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CIK: 0001787663
Total reported value
$759.1M
$759.1M
88 檔
23.9%
The Q1 2024 SEC filing reveals that Riversedge Advisors, LLC held a total portfolio value of $759.1M, covering 88 public equity positions.
During Q1 2024, Riversedge Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, SCHX, UITB) accounted for 23.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.52% | -0.37% | +4.14% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.62% | — | -1.60% | |
| 3 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.15% | — | +30.59% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.77% | -0.17% | +0.06% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.64% | -0.55% | +0.19% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.49% | -0.39% | -0.26% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.38% | -0.13% | -1.40% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.97% | — | -3.00% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.92% | -0.31% | -2.74% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.86% | +2.88% | +123.55% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.54% | — | +14.39% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.63% | -0.26% | +2.81% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.61% | — | -1.91% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.07% | -0.34% | -6.50% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | -0.05% | -0.72% | |
| 16 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.68% | -0.12% | -2.67% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.42% | -0.05% | +8.95% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | -0.53% | +0.53% | |
| 19 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.31% | +0.01% | +0.59% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.08% | -0.09% | -2.11% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.03% | — | -36.96% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.92% | -0.01% | +11.82% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.87% | — | +164.51% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.86% | -0.03% | -1.55% | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.78% | — | +4.62% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.03% | +8.59% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.04% | -5.00% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.06% | +9.41% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.08% | +4.80% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | -0.02% | +0.52% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | -0.70% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | +0.27% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | +3.06% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.02% | -2.48% | |
| 35 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.27% | -0.02% | -6.49% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.05% | +12.26% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.23% | — | +0.12% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | +0.02% | +18.84% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.19% | -0.01% | +1.15% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.08% | +4.46% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.18% | -0.02% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.03% | +13.39% | |
| 43 | CILUSD | Victoryshares International | ETF-Other | 0.16% | — | -0.47% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | -0.01% | +3.14% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.04% | +5.49% | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.15% | -0.02% | -0.84% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | +13.21% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.02% | +3.63% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.04% | +3.25% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.14% | -0.04% | EXIT |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 88 disclosed positions in Q1 2024.
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During Q1 2024, Riversedge Advisors, LLC's top holdings by market value included IEFA (13.5%)、SCHX (10.6%)、UITB (7.2%). The largest single position, IEFA, represented 13.5% of total portfolio value.
In Q1 2024, Riversedge Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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