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Riversedge Advisors Portfolio holdings
AUM
$813M
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
-0.96%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$448M
AUM Growth
+$6.04M
(+1.4%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
60.91%
Holding
122
New
22
Increased
52
Reduced
39
Closed
4
Avg Time Held Equity + Options
8.3
quarters
Top 10 Avg Time Held Equity + Options
10
quarters
Top 20 Avg Time Held Equity + Options
12.3
quarters
Avg Time Held Equity only
8.3
quarters
Top 10 Avg Time Held Equity only
10
quarters
Top 20 Avg Time Held Equity only
12.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$39.2M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$33.8M |
| 3 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$29.9M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$8.83M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$32M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$18.9M |
| 3 |
Harbor International Compounders ETF
OSEA
|
+$16.1M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$15.9M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$9.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.24% |
| 2 | Technology | 6.53% |
| 3 | Financials | 1.35% |
| 4 | Healthcare | 0.93% |
| 5 | Consumer Discretionary | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.66B
| $2.5M | 0.56% |
99,030
-30,497
| -24% | -$782K |
2019 Q2
23 quarters
|
|
27
Microsoft
MSFT
$4.02T
| $2.47M | 0.55% |
6,575
-827
| -11% | -$337K |
2020 Q2
19 quarters
|
|
28
NVIDIA
NVDA
$5.46T
| $2.43M | 0.54% |
22,376
-1,610
| -7% | -$204K |
2023 Q1
8 quarters
|
|
29
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.7B
| $2.37M | 0.53% |
12,704
-1,527
| -11% | -$302K |
2021 Q3
14 quarters
|
|
30
Schwab US Large-Cap Value ETF
SCHV
$15.4B
| $2.09M | 0.47% |
78,537
-52,059
| -40% | -$1.4M |
2022 Q2
11 quarters
|
|
31
Grayscale Bitcoin Mini Trust ETF
BTC
$4.38B
| $2.07M | 0.46% |
+56,632
| New | +$2.34M |
2025 Q1
0 quarters
|
|
32
iShares National Muni Bond ETF
MUB
$48.6B
| $1.9M | 0.42% |
18,015
-4,603
| -20% | -$490K |
2021 Q4
13 quarters
|
|
33
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
| $1.86M | 0.41% |
50,512
-142,912
| -74% | -$5.3M |
2022 Q3
10 quarters
|
|
34
iShares Core S&P 500 ETF
IVV
$897B
| $1.79M | 0.4% |
3,194
+241
| +8% | +$142K |
2022 Q3
10 quarters
|
|
35
VanEck High Yield Muni ETF
HYD
$3.99B
| $1.79M | 0.4% |
34,938
-30,730
| -47% | -$1.59M |
2021 Q4
13 quarters
|
|
36
Palantir
PLTR
$502B
| $1.73M | 0.39% |
20,555
+1,469
| +8% | +$129K |
2024 Q2
3 quarters
|
|
37
Alphabet (Google) Class A
GOOGL
$4.31T
| $1.38M | 0.31% |
8,892
+261
| +3% | +$47.3K |
2021 Q2
15 quarters
|
|
38
Amazon
AMZN
$2.8T
| $1.29M | 0.29% |
6,784
-311
| -4% | -$67.5K |
2023 Q1
8 quarters
|
|
39
Berkshire Hathaway Class B
BRK.B
$1.11T
| $1.26M | 0.28% |
2,357
+258
| +12% | +$125K |
2022 Q4
9 quarters
|
|
40
JPMorgan Municipal ETF
JMUB
$8.5B
| $1.23M | 0.27% |
24,582
-104,719
| -81% | -$5.26M |
2023 Q4
5 quarters
|
|
41
iShares S&P 500 Growth ETF
IVW
$79.8B
| $1.18M | 0.26% |
12,754
+14
| +0.1% | +$1.41K |
2022 Q2
11 quarters
|
|
42
Vanguard Information Technology ETF
VGT
$156B
| $1.15M | 0.26% |
16,904
+24
| +0.1% | +$1.81K |
2022 Q3
10 quarters
|
|
43
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
| $1.05M | 0.23% |
6,009
-383
| -6% | -$65.3K |
2020 Q1
20 quarters
|
|
44
Meta Platforms (Facebook)
META
$1.89T
| $957K | 0.21% |
1,660
+200
| +14% | +$129K |
2023 Q3
6 quarters
|
|
45
Costco
COST
$425B
| $951K | 0.21% |
1,006
+89
| +10% | +$86.8K |
2023 Q1
8 quarters
|
|
46
Moody's
MCO
$81.5B
| $922K | 0.21% |
1,979
+28
| +1% | +$13.5K |
2020 Q2
19 quarters
|
|
|
47
Dimensional International Value ETF
DFIV
$21.5B
| $921K | 0.21% |
23,393
-496,036
| -95% | -$18.9M |
2024 Q2
3 quarters
|
|
48
Alphabet (Google) Class C
GOOG
$4.27T
| $917K | 0.2% |
5,871
+174
| +3% | +$31.9K |
2021 Q2
15 quarters
|
|
49
iShares Russell 2000 Growth ETF
IWO
$14B
| $897K | 0.2% |
3,509
+109
| +3% | +$30.8K |
2022 Q2
11 quarters
|
|
50
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $867K | 0.19% |
17,398
| – | – |
2022 Q4
9 quarters
|
|
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Riversedge Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, Riversedge Advisors held 122 positions worth $448M, up 1.4% from $442M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Riversedge Advisors's Q1 2025 filing shows 22 new, 52 increased, 39 reduced and 4 closed positions. Its largest new stake was Vanguard Total International Bond ETF: 180,650 shares worth $8.82M. The largest sale was Victory Portfolios II VictoryShares Core Intermediate Bond ETF, an estimated $32M.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Financials.
- Riversedge Advisors's largest Q1 2025 buy was Vanguard Total International Bond ETF: 180,650 shares worth $8.82M.
- Riversedge Advisors added most to Vanguard Total Bond Market in Q1 2025, an estimated $39.2M increase.
- Riversedge Advisors's biggest Q1 2025 reduction was Dimensional International Value ETF, cutting an estimated $18.9M.
- Riversedge Advisors fully exited Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025, selling an estimated $32M.
- Riversedge Advisors's ten largest holdings make up 61% of its $448M portfolio in Q1 2025.
- Riversedge Advisors opened 22 new positions and closed 4 in Q1 2025.
- Riversedge Advisors's portfolio value rose 1.4% quarter-over-quarter to $448M.
Based on Riversedge Advisors's 13F filing for Q1 2025, filed 1 May 2025.