Riversedge Advisors, LLC — Q4 2019 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001787663

Total reported value

$617.7M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHX	Schwab US Large-cap ETF	ETF-Other	16.42%	—	+11.04%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	15.83%	+0.06%	+10.96%
3	BND	Vanguard Total Bond Market	ETF-Other	9.55%	-1.46%	+14.38%
4	MUB	Ishares National Muni Bond E	ETF-Other	6.48%	—	+8.10%
5	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	5.92%	-0.98%	+12.27%
6	SCHV	Schwab US Large-cap Value	ETF-Other	5.90%	—	+7.46%
7	VUG	Vanguard Growth ETF	ETF-Other	4.92%	-0.19%	+9.40%
8	VTV	Vanguard Value ETF	ETF-Other	4.91%	+10.18%	+10.01%
9	SCHA	Schwab US Small-cap ETF	ETF-Other	4.10%	—	+12.88%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.45%	—	+17.58%
11	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	3.03%	—	+12.13%
12	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	2.29%	-0.20%	EXIT
13	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	1.98%	—	+12.91%
14	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	1.98%	—	+13.74%
15	VTIP	Vanguard Short-term Tips	ETF-Other	1.70%	—	+17.10%
16	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	1.08%	—	+11.72%
17	SCHO	Schwab Short-term US Treas	ETF-Other	1.04%	—	+14.54%
18	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.04%	—	+13.66%
19	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.91%	—	+24.15%
20	SUB	Ishares Short-term National	ETF-Other	0.88%	—	-22.27%
21	ACWV	Ishares Msci Global Min Vol	ETF-Other	0.79%	—	+41.07%
22	BAC	Bank Of America CORP	Stock-Financials	0.73%	—	+1.88%
23	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.68%	—	-1.63%
24	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.64%	—	-2.49%
25	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.44%	—	-19.32%
26	SCHG	Schwab US Large-cap Growth	ETF-Other	0.43%	—	-1.40%
27	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.43%	—	+1.94%
28	TDOC	Teladoc Health INC	Stock-Healthcare	0.40%	—	—
29	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.37%	—	-0.48%
30	AME	Ametek INC	Stock-Industrials	0.35%	—	—
31	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.35%	—	+1.41%
32	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.33%	—	-2.49%
33	BKLN	Invesco Senior Loan ETF	ETF-Other	0.29%	—	+19.21%
34	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	0.25%	—	-20.43%
35	CRMD	Cormedix INC	Stock-Other	0.10%	—	—

Holding changes this quarter

Position changes disclosed by Riversedge Advisors, LLC for the quarter ending Q4 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	+0.8%	+11.04%	Add
2	VEA	Vanguard Ftse Developed ETF	+0.6%	+10.96%	Add
3	VWO	Vanguard Ftse Emerging Marke	+0.4%	+12.27%	Add
4	IEFA	Ishares Core Msci Eafe ETF	+0.3%	+17.58%	Add
5	SCHA	Schwab US Small-cap ETF	+0.3%	+12.88%	Add
6	VTV	Vanguard Value ETF	+0.2%	+10.01%	Add
7	IEMG	Ishares Core Msci Emerging	+0.2%	+24.15%	Add
8	VUG	Vanguard Growth ETF	+0.1%	+9.40%	Add
9	ACWV	Ishares Msci Global Min Vol	+0.1%	+41.07%	Add
10	BAC	Bank Of America CORP	+0.1%	+1.88%	Add
11	TDOC	Teladoc Health INC	+0.1%	—	Unchanged
12	VBR	Vanguard Small-cap Value ETF	+0.1%	+13.66%	Add
13	SCHV	Schwab US Large-cap Value	+0.1%	+7.46%	Add
14	VBK	Vanguard Small-cap Grwth ETF	0%	+11.72%	Add
15	AME	Ametek INC	—	—	Unchanged
16	IWN	Ishares Russell 2000 Value E	—	+1.41%	Add
17	BKLN	Invesco Senior Loan ETF	—	+19.21%	Add
18	IWO	Ishares Russell 2000 Growth	0%	-0.48%	Trim
19	VTIP	Vanguard Short-term Tips	0%	+17.10%	Add
20	SCHG	Schwab US Large-cap Growth	0%	-1.40%	Trim
21	SCHO	Schwab Short-term US Treas	0%	+14.54%	Add
22	JNK	Ss Spdr Bb High Yield Bond	-0.1%	+13.74%	Add
23	IVW	Ishares S&p 500 Growth ETF	-0.1%	-2.49%	Trim
24	EMLC	Vaneck JPM Em Local Curr Bnd	-0.1%	+12.13%	Add
25	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	-2.49%	Trim
26	HYMB	Ss Spdr N Ice Hy Muni ETF	-0.1%	+1.94%	Add
27	EMB	Ishares Jp Morgan Usd Emergi	-0.1%	+12.91%	Add
28	USMV	Ishares Msci USA Min Vol Fac	-0.1%	-1.63%	Trim
29	EFAV	Ishares Msci Eafe Min Vol Fa	-0.1%	-20.43%	Trim
30	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.2%	-19.32%	Trim
31	HYD	Vaneck High Yield Muni ETF	-0.3%	+5.70%	Add
32	SUB	Ishares Short-term National	-0.5%	-22.27%	Trim
33	BND	Vanguard Total Bond Market	-0.5%	+14.38%	Add
34	MUB	Ishares National Muni Bond E	-0.7%	+8.10%	Add
35	DVY	Ishares Select Dividend ETF	—	EXIT	Sold out
36	CRMD	Cormedix INC	—	NEW	New buy