13F-HR filed by RIVERSEDGE ADVISORS, LLC
RIVERSEDGE ADVISORS, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-02, with 64 holding rows worth $315,296,000.
- Accession
- 0001787663-22-000001
- Filer
- CIK 1787663
- Filed
- 2022-02-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 64 entries on the cover page, a total value of $315,296,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $315,296,000 with VALUE read as thousands by filing date, 13F file number 028-19585. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 397,661 | $45,262,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 759,077 | $38,758,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 432,024 | $31,309,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 595,453 | $25,009,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 637,508 | $24,780,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 242,259 | $20,531,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 321,043 | $17,628,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 99,289 | $10,167,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 193,272 | $9,559,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 120,851 | $7,261,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 157,167 | $6,521,000 | thousands by filing date | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 34,636 | $6,252,000 | thousands by filing date | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 149,371 | $5,951,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 36,398 | $5,924,000 | thousands by filing date | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 26,424 | $5,637,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 27,226 | $4,005,000 | thousands by filing date | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 32,905 | $3,589,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 117,832 | $3,370,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 28,342 | $3,296,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 59,946 | $3,081,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 56,717 | $2,789,000 | thousands by filing date | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 21,469 | $2,325,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 45,069 | $2,292,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 12,459 | $1,877,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 21,381 | $1,730,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 26,810 | $1,674,000 | thousands by filing date | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 68,152 | $1,666,000 | thousands by filing date | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 20,788 | $1,614,000 | thousands by filing date | |
| VICTORY PORTFOLIOS II | 92647N840 | VCSHS INTL VOLTY | 32,144 | $1,448,000 | thousands by filing date | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 4,812 | $1,356,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 7,107 | $1,271,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,004 | $1,244,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 3,363 | $1,131,000 | thousands by filing date | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 39,736 | $914,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 20,382 | $907,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 27,893 | $826,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 2,492 | $800,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 35,652 | $788,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 1,912 | $747,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 12,440 | $628,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 3,664 | $627,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,878 | $614,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 211 | $611,000 | thousands by filing date | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 6,629 | $606,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 177 | $590,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 5,405 | $580,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 1,801 | $530,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 158 | $457,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,396 | $438,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,284 | $432,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 2,935 | $413,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 1,472 | $395,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,039 | $377,000 | thousands by filing date | |
| VTI | 922908769 | COM | 1,440 | $348,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 2,558 | $346,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,155 | $327,000 | thousands by filing date | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 1,850 | $258,000 | thousands by filing date | |
| TELADOC HEALTH INC | 87918A105 | COM | 2,694 | $247,000 | thousands by filing date | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,688 | $237,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 944 | $233,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 592 | $226,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,273 | $223,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 4,409 | $212,000 | thousands by filing date | |
| CORMEDIX INC COM | 21900C308 | Stock | 11,373 | $52,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001787663-22-000001 | this filing | 2022-02-02 | acceptance time not in the bulk data set |