Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VTI | VANGUARD INDEX FDS | — | 3,167.0 | $1.2M | 0.15% | — | — | $370.00 | +2.2% |
| 62 | WDC | WESTERN DIGITAL CORP | Technology | 1,807.0 | $1.2M | 0.15% | +573.0 | +46.4% | $638.72 | -28.1% |
| 63 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 19,575.0 | $1.1M | 0.15% | +3K | +15.2% | $57.62 | +16.3% |
| 64 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 46,150.0 | $1.1M | 0.15% | +2K | +4.1% | $24.29 | -0.5% |
| 65 | INTC | INTEL CORP | Technology | 7,149.0 | $998K | 0.13% | -3K | -28.1% | $139.63 | -35.5% |
| 66 | HD | HOME DEPOT INC | Consumer Cyclical | 2,815.0 | $993K | 0.13% | +2K | +122.9% | $352.68 | -4.8% |
| 67 | V | VISA INC | Financial Services | 2,872.0 | $985K | 0.13% | +694.0 | +31.9% | $343.09 | +8.1% |
| 68 | XOM | EXXON MOBIL CORP | Energy | 6,833.0 | $934K | 0.12% | +414.0 | +6.5% | $136.72 | +20.8% |
| 69 | VOO | VANGUARD INDEX FDS | — | 1,358.0 | $933K | 0.12% | +70.0 | +5.4% | $687.03 | +2.4% |
| 70 | XLF | SELECT SECTOR SPDR TR | — | 17,398.0 | $933K | 0.12% | — | — | $53.61 | +7.2% |
| 71 | FIX | COMFORT SYS USA INC | Industrials | 463.0 | $918K | 0.12% | +93.0 | +25.1% | $1981.95 | -16.5% |
| 72 | C | CITIGROUP INC | Financial Services | 6,332.0 | $886K | 0.12% | +551.0 | +9.5% | $139.97 | -5.9% |
| 73 | MRK | MERCK & CO INC | Healthcare | 6,880.0 | $884K | 0.12% | +355.0 | +5.4% | $128.50 | +18.7% |
| 74 | GE | GE AEROSPACE | Industrials | 2,357.0 | $881K | 0.12% | +516.0 | +28.0% | $373.75 | -6.8% |
| 75 | VXUS | VANGUARD STAR FDS | — | 9,820.0 | $840K | 0.11% | — | — | $85.49 | +2.6% |
| 76 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,444.0 | $839K | 0.11% | +409.0 | +39.5% | $580.91 | -18.5% |
| 77 | HYMB | SPDR SERIES TRUST | — | 32,598.0 | $829K | 0.11% | -1K | -4.3% | $25.44 | -2.5% |
| 78 | CB | CHUBB LIMITED | Financial Services | 2,360.0 | $804K | 0.11% | +690.0 | +41.3% | $340.74 | +0.1% |
| 79 | SNDK | SANDISK CORP | Technology | 341.0 | $775K | 0.10% | -202.0 | -37.2% | $2273.73 | -29.8% |
| 80 | PCG | PG&E CORP | Utilities | 44,769.0 | $753K | 0.10% | +17K | +61.7% | $16.82 | +4.6% |
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%