Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RIVERSEDGE ADVISORS, LLC

Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001667731-25-000562

Total Value
$448.4M
Positions
118
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (118)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835551,003$40.5M9.03%
2ISHARES TR46435G326511,906$35.3M7.87%
3SPDR SER TR78464A409359,669$28.9M6.45%
4VANGUARD INDEX FDS922908637111,681$28.7M6.40%
5SPDR SER TR78464A508542,275$27.7M6.18%
6SCHWAB STRATEGIC TR8085242011,145,220$25.3M5.64%
7INVESCO EXCHANGE TRADED FD TIVZ135,882$23.5M5.25%
8SCHWAB STRATEGIC TR8085248051,123,658$22.2M4.96%
9VANGUARD INTL EQUITY INDEX F922042858464,378$21.0M4.69%
10ISHARES TR46432F842264,431$20.0M4.46%
11APPLE INCAAPL88,574$19.7M4.39%
12VANGUARD TAX-MANAGED FDS921943858282,293$14.3M3.20%
13VANGUARD MUN BD FDS922907746259,465$12.9M2.87%
14VANGUARD INDEX FDS92290873623,865$8.8M1.97%
15VANGUARD CHARLOTTE FDS92203J407180,650$8.8M1.97%
16SCHWAB STRATEGIC TR808524607293,045$6.9M1.53%
17ISHARES TR46428780464,547$6.7M1.51%
18VANGUARD ADMIRAL FDS INC92193277872,052$6.0M1.35%
19VANGUARD INDEX FDS92290874434,120$5.9M1.31%
20ISHARES INC46434G76486,839$4.8M1.07%
21VANGUARD SCOTTSDALE FDS92206C62324,335$4.5M1.01%
22SPDR INDEX SHS FDS78463X509113,810$4.5M1.00%
23VANGUARD INDEX FDS92290859514,500$3.7M0.81%
24ISHARES BITCOIN TRUST ETFIBIT62,521$2.9M0.65%
25VICTORY PORTFOLIOS II92647X822110,540$2.7M0.60%
26SPDR SER TR78464A28499,030$2.5M0.56%
27MICROSOFT CORPMSFT6,575$2.5M0.55%
28NVIDIA CORPORATIONNVDA22,376$2.4M0.54%
29VANGUARD INDEX FDS92290861112,704$2.4M0.53%
30SCHWAB STRATEGIC TR80852440978,537$2.1M0.47%
31GRAYSCALE BITCOIN MINI TR ET38993020756,632$2.1M0.46%
32ISHARES TR46428841418,015$1.9M0.42%
33ISHARES TR46435U85350,512$1.9M0.41%
34ISHARES TR4642872003,194$1.8M0.40%
35VANECK ETF TRUST92189H40934,938$1.8M0.40%
36PALANTIR TECHNOLOGIES INCPLTR20,555$1.7M0.39%
37ALPHABET INCGOOG8,892$1.4M0.31%
38AMAZON COM INCAMZN6,784$1.3M0.29%
39BERKSHIRE HATHAWAY INC DELBRK-A2,357$1.3M0.28%
40J P MORGAN EXCHANGE TRADED F46641Q64724,582$1.2M0.27%
41ISHARES TR46428730912,754$1.2M0.26%
42VANGUARD WORLD FD92204A7022,113$1.1M0.26%
43SPDR SER TR78468R8046,009$1.0M0.23%
44META PLATFORMS INCMETA1,660$956,7580.21%
45COSTCO WHSL CORP NEW22160K1051,006$951,0280.21%
46MOODYS CORPMCO1,979$921,6010.21%
47DIMENSIONAL ETF TRUST25434V80723,393$920,7480.21%
48ALPHABET INCGOOG5,871$917,2290.20%
49ISHARES TR4642876483,509$896,7590.20%
50SELECT SECTOR SPDR TR81369Y60517,398$866,6060.19%
51HARBOR ETF TRUST41151J88529,510$783,0480.17%
52ABBVIE INCABBV3,677$770,4160.17%
53JPMORGAN CHASE & CO.VYLD2,911$713,9910.16%
54JOHNSON & JOHNSONJNJ4,244$703,8910.16%
55VANGUARD INDEX FDS9229087692,522$693,1820.15%
56CHEVRON CORP NEWCVX4,135$691,6970.15%
57MCDONALDS CORPMCD2,038$636,7270.14%
58VISA INCV1,728$605,5810.14%
59VICTORY PORTFOLIOS II92647N84012,755$578,1940.13%
60SPDR SER TR78468R73911,845$563,8340.13%
61BROADCOM INCAVGO3,162$529,4000.12%
62TAIWAN SEMICONDUCTOR MFG LTD8740391003,108$515,9280.12%
63TEXAS PACIFIC LAND CORPORATITPL370$489,8870.11%
64ABBOTT LABSABLZF3,657$485,0610.11%
65ALIBABA GROUP HLDG LTDBBAAY3,626$479,4660.11%
66SPDR SER TR78464A8546,915$454,7290.10%
67VANGUARD INDEX FDS922908363882$453,1600.10%
68HOME DEPOT INCHD1,207$442,3650.10%
69ISHARES TR4642881584,083$431,1940.10%
70INTUITIVE SURGICAL INCISRG867$429,3990.10%
71EXXON MOBIL CORPXOM3,606$428,8930.10%
72BANK AMERICA CORP0605051049,759$407,2500.09%
73DEVON ENERGY CORP NEW25179M10310,628$397,4730.09%
74SAP SESAPGF1,432$384,4060.09%
75MASTERCARD INCORPORATEDMA678$371,8270.08%
76NETFLIX INCNFLX382$356,2260.08%
77ASML HOLDING N VASMLF534$353,8440.08%
78HSBC HLDGS PLCHBCYF6,124$351,7010.08%
79LINCOLN ELEC HLDGS INC5339001061,850$349,9460.08%
80SHELL PLCRYDAF4,711$345,2220.08%
81AT&T INCT-PC11,924$337,2100.08%
82BRISTOL-MYERS SQUIBB COCELG-RI5,435$331,4810.07%
83ASTRAZENECA PLCAZN4,502$330,8970.07%
84HURON CONSULTING GROUP INCHURN2,234$320,4670.07%
85SCHWAB STRATEGIC TR80852470611,247$310,0720.07%
86ELI LILLY & COLLY375$309,7160.07%
87COCA COLA COKO4,304$308,2880.07%
88AUTOMATIC DATA PROCESSING INADP1,004$306,8150.07%
89ISHARES TR464287614839$303,0630.07%
90TESLA INCTSLA1,152$298,5520.07%
91SPDR S&P 500 ETF TRSPY524$293,3390.07%
92UNITEDHEALTH GROUP INCUNH558$292,4010.07%
93CONOCOPHILLIPSCOP2,657$279,0240.06%
94ISHARES TR4642874653,405$278,3060.06%
95OREILLY AUTOMOTIVE INC67103H107186$266,4600.06%
96NOVARTIS AGNVSEF2,367$263,8730.06%
97MARRIOTT INTL INC NEW5719032021,080$257,3040.06%
98NOVO-NORDISK A SNONOF3,703$257,1360.06%
99CITIGROUP INCC-PR3,362$238,6870.05%
100SONY GROUP CORPSNEJF9,321$236,6600.05%
101EATON CORP PLCETN846$229,9680.05%
102LINDE PLCLIN483$224,9040.05%
103TOYOTA MOTOR CORPTOYOF1,265$223,3100.05%
104SALESFORCE INCCRM814$218,4450.05%
105ISHARES INC46434G1034,032$217,6280.05%
106ROYAL BK CDA7800871021,854$208,9830.05%
107HARTFORD INSURANCE GROUP INCHIG-PG1,680$207,8660.05%
108ADOBE INCADBE539$206,7230.05%
109ORACLE CORPORCL-PD1,446$202,1470.05%
110GENUINE PARTS COGPC1,688$201,1080.04%
111BLACKSTONE INCBX1,439$201,1040.04%
112MITSUBISHI UFJ FINL GROUP IN60682210414,241$194,1050.04%
113BANCO SANTANDER S.A.BCDRF21,943$147,0180.03%
114VALE S AVALE10,557$105,3590.02%
115MIZUHO FINANCIAL GROUP INCMZHOF18,247$100,5410.02%
116LLOYDS BANKING GROUP PLCLLOBF23,247$88,8040.02%
117BANCO BRADESCO S A05946030324,584$54,8220.01%
118AMBEV SAABEV19,394$45,1880.01%