RIVERSEDGE ADVISORS, LLC

RIVERSEDGE ADVISORS, LLC latest Q1_2021 13F filings reported $233,837,000 in market value on this 2021-04-28 report date . The portfolio quarterly return is 8.39%. This fund has 46 securities concentrations of 100% weights.

RIVERSEDGE ADVISORS, LLC largest holding is VANGUARD TAX-MANAGED INTL FD with weight of 12.35% and $28,881,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-282021-03-31Q1_202113F-HR46$233,837,0008.39%
2021-02-122020-12-31Q4_202013F-HR49$215,744,00014.20%
2020-11-122020-09-30Q3_202013F-HR45$188,911,00010.30%
2020-08-032020-06-30Q2_202013F-HR43$171,266,00051.77%
2020-04-292020-03-31Q1_202013F-HR32$112,846,00033.61%
2020-02-132019-12-31Q4_201913F-HR35$84,457,00018.67%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
SCHWAB U.S. LARGE-CAP ETFSCHXDECR$37,279-0.01%15.94%$96.03-0.06%388,198
VANGUARD TAX-MANAGED INTL FDVEAINCR$28,8810.06%12.35%$49.110.02%588,086
SCHWAB INTERNATIONAL EQUITY ETFSCHFINCR$20,4890.12%8.76%$37.620.07%544,639
SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGINCR$19,4090.08%8.30%$56.400.06%344,134
SPDR SER TRSPYVINCR$18,9130.17%8.09%$37.900.07%499,034
VANGUARD BD INDEX FDSBNDINCR$16,7280.13%7.15%$84.720.18%197,451
VANGUARD MUN BD FDSVTEBINCR$14,4640.07%6.19%$54.640.08%264,714
SCHWAB U.S. SMALL-CAP ETFSCHAINCR$8,8690.03%3.79%$99.67-0.08%88,987
VANGUARD INTL EQUITY INDEX FVWOINCR$7,9810.06%3.41%$52.050.02%153,327
SPDR SER TRHYMBINCR$6,0890.07%2.60%$59.330.06%102,623
VANGUARD ADMIRAL FDS INCVIOVINCR$5,8500.25%2.50%$174.110.01%33,600
VANGUARD SCOTTSDALE FDSVTWGINCR$5,5310.07%2.37%$218.750.02%25,285
SPDR INDEX SHS FDSSPEMINCR$5,4000.11%2.31%$43.780.07%123,348
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFHYLBINCR$4,9150.13%2.10%$49.990.13%98,316
INVESCO EXCHANGE TRADED FD TRSPBUY$4,4720.00%1.91%$141.660.00%31,569
VANGUARD MALVERN FDSVTIPINCR$3,3860.15%1.45%$51.540.15%65,692
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFSHMNA$2,5900.00%1.11%$49.570.00%52,253
ISHARES TREMBINCR$2,3820.07%1.02%$108.890.14%21,875
VANECK VECTORS ETF TREMLCINCR$2,3300.02%1.00%$30.680.10%75,933
SCHWAB SHORT-TERM U.S. TREASURY ETFSCHOINCR$1,9730.17%0.84%$51.310.17%38,449
ISHARES INCACWVINCR$1,8620.16%0.80%$98.680.14%18,870
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFLGLVINCR$1,7590.04%0.75%$125.36-0.01%14,032
VANGUARD WHITEHALL FDSVWOBINCR$1,3580.02%0.58%$77.490.08%17,525
SPDR SER TREBNDINCR$1,2860.01%0.55%$26.020.09%49,431
VICTORY PORTFOLIOS IICILINCR$1,2430.03%0.53%$42.700.00%29,110
ISHARES TRUSMVINCR$1,0130.16%0.43%$69.210.14%14,637
APPLE INCAAPLDECR$816-0.18%0.35%$122.14-0.11%6,681
SPDR SER TRBILINCR$6310.03%0.27%$91.460.03%6,899
INVESCO EXCH TRADED FD TR IIBKLNINCR$5600.12%0.24%$22.140.13%25,295
JOHNSON & JOHNSONJNJINCR$5550.05%0.24%$164.440.00%3,375
MOODYS CORPMCOINCR$5710.03%0.24%$298.640.00%1,912
MICROSOFT CORPMSFTINCR$5310.00%0.23%$235.69-0.05%2,253
BK OF AMERICA CORPBACDECR$372-0.40%0.16%$38.73-0.53%9,605
BRISTOL MYERS SQUIBB COBMYDECR$368-0.07%0.16%$63.10-0.08%5,832
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINTINCR$3230.17%0.14%$101.990.17%3,167
ABBOTT LABSABTINCR$3000.09%0.13%$120.000.00%2,500
MCDONALDS CORPMCDINCR$2980.05%0.13%$224.060.00%1,330
QUALCOMM INCORPORATEDQCOMDECR$311-0.13%0.13%$132.570.00%2,346
ABBVIE INCABBVINCR$2710.01%0.12%$108.400.00%2,500
AMAZON COM INCAMZNDECR$235-0.16%0.10%$3092.11-0.12%76
FACEBOOK INCFBDECR$225-0.07%0.10%$294.89-0.14%763
VANGUARD INDEX FDSVTVINCR$2380.11%0.10%$131.490.00%1,810
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFPCYDECR$205-0.10%0.09%$26.79-0.03%7,651
LINCOLN ELEC HLDGS INCLECOINCR$2210.06%0.09%$122.780.00%1,800
VANGUARD INDEX FDSVUGINCR$2120.01%0.09%$256.970.00%825
CORMEDIX INCCRMDINCR$1420.34%0.06%$9.960.00%14,259
DOCUSIGN INCDOCUSOLD$00.00%-100.00%$0.000.00%0
NVIDIA CORPORATIONNVDASOLD$00.00%-100.00%$0.000.00%0
TELADOC HEALTH INCTDOCSOLD$00.00%-100.00%$0.000.00%0
WISDOMTREE EMRG MKTS DEBTELDSOLD$00.00%-100.00%$0.000.00%0