RIVERSEDGE ADVISORS, LLC

Filed: 10/16/2024ACC: 0001787663-24-000005

📋 What this filing means

RIVERSEDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $440.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100

Positions

$440.88M

Total AUM (reported)

7.31M

Total Shares

Allocation by class

US LRG CAP ETF$41.59M9.4%

COM$39.47M9.0%

CORE INTERMEDIAT$31.89M7.2%

PRTFLO S&P500 GW$30.49M6.9%

PRTFLO S&P500 VL$28.57M6.5%

CORE MSCI EAFE$25.04M5.7%

INTL EQTY ETF$22.92M5.2%

Portfolio Concentration

Top 3$103.98M23.6%

4–10$158.37M35.9%

11–25$130.56M29.6%

Rest$47.98M10.9%

Top 3 weight

23.6%

Top 10 weight

59.5%

Voting Authority Distribution

Total shares with voting rights: 7.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings100

Rows:

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares612.98K

TypeSH

Market value$41.59M

9.43%

Sole

0.00

Shared

0.00

None

612.98K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares665.39K

TypeSH

Market value$31.89M

7.23%

Sole

0.00

Shared

0.00

None

665.39K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares367.67K

TypeSH

Market value$30.49M

6.92%

Sole

0.00

Shared

0.00

None

367.67K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares540.48K

TypeSH

Market value$28.57M

6.48%

Sole

0.00

Shared

0.00

None

540.48K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares320.86K

TypeSH

Market value$25.04M

5.68%

Sole

0.00

Shared

0.00

None

320.86K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares557.35K

TypeSH

Market value$22.92M

5.20%

Sole

0.00

Shared

0.00

None

557.35K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares125.43K

TypeSH

Market value$22.47M

5.10%

Sole

0.00

Shared

0.00

None

125.43K

APPLE INC

SOLE

COM

Shares92.25K

TypeSH

Market value$21.50M

4.88%

Sole

0.00

Shared

0.00

None

92.25K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares515.30K

TypeSH

Market value$19.62M

4.45%

Sole

0.00

Shared

0.00

None

515.30K

HARBOR ETF TRUST

SOLE

INTERNATNAL COMP

Shares630.67K

TypeSH

Market value$18.25M

4.14%

Sole

0.00

Shared

0.00

None

630.67K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares325.38K

TypeSH

Market value$16.76M

3.80%

Sole

0.00

Shared

0.00

None

325.38K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares261.31K

TypeSH

Market value$15.97M

3.62%

Sole

0.00

Shared

0.00

None

261.31K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares282.47K

TypeSH

Market value$14.92M

3.38%

Sole

0.00

Shared

0.00

None

282.47K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares285.13K

TypeSH

Market value$13.64M

3.09%

Sole

0.00

Shared

0.00

None

285.13K

VICTORY PORTFOLIOS II

SOLE

VICTORYSHARES SM

Shares396.72K

TypeSH

Market value$10.62M

2.41%

Sole

0.00

Shared

0.00

None

396.72K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares22.10K

TypeSH

Market value$8.49M

1.92%

Sole

0.00

Shared

0.00

None

22.10K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares148.17K

TypeSH

Market value$7.57M

1.72%

Sole

0.00

Shared

0.00

None

148.17K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares72.64K

TypeSH

Market value$6.72M

1.52%

Sole

0.00

Shared

0.00

None

72.64K

ISHARES TR

SOLE

BROAD USD HIGH

Shares177.25K

TypeSH

Market value$6.67M

1.51%

Sole

0.00

Shared

0.00

None

177.25K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares126.99K

TypeSH

Market value$6.51M

1.48%

Sole

0.00

Shared

0.00

None

126.99K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares30.82K

TypeSH

Market value$5.38M

1.22%

Sole

0.00

Shared

0.00

None

30.82K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000GRW

Shares25.42K

TypeSH

Market value$5.27M

1.19%

Sole

0.00

Shared

0.00

None

25.42K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares114.24K

TypeSH

Market value$4.72M

1.07%

Sole

0.00

Shared

0.00

None

114.24K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares14.66K

TypeSH

Market value$3.92M

0.89%

Sole

0.00

Shared

0.00

None

14.66K

SPDR SER TR

SOLE

NUVEEN BLOOMBERG

Shares129.61K

TypeSH

Market value$3.40M

0.77%

Sole

0.00

Shared

0.00

None

129.61K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	612.98K	SH	$41.59M 9.43%	612.98K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	665.39K	SH	$31.89M 7.23%	665.39K
SPDR SER TRSOLE	PRTFLO S&P500 GW	367.67K	SH	$30.49M 6.92%	367.67K
SPDR SER TRSOLE	PRTFLO S&P500 VL	540.48K	SH	$28.57M 6.48%	540.48K
ISHARES TRSOLE	CORE MSCI EAFE	320.86K	SH	$25.04M 5.68%	320.86K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	557.35K	SH	$22.92M 5.20%	557.35K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	125.43K	SH	$22.47M 5.10%	125.43K
APPLE INCSOLE	COM	92.25K	SH	$21.50M 4.88%	92.25K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	515.30K	SH	$19.62M 4.45%	515.30K
HARBOR ETF TRUSTSOLE	INTERNATNAL COMP	630.67K	SH	$18.25M 4.14%	630.67K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	325.38K	SH	$16.76M 3.80%	325.38K
ISHARES INCSOLE	MSCI EMRG CHN	261.31K	SH	$15.97M 3.62%	261.31K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	282.47K	SH	$14.92M 3.38%	282.47K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	285.13K	SH	$13.64M 3.09%	285.13K
VICTORY PORTFOLIOS IISOLE	VICTORYSHARES SM	396.72K	SH	$10.62M 2.41%	396.72K
VANGUARD INDEX FDSSOLE	GROWTH ETF	22.10K	SH	$8.49M 1.92%	22.10K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	148.17K	SH	$7.57M 1.72%	148.17K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	72.64K	SH	$6.72M 1.52%	72.64K
ISHARES TRSOLE	BROAD USD HIGH	177.25K	SH	$6.67M 1.51%	177.25K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	126.99K	SH	$6.51M 1.48%	126.99K
VANGUARD INDEX FDSSOLE	VALUE ETF	30.82K	SH	$5.38M 1.22%	30.82K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000GRW	25.42K	SH	$5.27M 1.19%	25.42K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	114.24K	SH	$4.72M 1.07%	114.24K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	14.66K	SH	$3.92M 0.89%	14.66K
SPDR SER TRSOLE	NUVEEN BLOOMBERG	129.61K	SH	$3.40M 0.77%	129.61K

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