Riversedge Advisors, LLC — Q4 2024 13F Holdings

Name: Riversedge Advisors, LLC — 13F Holdings, Q4 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	9.58%	—	+198.10%
2	UITB	Victoryshares Core Intermedi	ETF-Other	7.23%	—	+4.60%
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	7.21%	-0.68%	-1.29%
4	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.29%	-0.10%	+0.68%
5	AAPL	Apple INC	Stock-Tech	5.27%	-0.37%	+11.56%
6	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.06%	—	-0.75%
7	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	5.01%	-3.39%	+0.87%
8	SCHF	Schwab Intl Equity ETF	ETF-Other	4.73%	+0.05%	+102.75%
9	DFIV	Dimensional International Va	ETF-Other	4.17%	—	+0.80%
10	SCHA	Schwab US Small-cap ETF	ETF-Other	3.77%	—	+98.42%
11	OSEA	Harbor Intl Compounders ETF	ETF-Other	3.67%	—	-0.38%
12	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.27%	—	-0.17%
13	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.10%	+0.06%	+1.39%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.86%	-0.98%	+0.89%
15	SFLO	Vs Sm Cap Free Cash Flow ETF	ETF-Other	2.43%	—	+1.58%
16	VUG	Vanguard Growth ETF	ETF-Other	2.04%	-0.19%	-0.46%
17	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.66%	—	-1.06%
18	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.61%	-0.16%	+9.13%
19	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.53%	—	-0.17%
20	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.47%	—	+1.82%
21	VTWG	Vanguard Russell 2000 Growth	ETF-Small Cap	1.20%	—	-0.33%
22	VTV	Vanguard Value ETF	ETF-Other	1.18%	+10.18%	+0.41%
23	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.00%	—	+1.08%
24	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.99%	—	+7.09%
25	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.77%	-0.20%	EXIT
26	SCHV	Schwab US Large-cap Value	ETF-Other	0.77%	—	+441.31%
27	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.75%	—	-0.07%
28	NVDA	Nvidia CORP	Stock-Tech	0.73%	—	+1.73%
29	MSFT	Microsoft CORP	Stock-Tech	0.71%	-0.27%	+8.06%
30	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.64%	—	+11.25%
31	MUB	Ishares National Muni Bond E	ETF-Other	0.54%	—	+3.77%
32	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.39%	—	-0.27%
33	SCHG	Schwab US Large-cap Growth	ETF-Other	0.38%	—	—
34	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.37%	-0.05%	+2.53%
35	AMZN	Amazon.com INC	Stock-Consumer Disc	0.35%	+0.07%	+17.97%
36	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.33%	-0.12%	+0.26%
37	VGT	Vanguard Info Tech ETF	ETF-Tech	0.30%	—	+0.57%
38	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.29%	—	+0.12%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.25%	—	+6.95%
40	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	0.24%	—	-2.61%
41	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.23%	-0.62%	—
42	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.22%	—	+0.35%
43	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.22%	—	+2.64%
44	MCO	Moody's CORP	Stock-Financials	0.21%	—	+0.88%
45	META	Meta Platforms Inc-class A	Stock-Comm Services	0.19%	—	+7.20%
46	XLF	Ss Financial Select Sector	ETF-Other	0.19%	—	—
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.19%	+0.09%	+5.40%
48	BND	Vanguard Total Bond Market	ETF-Other	0.19%	-1.46%	—
49	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.17%	—	+0.24%
50	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.16%	—	+22.81%

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