RIVERSEDGE ADVISORS, LLC
CIK: 1787663SEC EDGAR →
Portfolio Value
$431.9B
Holdings
367
As of
Q3 2026
New Positions
362
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 751,879 | $67.8B | 15.69% |
| 2 | ISHARES TR | 620,887 | $55.6B | 12.86% |
| 3 | VANGUARD BD INDEX FDS | 510,243 | $35.8B | 8.29% |
| 4 | SCHWAB STRATEGIC TR | 1,078,985 | $29.6B | 6.86% |
| 5 | SPDR SERIES TRUST | 455,920 | $27.9B | 6.45% |
| 6 | VANGUARD TAX-MANAGED FDS | 268,475 | $19.0B | 4.39% |
| 7 | VANGUARD MUN BD FDS | 357,963 | $17.0B | 3.93% |
| 8 | ISHARES TR | 167,304 | $16.2B | 3.75% |
| 9 | J P MORGAN EXCHANGE TRADED F | 290,625 | $14.9B | 3.44% |
| 10 | VANGUARD INTL EQUITY INDEX F | 235,719 | $14.0B | 3.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $378.5B | 87.6% |
| Unknown | 21 | $21.0B | 4.9% |
| Technology | 73 | $9.5B | 2.2% |
| Healthcare | 32 | $5.1B | 1.2% |
| Energy | 19 | $4.8B | 1.1% |
| Consumer Defensive | 16 | $3.1B | 0.7% |
| Basic Materials | 13 | $2.6B | 0.6% |
| Consumer Cyclical | 27 | $2.2B | 0.5% |
| Industrials | 33 | $2.0B | 0.5% |
| Communication Services | 8 | $1.3B | 0.3% |
| Utilities | 8 | $1.2B | 0.3% |
| Real Estate | 7 | $458.5M | 0.1% |