RIVERSEDGE ADVISORS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 217,692 | 231,471 | +13,779 | 62,107,585 | 71,260,814 | 11.94% | +9,153,229 |
| GRAYSCALE BITCOIN MINI TR ET(BTC) | 88,934 | 226,288 | +137,354 | 4,246,599 | 11,456,961 | 1.92% | +7,210,362 |
| ISHARES TR | 598,627 | 637,225 | +38,598 | 45,519,597 | 51,086,328 | 8.56% | +5,566,731 |
| APPLE INC(AAPL) | 87,449 | 92,230 | +4,781 | 17,941,887 | 23,484,487 | 3.94% | +5,542,600 |
| VANGUARD INTL EQUITY INDEX F | 528,209 | 534,917 | +6,708 | 26,125,212 | 28,981,776 | 4.86% | +2,856,564 |
| SPDR SERIES TRUST | 351,671 | 346,517 | -5,154 | 33,521,322 | 36,214,540 | 6.07% | +2,693,218 |
| ISHARES TR | 104,113 | 115,656 | +11,543 | 11,378,545 | 13,743,387 | 2.30% | +2,364,842 |
| INVESCO EXCHANGE TRADED FD T | 130,495 | 137,184 | +6,689 | 23,716,101 | 26,023,892 | 4.36% | +2,307,791 |
| NVIDIA CORPORATION(NVDA) | 25,188 | 32,526 | +7,338 | 3,979,424 | 6,068,668 | 1.02% | +2,089,244 |
| VANGUARD INDEX FDS | 28,248 | 29,898 | +1,650 | 12,383,705 | 14,339,539 | 2.40% | +1,955,834 |
| VANGUARD BD INDEX FDS | 586,553 | 602,845 | +16,292 | 43,187,910 | 44,833,571 | 7.51% | +1,645,661 |
| MICROSOFT CORP(MSFT) | 9,093 | 11,498 | +2,405 | 4,523,091 | 5,955,497 | 1.00% | +1,432,406 |
| GRAYSCALE ETHEREUM MINI TR E(ETH) | 0 | 36,250 | +36,250 | 0 | 1,420,275 | 0.24% | +1,420,275 |
| VANGUARD INDEX FDS | 50,160 | 54,990 | +4,830 | 8,865,300 | 10,255,084 | 1.72% | +1,389,784 |
| VANGUARD MUN BD FDS | 303,926 | 321,734 | +17,808 | 14,901,508 | 16,109,227 | 2.70% | +1,207,719 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 21,870 | 22,754 | +884 | 2,981,318 | 4,150,785 | 0.70% | +1,169,467 |
| SCHWAB STRATEGIC TR | 1,113,654 | 1,105,513 | -8,141 | 24,611,759 | 25,736,354 | 4.31% | +1,124,595 |
| ALPHABET INC(GOOG) | 10,012 | 11,846 | +1,834 | 1,764,349 | 2,879,699 | 0.48% | +1,115,350 |
| VANGUARD ADMIRAL FDS INC | 103,387 | 103,909 | +522 | 8,846,808 | 9,894,208 | 1.66% | +1,047,400 |
| ALPHABET INC(GOOG) | 6,924 | 8,741 | +1,817 | 1,228,315 | 2,128,811 | 0.36% | +900,496 |
| VANGUARD TAX-MANAGED FDS | 285,258 | 283,719 | -1,539 | 16,262,584 | 17,000,417 | 2.85% | +737,833 |
| TESLA INC(TSLA) | 2,602 | 3,499 | +897 | 826,551 | 1,556,075 | 0.26% | +729,524 |
| VANGUARD STAR FDS | 0 | 9,816 | +9,816 | 0 | 721,083 | 0.12% | +721,083 |
| VANGUARD INDEX FDS | 879 | 1,910 | +1,031 | 499,178 | 1,169,504 | 0.20% | +670,326 |
| BROADCOM INC(AVGO) | 4,029 | 5,382 | +1,353 | 1,110,592 | 1,775,594 | 0.30% | +665,002 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 45,769 | 52,947 | +7,178 | 2,801,520 | 3,441,555 | 0.58% | +640,035 |
| AMAZON COM INC(AMZN) | 9,529 | 12,230 | +2,701 | 2,090,644 | 2,685,418 | 0.45% | +594,774 |
| VANGUARD SCOTTSDALE FDS | 23,506 | 23,422 | -84 | 4,900,310 | 5,475,559 | 0.92% | +575,249 |
| PROCTER AND GAMBLE CO(PG) | 0 | 3,567 | +3,567 | 0 | 548,026 | 0.09% | +548,026 |
| WALMART INC(WMT) | 0 | 5,132 | +5,132 | 0 | 528,936 | 0.09% | +528,936 |
| MERCK & CO INC(MRK) | 0 | 5,839 | +5,839 | 0 | 490,072 | 0.08% | +490,072 |
| EXPEDIA GROUP INC(EXPE) | 0 | 2,229 | +2,229 | 0 | 476,449 | 0.08% | +476,449 |
| META PLATFORMS INC(META) | 1,997 | 2,631 | +634 | 1,473,966 | 1,932,154 | 0.32% | +458,188 |
| SPDR INDEX SHS FDS | 109,794 | 109,278 | -516 | 4,692,579 | 5,115,285 | 0.86% | +422,706 |
| GE AEROSPACE(GE) | 0 | 1,376 | +1,376 | 0 | 413,960 | 0.07% | +413,960 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 1,135 | +1,135 | 0 | 392,069 | 0.07% | +392,069 |
| JPMORGAN CHASE & CO.(JPM) | 3,150 | 4,120 | +970 | 913,207 | 1,299,633 | 0.22% | +386,426 |
| ROBLOX CORP(RBLX) | 0 | 2,766 | +2,766 | 0 | 383,146 | 0.06% | +383,146 |
| INTEL CORP(INTC) | 0 | 11,297 | +11,297 | 0 | 379,020 | 0.06% | +379,020 |
| PEPSICO INC(PEP) | 0 | 2,497 | +2,497 | 0 | 350,713 | 0.06% | +350,713 |
| GENERAL DYNAMICS CORP(GD) | 0 | 1,027 | +1,027 | 0 | 350,360 | 0.06% | +350,360 |
| ABBVIE INC(ABBV) | 3,773 | 4,529 | +756 | 700,269 | 1,048,572 | 0.18% | +348,303 |
| VANGUARD INDEX FDS | 2,444 | 3,298 | +854 | 742,845 | 1,082,314 | 0.18% | +339,469 |
| AMPHENOL CORP NEW | 0 | 2,741 | +2,741 | 0 | 339,199 | 0.06% | +339,199 |
| MICRON TECHNOLOGY INC(MU) | 0 | 2,002 | +2,002 | 0 | 334,975 | 0.06% | +334,975 |
| PNC FINL SVCS GROUP INC(PNC) | 0 | 1,660 | +1,660 | 0 | 333,544 | 0.06% | +333,544 |
| MUELLER INDS INC(MLI) | 0 | 3,242 | +3,242 | 0 | 327,799 | 0.05% | +327,799 |
| JOHNSON & JOHNSON(JNJ) | 4,278 | 5,235 | +957 | 653,531 | 970,761 | 0.16% | +317,230 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 4,257 | 4,546 | +289 | 964,168 | 1,269,652 | 0.21% | +305,484 |
| GE VERNOVA INC(GEV) | 0 | 493 | +493 | 0 | 303,146 | 0.05% | +303,146 |
| ADOBE INC(ADBE) | 578 | 1,492 | +914 | 223,617 | 526,303 | 0.09% | +302,686 |
| ALIBABA GROUP HLDG LTD(BABA) | 3,636 | 4,000 | +364 | 412,359 | 714,920 | 0.12% | +302,561 |
| SNOWFLAKE INC(SNOW) | 0 | 1,325 | +1,325 | 0 | 298,854 | 0.05% | +298,854 |
| BERKSHIRE HATHAWAY INC DEL | 2,310 | 2,826 | +516 | 1,122,129 | 1,420,743 | 0.24% | +298,614 |
| SPDR SERIES TRUST | 503,703 | 481,870 | -21,833 | 26,363,803 | 26,661,849 | 4.47% | +298,046 |
| CHUBB LIMITED | 0 | 1,044 | +1,044 | 0 | 294,669 | 0.05% | +294,669 |
| HCA HEALTHCARE INC(HCA) | 0 | 685 | +685 | 0 | 291,947 | 0.05% | +291,947 |
| AMETEK INC | 0 | 1,546 | +1,546 | 0 | 290,555 | 0.05% | +290,555 |
| LAM RESEARCH CORP(LRCX) | 0 | 2,162 | +2,162 | 0 | 289,492 | 0.05% | +289,492 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 2,889 | +2,889 | 0 | 283,035 | 0.05% | +283,035 |
| OTIS WORLDWIDE CORP(OTIS) | 0 | 3,062 | +3,062 | 0 | 279,935 | 0.05% | +279,935 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 557 | +557 | 0 | 273,142 | 0.05% | +273,142 |
| LYFT INC(LYFT) | 0 | 12,127 | +12,127 | 0 | 266,915 | 0.04% | +266,915 |
| UBIQUITI INC(UI) | 0 | 404 | +404 | 0 | 266,874 | 0.04% | +266,874 |
| UNITED AIRLS HLDGS INC(UAL) | 0 | 2,762 | +2,762 | 0 | 266,533 | 0.04% | +266,533 |
| VANGUARD CHARLOTTE FDS | 172,375 | 177,922 | +5,547 | 8,534,286 | 8,800,004 | 1.47% | +265,718 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 2,758 | +2,758 | 0 | 263,306 | 0.04% | +263,306 |
| ISHARES TR | 223,604 | 216,810 | -6,794 | 18,666,432 | 18,929,691 | 3.17% | +263,259 |
| BANK NEW YORK MELLON CORP | 0 | 2,410 | +2,410 | 0 | 262,594 | 0.04% | +262,594 |
| AUTOZONE INC(AZO) | 0 | 61 | +61 | 0 | 261,705 | 0.04% | +261,705 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 1,282 | +1,282 | 0 | 261,041 | 0.04% | +261,041 |
| FEDEX CORP(FDX) | 0 | 1,089 | +1,089 | 0 | 256,854 | 0.04% | +256,854 |
| PG&E CORP(PCG) | 0 | 16,874 | +16,874 | 0 | 254,460 | 0.04% | +254,460 |
| ARISTA NETWORKS INC(ANET) | 0 | 1,739 | +1,739 | 0 | 253,390 | 0.04% | +253,390 |
| FOX CORP(FOX) | 0 | 3,953 | +3,953 | 0 | 249,276 | 0.04% | +249,276 |
| PULTE GROUP INC(PHM) | 0 | 1,883 | +1,883 | 0 | 248,801 | 0.04% | +248,801 |
| VERISIGN INC | 0 | 887 | +887 | 0 | 247,979 | 0.04% | +247,979 |
| VANECK ETF TRUST | 0 | 2,500 | +2,500 | 0 | 247,575 | 0.04% | +247,575 |
| ISHARES INC | 0 | 3,810 | +3,810 | 0 | 246,545 | 0.04% | +246,545 |
| VANGUARD ADMIRAL FDS INC | 4,877 | 6,600 | +1,723 | 558,075 | 803,616 | 0.13% | +245,541 |
| SALESFORCE INC(CRM) | 0 | 1,022 | +1,022 | 0 | 242,214 | 0.04% | +242,214 |
| AIRBNB INC | 0 | 1,990 | +1,990 | 0 | 241,626 | 0.04% | +241,626 |
| NEWMONT CORP(NEM) | 0 | 2,853 | +2,853 | 0 | 240,536 | 0.04% | +240,536 |
| TAPESTRY INC(TPR) | 0 | 2,105 | +2,105 | 0 | 238,328 | 0.04% | +238,328 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 44 | +44 | 0 | 237,568 | 0.04% | +237,568 |
| EVEREST GROUP LTD(EG) | 0 | 677 | +677 | 0 | 237,106 | 0.04% | +237,106 |
| NORTHERN TR CORP(NTRS) | 0 | 1,741 | +1,741 | 0 | 234,339 | 0.04% | +234,339 |
| EBAY INC.(EBAY) | 0 | 2,566 | +2,566 | 0 | 233,378 | 0.04% | +233,378 |
| BLACKROCK INC(BLK) | 0 | 196 | +196 | 0 | 228,220 | 0.04% | +228,220 |
| VALERO ENERGY CORP(VLO) | 0 | 1,336 | +1,336 | 0 | 227,429 | 0.04% | +227,429 |
| D R HORTON INC(DHI) | 0 | 1,337 | +1,337 | 0 | 226,581 | 0.04% | +226,581 |
| ZSCALER INC(ZS) | 0 | 750 | +750 | 0 | 224,745 | 0.04% | +224,745 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 5,104 | +5,104 | 0 | 224,318 | 0.04% | +224,318 |
| PINNACLE FINL PARTNERS INC | 0 | 2,357 | +2,357 | 0 | 221,063 | 0.04% | +221,063 |
| TECHNIPFMC PLC(FTI) | 0 | 5,589 | +5,589 | 0 | 220,486 | 0.04% | +220,486 |
| TJX COS INC NEW(TJX) | 0 | 1,525 | +1,525 | 0 | 220,408 | 0.04% | +220,408 |
| MEDPACE HLDGS INC(MEDP) | 0 | 426 | +426 | 0 | 219,032 | 0.04% | +219,032 |
| MASTERCARD INCORPORATED(MA) | 656 | 1,033 | +377 | 368,851 | 587,814 | 0.10% | +218,963 |
| VEEVA SYS INC(VEEV) | 0 | 730 | +730 | 0 | 217,474 | 0.04% | +217,474 |
| COMFORT SYS USA INC(FIX) | 0 | 262 | +262 | 0 | 216,197 | 0.04% | +216,197 |