Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2,362.0 | $229K | 0.03% | NEW | — | $96.88 | +2.0% |
| 282 | ILMN | ILLUMINA INC | Healthcare | 1,301.0 | $229K | 0.03% | NEW | — | $175.83 | +24.8% |
| 283 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 2,918.0 | $228K | 0.03% | NEW | — | $78.03 | -0.2% |
| 284 | CFG | CITIZENS FINL GROUP INC | Financial Services | 3,242.0 | $227K | 0.03% | NEW | — | $70.07 | -0.3% |
| 285 | — | HONEYWELL INTL INC | — | 1,008.0 | $226K | 0.03% | NEW | — | $223.84 | — |
| 286 | EFX | EQUIFAX INC | Industrials | 1,409.0 | $224K | 0.03% | NEW | — | $158.72 | +21.4% |
| 287 | AXP | AMERICAN EXPRESS CO | Financial Services | 658.0 | $222K | 0.03% | NEW | — | $338.11 | -0.6% |
| 288 | — | HONEYWELL AEROSPACE INC | — | 999.0 | $221K | 0.03% | NEW | — | $221.08 | — |
| 289 | DOCU | DOCUSIGN INC | Technology | 4,957.0 | $220K | 0.03% | NEW | — | $44.42 | +39.6% |
| 290 | CVS | CVS HEALTH CORP | Healthcare | 2,120.0 | $219K | 0.03% | NEW | — | $103.45 | -10.1% |
| 291 | HST | HOST HOTELS & RESORTS INC | Real Estate | 9,197.0 | $218K | 0.03% | NEW | — | $23.71 | -2.1% |
| 292 | XYL | XYLEM INC | Industrials | 1,839.0 | $217K | 0.03% | NEW | — | $118.18 | -4.0% |
| 293 | SCHG | SCHWAB STRATEGIC TR | — | 6,412.0 | $217K | 0.03% | NEW | — | $33.84 | +4.4% |
| 294 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 1,756.0 | $217K | 0.03% | NEW | — | $123.44 | -5.4% |
| 295 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 4,790.0 | $216K | 0.03% | NEW | — | $45.11 | +18.5% |
| 296 | UMC | UNITED MICROELECTRONICS CORP | Technology | 7,861.0 | $214K | 0.03% | NEW | — | $27.21 | -32.6% |
| 297 | CR | CRANE COMPANY | Industrials | 958.0 | $214K | 0.03% | NEW | — | $223.07 | -6.6% |
| 298 | PB | PROSPERITY BANCSHARES INC | Financial Services | 2,916.0 | $213K | 0.03% | NEW | — | $73.03 | -0.4% |
| 299 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 1,847.0 | $212K | 0.03% | NEW | — | $115.00 | +1.3% |
| 300 | CEG | CONSTELLATION ENERGY CORP | Utilities | 855.0 | $212K | 0.03% | -16.0 | -1.8% | $248.24 | +9.9% |
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
44.2%
Financial Services
17.3%
Healthcare
8.0%
Consumer Cyclical
7.9%
Industrials
7.5%
Communication Services
4.3%
Energy
3.7%
Consumer Defensive
3.2%
Basic Materials
1.4%
Utilities
1.4%