RiverGlades Family Offices LLC

CIK: 0001619779SEC EDGAR →

Portfolio Value

$163.7M

Holdings

91

As of

Q3 2025

New Positions

7

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

50,783$34.0M
20.76%
2

VANGUARD TAX-MANAGED FDS

205,116$12.3M
7.51%
3

ISHARES TR

169,725$11.1M
6.77%
4

VANGUARD INTL EQUITY INDEX F

142,222$7.7M
4.71%
5

ISHARES GOLD TR

88,500$6.4M
3.93%
6

SPDR SERIES TRUST

207,810$6.4M
3.92%
7

SELECT SECTOR SPDR TR

22,604$6.4M
3.89%
8

VANGUARD INDEX FDS

17,947$4.6M
2.79%
9

SPDR SERIES TRUST

147,597$4.5M
2.73%
10

ISHARES TR

42,859$4.3M
2.62%

Quarterly Changes

Top Buys

VEA↑ Increased
$1.1M
VWO↑ Increased
$806K
SPSB↑ Increased
$718K
IJH↑ Increased
$638K
FLRN↑ Increased
$367K

Top Sells

IVV↓ Decreased
$2.1M
VTEB↓ Decreased
$859K
IAU*↓ Decreased
$857K
XLK↓ Decreased
$483K
AAPL↓ Decreased
$334K

New Positions (7)

$256K · 575 shares
$248K · 300 shares
$235K · 600 shares
$233K · 2K shares
$219K · 2K shares
$219K · 1K shares
$200K · 1K shares

Closed Positions (2)

$206K · 698 shares
$32K · 17K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services42$130.2M79.5%
Technology15$11.0M6.7%
Unknown6$8.8M5.4%
Energy7$4.2M2.5%
Industrials6$2.5M1.5%
Communication Services3$2.3M1.4%
Basic Materials4$1.4M0.8%
Healthcare3$1.4M0.8%
Consumer Cyclical3$1.3M0.8%
Consumer Defensive2$648K0.4%