Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | — | 221,434.0 | $11.9M | 1.93% | NEW | — | $53.77 | -2.1% |
| 2 | AVEM | AMERICAN CENTY ETF TR | — | 82,771.0 | $6.7M | 1.08% | NEW | — | $80.58 | +17.0% |
| 3 | RAAX | VANECK ETF TRUST | — | 159,702.0 | $6.5M | 1.05% | NEW | — | $40.71 | +3.2% |
| 4 | FESM | FIDELITY COVINGTON TRUST | — | 169,186.0 | $6.4M | 1.04% | NEW | — | $38.00 | +26.2% |
| 5 | IVLU | ISHARES TR | — | 150,014.0 | $6.0M | 0.96% | NEW | — | $39.68 | +12.0% |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 60,149.0 | $2.9M | 0.47% | NEW | — | $47.82 | +0.1% |
| 7 | — | PUTNAM ETF TRUST | — | 114,093.0 | $1.3M | 0.21% | NEW | — | $11.53 | — |
| 8 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 44,345.0 | $1.1M | 0.17% | NEW | — | $24.14 | +0.2% |
| 9 | AZN | ASTRAZENECA PLC | Healthcare | 2,763.0 | $545K | 0.09% | NEW | — | $197.22 | -15.8% |
| 10 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,496.0 | $426K | 0.07% | NEW | — | $50.20 | -1.5% |
| 11 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,838.0 | $410K | 0.07% | NEW | — | $144.45 | +0.2% |
| 12 | CIEN | CIENA CORP | Technology | 824.0 | $320K | 0.05% | NEW | — | $388.23 | +1.9% |
| 13 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,698.0 | $295K | 0.05% | NEW | — | $173.45 | +10.7% |
| 14 | LIN | LINDE PLC | Basic Materials | 578.0 | $287K | 0.05% | NEW | — | $495.76 | -1.7% |
| 15 | CI | THE CIGNA GROUP | Healthcare | 987.0 | $263K | 0.04% | NEW | — | $266.75 | +4.0% |
| 16 | EME | EMCOR GROUP INC | Industrials | 346.0 | $256K | 0.04% | NEW | — | $738.77 | +5.1% |
| 17 | CRM | SALESFORCE INC | Technology | 1,325.0 | $247K | 0.04% | NEW | — | $186.67 | +12.1% |
| 18 | OMC | OMNICOM GROUP INC | Communication Services | 3,242.0 | $244K | 0.04% | NEW | — | $75.31 | +16.2% |
| 19 | KLAC | KLA CORP | Technology | 159.0 | $234K | 0.04% | NEW | — | $1472.41 | -87.5% |
| 20 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,947.0 | $232K | 0.04% | NEW | — | $58.78 | +30.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.4%
Financial Services
20.3%
Consumer Cyclical
8.8%
Healthcare
8.5%
Communication Services
5.9%
Industrials
5.4%
Energy
5.1%
Consumer Defensive
3.2%
Basic Materials
1.6%
Utilities
1.4%