13F HOLDINGS REPORT
RIVERSEDGE ADVISORS, LLC
Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001667731-25-000034
Total Value
$442.3M
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,827,314 | $42.4M | 9.58% |
| 2 | VICTORY PORTFOLIOS II | 92647N527 | 695,989 | $32.0M | 7.23% |
| 3 | SPDR SER TR | 78464A409 | 362,947 | $31.9M | 7.21% |
| 4 | SPDR SER TR | 78464A508 | 544,149 | $27.8M | 6.29% |
| 5 | APPLE INC | AAPL | 92,823 | $23.2M | 5.26% |
| 6 | ISHARES TR | 46432F842 | 318,443 | $22.4M | 5.06% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 126,513 | $22.2M | 5.01% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 1,130,027 | $20.9M | 4.73% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 519,429 | $18.4M | 4.17% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 645,618 | $16.7M | 3.77% |
| 11 | HARBOR ETF TRUST | 41151J885 | 628,285 | $16.2M | 3.67% |
| 12 | ISHARES INC | 46434G764 | 260,862 | $14.5M | 3.27% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 286,398 | $13.7M | 3.10% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042858 | 287,661 | $12.7M | 2.86% |
| 15 | VICTORY PORTFOLIOS II | 92647X822 | 402,971 | $10.7M | 2.43% |
| 16 | VANGUARD INDEX FDS | 922908736 | 22,003 | $9.0M | 2.04% |
| 17 | VANGUARD MUN BD FDS | 922907746 | 146,599 | $7.3M | 1.66% |
| 18 | ISHARES TR | 46435U853 | 193,424 | $7.1M | 1.61% |
| 19 | VANGUARD ADMIRAL FDS INC | 921932778 | 72,516 | $6.8M | 1.53% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 129,301 | $6.5M | 1.47% |
| 21 | VANGUARD SCOTTSDALE FDS | 92206C623 | 25,338 | $5.3M | 1.20% |
| 22 | VANGUARD INDEX FDS | 922908744 | 30,945 | $5.2M | 1.18% |
| 23 | SPDR INDEX SHS FDS | 78463X509 | 115,481 | $4.4M | 1.00% |
| 24 | VANGUARD INDEX FDS | 922908595 | 15,697 | $4.4M | 0.99% |
| 25 | VANECK ETF TRUST | 92189H409 | 65,668 | $3.4M | 0.77% |
| 26 | SCHWAB STRATEGIC TR | 808524409 | 130,596 | $3.4M | 0.77% |
| 27 | SPDR SER TR | 78464A284 | 129,527 | $3.3M | 0.75% |
| 28 | NVIDIA CORPORATION | NVDA | 23,986 | $3.2M | 0.73% |
| 29 | MICROSOFT CORP | MSFT | 7,402 | $3.1M | 0.71% |
| 30 | VANGUARD INDEX FDS | 922908611 | 14,231 | $2.8M | 0.64% |
| 31 | ISHARES TR | 464288414 | 22,618 | $2.4M | 0.54% |
| 32 | ISHARES TR | 464287200 | 2,953 | $1.7M | 0.39% |
| 33 | SCHWAB STRATEGIC TR | 808524300 | 59,544 | $1.7M | 0.38% |
| 34 | ALPHABET INC | GOOG | 8,631 | $1.6M | 0.37% |
| 35 | AMAZON COM INC | AMZN | 7,095 | $1.6M | 0.35% |
| 36 | PALANTIR TECHNOLOGIES INC | PLTR | 19,086 | $1.4M | 0.33% |
| 37 | VANGUARD WORLD FD | 92204A702 | 2,110 | $1.3M | 0.30% |
| 38 | ISHARES TR | 464287309 | 12,740 | $1.3M | 0.29% |
| 39 | ALPHABET INC | GOOG | 5,697 | $1.1M | 0.25% |
| 40 | SPDR SER TR | 78468R804 | 6,392 | $1.1M | 0.24% |
| 41 | ISHARES TR | 46435G326 | 15,701 | $1.0M | 0.23% |
| 42 | ISHARES TR | 464287648 | 3,400 | $978,720 | 0.22% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,099 | $951,435 | 0.22% |
| 44 | MOODYS CORP | MCO | 1,951 | $923,545 | 0.21% |
| 45 | META PLATFORMS INC | META | 1,460 | $854,845 | 0.19% |
| 46 | SELECT SECTOR SPDR TR | 81369Y605 | 17,398 | $840,857 | 0.19% |
| 47 | COSTCO WHSL CORP NEW | 22160K105 | 917 | $840,345 | 0.19% |
| 48 | VANGUARD BD INDEX FDS | 921937835 | 11,508 | $827,564 | 0.19% |
| 49 | VANGUARD INDEX FDS | 922908769 | 2,530 | $733,111 | 0.17% |
| 50 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,500 | $691,215 | 0.16% |
| 51 | SALESFORCE INC | CRM | 2,024 | $676,684 | 0.15% |
| 52 | ABBVIE INC | ABBV | 3,639 | $646,622 | 0.15% |
| 53 | BROADCOM INC | AVGO | 2,784 | $645,379 | 0.15% |
| 54 | JOHNSON & JOHNSON | JNJ | 4,433 | $641,153 | 0.14% |
| 55 | ISHARES INC | 46434G103 | 12,008 | $627,078 | 0.14% |
| 56 | JPMORGAN CHASE & CO. | VYLD | 2,585 | $619,755 | 0.14% |
| 57 | SPDR SER TR | 78468R739 | 11,895 | $563,693 | 0.13% |
| 58 | CHEVRON CORP NEW | CVX | 3,850 | $557,587 | 0.13% |
| 59 | VICTORY PORTFOLIOS II | 92647N840 | 13,103 | $547,890 | 0.12% |
| 60 | MCDONALDS CORP | MCD | 1,773 | $513,839 | 0.12% |
| 61 | ISHARES TR | 464288158 | 4,837 | $510,246 | 0.12% |
| 62 | SPDR SER TR | 78464A854 | 6,915 | $476,719 | 0.11% |
| 63 | VANGUARD INDEX FDS | 922908363 | 879 | $473,870 | 0.11% |
| 64 | INTUITIVE SURGICAL INC | ISRG | 849 | $443,144 | 0.10% |
| 65 | HOME DEPOT INC | HD | 1,119 | $435,292 | 0.10% |
| 66 | BANK AMERICA CORP | 060505104 | 9,866 | $433,604 | 0.10% |
| 67 | VISA INC | V | 1,362 | $430,413 | 0.10% |
| 68 | TESLA INC | TSLA | 1,051 | $424,436 | 0.10% |
| 69 | TEXAS PACIFIC LAND CORPORATI | TPL | 362 | $400,058 | 0.09% |
| 70 | ABBOTT LABS | ABLZF | 3,453 | $390,625 | 0.09% |
| 71 | VANGUARD INDEX FDS | 922908637 | 1,293 | $348,809 | 0.08% |
| 72 | LINCOLN ELEC HLDGS INC | 533900106 | 1,850 | $346,820 | 0.08% |
| 73 | ISHARES TR | 464287614 | 842 | $338,251 | 0.08% |
| 74 | NOVO-NORDISK A S | NONOF | 3,768 | $324,123 | 0.07% |
| 75 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,632 | $318,546 | 0.07% |
| 76 | MARRIOTT INTL INC NEW | 571903202 | 1,080 | $301,312 | 0.07% |
| 77 | SCHWAB STRATEGIC TR | 808524706 | 11,221 | $298,819 | 0.07% |
| 78 | SAP SE | SAPGF | 1,145 | $281,910 | 0.06% |
| 79 | HURON CONSULTING GROUP INC | HURN | 2,234 | $277,597 | 0.06% |
| 80 | DEVON ENERGY CORP NEW | 25179M103 | 8,330 | $272,628 | 0.06% |
| 81 | AUTOMATIC DATA PROCESSING IN | ADP | 916 | $268,201 | 0.06% |
| 82 | COCA COLA CO | KO | 4,247 | $264,449 | 0.06% |
| 83 | EATON CORP PLC | ETN | 784 | $260,186 | 0.06% |
| 84 | NETFLIX INC | NFLX | 289 | $257,591 | 0.06% |
| 85 | ASML HOLDING N V | ASMLF | 369 | $255,747 | 0.06% |
| 86 | SPDR S&P 500 ETF TR | SPY | 433 | $253,813 | 0.06% |
| 87 | BLACKSTONE INC | BX | 1,429 | $246,340 | 0.06% |
| 88 | ISHARES TR | 464287465 | 3,225 | $243,857 | 0.06% |
| 89 | HSBC HLDGS PLC | HBCYF | 4,742 | $234,539 | 0.05% |
| 90 | ALIBABA GROUP HLDG LTD | BBAAY | 2,664 | $225,881 | 0.05% |
| 91 | SHELL PLC | RYDAF | 3,602 | $225,665 | 0.05% |
| 92 | ROYAL BK CDA | 780087102 | 1,848 | $222,702 | 0.05% |
| 93 | OREILLY AUTOMOTIVE INC | 67103H107 | 174 | $206,329 | 0.05% |
| 94 | EXXON MOBIL CORP | XOM | 1,916 | $206,109 | 0.05% |
| 95 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 12,065 | $141,402 | 0.03% |
| 96 | BANCO SANTANDER S.A. | BCDRF | 17,220 | $78,523 | 0.02% |
| 97 | MIZUHO FINANCIAL GROUP INC | MZHOF | 15,078 | $73,731 | 0.02% |
| 98 | LLOYDS BANKING GROUP PLC | LLOBF | 20,078 | $54,612 | 0.01% |
| 99 | APPLE INC | AAPL | 10,100 | $45,779 | 0.01% |
| 100 | MANHATTAN BRDG CAP INC | 562803106 | 13,231 | $13,231 | 0.00% |