Compounders ETF | 630,672 | 18245.340 | +20.70% | 4.140 | +0.71% | 7.880 | +0.59% | +4.97% | 237.171 |
RIVERSEDGE ADVISORS, LLC's Historical Top Holdings Breakdowns
RIVERSEDGE ADVISORS, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CALF | Pacer US Small Cap Cash Cows 100 ETF | 2024-09-30 | Sold Out | -2.43% | 42.22 ($45.16) 48.62 | $45.46 | 0.65% | Sold Out | 0 | -228,847 | |
SFLO | VictoryShares Small Cap Free Cash Flow ETF | 2024-09-30 | New Buy | +2.41% | 25.17 ($26.42) 28.16 | $26.68 | 0.98% | New holding | 396,721 | 396,721 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2024-09-30 | Sold Out | -1.87% | 51.02 ($52.04) 52.73 | $52.06 | 0.05% | Sold Out | 0 | -149,299 | |
UITB | VictoryShares Core Intermediate Bond ETF | 2024-09-30 | Add | +1.33% | 45.71 ($47.31) 48.29 | $46.77 | -1.15% | Add 22.48% | 665,386 | 122,109 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-09-30 | Reduce | -0.89% | 70.09 ($74.86) 78.74 | $74.39 | -0.63% | Reduce -13.55% | 320,860 | -50,288 | |
DFIV | Dimensional International Value ETF | 2024-09-30 | Add | +0.72% | 34.66 ($36.99) 38.38 | $36.75 | -0.65% | Add 19.17% | 515,301 | 82,884 | |
OSEA | Harbor International Compounders ETF | 2024-09-30 | Add | +0.71% | 26.19 ($27.9) 29.32 | $27.58 | -1.15% | Add 20.7% | 630,672 | 108,167 | |
JMUB | JPMorgan Municipal ETF | 2024-09-30 | Add | +0.59% | 50.15 ($50.88) 51.27 | $50.45 | -0.85% | Add 66.44% | 126,988 | 50,690 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-09-30 | Add | +0.32% | 162.83 ($170.84) 179.16 | $178.82 | 4.67% | Add 6.71% | 125,426 | 7,883 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Reduce | -0.31% | 61.11 ($65.37) 67.85 | $23.00 | -64.82% | Reduce -3.11% | 612,981 | -19,660 |
RIVERSEDGE ADVISORS, LLC Total Holding History ($B)
RIVERSEDGE ADVISORS, LLC's Asset Allocation
RIVERSEDGE ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
RIVERSEDGE ADVISORS, LLC's Hypothetical Growth since 2024-09-30
RIVERSEDGE ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RIVERSEDGE ADVISORS, LLC's Holdings Heat Map
Size field:
RIVERSEDGE ADVISORS, LLC's Holdings Bubble Chart
RIVERSEDGE ADVISORS, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers