Riversedge-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  "ASML",
  "T",
  "AVGO",
  "SAN",
  "HD",
  "AZN",
  "MCD",
  "ISRG",
  null,
  null,
  "HURN",
  "HSBC",
  "EMXC",
  "MUB",
  "META",
  "IVW",
  "LIN",
  "MA",
  "MSFT",
  "MFG",
  "MUFG",
  "GPC",
  "HIG",
  "NVS",
  "ORLY",
  "BX",
  "IJR",
  "ORCL",
  null,
  "IWF",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  null,
  "IEFA",
  "RY",
  "SCHX",
  null,
  "SHEL",
  "SAP",
  null,
  "SPYG",
  "SPLG",
  "TM",
  "VV",
  null,
  "VWO",
  "LYG",
  null,
  null,
  null,
  "IWO",
  "TSM",
  "LECO",
  null,
  "SONY",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "TPL",
  "ABEV",
  "VGT",
  "VUG",
  "VEA",
  "VALE",
  null,
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  "SCHF",
  "SCHA",
  "CRM",
  "SPYV",
  "ADP",
  "BAC",
  "BBD",
  "BRK-B",
  "BMY",
  "CVX",
  "C",
  "KO",
  "COP",
  "COST",
  "DVN",
  "RSP",
  "EFA",
  "MCO",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 118
Total Value: 448368076
Accession Number: 0001667731-25-000562
Form Type: 13F-HR
CIK: riversedge-advisors
Manager Name: Riversedge-Advisors

Data Enrichment

83% identified

98 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

118 positions • $448.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921937835

BND|921937835

Shares:551.0K

Value:$40.5M

% of Portfolio:9.0% ($40.5M/$448.4M)

46435G326

Shares:511.9K

Value:$35.3M

% of Portfolio:7.9% ($35.3M/$448.4M)

78464A409

SPYG|78464A409

Shares:359.7K

Value:$28.9M

% of Portfolio:6.4% ($28.9M/$448.4M)

922908637

VV|922908637

Shares:111.7K

Value:$28.7M

% of Portfolio:6.4% ($28.7M/$448.4M)

78464A508

SPYV|78464A508

Shares:542.3K

Value:$27.7M

% of Portfolio:6.2% ($27.7M/$448.4M)

808524201

SCHX|808524201

Shares:1.1M

Value:$25.3M

% of Portfolio:5.6% ($25.3M/$448.4M)

46137V357

RSP|46137V357

Shares:135.9K

Value:$23.5M

% of Portfolio:5.2% ($23.5M/$448.4M)

808524805

SCHF|808524805

Shares:1.1M

Value:$22.2M

% of Portfolio:5.0% ($22.2M/$448.4M)

922042858

VWO|922042858

Shares:464.4K

Value:$21.0M

% of Portfolio:4.7% ($21.0M/$448.4M)

46432F842

IEFA|46432F842

Shares:264.4K

Value:$20.0M

% of Portfolio:4.5% ($20.0M/$448.4M)

Apple Inc.

AAPL|037833100

Shares:88.6K

Value:$19.7M

% of Portfolio:4.4% ($19.7M/$448.4M)

921943858

VEA|921943858

Shares:282.3K

Value:$14.3M

% of Portfolio:3.2% ($14.3M/$448.4M)

922907746

VTEB|922907746

Shares:259.5K

Value:$12.9M

% of Portfolio:2.9% ($12.9M/$448.4M)

922908736

VUG|922908736

Shares:23.9K

Value:$8.8M

% of Portfolio:2.0% ($8.8M/$448.4M)

92203J407

BNDX|92203J407

Shares:180.7K

Value:$8.8M

% of Portfolio:2.0% ($8.8M/$448.4M)

808524607

SCHA|808524607

Shares:293.0K

Value:$6.9M

% of Portfolio:1.5% ($6.9M/$448.4M)

464287804

IJR|464287804

Shares:64.5K

Value:$6.7M

% of Portfolio:1.5% ($6.7M/$448.4M)

921932778

Shares:72.1K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$448.4M)

922908744

VTV|922908744

Shares:34.1K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$448.4M)

46434G764

EMXC|46434G764

Shares:86.8K

Value:$4.8M

% of Portfolio:1.1% ($4.8M/$448.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	551.0K	QoQ +4687.99% (+539.5K) YoY NEW(+551.0K)	All Managers (Combined)	$40.5M	9.0% ($40.5M/$448.4M)	QoQ +4790.39% (+$39.6M) YoY NEW(+$40.5M)
(cusip46435G326)✕	511.9K	QoQ +3160.34% (+496.2K) YoY NEW(+511.9K)	All Managers (Combined)	$35.3M	7.9% ($35.3M/$448.4M)	QoQ +3383.86% (+$34.3M) YoY NEW(+$35.3M)
(SPYGcusip78464A409)	359.7K	QoQ -0.90% (-3.3K) YoY -4.15% (-15.6K)	All Managers (Combined)	$28.9M	6.4% ($28.9M/$448.4M)	QoQ -9.39% (-$3.0M) YoY +5.30% (-$1.5M)
(VVcusip922908637)	111.7K	QoQ +8537.35% (+110.4K) YoY +8591.12% (+110.4K)	All Managers (Combined)	$28.7M	6.4% ($28.7M/$448.4M)	QoQ +8129.55% (+$28.4M) YoY +9218.39% (+$28.4M)
(SPYVcusip78464A508)	542.3K	QoQ -0.34% (-1.9K) YoY +0.86% (+4.6K)	All Managers (Combined)	$27.7M	6.2% ($27.7M/$448.4M)	QoQ -0.48% (-$133.8K) YoY +2.81% (+$757.8K)
(SCHXcusip808524201)	1.1M	QoQ -37.32% (-682.1K) YoY +64.99% (-451.1K)	All Managers (Combined)	$25.3M	5.6% ($25.3M/$448.4M)	QoQ -40.30% (-$17.1M) YoY -41.29% (-$17.8M)
(RSPcusip46137V357)	135.9K	QoQ +7.40% (+9.4K) YoY +29.53% (+31.0K)	All Managers (Combined)	$23.5M	5.2% ($23.5M/$448.4M)	QoQ +6.17% (+$1.4M) YoY +32.49% (+$5.8M)
(SCHFcusip808524805)	1.1M	QoQ -0.56% (-6.4K) YoY +96.89% (-553.0K)	All Managers (Combined)	$22.2M	5.0% ($22.2M/$448.4M)	QoQ +6.31% (-$1.3M) YoY -0.19% (-$42.4K)
(VWOcusip922042858)	464.4K	QoQ +61.43% (+176.7K) YoY +81.79% (+208.9K)	All Managers (Combined)	$21.0M	4.7% ($21.0M/$448.4M)	QoQ +65.90% (+$8.3M) YoY +96.98% (+$10.3M)
(IEFAcusip46432F842)	264.4K	QoQ -16.96% (-54.0K) YoY -64.22% (-474.7K)	All Managers (Combined)	$20.0M	4.5% ($20.0M/$448.4M)	QoQ -10.61% (-$2.4M) YoY -63.53% (-$34.9M)
Apple Inc.(AAPLcusip037833100)	88.6K	QoQ +776.97% (+78.5K) YoY -3.04% (-2.8K)	All Managers (Combined)	$19.7M	4.4% ($19.7M/$448.4M)	QoQ +42878.00% (+$19.6M) YoY +25.59% (-$4.0M)
(VEAcusip921943858)	282.3K	QoQ -1.43% (-4.1K) YoY -11.05% (-35.1K)	All Managers (Combined)	$14.3M	3.2% ($14.3M/$448.4M)	QoQ +4.77% (-$653.4K) YoY -9.88% (-$1.6M)
(VTEBcusip922907746)	259.5K	QoQ +76.98% (+112.9K) YoY +56.32% (+93.5K)	All Managers (Combined)	$12.9M	2.9% ($12.9M/$448.4M)	QoQ +75.18% (+$5.5M) YoY +53.30% (+$4.5M)
(VUGcusip922908736)	23.9K	QoQ +8.46% (-1.9K) YoY +7.83% (+1.7K)	All Managers (Combined)	$8.8M	2.0% ($8.8M/$448.4M)	QoQ -2.00% (-$181.1K) YoY +16.17% (+$1.2M)
(BNDXcusip92203J407)	180.7K	QoQ NEW(+180.7K) YoY NEW(+180.7K)	All Managers (Combined)	$8.8M	2.0% ($8.8M/$448.4M)	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)
(SCHAcusip808524607)	293.0K	QoQ -54.61% (-352.6K) YoY -10.35% (-33.8K)	All Managers (Combined)	$6.9M	1.5% ($6.9M/$448.4M)	QoQ -58.87% (-$9.8M) YoY -57.34% (-$9.2M)
(IJRcusip464287804)	64.5K	QoQ NEW(+64.5K) YoY NEW(+64.5K)	All Managers (Combined)	$6.7M	1.5% ($6.7M/$448.4M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(cusip921932778)✕	72.1K	QoQ -0.63% (-464) YoY -6.61% (-5.1K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$448.4M)	QoQ -10.66% (-$721.6K) YoY -11.37% (-$775.8K)
(VTVcusip922908744)	34.1K	QoQ +10.26% (+3.2K) YoY +3.35% (+1.1K)	All Managers (Combined)	$5.9M	1.3% ($5.9M/$448.4M)	QoQ +12.50% (+$654.9K) YoY +9.62% (+$517.5K)
(EMXCcusip46434G764)	86.8K	QoQ -66.71% (-174.0K) YoY -65.19% (-162.7K)	All Managers (Combined)	$4.8M	1.1% ($4.8M/$448.4M)	QoQ -66.92% (-$9.7M) YoY -66.69% (-$9.6M)