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| Name: |
RIVERSEDGE ADVISORS LLC |
| City: |
WILMINGTON |
| State: |
DE |
| Zip: |
19801 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEFA |
Ishares Core Msci Eafe |
1 |
- |
$0.00 |
$54,857,000 |
739,111 |
13.52% |
4,926,000 |
29,363 |
0.006 |
N/A |
|
|
UITB |
Victoryshares Usaa Core Int... |
3 |
- |
$0.00 |
$29,004,000 |
625,349 |
7.15% |
6,541,000 |
146,488 |
0.695 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
4 |
- |
$74.74 |
$27,450,000 |
375,261 |
6.77% |
3,051,000 |
240 |
0.02 |
Closed - End Fund - E... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
5 |
- |
$49.95 |
$26,936,000 |
537,649 |
6.64% |
1,913,000 |
1,012 |
0.017 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
10 |
- |
$189.84 |
$15,665,000 |
91,352 |
3.86% |
7,797,000 |
50,488 |
0.001 |
Personal Computers |
|
|
EMXC |
Ishares Msci Emerging Marke... |
11 |
- |
$0.00 |
$14,365,000 |
249,525 |
3.54% |
2,278,000 |
31,389 |
0.028 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
12 |
- |
$44.57 |
$10,670,000 |
255,437 |
2.63% |
459,000 |
6,982 |
0.002 |
Closed - End Fund - E... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
17 |
- |
$0.00 |
$5,765,000 |
157,547 |
1.42% |
508,000 |
12,937 |
0.018 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
18 |
- |
$163.21 |
$5,376,000 |
33,012 |
1.33% |
467,000 |
175 |
0.006 |
Closed - End Fund - E... |
|
|
VTWG |
Vangard Russell 2000 Growth |
19 |
- |
$193.24 |
$5,309,000 |
26,933 |
1.31% |
395,000 |
158 |
0.03 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
22 |
- |
$255.17 |
$3,712,000 |
14,238 |
0.91% |
634,000 |
1,505 |
0.027 |
Closed - End Fund - E... |
|
|
JMUB |
Jpmorgan Municipal Etf |
23 |
- |
$0.00 |
$3,550,000 |
69,959 |
0.88% |
2,202,000 |
43,510 |
0.078 |
N/A |
|
|
HYD |
VanEck Vectors High-Yield M... |
25 |
- |
$0.00 |
$3,182,000 |
60,893 |
0.78% |
177,000 |
2,689 |
0.126 |
Closed - End Fund - Debt |
|
|
MSFT |
Microsoft Corp |
26 |
- |
$420.99 |
$2,797,000 |
6,649 |
0.69% |
494,000 |
526 |
0 |
Application Software |
|
|
VBR |
Vanguard Small Cap Val VIPER |
28 |
- |
$189.97 |
$2,304,000 |
12,007 |
0.57% |
329,000 |
1,033 |
0.01 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
29 |
- |
$943.59 |
$2,129,000 |
2,356 |
0.52% |
1,016,000 |
108 |
0 |
Semiconductor - Speci... |
|
|
SCHV |
Schwab Strategic Trust |
30 |
- |
$75.64 |
$1,814,000 |
23,880 |
0.45% |
149,000 |
124 |
0.018 |
Closed - End Fund - Debt |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
32 |
- |
$86.27 |
$1,274,000 |
15,087 |
0.31% |
144,000 |
41 |
0.003 |
Closed - End Fund - E... |
|
|
GOOGL |
Alphabet Inc |
33 |
- |
$174.18 |
$1,199,000 |
7,943 |
0.3% |
122,000 |
236 |
0 |
Search Engines & Info... |
|
|
AMZN |
Amazon.com Inc |
36 |
- |
$183.63 |
$1,066,000 |
5,908 |
0.26% |
266,000 |
645 |
0 |
Internet Software & S... |
|
|
IWO |
iShares Russell 2000 Growth |
37 |
- |
$265.43 |
$931,000 |
3,437 |
0.23% |
65,000 |
4 |
0.008 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
38 |
- |
$413.12 |
$791,000 |
1,880 |
0.19% |
227,000 |
298 |
0 |
Property & Casualty I... |
|
|
MCO |
Moodys Corp |
39 |
- |
$412.02 |
$760,000 |
1,934 |
0.19% |
13,000 |
22 |
0.001 |
Business Services |
|
|
GOOG |
Alphabet Inc |
40 |
- |
$175.43 |
$738,000 |
4,848 |
0.18% |
84,000 |
207 |
0 |
Search Engines & Info... |
|
|
JNJ |
Johnson & Johnson |
42 |
- |
$154.28 |
$707,000 |
4,471 |
0.17% |
89,000 |
528 |
0 |
Drug Manufacturers - ... |
|
|
ABBV |
Abbvie Inc. |
44 |
- |
$164.35 |
$633,000 |
3,479 |
0.16% |
110,000 |
106 |
0 |
Drug Manufacturers - ... |
|
|
COST |
Costco Wholesale Corp |
45 |
- |
$793.07 |
$619,000 |
845 |
0.15% |
90,000 |
44 |
0 |
Discount, Variety Stores |
|
|
FB |
Meta Platforms Inc |
47 |
- |
$473.23 |
$604,000 |
1,243 |
0.15% |
215,000 |
145 |
0 |
Internet Service Prov... |
|
|
CVX |
Chevron Corp |
48 |
- |
$161.09 |
$580,000 |
3,678 |
0.14% |
51,000 |
129 |
0 |
Integrated Oil & Gas |
|
|
MCD |
McDonalds Corp |
49 |
- |
$273.51 |
$564,000 |
2,000 |
0.14% |
-10,000 |
63 |
0 |
Restaurants |
|
|
VTI |
Vanguard Total Stock Market... |
51 |
- |
$261.93 |
$500,000 |
1,925 |
0.12% |
52,000 |
35 |
0 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
53 |
- |
$485.97 |
$433,000 |
901 |
0.11% |
41,000 |
3 |
0 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
54 |
- |
$202.47 |
$411,000 |
2,052 |
0.1% |
74,000 |
70 |
0 |
Domestic Money Center... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
55 |
- |
$133.04 |
$407,000 |
3,173 |
0.1% |
112,000 |
324 |
0 |
Drug Manufacturers - ... |
|
|
HD |
Home Depot Inc |
59 |
- |
$342.73 |
$369,000 |
961 |
0.09% |
69,000 |
96 |
0 |
Home Improvement Stores |
|
|
MRK |
Merck & Co Inc |
60 |
- |
$131.20 |
$345,000 |
2,617 |
0.09% |
74,000 |
133 |
0 |
Drug Manufacturers - ... |
|
|
DVN |
Devon Energy Corp |
61 |
- |
$49.24 |
$343,000 |
6,829 |
0.08% |
43,000 |
202 |
0.001 |
Independent Oil & Gas |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
62 |
- |
$152.23 |
$336,000 |
2,467 |
0.08% |
133,000 |
516 |
0 |
Semiconductor - Integ... |
|
|
ISRG |
Intuitive Surgical Inc |
64 |
- |
$372.63 |
$314,000 |
786 |
0.08% |
63,000 |
41 |
0 |
Medical Appliances & ... |
|
|
VV |
Vanguard Large Cap VIPERS |
66 |
- |
$242.67 |
$308,000 |
1,285 |
0.08% |
31,000 |
16 |
0.001 |
Closed - End Fund - E... |
|
|
BMY |
Bristol-Myers Squibb Co |
67 |
- |
$44.11 |
$292,000 |
5,388 |
0.07% |
26,000 |
208 |
0 |
Drug Manufacturers - ... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
68 |
- |
$26.98 |
$290,000 |
11,487 |
0.07% |
10,000 |
195 |
0.005 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
70 |
- |
$482.88 |
$288,000 |
571 |
0.07% |
-39,000 |
23 |
0 |
Application Software |
|
|
AVGO |
Broadcom Limited |
71 |
- |
$1,412.13 |
$283,000 |
213 |
0.07% |
80,000 |
31 |
0 |
Semiconductor- Broad... |
|
|
KO |
Coca-Cola Co |
72 |
- |
$63.32 |
$274,000 |
4,485 |
0.07% |
28,000 |
316 |
0 |
Beverage Soft Drinks... |
|
|
MAR |
Marriott International Inc |
73 |
- |
$238.96 |
$267,000 |
1,057 |
0.07% |
35,000 |
29 |
0 |
Lodging |
|
|
QCOM |
QUALCOMM Inc |
78 |
- |
$193.27 |
$226,000 |
1,332 |
0.06% |
226,000 |
1,332 |
0 |
Communication Equipment |
|
|
IEMG |
Ishares Core Msci Emerging ... |
85 |
- |
$54.68 |
$203,000 |
3,938 |
0.05% |
203,000 |
3,938 |
0 |
N/A |
|
|
SAN |
Banco Santander Central His... |
86 |
- |
$5.14 |
$59,000 |
12,096 |
0.01% |
17,000 |
1,971 |
0.001 |
Foreign Money Center ... |
|
|
LYG |
Lloyds Banking Group Plc |
87 |
- |
$2.74 |
$38,000 |
14,655 |
0.01% |
11,000 |
3,540 |
0.001 |
Foreign Regional Banks |
|
