RIVERSEDGE ADVISORS, LLC

Filed: 7/9/2025ACC: 0001667731-25-000754

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $511.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

126

Positions

$511.29M

Total AUM (reported)

7.20M

Total Shares

Allocation by class

LARGE CAP ETF$62.11M12.1%

CORE MSCI INTL$45.52M8.9%

COM$45.24M8.8%

TOTAL BND MRKT$43.19M8.4%

PRTFLO S&P500 GW$33.52M6.6%

PRTFLO S&P500 VL$26.36M5.2%

FTSE EMR MKT ETF$26.13M5.1%

Portfolio Concentration

Top 3$150.82M29.5%

4–10$170.95M33.4%

11–25$125.97M24.6%

Rest$63.56M12.4%

Top 3 weight

29.5%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 7.20M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.20M

% of voting shares100.0%

Investment Discretion (by position count)

Sole126

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings126

Rows:

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares217.69K

TypeSH

Market value$62.11M

12.15%

Sole

0.00

Shared

0.00

None

217.69K

ISHARES TR

SOLE

CORE MSCI INTL

Shares598.63K

TypeSH

Market value$45.52M

8.90%

Sole

0.00

Shared

0.00

None

598.63K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares586.55K

TypeSH

Market value$43.19M

8.45%

Sole

0.00

Shared

0.00

None

586.55K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares351.67K

TypeSH

Market value$33.52M

6.56%

Sole

0.00

Shared

0.00

None

351.67K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares503.70K

TypeSH

Market value$26.36M

5.16%

Sole

0.00

Shared

0.00

None

503.70K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares528.21K

TypeSH

Market value$26.13M

5.11%

Sole

0.00

Shared

0.00

None

528.21K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.11M

TypeSH

Market value$24.61M

4.81%

Sole

0.00

Shared

0.00

None

1.11M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares130.50K

TypeSH

Market value$23.72M

4.64%

Sole

0.00

Shared

0.00

None

130.50K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares223.60K

TypeSH

Market value$18.67M

3.65%

Sole

0.00

Shared

0.00

None

223.60K

APPLE INC

SOLE

COM

Shares87.45K

TypeSH

Market value$17.94M

3.51%

Sole

0.00

Shared

0.00

None

87.45K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares285.26K

TypeSH

Market value$16.26M

3.18%

Sole

0.00

Shared

0.00

None

285.26K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares303.93K

TypeSH

Market value$14.90M

2.91%

Sole

0.00

Shared

0.00

None

303.93K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares573.80K

TypeSH

Market value$14.02M

2.74%

Sole

0.00

Shared

0.00

None

573.80K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares28.25K

TypeSH

Market value$12.38M

2.42%

Sole

0.00

Shared

0.00

None

28.25K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares104.11K

TypeSH

Market value$11.38M

2.23%

Sole

0.00

Shared

0.00

None

104.11K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares50.16K

TypeSH

Market value$8.87M

1.73%

Sole

0.00

Shared

0.00

None

50.16K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares103.39K

TypeSH

Market value$8.85M

1.73%

Sole

0.00

Shared

0.00

None

103.39K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares172.38K

TypeSH

Market value$8.53M

1.67%

Sole

0.00

Shared

0.00

None

172.38K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares198.22K

TypeSH

Market value$5.02M

0.98%

Sole

0.00

Shared

0.00

None

198.22K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares23.51K

TypeSH

Market value$4.90M

0.96%

Sole

0.00

Shared

0.00

None

23.51K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares109.79K

TypeSH

Market value$4.69M

0.92%

Sole

0.00

Shared

0.00

None

109.79K

MICROSOFT CORP

SOLE

COM

Shares9.09K

TypeSH

Market value$4.52M

0.88%

Sole

0.00

Shared

0.00

None

9.09K

GRAYSCALE BITCOIN MINI TR ET

SOLE

SHS NEW

Shares88.93K

TypeSH

Market value$4.25M

0.83%

Sole

0.00

Shared

0.00

None

88.93K

NVIDIA CORPORATION

SOLE

COM

Shares25.19K

TypeSH

Market value$3.98M

0.78%

Sole

0.00

Shared

0.00

None

25.19K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares12.32K

TypeSH

Market value$3.41M

0.67%

Sole

0.00

Shared

0.00

None

12.32K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	217.69K	SH	$62.11M 12.15%	217.69K
ISHARES TRSOLE	CORE MSCI INTL	598.63K	SH	$45.52M 8.90%	598.63K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	586.55K	SH	$43.19M 8.45%	586.55K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	351.67K	SH	$33.52M 6.56%	351.67K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	503.70K	SH	$26.36M 5.16%	503.70K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	528.21K	SH	$26.13M 5.11%	528.21K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.11M	SH	$24.61M 4.81%	1.11M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	130.50K	SH	$23.72M 4.64%	130.50K
ISHARES TRSOLE	CORE MSCI EAFE	223.60K	SH	$18.67M 3.65%	223.60K
APPLE INCSOLE	COM	87.45K	SH	$17.94M 3.51%	87.45K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	285.26K	SH	$16.26M 3.18%	285.26K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	303.93K	SH	$14.90M 2.91%	303.93K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	573.80K	SH	$14.02M 2.74%	573.80K
VANGUARD INDEX FDSSOLE	GROWTH ETF	28.25K	SH	$12.38M 2.42%	28.25K
ISHARES TRSOLE	CORE S&P SCP ETF	104.11K	SH	$11.38M 2.23%	104.11K
VANGUARD INDEX FDSSOLE	VALUE ETF	50.16K	SH	$8.87M 1.73%	50.16K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	103.39K	SH	$8.85M 1.73%	103.39K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	172.38K	SH	$8.53M 1.67%	172.38K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	198.22K	SH	$5.02M 0.98%	198.22K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	23.51K	SH	$4.90M 0.96%	23.51K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	109.79K	SH	$4.69M 0.92%	109.79K
MICROSOFT CORPSOLE	COM	9.09K	SH	$4.52M 0.88%	9.09K
GRAYSCALE BITCOIN MINI TR ETSOLE	SHS NEW	88.93K	SH	$4.25M 0.83%	88.93K
NVIDIA CORPORATIONSOLE	COM	25.19K	SH	$3.98M 0.78%	25.19K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	12.32K	SH	$3.41M 0.67%	12.32K

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