RIVERSEDGE ADVISORS, LLC

13F filer, CIK 1787663, Wilmington, DE

RIVERSEDGE ADVISORS, LLC reported $442,327,540 across 100 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-15. Its ten largest share positions make up 58.31% of the portfolio.

Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000034

Period: 2024-12-31
Reported value: $442M
Holdings: 100
Top 10 weight: 58.31%
New: 9
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+1,214,333	$28.1M
SCHFadded	+572,680	$10.6M
SCHAadded	+320,234	$8.28M
SCHVadded	+106,470	$2.78M
SCHGnew	+59,544	$1.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYGreduced	-4,727	-$416K
HYLBexited	-7,009	-$259K
MRKexited	-2,077	-$236K
GPCexited	-1,688	-$236K
UNHexited	-387	-$226K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000034, largest first. % of portfolio is the value over $442,281,761, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHXSCHWAB STRATEGIC TR	1,827,314	$42.4M	9.58%	+1,214,333	Timeline
UITBVICTORY PORTFOLIOS II	695,989	$32M	7.23%	+30,603	Timeline
SPYGSPDR SERIES TRUST	362,947	$31.9M	7.21%	-4,727	Timeline
SPYVSPDR SERIES TRUST	544,149	$27.8M	6.29%	+3,671	Timeline
AAPLAPPLE INC	92,823	$23.2M	5.26%	+568	Timeline
IEFAISHARES TR	318,443	$22.4M	5.06%	-2,417	Timeline
RSPINVESCO EXCHANGE TRADED FD T	126,513	$22.2M	5.01%	+1,087	Timeline
SCHFSCHWAB STRATEGIC TR	1,130,027	$20.9M	4.73%	+572,680	Timeline
DFIVDIMENSIONAL ETF TRUST	519,429	$18.4M	4.17%	+4,128	Timeline
SCHASCHWAB STRATEGIC TR	645,618	$16.7M	3.77%	+320,234	Timeline
OSEAHARBOR ETF TRUST	628,285	$16.2M	3.67%	-2,387	Timeline
EMXCISHARES INC	260,862	$14.5M	3.27%	-448	Timeline
VEAVANGUARD TAX-MANAGED FDS	286,398	$13.7M	3.1%	+3,932	Timeline
VWOVANGUARD INTL EQUITY INDEX F	287,661	$12.7M	2.86%	+2,527	Timeline
SFLOVICTORY PORTFOLIOS II	402,971	$10.7M	2.43%	+6,250	Timeline
VUGVANGUARD INDEX FDS	22,003	$9.03M	2.04%	-101	Timeline
VTEBVANGUARD MUN BD FDS	146,599	$7.35M	1.66%	-1,573	Timeline
USHYISHARES TR	193,424	$7.12M	1.61%	+16,176	Timeline
VIOVVANGUARD ADMIRAL FDS INC	72,516	$6.77M	1.53%	-126	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	129,301	$6.48M	1.47%	+2,313	Timeline
VTWGVANGUARD SCOTTSDALE FDS	25,338	$5.32M	1.2%	-83	Timeline
VTVVANGUARD INDEX FDS	30,945	$5.24M	1.18%	+125	Timeline
SPEMSPDR INDEX SHS FDS	115,481	$4.43M	1%	+1,238	Timeline
VBKVANGUARD INDEX FDS	15,697	$4.4M	0.99%	+1,039	Timeline
HYDVANECK ETF TRUST	65,668	$3.41M	0.77%	+3,001	Timeline
SCHVSCHWAB STRATEGIC TR	130,596	$3.4M	0.77%	+106,470	Timeline
HYMBSPDR SERIES TRUST	129,527	$3.31M	0.75%	-85	Timeline
NVDANVIDIA CORPORATION	23,986	$3.22M	0.73%	+407	Timeline
MSFTMICROSOFT CORP	7,402	$3.12M	0.71%	+552	Timeline
VBRVANGUARD INDEX FDS	14,231	$2.82M	0.64%	+1,439	Timeline
MUBISHARES TR	22,618	$2.41M	0.54%	+821	Timeline
IVVISHARES TR	2,953	$1.74M	0.39%	-8	Timeline
SCHGSCHWAB STRATEGIC TR	59,544	$1.66M	0.38%	new	Timeline
GOOGLALPHABET INC	8,631	$1.63M	0.37%	+213	Timeline
AMZNAMAZON COM INC	7,095	$1.56M	0.35%	+1,081	Timeline
PLTRPALANTIR TECHNOLOGIES INC	19,086	$1.44M	0.33%	+50	Timeline
VGTVANGUARD WORLD FD	2,110	$1.31M	0.3%	+12	Timeline
IVWISHARES TR	12,740	$1.29M	0.29%	+15	Timeline
GOOGALPHABET INC	5,697	$1.08M	0.25%	+370	Timeline
LGLVSPDR SERIES TRUST	6,392	$1.06M	0.24%	-171	Timeline
IDEVISHARES TR	15,701	$1.01M	0.23%	new	Timeline
IWOISHARES TR	3,400	$979K	0.22%	+12	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,099	$951K	0.22%	+54	Timeline
MCOMOODYS CORP	1,951	$924K	0.21%	+17	Timeline
METAMETA PLATFORMS INC	1,460	$855K	0.19%	+98	Timeline
XLFSELECT SECTOR SPDR TR	17,398	$841K	0.19%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	917	$840K	0.19%	+47	Timeline
BNDVANGUARD BD INDEX FDS	11,508	$828K	0.19%	new	Timeline
VTIVANGUARD INDEX FDS	2,530	$733K	0.17%	+6	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,500	$691K	0.16%	+650	Timeline
CRMSALESFORCE INC	2,024	$677K	0.15%	+104	Timeline
ABBVABBVIE INC	3,639	$647K	0.15%	+84	Timeline
AVGOBROADCOM INC	2,784	$645K	0.15%	+232	Timeline
JNJJOHNSON & JOHNSON	4,433	$641K	0.14%	-19	Timeline
IEMGISHARES INC	12,008	$627K	0.14%	+8,015	Timeline
JPMJPMORGAN CHASE & CO	2,585	$620K	0.14%	+183	Timeline
SHMSPDR SERIES TRUST	11,895	$564K	0.13%	-431	Timeline
CVXCHEVRON CORPORATION	3,850	$558K	0.13%	+132	Timeline
VICTORY PORTFOLIOS IIVICTORY PORTFOLIOS II	13,103	$548K	0.12%	-14
MCDMCDONALDS CORP	1,773	$514K	0.12%	+87	Timeline
SUBISHARES TR	4,837	$510K	0.12%	+848	Timeline
SPYMSPDR SERIES TRUST	6,915	$477K	0.11%	new	Timeline
VOOVANGUARD INDEX FDS	879	$474K	0.11%	+4	Timeline
ISRGINTUITIVE SURGICAL INC	849	$443K	0.1%	+41	Timeline
HDHOME DEPOT INC	1,119	$435K	0.1%	+119	Timeline
BACBANK OF AMER CORP	9,866	$434K	0.1%	+438	Timeline
VVISA INC	1,362	$430K	0.1%	+172	Timeline
TSLATESLA INC	1,051	$424K	0.1%	+259	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	362	$400K	0.09%	+6	Timeline
ABTABBOTT LABORATORIES	3,453	$391K	0.09%	+127	Timeline
VVVANGUARD INDEX FDS	1,293	$349K	0.08%	+5	Timeline
LECOLINCOLN ELEC HLDGS INC	1,850	$347K	0.08%	0	Timeline
IWFISHARES TR	842	$338K	0.08%	-6	Timeline
NVONOVO-NORDISK A S	3,768	$324K	0.07%	+245	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,632	$319K	0.07%	+583	Timeline
MARMARRIOTT INTL INC NEW	1,080	$301K	0.07%	+33	Timeline
SCHESCHWAB STRATEGIC TR	11,221	$299K	0.07%	-468	Timeline
SAPSAP SE	1,145	$282K	0.06%	+201	Timeline
HURNHURON CONSULTING GROUP INC	2,234	$278K	0.06%	0	Timeline
DVNDEVON ENERGY CORP NEW	8,330	$273K	0.06%	+994	Timeline
ADPAUTOMATIC DATA PROCESSING IN	916	$268K	0.06%	+37	Timeline
KOCOCA COLA CO	4,247	$264K	0.06%	-305	Timeline
ETNEATON CORP PLC	784	$260K	0.06%	-48	Timeline
NFLXNETFLIX INC.	289	$258K	0.06%	+4	Timeline
ASMLASML HLDG NV	369	$256K	0.06%	+76	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	433	$254K	0.06%	+1	Timeline
BXBLACKSTONE INC	1,429	$246K	0.06%	+47	Timeline
EFAISHARES TR	3,225	$244K	0.06%	0	Timeline
HSBCHSBC HLDGS PLC	4,742	$235K	0.05%	new	Timeline
BABAALIBABA GROUP HLDG LTD	2,664	$226K	0.05%	+774	Timeline
SHELSHELL PLC	3,602	$226K	0.05%	+559	Timeline
RYROYAL BK CDA	1,848	$223K	0.05%	new	Timeline
ORLYOREILLY AUTOMOTIVE INC	174	$206K	0.05%	new	Timeline
XOMEXXON MOBIL CORP	1,916	$206K	0.05%	+190	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	12,065	$141K	0.03%	new	Timeline
SANBANCO SANTANDER SA	17,220	$78.5K	0.02%	+2,148	Timeline
MFGMIZUHO FINANCIAL GROUP INC	15,078	$73.7K	0.02%	+4,747	Timeline
LYGLLOYDS BANKING GROUP PLC	20,078	$54.6K	0.01%	+2,834	Timeline
LOANMANHATTAN BRDG CAP INC	13,231	$13.2K	<0.01%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
AAPLAPPLE INC COM	put	10,100	$45.8K	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HYLBDBX ETF TR	7,009	$259K	shares
MRKMERCK & CO INC	2,077	$236K	shares
GPCGENUINE PARTS CO	1,688	$236K	shares
UNHUNITEDHEALTH GROUP INC	387	$226K	shares
LLYELI LILLY & CO	235	$208K	shares
ADBEADOBE INC	393	$203K	shares
BLDRBUILDERS FIRSTSOURCE INC	1,044	$202K	shares
BBDBANCO BRADESCO S A	13,810	$36.7K	shares
ABEVAMBEV SA	12,675	$30.9K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000034	base		2025-01-15	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC