HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IEFA) |
709,748 | +7,925 | $49,931 |
| IEFA | 709,748 | +7,925 | $49,931 |
| SCHWAB STRATEGIC TR |
705,411 | +23,776 | $39,785 |
| SCHX | 705,411 | +23,776 | $39,785 |
| SPDR SER TR (SPYV) |
536,637 | -1,377 | $25,023 |
| SPYV | 536,637 | -1,377 | $25,023 |
| SPDR SER TR (SPYG) |
375,021 | +642 | $24,399 |
| SPYG | 375,021 | +642 | $24,399 |
| VICTORY PORTFOLIOS II |
478,861 | +478,861 | $22,463 |
| UITB | 478,861 | +478,861 | $22,463 |
| SCHWAB STRATEGIC TR |
572,176 | +5,266 | $21,148 |
| SCHF | 572,176 | +5,266 | $21,148 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
106,385 | -3,445 | $16,788 |
| RSP | 106,385 | -3,445 | $16,788 |
| SCHWAB STRATEGIC TR |
336,979 | +60,545 | $15,919 |
| SCHA | 336,979 | +60,545 | $15,919 |
| VANGUARD TAX MANAGED FDS (VEA) |
326,319 | +42,094 | $15,631 |
| VEA | 326,319 | +42,094 | $15,631 |
| ISHARES INC (EMXC) |
218,136 | +218,136 | $12,087 |
| EMXC | 218,136 | +218,136 | $12,087 |
| PACER FDS TR |
219,736 | -6,279 | $10,554 |
| CALF | 219,736 | -6,279 | $10,554 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
248,455 | -285,159 | $10,211 |
| VWO | 248,455 | -285,159 | $10,211 |
| VANGUARD MUN BD FDS (VTEB) |
177,506 | -33,101 | $9,062 |
| VTEB | 177,506 | -33,101 | $9,062 |
| APPLE INC |
40,864 | +164 | $7,868 |
| AAPL | 40,864 | +164 | $7,868 |
| VANGUARD ADMIRAL FDS INC (VIOV) |
79,272 | +4,228 | $7,016 |
| VIOV | 79,272 | +4,228 | $7,016 |
| VANGUARD INDEX FDS (VUG) |
22,292 | -252 | $6,930 |
| VUG | 22,292 | -252 | $6,930 |
| ISHARES TR (IGSB) |
129,701 | -176,908 | $6,650 |
| IGSB | 129,701 | -176,908 | $6,650 |
| ISHARES TR (USHY) |
144,610 | -172,621 | $5,257 |
| USHY | 144,610 | -172,621 | $5,257 |
| VANGUARD SCOTTSDALE FDS (VTWG) |
26,775 | +1,253 | $4,914 |
| VTWG | 26,775 | +1,253 | $4,914 |
| VANGUARD INDEX FDS (VTV) |
32,837 | +1,132 | $4,909 |
| VTV | 32,837 | +1,132 | $4,909 |
| SPDR INDEX SHS FDS (SPEM) |
123,291 | -683 | $4,366 |
| SPEM | 123,291 | -683 | $4,366 |
| SPDR SER TR (HYMB) |
137,734 | -66,383 | $3,485 |
| HYMB | 137,734 | -66,383 | $3,485 |
| VANGUARD INDEX FDS (VBK) |
12,733 | +861 | $3,078 |
| VBK | 12,733 | +861 | $3,078 |
| VANECK ETF TRUST (HYD) |
58,204 | -22,212 | $3,005 |
| HYD | 58,204 | -22,212 | $3,005 |
| ISHARES TR (MUB) |
24,084 | -8,785 | $2,611 |
| MUB | 24,084 | -8,785 | $2,611 |
| MICROSOFT CORP |
6,123 | +1,533 | $2,303 |
| MSFT | 6,123 | +1,533 | $2,303 |
| VANGUARD INDEX FDS (VBR) |
10,974 | -1,567 | $1,975 |
| VBR | 10,974 | -1,567 | $1,975 |
| SCHWAB STRATEGIC TR |
23,756 | -1,921 | $1,665 |
| SCHV | 23,756 | -1,921 | $1,665 |
| ISHARES TR (IVV) |
3,014 | +27 | $1,439 |
| IVV | 3,014 | +27 | $1,439 |
| J P MORGAN EXCHANGE TRADED F (JMUB) |
26,449 | +26,449 | $1,348 |
| JMUB | 26,449 | +26,449 | $1,348 |
| ISHARES TR (IVW) |
15,046 | -672 | $1,130 |
| IVW | 15,046 | -672 | $1,130 |
| NVIDIA CORPORATION |
2,248 | +318 | $1,113 |
| NVDA | 2,248 | +318 | $1,113 |
| SPDR SER TR (LGLV) |
7,594 | +32 | $1,101 |
| LGLV | 7,594 | +32 | $1,101 |
| ALPHABET INC |
7,707 | -901 | $1,077 |
| GOOGL | 7,707 | -901 | $1,077 |
| VANGUARD WORLD FDS (VGT) |
2,219 | -204 | $1,074 |
| VGT | 2,219 | -204 | $1,074 |
| ISHARES TR (IWO) |
3,433 | +15 | $866 |
| IWO | 3,433 | +15 | $866 |
| AMAZON COM INC |
5,263 | -1,058 | $800 |
| AMZN | 5,263 | -1,058 | $800 |
| MOODYS CORP |
1,912 | -62 | $747 |
| MCO | 1,912 | -62 | $747 |
| ALPHABET INC |
4,641 | -781 | $654 |
| GOOG | 4,641 | -781 | $654 |
| SELECT SECTOR SPDR TR (XLF) |
17,398 | UNCH | $654 |
| XLF | 17,398 | UNCH | $654 |
| VICTORY PORTFOLIOS II |
15,338 | -1,241 | $639 |
| CIL | 15,338 | -1,241 | $639 |
| SPDR SER TR (SHM) |
13,140 | -5,647 | $628 |
| SHM | 13,140 | -5,647 | $628 |
| JOHNSON & JOHNSON |
3,943 | +396 | $618 |
| JNJ | 3,943 | +396 | $618 |
| MCDONALDS CORP |
1,937 | +306 | $574 |
| MCD | 1,937 | +306 | $574 |
 BERKSHIRE HATHAWAY INC DEL |
$564 | ||
| BRK.B | 1,582 | -134 | $564 |
| COSTCO WHSL CORP NEW |
801 | +1 | $529 |
| COST | 801 | +1 | $529 |
| CHEVRON CORP NEW |
3,549 | -662 | $529 |
| CVX | 3,549 | -662 | $529 |
| ABBVIE INC |
3,373 | -326 | $523 |
| ABBV | 3,373 | -326 | $523 |
| SALESFORCE INC |
1,936 | -417 | $509 |
| CRM | 1,936 | -417 | $509 |
| ABBOTT LABS |
4,562 | +715 | $502 |
| ABT | 4,562 | +715 | $502 |
See Full List: All Stocks Held By Riversedge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Riversedge Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $365,012 At 09/30/2023: $339,007 Riversedge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riversedge Advisors LLC 13F filings. Link to 13F filings: SEC filings |
