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Riversedge Advisors, Llc

Portfolio Manager
Riversedge Advisors, Llc
Performance
-1.98% (2026 Q1)
AUM (13F)
$617.74M
# of Holdings
216
Performance Rank
Allocation (Top 20)
75.49%

Riversedge Advisors, Llc Holdings Map

Top 50 Riversedge Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
11.91%375.0K$73.6M
+571.36%(+319.17K)
2025-Q1: 34.1K shares2025-Q2: 50.2K shares2025-Q3: 55.0K shares2025-Q4: 55.9K shares2026-Q1: 375.0K shares
$187.87(+9.93%)
2026-03-31
IDEV
ISHARES TR
8.5%628.5K$52.5M
-7.54%(-51.27K)
2025-Q1: 511.9K shares2025-Q2: 598.6K shares2025-Q3: 637.2K shares2025-Q4: 679.7K shares2026-Q1: 628.5K shares
$69.04(+27.52%)
2026-03-31
VV
VANGUARD INDEX FDS
7.14%147.6K$44.1M
-44.08%(-116.37K)
2025-Q1: 111.7K shares2025-Q2: 217.7K shares2025-Q3: 231.5K shares2025-Q4: 264.0K shares2026-Q1: 147.6K shares
$273.42(+21.73%)
2026-03-31
BND
VANGUARD BD INDEX FDS
6.61%554.6K$40.8M
-17.21%(-115.25K)
2025-Q1: 551.0K shares2025-Q2: 586.6K shares2025-Q3: 602.8K shares2025-Q4: 669.9K shares2026-Q1: 554.6K shares
$72.99(+0.34%)
2026-03-31
SPYG
SPDR SERIES TRUST
5.24%330.3K$32.3M
-3.20%(-10.90K)
2025-Q1: 359.7K shares2025-Q2: 351.7K shares2025-Q3: 346.5K shares2025-Q4: 341.2K shares2026-Q1: 330.3K shares
$45.41(+150.50%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
4.37%1.09M$27.0M
-1.50%(-16.61K)
2025-Q1: 1.12M shares2025-Q2: 1.11M shares2025-Q3: 1.11M shares2025-Q4: 1.11M shares2026-Q1: 1.09M shares
$16.16(+64.90%)
2026-03-31
SPYV
SPDR SERIES TRUST
4.2%458.4K$25.9M
-1.57%(-7.33K)
2025-Q1: 542.3K shares2025-Q2: 503.7K shares2025-Q3: 481.9K shares2025-Q4: 465.7K shares2026-Q1: 458.4K shares
$33.45(+79.27%)
2026-03-31
AAPL
APPLE INC
3.8%92.5K$23.5M
-1.87%(-1.76K)
2025-Q1: 88.6K shares2025-Q2: 87.4K shares2025-Q3: 92.2K shares2025-Q4: 94.3K shares2026-Q1: 92.5K shares
$168.35(+68.81%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.34%381.8K$20.6M
-22.69%(-112.05K)
2025-Q1: 464.4K shares2025-Q2: 528.2K shares2025-Q3: 534.9K shares2025-Q4: 493.8K shares2026-Q1: 381.8K shares
$43.66(+35.97%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.83%272.4K$17.5M
-0.25%(-694)
2025-Q1: 282.3K shares2025-Q2: 285.3K shares2025-Q3: 283.7K shares2025-Q4: 273.1K shares2026-Q1: 272.4K shares
$42.28(+63.15%)
2026-03-31

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