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CIK: 0001787663
Total reported value
$759.1M
$759.1M
92 檔
19.5%
At the close of Q2 2024, Riversedge Advisors, LLC disclosed equity holdings valued at approximately $759.1M, spread across 92 reported holdings.
During Q2 2024, Riversedge Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.91% | — | -8.85% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.22% | -0.17% | -1.59% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.57% | -0.37% | -49.78% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.35% | -0.55% | -0.58% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 6.10% | — | -13.12% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.28% | -0.39% | -1.17% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.72% | +2.88% | +0.56% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.71% | -0.13% | +12.06% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.79% | — | — | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.72% | — | +3.19% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.70% | — | -2.09% | |
| 12 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 3.52% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.41% | -0.31% | -10.88% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.99% | -0.26% | +9.85% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.43% | — | +6.17% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 2.01% | -0.05% | -0.19% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.87% | — | +82.60% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.86% | -0.34% | -8.19% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.53% | -0.12% | -2.62% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.47% | -0.05% | +5.36% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.19% | +0.01% | -4.87% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | -0.53% | -7.57% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.06% | -0.09% | -4.27% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.94% | — | +9.06% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.89% | -0.01% | +2.33% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.80% | -0.03% | -4.42% | |
| 27 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.76% | — | -0.66% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.03% | +4.80% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.08% | +906.15% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | -0.04% | -6.22% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.06% | +2.93% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | -0.02% | -0.10% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | -1.24% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.03% | +6.23% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.02% | +0.18% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.05% | +4.43% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | -15.72% | |
| 38 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.25% | -0.02% | -7.14% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.08% | +9.69% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | — | -1.60% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.02% | +7.87% | |
| 42 | MCO | Moody's CORP | Stock-Financials | 0.20% | -0.01% | -0.41% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.04% | +1.54% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.17% | -0.02% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | -0.01% | +30.86% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | +3.54% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.03% | -2.80% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | -0.01% | -0.26% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.02% | +0.92% | |
| 50 | CILUSD | Victoryshares International | ETF-Other | 0.14% | — | -11.19% |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 92 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SPYG, IEFA) accounted for 19.5% of total reported equity market value during Q2 2024.
During Q2 2024, Riversedge Advisors, LLC's top holdings by market value included SCHX (9.9%)、SPYG (7.2%)、IEFA (6.6%). The largest single position, SCHX, represented 9.9% of total portfolio value.
In Q2 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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