Riversedge Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Riversedge Advisors, LLC reported 92 stock positions worth $410.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.9% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.2%) and iShares Core MSCI Eafe ETF (IEFA, 6.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 3, added to 39 and reduced 38. The biggest buy was a new position in Dimensional International Va (DFIV) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001787663
- Portfolio Value
- $410.1M (Q2 2024)
- SEC Filing
- 0001787663-24-000004 ↗ filed Jul 26, 2024
Holdings Value
Holdings 92 stocks · $410.1M
| SCHX Schwab US Large-Cap ETF | 9.91% | 632,641 | $40.6M | Reduce -8.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.22% | 369,309 | $29.6M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 6.57% | 371,148 | $27.0M | Reduce -49.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.35% | 534,521 | $26.1M | Reduce -0.6% |
| UITB Victoryshares Core Intermedi | 6.09% | 543,277 | $25.0M | Reduce -13.1% |
| SCHF Schwab Intl Equity ETF | 5.28% | 564,040 | $21.7M | Reduce -1.2% |
| AAPL Apple Inc. | 4.72% | 91,862 | $19.3M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 4.71% | 117,543 | $19.3M | Add +12.1% |
| DFIV Dimensional International Va | 3.79% | 432,417 | $15.5M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.72% | 257,489 | $15.2M | Add +3.2% |
| SCHA Schwab US Small-Cap ETF | 3.70% | 320,057 | $15.2M | Reduce -2.1% |
| OSEA Harbor Intl Compounders ETF | 3.52% | 522,505 | $14.5M | New |
| VEA Vanguard Ftse Developed ETF | 3.41% | 282,859 | $14.0M | Reduce -10.9% |
| VWO Vanguard Ftse Emerging Marke | 2.99% | 280,609 | $12.3M | Add +9.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 2.43% | 228,847 | $10.0M | Add +6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.01% | 22,090 | $8.3M | Reduce -0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.87% | 149,299 | $7.7M | Add +82.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.86% | 152,377 | $7.6M | Reduce -8.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.53% | 75,136 | $6.3M | Reduce -2.6% |
| USHY iShares Broad Usd High Yield | 1.47% | 165,991 | $6.0M | Add +5.4% |
| VTWG Vanguard Russell 2000 Growth | 1.19% | 25,622 | $4.9M | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.19% | 30,514 | $4.9M | Reduce -7.6% |
| SPEM State Street SP PTF Em ETF | 1.06% | 115,541 | $4.4M | Reduce -4.3% |
| JMUB JPMorgan Municipal ETF | 0.94% | 76,298 | $3.8M | Add +9.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.89% | 14,570 | $3.6M | Add +2.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.80% | 129,600 | $3.3M | Reduce -4.4% |
| HYD Vaneck High Yield Muni ETF | 0.76% | 60,489 | $3.1M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.76% | 6,968 | $3.1M | Add +4.8% |
| NVDA Nvidia Corp. | 0.71% | 23,705 | $2.9M | Add +0.6% |
| MUB iShares National Muni Bond E | 0.56% | 21,457 | $2.3M | Reduce -6.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.55% | 12,359 | $2.3M | Add +2.9% |
| SCHV Schwab US Large-Cap Value | 0.43% | 23,855 | $1.8M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.39% | 2,956 | $1.6M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.37% | 8,438 | $1.5M | Add +6.2% |
| VGT Vanguard Info Tech ETF | 0.30% | 2,168 | $1.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.29% | 6,170 | $1.2M | Add +4.4% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 12,715 | $1.2M | Reduce -15.7% |
| LGLV SPDR US LC Low Vol Idx | 0.25% | 6,594 | $1.0M | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 5,318 | $975K | Add +9.7% |
| IWO iShares Russell 2000 Growth | 0.22% | 3,382 | $888K | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 2,028 | $825K | Add +7.9% |
| MCO Moody's Corp. | 0.20% | 1,926 | $811K | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.18% | 858 | $729K | Add +1.5% |
| XLF SS Financial Select Sector | 0.17% | 17,398 | $715K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 2,519 | $674K | Add +30.9% |
| META Meta Platforms Inc. Class A | 0.16% | 1,287 | $649K | Add +3.5% |
| JNJ Johnson & Johnson | 0.15% | 4,346 | $635K | Reduce -2.8% |
| ABBV Abbvie Inc. | 0.15% | 3,470 | $595K | Reduce -0.3% |
| CVX Chevron Corp. | 0.14% | 3,712 | $581K | Add +0.9% |
| VICTORY PORTFOLIOS II | 0.14% | 13,558 | $570K | Reduce -11.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.13% | 11,359 | $536K | Reduce -12.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 3,556 | $508K | Add +12.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 2,817 | $490K | Add +14.2% |
| CRM Salesforce Inc. | 0.11% | 1,798 | $462K | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.11% | 2,196 | $444K | Add +7.0% |
| VOO Vanguard S&P 500 ETF | 0.11% | 874 | $437K | Reduce -3.0% |
| SUB iShares Short-Term National | 0.10% | 4,060 | $425K | Add +5.9% |
| MCD McDonald's Corp. | 0.10% | 1,653 | $421K | Reduce -17.4% |
| AVGO Broadcom Inc. | 0.09% | 237 | $381K | Add +11.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,469 | $377K | Reduce -2.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 359 | $367K | Add +12.5% |
| ISRG Intuitive Surgical Inc. | 0.09% | 799 | $355K | Add +1.6% |
| LECO Lincoln Electric Holdings | 0.09% | 1,850 | $349K | No change |
| ABT Abbott Laboratories | 0.08% | 3,304 | $343K | Reduce -4.2% |
| DVN Devon Energy Corp. | 0.08% | 7,083 | $336K | Add +3.7% |
| V Visa Inc. Class A | 0.08% | 1,247 | $327K | Add +5.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,285 | $321K | No change |
| HD Home Depot Inc. | 0.08% | 926 | $319K | Reduce -3.6% |
| MRK Merck & Co. Inc. | 0.08% | 2,539 | $314K | Reduce -3.0% |
| IWF iShares Russell 1000 Growth | 0.08% | 860 | $314K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 11,369 | $302K | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.07% | 4,634 | $295K | Add +3.3% |
| QCOM Qualcomm Inc. | 0.07% | 1,424 | $284K | Add +6.9% |
| ETN Eaton Corp. PLC | 0.07% | 861 | $270K | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 10,368 | $263K | New |
| TPL Texas Pacific Land Corp. | 0.06% | 356 | $261K | No change |
| MAR Marriott International Class A | 0.06% | 1,054 | $255K | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.06% | 3,225 | $253K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.06% | 6,900 | $245K | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 431 | $234K | Add +0.5% |
| GPC Genuine Parts Co. | 0.06% | 1,688 | $233K | No change |
| LLY Eli Lilly & Co. | 0.05% | 248 | $225K | New |
| HURN Huron Consulting Group Inc. | 0.05% | 2,234 | $220K | No change |
| SHEL Shell PLC-ADR | 0.05% | 2,988 | $216K | New |
| IEMG iShares Core MSCI Emerging | 0.05% | 3,951 | $211K | Add +0.3% |
| ADP Automatic Data Processing | 0.05% | 863 | $206K | Reduce -1.5% |
| ADBE Adobe Inc. | 0.05% | 370 | $206K | Reduce -35.2% |
| SAN Banco Santander SA-Spon ADR | 0.02% | 13,493 | $62K | Add +11.6% |
| MFG Mizuho Financial Group-ADR | 0.01% | 10,839 | $46K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 16,080 | $44K | Add +9.7% |
| BBD Banco Bradesco-ADR | 0.01% | 10,693 | $24K | Add +0.9% |
| LOAN Manhattan Bridge Capital Inc. | 0.00% | 13,231 | $13K | New |
Portfolio Sells Q1 2024 → Q2 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -49.8% | 6.57% | −6.95 |
| UITB Victoryshares Core Intermedi | Reduce -13.1% | 6.09% | −1.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.8% | 9.91% | −0.71 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.9% | 3.41% | −0.52 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.6% | 6.35% | −0.29 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.1% | 3.70% | −0.26 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.2% | 1.86% | −0.21 |
| SCHF Schwab Intl Equity ETF | Reduce -1.2% | 5.28% | −0.20 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -2.6% | 1.53% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.6% | 1.19% | −0.13 |
| VTWG Vanguard Russell 2000 Growth | Reduce -4.9% | 1.19% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.4% | 0.80% | −0.05 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -6.2% | 0.56% | −0.05 |
| MCD McDonald's Corp. | Reduce -17.4% | 0.10% | −0.04 |
| LGLV SPDR US LC Low Vol Idx | Reduce -7.1% | 0.25% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.7% | 0.29% | −0.03 |
| CRM Salesforce Inc. | Reduce -3.0% | 0.11% | −0.02 |
| VICTORY PORTFOLIOS II | Reduce -11.2% | 0.14% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -0.7% | 0.76% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -12.8% | 0.13% | −0.02 |
| ADBE Adobe Inc. | Reduce -35.2% | 0.05% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.15% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -0.1% | 0.43% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -4.3% | 1.06% | −0.02 |
| HD Home Depot Inc. | Reduce -3.6% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.08% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -1.6% | 0.22% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.15% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -3.0% | 0.08% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.5% | 0.05% | −0.00 |
| MAR Marriott International Class A | Reduce -0.3% | 0.06% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.11% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.8% | 0.09% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.0% | 0.07% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 0.39% | +0.01 |
| MCO Moody's Corp. | Reduce -0.4% | 0.20% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 2.01% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.6% | 7.22% | +0.45 |
Portfolio Buys Q1 2024 → Q2 2024
| DFIV Dimensional International Va | New | 3.79% | +3.79 |
| OSEA Harbor Intl Compounders ETF | New | 3.52% | +3.52 |
| AAPL Apple Inc. | Add +0.6% | 4.72% | +0.86 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +82.6% | 1.87% | +0.83 |
| VWO Vanguard Ftse Emerging Marke | Add +9.8% | 2.99% | +0.36 |
| RSP Invesco S&P 500 Equal Weight | Add +12.1% | 4.71% | +0.33 |
| NVDA Nvidia Corp. | Add +0.6% | 0.71% | +0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +3.2% | 3.72% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.37% | +0.08 |
| MSFT Microsoft Corp. | Add +4.8% | 0.76% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| JMUB JPMorgan Municipal ETF | Add +9.1% | 0.94% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +9.7% | 0.24% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.05% | +0.05 |
| SHEL Shell PLC-ADR | New | 0.05% | +0.05 |
| USHY iShares Broad Usd High Yield | Add +5.4% | 1.47% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +30.9% | 0.16% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.2% | 0.12% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.29% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.18% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.30% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +12.1% | 0.12% | +0.02 |
| AVGO Broadcom Inc. | Add +11.3% | 0.09% | +0.02 |
| QCOM Qualcomm Inc. | Add +6.9% | 0.07% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.5% | 0.09% | +0.01 |
| MFG Mizuho Financial Group-ADR | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.5% | 0.16% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +1.6% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.0% | 0.11% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.9% | 0.20% | +0.01 |
| SUB iShares Short-Term National | Add +5.9% | 0.10% | +0.00 |
| KO The Coca-Cola Co. | Add +3.3% | 0.07% | +0.00 |
| LOAN Manhattan Bridge Capital Inc. | New | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.06% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.3% | 0.05% | +0.00 |
| LYG Lloyds Banking Group PLC-ADR | Add +9.7% | 0.01% | +0.00 |
| SAN Banco Santander SA-Spon ADR | Add +11.6% | 0.02% | +0.00 |
| ETN Eaton Corp. PLC | Add +1.8% | 0.07% | +0.00 |
| HYLB Xtrackers Usd High Yield Cor | Add +1.6% | 0.06% | −0.00 |
| CVX Chevron Corp. | Add +0.9% | 0.14% | −0.00 |
| BBD Banco Bradesco-ADR | Add +0.9% | 0.01% | −0.00 |
| V Visa Inc. Class A | Add +5.2% | 0.08% | −0.00 |
| DVN Devon Energy Corp. | Add +3.7% | 0.08% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.9% | 0.55% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.3% | 0.89% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +6.2% | 2.43% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 315 | $752.9M | VTV, IDEV, VV, AAPL, BND |
| Q1 2026 | 216 | $617.7M | VTV, IDEV, VV, BND, SPYG |
| Q4 2025 | 214 | $615.0M | VV, IDEV, BND, SPYG, RSP |
| Q3 2025 | 198 | $596.7M | VV, IDEV, BND, SPYG, VWO |
| Q2 2025 | 126 | $511.3M | VV, IDEV, BND, SPYG, SPYV |
| Q1 2025 | 118 | $448.4M | BND, IDEV, SPYG, VV, SPYV |
| Q4 2024 | 99 | $442.3M | SCHX, UITB, SPYG, SPYV, AAPL |
| Q3 2024 | 100 | $440.9M | SCHX, UITB, SPYG, SPYV, IEFA |
| Q2 2024 | 92 | $410.1M | SCHX, SPYG, IEFA, SPYV, UITB |
| Q1 2024 | 88 | $405.7M | IEFA, SCHX, UITB, SPYG, SPYV |