Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 42,356.0 | $1.6M | 0.26% | -595.0 | -1.4% | $38.42 | +12.6% |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,006.0 | $1.5M | 0.24% | +61.0 | +1.0% | $244.42 | -6.8% |
| 43 | IVW | ISHARES TR | — | 12,827.0 | $1.5M | 0.23% | -238.0 | -1.8% | $113.11 | +19.9% |
| 44 | MUB | ISHARES TR | — | 13,189.0 | $1.4M | 0.23% | -2K | -11.5% | $106.15 | -0.1% |
| 45 | VGT | VANGUARD WORLD FD | — | 2,001.0 | $1.4M | 0.23% | — | — | $697.60 | -84.0% |
| 46 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,358.0 | $1.4M | 0.22% | +451.0 | +49.7% | $996.65 | +6.8% |
| 47 | META | META PLATFORMS INC | Communication Services | 2,331.0 | $1.3M | 0.22% | +100.0 | +4.5% | $572.13 | +6.6% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,762.0 | $1.3M | 0.21% | -349.0 | -11.2% | $479.20 | — |
| 49 | — | PUTNAM ETF TRUST | — | 114,093.0 | $1.3M | 0.21% | NEW | — | $11.53 | — |
| 50 | IWO | ISHARES TR | — | 3,557.0 | $1.1M | 0.18% | — | — | $313.82 | +13.7% |
| 51 | CVX | CHEVRON CORPORATION | Energy | 5,335.0 | $1.1M | 0.18% | +1K | +27.1% | $206.89 | -5.9% |
| 52 | XOM | EXXON MOBIL CORP | Energy | 6,419.0 | $1.1M | 0.18% | +1K | +28.2% | $169.67 | -5.3% |
| 53 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 44,345.0 | $1.1M | 0.17% | NEW | — | $24.14 | -0.1% |
| 54 | MCO | MOODYS CORP | Financial Services | 2,367.0 | $1.0M | 0.17% | +326.0 | +16.0% | $436.25 | +0.8% |
| 55 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 16,987.0 | $1.0M | 0.17% | +1K | +8.8% | $60.65 | -5.2% |
| 56 | VTI | VANGUARD INDEX FDS | — | 3,164.0 | $1.0M | 0.16% | -139.0 | -4.2% | $320.83 | +12.7% |
| 57 | ABBV | ABBVIE INC | Healthcare | 4,601.0 | $1.0M | 0.16% | -128.0 | -2.7% | $217.51 | -3.9% |
| 58 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,337.0 | $982K | 0.16% | -446.0 | -11.8% | $294.13 | +1.8% |
| 59 | VIOG | VANGUARD ADMIRAL FDS INC | — | 7,803.0 | $971K | 0.16% | +1K | +22.1% | $124.46 | +10.5% |
| 60 | XLF | SELECT SECTOR SPDR TR | — | 17,398.0 | $859K | 0.14% | — | — | $49.37 | +4.4% |
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
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%