Riversedge Advisors, LLC — Q1 2023 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q1 2023
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	VEA	Vanguard Ftse Developed ETF	ETF-Other	13.54%	+0.06%	-4.95%
2	SCHX	Schwab US Large-cap ETF	ETF-Other	10.53%	—	+0.75%
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	6.57%	-0.68%	+2.42%
4	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.15%	-0.10%	+2.63%
5	SCHF	Schwab Intl Equity ETF	ETF-Other	5.90%	+0.05%	-0.61%
6	BND	Vanguard Total Bond Market	ETF-Other	5.73%	-1.46%	+0.31%
7	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	5.69%	-0.98%	+13.45%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.36%	—	+62.47%
9	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	3.00%	—	-3.34%
10	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	2.98%	-3.39%	+32.35%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	2.95%	—	+20.89%
12	VTV	Vanguard Value ETF	ETF-Other	2.25%	+10.18%	-0.85%
13	AAPL	Apple INC	Stock-Tech	1.94%	-0.37%	+2.77%
14	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.81%	—	+96.96%
15	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	1.78%	—	+34.01%
16	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	1.67%	—	+107.46%
17	VUG	Vanguard Growth ETF	ETF-Other	1.66%	-0.19%	-0.23%
18	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	1.57%	—	+0.49%
19	SCHV	Schwab US Large-cap Value	ETF-Other	1.34%	—	+0.23%
20	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.34%	—	+1.15%
21	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	1.30%	—	-1.23%
22	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.29%	—	—
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.17%	—	+23.70%
24	MUB	Ishares National Muni Bond E	ETF-Other	1.13%	—	-2.53%
25	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	1.06%	—	+17.35%
26	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.05%	-0.16%	+392.76%
27	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	1.01%	-0.20%	EXIT
28	VTIP	Vanguard Short-term Tips	ETF-Other	0.76%	—	-5.25%
29	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.76%	—	+14.91%
30	SCHO	Schwab Short-term US Treas	ETF-Other	0.64%	—	-2.40%
31	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.51%	—	+0.58%
32	ACWV	Ishares Msci Global Min Vol	ETF-Other	0.45%	—	-26.95%
33	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.35%	—	-1.54%
34	MSFT	Microsoft CORP	Stock-Tech	0.33%	-0.27%	+15.44%
35	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.33%	—	-3.20%
36	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.32%	—	+28.74%
37	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.30%	—	—
38	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.30%	—	-12.10%
39	VGT	Vanguard Info Tech ETF	ETF-Tech	0.27%	—	+0.21%
40	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.23%	—	-1.07%
41	CILUSD	Victoryshares International	ETF-Other	0.19%	-0.10%	EXIT
42	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.19%	—	-2.21%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.19%	-0.05%	+67.93%
44	BKLN	Invesco Senior Loan ETF	ETF-Other	0.17%	—	+2.08%
45	MCO	Moody's CORP	Stock-Financials	0.17%	—	—
46	CVX	Chevron CORP	Stock-Energy	0.17%	+0.08%	—
47	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.16%	—	-1.65%
48	XLF	Ss Financial Select Sector	ETF-Other	0.16%	—	+0.50%
49	JNJ	Johnson & Johnson	Stock-Healthcare	0.15%	—	+0.12%
50	SUB	Ishares Short-term National	ETF-Other	0.15%	—	-4.07%

1–50 of 70