RIVERSEDGE ADVISORS, LLC

Filed: 1/15/2025ACC: 0001667731-25-000034

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $442.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$442.33M

Total AUM (reported)

9.70M

Total Shares

Allocation by class

US LRG CAP ETF$42.36M9.6%

COM$42.24M9.5%

CORE INTERMEDIAT$31.99M7.2%

PRTFLO S&P500 GW$31.90M7.2%

PRTFLO S&P500 VL$27.83M6.3%

CORE MSCI EAFE$22.38M5.1%

S&P500 EQL WGT$22.17M5.0%

Portfolio Concentration

Top 3$106.25M24.0%

4–10$151.70M34.3%

11–25$127.36M28.8%

Rest$57.02M12.9%

Top 3 weight

24.0%

Top 10 weight

58.3%

Voting Authority Distribution

Total shares with voting rights: 9.69M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.69M

% of voting shares100.0%

Investment Discretion (by position count)

Sole99

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings99

Rows:

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares1.83M

TypeSH

Market value$42.36M

9.58%

Sole

0.00

Shared

0.00

None

1.83M

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares695.99K

TypeSH

Market value$31.99M

7.23%

Sole

0.00

Shared

0.00

None

695.99K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares362.95K

TypeSH

Market value$31.90M

7.21%

Sole

0.00

Shared

0.00

None

362.95K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares544.15K

TypeSH

Market value$27.83M

6.29%

Sole

0.00

Shared

0.00

None

544.15K

APPLE INC

SOLE

COM

Shares102.92K

TypeSH

Market value$23.29M

5.27%

Sole

0.00

Shared

0.00

None

92.82K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares318.44K

TypeSH

Market value$22.38M

5.06%

Sole

0.00

Shared

0.00

None

318.44K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares126.51K

TypeSH

Market value$22.17M

5.01%

Sole

0.00

Shared

0.00

None

126.51K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.13M

TypeSH

Market value$20.91M

4.73%

Sole

0.00

Shared

0.00

None

1.13M

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares519.43K

TypeSH

Market value$18.43M

4.17%

Sole

0.00

Shared

0.00

None

519.43K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares645.62K

TypeSH

Market value$16.70M

3.77%

Sole

0.00

Shared

0.00

None

645.62K

HARBOR ETF TRUST

SOLE

INTERNATNAL COMP

Shares628.28K

TypeSH

Market value$16.24M

3.67%

Sole

0.00

Shared

0.00

None

628.28K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares260.86K

TypeSH

Market value$14.46M

3.27%

Sole

0.00

Shared

0.00

None

260.86K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares286.40K

TypeSH

Market value$13.70M

3.10%

Sole

0.00

Shared

0.00

None

286.40K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares287.66K

TypeSH

Market value$12.67M

2.86%

Sole

0.00

Shared

0.00

None

287.66K

VICTORY PORTFOLIOS II

SOLE

VICTORYSHARES SM

Shares402.97K

TypeSH

Market value$10.74M

2.43%

Sole

0.00

Shared

0.00

None

402.97K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares22K

TypeSH

Market value$9.03M

2.04%

Sole

0.00

Shared

0.00

None

22K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares146.60K

TypeSH

Market value$7.35M

1.66%

Sole

0.00

Shared

0.00

None

146.60K

ISHARES TR

SOLE

BROAD USD HIGH

Shares193.42K

TypeSH

Market value$7.12M

1.61%

Sole

0.00

Shared

0.00

None

193.42K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares72.52K

TypeSH

Market value$6.77M

1.53%

Sole

0.00

Shared

0.00

None

72.52K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares129.30K

TypeSH

Market value$6.48M

1.47%

Sole

0.00

Shared

0.00

None

129.30K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares25.34K

TypeSH

Market value$5.32M

1.20%

Sole

0.00

Shared

0.00

None

25.34K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares30.95K

TypeSH

Market value$5.24M

1.18%

Sole

0.00

Shared

0.00

None

30.95K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares115.48K

TypeSH

Market value$4.43M

1.00%

Sole

0.00

Shared

0.00

None

115.48K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares15.70K

TypeSH

Market value$4.40M

0.99%

Sole

0.00

Shared

0.00

None

15.70K

VANECK ETF TRUST

SOLE

HIGH YLD MUNIETF

Shares65.67K

TypeSH

Market value$3.41M

0.77%

Sole

0.00

Shared

0.00

None

65.67K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	1.83M	SH	$42.36M 9.58%	1.83M
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	695.99K	SH	$31.99M 7.23%	695.99K
SPDR SER TRSOLE	PRTFLO S&P500 GW	362.95K	SH	$31.90M 7.21%	362.95K
SPDR SER TRSOLE	PRTFLO S&P500 VL	544.15K	SH	$27.83M 6.29%	544.15K
APPLE INCSOLE	COM	102.92K	SH	$23.29M 5.27%	92.82K
ISHARES TRSOLE	CORE MSCI EAFE	318.44K	SH	$22.38M 5.06%	318.44K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	126.51K	SH	$22.17M 5.01%	126.51K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.13M	SH	$20.91M 4.73%	1.13M
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	519.43K	SH	$18.43M 4.17%	519.43K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	645.62K	SH	$16.70M 3.77%	645.62K
HARBOR ETF TRUSTSOLE	INTERNATNAL COMP	628.28K	SH	$16.24M 3.67%	628.28K
ISHARES INCSOLE	MSCI EMRG CHN	260.86K	SH	$14.46M 3.27%	260.86K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	286.40K	SH	$13.70M 3.10%	286.40K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	287.66K	SH	$12.67M 2.86%	287.66K
VICTORY PORTFOLIOS IISOLE	VICTORYSHARES SM	402.97K	SH	$10.74M 2.43%	402.97K
VANGUARD INDEX FDSSOLE	GROWTH ETF	22K	SH	$9.03M 2.04%	22K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	146.60K	SH	$7.35M 1.66%	146.60K
ISHARES TRSOLE	BROAD USD HIGH	193.42K	SH	$7.12M 1.61%	193.42K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	72.52K	SH	$6.77M 1.53%	72.52K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	129.30K	SH	$6.48M 1.47%	129.30K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	25.34K	SH	$5.32M 1.20%	25.34K
VANGUARD INDEX FDSSOLE	VALUE ETF	30.95K	SH	$5.24M 1.18%	30.95K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	115.48K	SH	$4.43M 1.00%	115.48K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	15.70K	SH	$4.40M 0.99%	15.70K
VANECK ETF TRUSTSOLE	HIGH YLD MUNIETF	65.67K	SH	$3.41M 0.77%	65.67K

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