RIVERSEDGE ADVISORS, LLC
CIK: 0001787663SEC EDGAR →
Portfolio Value
$615K
Holdings
214
As of
Q4 2025
New Positions
73
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 263,959 | $83K | 13.51% |
| 2 | ISHARES TR | 679,736 | $56K | 9.12% |
| 3 | VANGUARD BD INDEX FDS | 669,857 | $50K | 8.07% |
| 4 | SPDR SERIES TRUST | 341,218 | $36K | 5.92% |
| 5 | INVESCO EXCHANGE TRADED FD T | 151,988 | $29K | 4.73% |
| 6 | SCHWAB STRATEGIC TR | 1,106,210 | $27K | 4.32% |
| 7 | VANGUARD INTL EQUITY INDEX F | 493,816 | $27K | 4.32% |
| 8 | SPDR SERIES TRUST | 465,712 | $26K | 4.30% |
| 9 | APPLE INC | 94,290 | $26K | 4.17% |
| 10 | VANGUARD TAX-MANAGED FDS | 273,119 | $17K | 2.77% |
Quarterly Changes
New Positions (41)
$5K · 112K shares
$422 · 10K shares
$393 · 7K shares
$373 · 772 shares
$352 · 4K shares
$342 · 2K shares
$338 · 6K shares
$328 · 1K shares
$304 · 1K shares
$286 · 371 shares
$282 · 4K shares
$256 · 4K shares
$256 · 7K shares
$253 · 2K shares
$249 · 1K shares
$241 · 1K shares
$240 · 2K shares
$234 · 1K shares
$234 · 790 shares
$231 · 454 shares
$227 · 4K shares
$226 · 1K shares
$225 · 8K shares
$223 · 4K shares
$222 · 2K shares
$222 · 883 shares
$221 · 1K shares
$220 · 596 shares
$219 · 492 shares
$213 · 1K shares
$213 · 532 shares
$213 · 3K shares
$211 · 369 shares
$211 · 1K shares
$205 · 1K shares
$204 · 2K shares
$203 · 6K shares
$201 · 414 shares
$200 · 4K shares
$198 · 10K shares
$168 · 13K shares
Closed Positions (25)
$12K · 451K shares
$4K · 157K shares
$1K · 36K shares
$573 · 7K shares
$548 · 4K shares
$383 · 3K shares
$366 · 772 shares
$333 · 2K shares
$283 · 3K shares
$276 · 5K shares
$261 · 61 shares
$247 · 887 shares
$242 · 1K shares
$238 · 2K shares
$237 · 677 shares
$233 · 3K shares
$224 · 750 shares
$224 · 5K shares
$217 · 730 shares
$215 · 734 shares
$214 · 1K shares
$214 · 471 shares
$210 · 1K shares
$203 · 1K shares
$200 · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $488K | 79.4% |
| Technology | 38 | $62K | 10.1% |
| Unknown | 9 | $20K | 3.3% |
| Consumer Cyclical | 19 | $11K | 1.8% |
| Communication Services | 7 | $10K | 1.6% |
| Healthcare | 17 | $9K | 1.5% |
| Industrials | 19 | $6K | 1.0% |
| Energy | 10 | $4K | 0.6% |
| Consumer Defensive | 6 | $3K | 0.4% |
| Utilities | 4 | $1K | 0.2% |
| Basic Materials | 3 | $774 | 0.1% |
| Real Estate | 1 | $253 | 0.0% |