Riversedge Advisors, LLC — Q4 2023 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q4 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001787663

Total reported value

$617.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	13.68%	—	+1.13%
2	SCHX	Schwab US Large-cap ETF	ETF-Other	10.90%	—	+3.49%
3	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.86%	-0.10%	-0.26%
4	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	6.68%	-0.68%	+0.17%
5	UITB	Victoryshares Core Intermedi	ETF-Other	6.15%	—	—
6	SCHF	Schwab Intl Equity ETF	ETF-Other	5.79%	+0.05%	+0.93%
7	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.60%	-3.39%	-3.14%
8	SCHA	Schwab US Small-cap ETF	ETF-Other	4.36%	—	+21.90%
9	VEA	Vanguard Ftse Developed ETF	ETF-Other	4.28%	+0.06%	+14.81%
10	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.31%	—	—
11	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	2.89%	—	-2.78%
12	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.80%	-0.98%	-53.44%
13	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.48%	—	-15.72%
14	AAPL	Apple INC	Stock-Tech	2.16%	-0.37%	+0.40%
15	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.92%	—	+5.63%
16	VUG	Vanguard Growth ETF	ETF-Other	1.90%	-0.19%	-1.12%
17	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.82%	—	-57.70%
18	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.44%	-0.16%	-54.41%
19	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	1.35%	—	+4.91%
20	VTV	Vanguard Value ETF	ETF-Other	1.34%	+10.18%	+3.57%
21	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.20%	—	-0.55%
22	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.95%	—	-32.52%
23	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.84%	—	+7.25%
24	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.82%	-0.20%	EXIT
25	MUB	Ishares National Muni Bond E	ETF-Other	0.72%	—	-26.73%
26	MSFT	Microsoft CORP	Stock-Tech	0.63%	-0.27%	+33.40%
27	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.54%	—	-12.49%
28	SCHV	Schwab US Large-cap Value	ETF-Other	0.46%	—	-7.48%
29	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.39%	—	+0.90%
30	JMUB	Jpmorgan Municipal ETF	ETF-Other	0.37%	—	—
31	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.31%	—	-4.28%
32	NVDA	Nvidia CORP	Stock-Tech	0.31%	—	+16.48%
33	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.30%	—	+0.42%
34	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.29%	-0.05%	-10.47%
35	VGT	Vanguard Info Tech ETF	ETF-Tech	0.29%	—	-8.42%
36	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.24%	—	+0.44%
37	AMZN	Amazon.com INC	Stock-Consumer Disc	0.22%	+0.07%	-16.74%
38	MCO	Moody's CORP	Stock-Financials	0.20%	—	-3.14%
39	XLF	Ss Financial Select Sector	ETF-Other	0.18%	—	—
40	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.18%	—	-14.40%
41	CILUSD	Victoryshares International	ETF-Other	0.18%	-0.10%	EXIT
42	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.17%	—	-30.06%
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.17%	—	+11.16%
44	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.16%	—	+18.76%
45	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.15%	—	-7.81%
46	CVX	Chevron CORP	Stock-Energy	0.15%	+0.08%	-15.72%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.14%	+0.09%	+0.13%
48	ABBV	Abbvie INC	Stock-Healthcare	0.14%	—	-8.81%
49	CRM	Salesforce INC	Stock-Tech	0.14%	—	-17.72%
50	ABT	Abbott Laboratories	Stock-Healthcare	0.14%	—	+18.59%

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