Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MSFT | MICROSOFT CORP | Technology | 10,946.0 | $5.3M | 0.86% | NEW | — | $483.61 | -12.8% |
| 22 | SPEM | SPDR INDEX SHS FDS | — | 107,591.0 | $5.0M | 0.82% | NEW | — | $46.81 | +8.8% |
| 23 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 112,313.0 | $4.6M | 0.76% | NEW | — | $41.32 | -14.0% |
| 24 | GOOGL | ALPHABET INC | Communication Services | 12,958.0 | $4.1M | 0.66% | NEW | — | $313.01 | +26.8% |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 22,411.0 | $4.0M | 0.65% | NEW | — | $177.75 | -24.6% |
| 26 | VBK | VANGUARD INDEX FDS | — | 11,179.0 | $3.4M | 0.55% | NEW | — | $302.12 | +10.7% |
| 27 | AMZN | AMAZON COM INC | Consumer Cyclical | 13,042.0 | $3.0M | 0.49% | NEW | — | $230.83 | +14.7% |
| 28 | GOOG | ALPHABET INC | Communication Services | 9,333.0 | $2.9M | 0.48% | NEW | — | $313.79 | +25.3% |
| 29 | USHY | ISHARES TR | — | 74,048.0 | $2.8M | 0.45% | NEW | — | $37.39 | -1.6% |
| 30 | IVV | ISHARES TR | — | 3,447.0 | $2.4M | 0.38% | NEW | — | $685.00 | +8.3% |
| 31 | SCHV | SCHWAB STRATEGIC TR | — | 79,239.0 | $2.3M | 0.38% | NEW | — | $29.61 | +10.2% |
| 32 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 42,951.0 | $2.1M | 0.35% | NEW | — | $49.65 | -12.3% |
| 33 | AVGO | BROADCOM INC | Technology | 5,659.0 | $2.0M | 0.32% | NEW | — | $346.11 | +21.6% |
| 34 | VBR | VANGUARD INDEX FDS | — | 8,993.0 | $1.9M | 0.31% | NEW | — | $211.79 | +7.8% |
| 35 | TSLA | TESLA INC | Consumer Cyclical | 3,626.0 | $1.6M | 0.27% | NEW | — | $449.72 | -6.1% |
| 36 | IVW | ISHARES TR | — | 13,065.0 | $1.6M | 0.26% | NEW | — | $123.26 | +10.2% |
| 37 | MUB | ISHARES TR | — | 14,902.0 | $1.6M | 0.26% | NEW | — | $107.11 | -1.0% |
| 38 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,111.0 | $1.6M | 0.25% | NEW | — | $502.65 | — |
| 39 | VGT | VANGUARD WORLD FD | — | 2,001.0 | $1.5M | 0.24% | NEW | — | $753.64 | -85.1% |
| 40 | META | META PLATFORMS INC | Communication Services | 2,231.0 | $1.5M | 0.24% | NEW | — | $660.09 | -6.9% |
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
42.0%
Financial Services
22.6%
Consumer Cyclical
8.7%
Communication Services
7.7%
Healthcare
7.2%
Industrials
4.9%
Energy
2.6%
Consumer Defensive
2.3%
Utilities
1.1%
Basic Materials
0.6%