Riversedge Advisors, LLC — Q3 2024 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q3 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	9.43%	—	-3.11%
2	UITB	Victoryshares Core Intermedi	ETF-Other	7.23%	—	+22.48%
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	6.92%	-0.68%	-0.44%
4	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.48%	-0.10%	+1.11%
5	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.68%	—	-13.55%
6	SCHF	Schwab Intl Equity ETF	ETF-Other	5.20%	+0.05%	-1.19%
7	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	5.10%	-3.39%	+6.71%
8	AAPL	Apple INC	Stock-Tech	4.88%	-0.37%	+0.43%
9	DFIV	Dimensional International Va	ETF-Other	4.45%	—	+19.17%
10	OSEA	Harbor Intl Compounders ETF	ETF-Other	4.14%	—	+20.70%
11	SCHA	Schwab US Small-cap ETF	ETF-Other	3.80%	—	+1.66%
12	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.62%	—	+1.48%
13	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.38%	+0.06%	-0.14%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.09%	-0.98%	+1.61%
15	SFLO	Vs Sm Cap Free Cash Flow ETF	ETF-Other	2.41%	—	—
16	VUG	Vanguard Growth ETF	ETF-Other	1.92%	-0.19%	+0.06%
17	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.72%	—	-2.76%
18	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.52%	—	-3.32%
19	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.51%	-0.16%	+6.78%
20	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.48%	—	+66.44%
21	VTV	Vanguard Value ETF	ETF-Other	1.22%	+10.18%	+1.00%
22	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	1.19%	—	-0.78%
23	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.07%	—	-1.12%
24	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.89%	—	+0.60%
25	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.77%	—	+0.01%
26	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.75%	-0.20%	EXIT
27	MSFT	Microsoft CORP	Stock-Tech	0.67%	-0.27%	-1.69%
28	NVDA	Nvidia CORP	Stock-Tech	0.65%	—	-0.53%
29	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.58%	—	+3.50%
30	MUB	Ishares National Muni Bond E	ETF-Other	0.54%	—	+1.58%
31	SCHV	Schwab US Large-cap Value	ETF-Other	0.44%	—	+1.14%
32	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.39%	—	+0.17%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.32%	-0.05%	-0.24%
34	VGT	Vanguard Info Tech ETF	ETF-Tech	0.28%	—	-3.23%
35	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.28%	—	+0.08%
36	AMZN	Amazon.com INC	Stock-Consumer Disc	0.25%	+0.07%	-2.53%
37	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.25%	—	-0.47%
38	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.22%	—	+0.18%
39	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.21%	—	+0.84%
40	MCO	Moody's CORP	Stock-Financials	0.21%	—	+0.42%
41	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.20%	—	+0.17%
42	XLF	Ss Financial Select Sector	ETF-Other	0.18%	—	—
43	META	Meta Platforms Inc-class A	Stock-Comm Services	0.18%	—	+5.83%
44	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.17%	+0.09%	+1.40%
45	JNJ	Johnson & Johnson	Stock-Healthcare	0.16%	—	+2.44%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.16%	—	+0.20%
47	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.16%	-0.12%	+83.60%
48	ABBV	Abbvie INC	Stock-Healthcare	0.16%	—	+2.45%
49	CILUSD	Victoryshares International	ETF-Other	0.14%	-0.10%	EXIT
50	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.13%	—	+8.51%

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