Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: RIVERSEDGE ADVISORS LLC
  City: WILMINGTON
  State: DE
  Zip: 19801
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $405,705,000
  Total Value Change : $40,693,000
  Securities Held Change : 9
   
All Securities Held : 88
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 52
  Unchanged Positions : 5
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 23     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 2 - $63.10 $43,076,000 694,098 10.62% 3,291,000 -11,313 0.025    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 6 - $39.36 $22,268,000 570,692 5.49% 1,120,000 -1,484 0.063    Closed - End Fund - Debt
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 7 - $164.56 $17,766,000 104,896 4.38% 978,000 -1,489 0.034    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 8 - $47.19 $16,096,000 326,886 3.97% 177,000 -10,093 0.023    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 9 - $49.56 $15,923,000 317,374 3.92% 292,000 -8,945 0.014    Closed - End Fund - F...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 13 - $0.00 $10,596,000 215,543 2.61% 42,000 -4,193 0.208    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 14 - $49.93 $8,398,000 165,973 2.07% -664,000 -11,533 0.009    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 15 - $361.13 $7,617,000 22,131 1.88% 687,000 -161 0.008    Closed - End Fund - E...
   (VIOV)1 Year Chart         VIOV Vanguard S&p Small Cap ... 16 - $84.31 $6,822,000 77,155 1.68% -194,000 -2,117 1.155    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 21 - $51.02 $4,193,000 81,762 1.03% -2,457,000 -47,939 0.01    Closed - End Fund - E...
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 24 - $25.47 $3,483,000 135,596 0.86% -2,000 -2,138 0.063    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 27 - $106.16 $2,462,000 22,880 0.61% -149,000 -1,204 0.001    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 31 - $536.73 $1,574,000 2,993 0.39% 135,000 -21 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 34 - $549.85 $1,135,000 2,164 0.28% 61,000 -55 0    Closed - End Fund - E...
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 35 - $152.95 $1,106,000 7,101 0.27% 5,000 -493 0.144    N/A
   (CIL)1 Year Chart         CIL Victoryshares International... 43 - $0.00 $659,000 15,266 0.16% 20,000 -72 0.278    N/A
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 46 - $47.00 $618,000 13,029 0.15% -10,000 -111 0.012    Closed - End Fund - E...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 50 - $241.85 $558,000 1,854 0.14% 49,000 -82 0    Internet Software & S...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 56 - $104.25 $402,000 3,835 0.1% -83,000 -763 0.004    Closed - End Fund - Debt
   (ABT)1 Year Chart         ABT Abbott Laboratories 57 - $107.58 $392,000 3,448 0.1% -110,000 -1,114 0    Drug Manufacturers - ...
   (BAC)1 Year Chart         BAC Bank of America Corp 58 - $39.78 $369,000 9,741 0.09% -20,000 -1,802 0    Domestic Money Center...
   (V)1 Year Chart         V Visa Inc 63 - $278.67 $331,000 1,185 0.08% -142,000 -632 0    Business Services
   (HYLB)1 Year Chart         HYLB Xtrackers Usd High Yield Co... 77 - $35.32 $243,000 6,793 0.06% 1,000 -28 0.004    N/A

      23 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results