RA

Riversedge Advisors Portfolio holdings

AUM $511M
This Quarter Return
+11.84%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
Cap. Flow
+$5.78M
Cap. Flow %
2.68%
Top 10 Hldgs %
77.6%
Holding
50
New
5
Increased
29
Reduced
6
Closed
1

Top Buys

1
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.35M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$1.49M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$1.1M
4
QCOM icon
Qualcomm
QCOM
$357K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$274K

Top Sells

1
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
$4.07M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$254K
3
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
$34.3K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
$29.6K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
$26.1K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.09%
3 Financials 0.54%
4 Consumer Discretionary 0.26%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$59B
$37.6M 17.41% 413,071 +12,142 +3% +$1.1M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$171B
$27.3M 12.64% 577,814 +31,570 +6% +$1.49M
SCHF icon
3
Schwab International Equity ETF
SCHF
$50.3B
$18.3M 8.48% 507,872 +5,952 +1% +$214K
SPYG icon
4
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$18M 8.34% 325,406 +1,195 +0.4% +$66.1K
SPYV icon
5
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
$16.1M 7.46% 468,312 +6,019 +1% +$207K
BND icon
6
Vanguard Total Bond Market
BND
$134B
$14.8M 6.86% 167,741 +2,405 +1% +$212K
VTEB icon
7
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$13.5M 6.28% 245,307 -472 -0.2% -$26.1K
SCHA icon
8
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$8.64M 4% 97,059 +1,705 +2% +$152K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$7.5M 3.48% 149,673 -5,063 -3% -$254K
HYMB icon
10
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$5.72M 2.65% 96,883 +917 +1% +$54.1K
VTWG icon
11
Vanguard Russell 2000 Growth ETF
VTWG
$1.07B
$5.16M 2.39% 24,759 -33 -0.1% -$6.88K
SPEM icon
12
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$4.86M 2.25% 115,302 +1,419 +1% +$59.8K
VIOV icon
13
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
$4.67M 2.16% 33,259 +102 +0.3% +$14.3K
HYLB icon
14
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
$4.35M 2.01% +86,768 New +$4.35M
VTIP icon
15
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$2.93M 1.36% 57,372 +1,261 +2% +$64.4K
SHM icon
16
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$2.59M 1.2% 52,026 +5,500 +12% +$274K
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
$2.29M 1.06% 68,917 +2,904 +4% +$96.6K
EMB icon
18
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$2.23M 1.04% 19,261 +355 +2% +$41.2K
LGLV icon
19
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
$1.7M 0.79% 14,144 +542 +4% +$65K
SCHO icon
20
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.69M 0.78% 32,843 +3,196 +11% +$164K
ACWV icon
21
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$1.61M 0.75% 16,592 +1,580 +11% +$153K
VWOB icon
22
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$1.34M 0.62% 16,232 +210 +1% +$17.3K
EBND icon
23
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.06B
$1.28M 0.59% 45,487 +748 +2% +$21K
CIL icon
24
VictoryShares International Volatility Wtd ETF
CIL
$113M
$1.21M 0.56% 29,190 +1,130 +4% +$46.8K
AAPL icon
25
Apple
AAPL
$3.45T
$997K 0.46% 7,511 +2 +0% +$265
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