RIVERSEDGE ADVISORS, LLC

Filed: 5/1/2025ACC: 0001667731-25-000562

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $448.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

118

Positions

$448.37M

Total AUM (reported)

7.80M

Total Shares

Allocation by class

TOTAL BND MRKT$40.47M9.0%

COM$39.63M8.8%

CORE MSCI INTL$35.27M7.9%

PRTFLO S&P500 GW$28.91M6.4%

LARGE CAP ETF$28.71M6.4%

PRTFLO S&P500 VL$27.69M6.2%

US LRG CAP ETF$25.29M5.6%

Portfolio Concentration

Top 3$104.64M23.3%

4–10$168.47M37.6%

11–25$113.21M25.2%

Rest$62.04M13.8%

Top 3 weight

23.3%

Top 10 weight

60.9%

Voting Authority Distribution

Total shares with voting rights: 7.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole118

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings118

Rows:

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares551K

TypeSH

Market value$40.47M

9.03%

Sole

0.00

Shared

0.00

None

551K

ISHARES TR

SOLE

CORE MSCI INTL

Shares511.91K

TypeSH

Market value$35.27M

7.87%

Sole

0.00

Shared

0.00

None

511.91K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares359.67K

TypeSH

Market value$28.91M

6.45%

Sole

0.00

Shared

0.00

None

359.67K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares111.68K

TypeSH

Market value$28.71M

6.40%

Sole

0.00

Shared

0.00

None

111.68K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares542.27K

TypeSH

Market value$27.69M

6.18%

Sole

0.00

Shared

0.00

None

542.27K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares1.15M

TypeSH

Market value$25.29M

5.64%

Sole

0.00

Shared

0.00

None

1.15M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares135.88K

TypeSH

Market value$23.54M

5.25%

Sole

0.00

Shared

0.00

None

135.88K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.12M

TypeSH

Market value$22.23M

4.96%

Sole

0.00

Shared

0.00

None

1.12M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares464.38K

TypeSH

Market value$21.02M

4.69%

Sole

0.00

Shared

0.00

None

464.38K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares264.43K

TypeSH

Market value$20.00M

4.46%

Sole

0.00

Shared

0.00

None

264.43K

APPLE INC

SOLE

COM

Shares88.57K

TypeSH

Market value$19.67M

4.39%

Sole

0.00

Shared

0.00

None

88.57K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares282.29K

TypeSH

Market value$14.35M

3.20%

Sole

0.00

Shared

0.00

None

282.29K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares259.46K

TypeSH

Market value$12.87M

2.87%

Sole

0.00

Shared

0.00

None

259.46K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares23.86K

TypeSH

Market value$8.85M

1.97%

Sole

0.00

Shared

0.00

None

23.86K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares180.65K

TypeSH

Market value$8.82M

1.97%

Sole

0.00

Shared

0.00

None

180.65K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares293.05K

TypeSH

Market value$6.87M

1.53%

Sole

0.00

Shared

0.00

None

293.05K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares64.55K

TypeSH

Market value$6.75M

1.51%

Sole

0.00

Shared

0.00

None

64.55K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares72.05K

TypeSH

Market value$6.05M

1.35%

Sole

0.00

Shared

0.00

None

72.05K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares34.12K

TypeSH

Market value$5.89M

1.31%

Sole

0.00

Shared

0.00

None

34.12K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares86.84K

TypeSH

Market value$4.78M

1.07%

Sole

0.00

Shared

0.00

None

86.84K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares24.34K

TypeSH

Market value$4.54M

1.01%

Sole

0.00

Shared

0.00

None

24.34K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares113.81K

TypeSH

Market value$4.48M

1.00%

Sole

0.00

Shared

0.00

None

113.81K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares14.50K

TypeSH

Market value$3.65M

0.81%

Sole

0.00

Shared

0.00

None

14.50K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares62.52K

TypeSH

Market value$2.93M

0.65%

Sole

0.00

Shared

0.00

None

62.52K

VICTORY PORTFOLIOS II

SOLE

VICTORYSHARES SM

Shares110.54K

TypeSH

Market value$2.71M

0.60%

Sole

0.00

Shared

0.00

None

110.54K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	551K	SH	$40.47M 9.03%	551K
ISHARES TRSOLE	CORE MSCI INTL	511.91K	SH	$35.27M 7.87%	511.91K
SPDR SER TRSOLE	PRTFLO S&P500 GW	359.67K	SH	$28.91M 6.45%	359.67K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	111.68K	SH	$28.71M 6.40%	111.68K
SPDR SER TRSOLE	PRTFLO S&P500 VL	542.27K	SH	$27.69M 6.18%	542.27K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	1.15M	SH	$25.29M 5.64%	1.15M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	135.88K	SH	$23.54M 5.25%	135.88K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.12M	SH	$22.23M 4.96%	1.12M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	464.38K	SH	$21.02M 4.69%	464.38K
ISHARES TRSOLE	CORE MSCI EAFE	264.43K	SH	$20.00M 4.46%	264.43K
APPLE INCSOLE	COM	88.57K	SH	$19.67M 4.39%	88.57K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	282.29K	SH	$14.35M 3.20%	282.29K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	259.46K	SH	$12.87M 2.87%	259.46K
VANGUARD INDEX FDSSOLE	GROWTH ETF	23.86K	SH	$8.85M 1.97%	23.86K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	180.65K	SH	$8.82M 1.97%	180.65K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	293.05K	SH	$6.87M 1.53%	293.05K
ISHARES TRSOLE	CORE S&P SCP ETF	64.55K	SH	$6.75M 1.51%	64.55K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	72.05K	SH	$6.05M 1.35%	72.05K
VANGUARD INDEX FDSSOLE	VALUE ETF	34.12K	SH	$5.89M 1.31%	34.12K
ISHARES INCSOLE	MSCI EMRG CHN	86.84K	SH	$4.78M 1.07%	86.84K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	24.34K	SH	$4.54M 1.01%	24.34K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	113.81K	SH	$4.48M 1.00%	113.81K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	14.50K	SH	$3.65M 0.81%	14.50K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	62.52K	SH	$2.93M 0.65%	62.52K
VICTORY PORTFOLIOS IISOLE	VICTORYSHARES SM	110.54K	SH	$2.71M 0.60%	110.54K

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