Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | — | 323,310.0 | $38.5M | 5.07% | -7K | -2.1% | $118.99 | +0.7% |
| 2 | SPYV | SPDR SERIES TRUST | — | 455,543.0 | $27.7M | 3.65% | -3K | -0.6% | $60.79 | +4.0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 268,893.0 | $19.2M | 2.52% | -4K | -1.3% | $71.25 | +2.2% |
| 4 | IEFA | ISHARES TR | — | 167,699.0 | $16.2M | 2.13% | -3K | -1.8% | $96.58 | +3.5% |
| 5 | VIOV | VANGUARD ADMIRAL FDS INC | — | 98,928.0 | $11.6M | 1.53% | -1K | -1.3% | $117.33 | +0.6% |
| 6 | FESM | FIDELITY COVINGTON TRUST | — | 159,597.0 | $7.7M | 1.01% | -10K | -5.7% | $48.29 | -1.5% |
| 7 | AVEM | AMERICAN CENTY ETF TR | — | 79,048.0 | $7.6M | 1.00% | -4K | -4.5% | $96.49 | -3.1% |
| 8 | RAAX | VANECK ETF TRUST | — | 158,232.0 | $6.3M | 0.83% | -1K | -0.9% | $39.67 | +4.9% |
| 9 | VTWG | VANGUARD SCOTTSDALE FDS | — | 21,783.0 | $6.3M | 0.83% | -453.0 | -2.0% | $287.68 | -2.9% |
| 10 | VBK | VANGUARD INDEX FDS | — | 10,585.0 | $3.9M | 0.51% | -112.0 | -1.1% | $365.69 | -2.6% |
| 11 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 141,650.0 | $3.7M | 0.48% | -228K | -61.7% | $25.95 | +23.9% |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 22,301.0 | $2.6M | 0.34% | -221.0 | -1.0% | $116.67 | +49.1% |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4,611.0 | $2.2M | 0.29% | -251.0 | -5.2% | $477.57 | -12.9% |
| 14 | IVV | ISHARES TR | — | 2,911.0 | $2.2M | 0.29% | -380.0 | -11.6% | $748.89 | +2.3% |
| 15 | VBR | VANGUARD INDEX FDS | — | 7,836.0 | $1.9M | 0.25% | -865.0 | -9.9% | $242.97 | +1.9% |
| 16 | USHY | ISHARES TR | — | 48,315.0 | $1.8M | 0.24% | -863.0 | -1.8% | $37.02 | -0.6% |
| 17 | IVW | ISHARES TR | — | 11,871.0 | $1.6M | 0.21% | -956.0 | -7.5% | $137.53 | +0.6% |
| 18 | — | PUTNAM ETF TRUST | — | 106,735.0 | $1.3M | 0.17% | -7K | -6.5% | $11.88 | — |
| 19 | INTC | INTEL CORP | Technology | 7,149.0 | $998K | 0.13% | -3K | -28.1% | $139.63 | -34.0% |
| 20 | HYMB | SPDR SERIES TRUST | — | 32,598.0 | $829K | 0.11% | -1K | -4.3% | $25.44 | -2.4% |
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
43.4%
Financial Services
16.9%
Healthcare
7.8%
Consumer Cyclical
7.8%
Industrials
7.4%
Communication Services
6.2%
Energy
3.6%
Consumer Defensive
3.1%
Utilities
1.4%
Basic Materials
1.3%