RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$46B
$62.1M 12.15%
217,692
+106,011
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$45.5M 8.9%
598,627
+86,721
BND icon
3
Vanguard Total Bond Market
BND
$138B
$43.2M 8.45%
586,553
+35,550
SPYG icon
4
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$33.5M 6.56%
351,671
-7,998
SPYV icon
5
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$26.4M 5.16%
503,703
-38,572
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$26.1M 5.11%
528,209
+63,831
SCHF icon
7
Schwab International Equity ETF
SCHF
$52.4B
$24.6M 4.81%
1,113,654
-10,004
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$23.7M 4.64%
130,495
-5,387
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$157B
$18.7M 3.65%
223,604
-40,827
AAPL icon
10
Apple
AAPL
$3.67T
$17.9M 3.51%
87,449
-1,125
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$178B
$16.3M 3.18%
285,258
+2,965
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$14.9M 2.91%
303,926
+44,461
SCHX icon
13
Schwab US Large- Cap ETF
SCHX
$60.7B
$14M 2.74%
573,799
-571,421
VUG icon
14
Vanguard Growth ETF
VUG
$195B
$12.4M 2.42%
28,248
+4,383
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$11.4M 2.23%
104,113
+39,566
VTV icon
16
Vanguard Value ETF
VTV
$147B
$8.87M 1.73%
50,160
+16,040
VIOV icon
17
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.39B
$8.85M 1.73%
103,387
+31,335
BNDX icon
18
Vanguard Total International Bond ETF
BNDX
$69.8B
$8.53M 1.67%
172,375
-8,275
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$5.02M 0.98%
198,224
-94,821
VTWG icon
20
Vanguard Russell 2000 Growth ETF
VTWG
$1.12B
$4.9M 0.96%
23,506
-829
SPEM icon
21
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$4.69M 0.92%
109,794
-4,016
MSFT icon
22
Microsoft
MSFT
$3.8T
$4.52M 0.88%
9,093
+2,518
BTC
23
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$4.25M 0.83%
88,934
+32,302
NVDA icon
24
NVIDIA
NVDA
$4.43T
$3.98M 0.78%
25,188
+2,812
VBK icon
25
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$3.41M 0.67%
12,319
-2,181
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