Riversedge Advisors, LLC — Q2 2024 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q2 2024
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	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%	-0.68%	-1.59%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	6.57%	—	-49.78%
4	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.35%	-0.10%	-0.58%
5	UITB	Victoryshares Core Intermedi	ETF-Other	6.10%	—	-13.12%
6	SCHF	Schwab Intl Equity ETF	ETF-Other	5.28%	+0.05%	-1.17%
7	AAPL	Apple INC	Stock-Tech	4.72%	-0.37%	+0.56%
8	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.71%	-3.39%	+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%	+0.06%	-10.88%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.99%	-0.98%	+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%	-0.19%	-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%	—	-8.19%
19	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.53%	—	-2.62%
20	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.47%	-0.16%	+5.36%
21	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	1.19%	—	-4.87%
22	VTV	Vanguard Value ETF	ETF-Other	1.19%	+10.18%	-7.57%
23	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.06%	—	-4.27%
24	JMUB	Jpmorgan Municipal ETF	ETF-Other	0.94%	—	+9.06%
25	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.89%	—	+2.33%
26	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.80%	—	-4.42%
27	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.76%	-0.20%	EXIT
28	MSFT	Microsoft CORP	Stock-Tech	0.76%	-0.27%	+4.80%
29	NVDA	Nvidia CORP	Stock-Tech	0.71%	—	+906.15%
30	MUB	Ishares National Muni Bond E	ETF-Other	0.56%	—	-6.22%
31	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.55%	—	+2.93%
32	SCHV	Schwab US Large-cap Value	ETF-Other	0.43%	—	-0.10%
33	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.39%	—	-1.24%
34	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.37%	-0.05%	+6.23%
35	VGT	Vanguard Info Tech ETF	ETF-Tech	0.30%	—	+0.18%
36	AMZN	Amazon.com INC	Stock-Consumer Disc	0.29%	+0.07%	+4.43%
37	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.29%	—	-15.72%
38	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.25%	—	-7.14%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.24%	—	+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%	—	+7.87%
42	MCO	Moody's CORP	Stock-Financials	0.20%	—	-0.41%
43	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.18%	+0.09%	+1.54%
44	XLF	Ss Financial Select Sector	ETF-Other	0.17%	—	—
45	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.16%	—	+30.86%
46	META	Meta Platforms Inc-class A	Stock-Comm Services	0.16%	—	+3.54%
47	JNJ	Johnson & Johnson	Stock-Healthcare	0.15%	—	-2.80%
48	ABBV	Abbvie INC	Stock-Healthcare	0.15%	—	-0.26%
49	CVX	Chevron CORP	Stock-Energy	0.14%	+0.08%	+0.92%
50	CILUSD	Victoryshares International	ETF-Other	0.14%	-0.10%	EXIT

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