- New Purchases: SCHF, SPYG, SPYV, SPEM, SHM, LGLV, VWOB, EBND, ACWI,
- Added Positions: VTEB, SCHX, HYMB, BIL, JNK, BND, SCHA, VEA, VTIP, SCHO, ACWV, BAC, BKLN,
- Reduced Positions: EMLC, VWO, EMB, USMV, TDOC,
- Sold Out: MUB, SCHV, VTV, VUG, IEFA, VBK, VBR, IEMG, SUB, IVW, SCHG, IWO, IWN,
For the details of RIVERSEDGE ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/riversedge+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of RIVERSEDGE ADVISORS, LLC- Schwab U.S. Large-Cap (SCHX) - 237,427 shares, 13.66% of the total portfolio. Shares added by 31.50%
- Schwab International Equity (SCHF) - 474,716 shares, 11.53% of the total portfolio. New Position
- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 315,647 shares, 10.60% of the total portfolio. New Position
- SPDR Series Trust Portfolio S&P 500 Value (SPYV) - 435,814 shares, 10.58% of the total portfolio. New Position
- Vanguard FTSE Developed Markets (VEA) - 307,417 shares, 9.63% of the total portfolio. Shares added by 1.33%
Riversedge Advisors, Llc initiated holding in Schwab International Equity. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $28.04. The impact to a portfolio due to this purchase was 11.53%. The holding were 474,716 shares as of .
New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)Riversedge Advisors, Llc initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $31.23 and $45.63, with an estimated average price of $41.23. The stock is now traded at around $40.92. The impact to a portfolio due to this purchase was 10.6%. The holding were 315,647 shares as of .
New Purchase: SPDR Series Trust Portfolio S&P 500 Value (SPYV)Riversedge Advisors, Llc initiated holding in SPDR Series Trust Portfolio S&P 500 Value. The purchase prices were between $22.11 and $35.37, with an estimated average price of $32.22. The stock is now traded at around $29.17. The impact to a portfolio due to this purchase was 10.58%. The holding were 435,814 shares as of .
New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)Riversedge Advisors, Llc initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $31.17. The impact to a portfolio due to this purchase was 2.87%. The holding were 107,356 shares as of .
New Purchase: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)Riversedge Advisors, Llc initiated holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The purchase prices were between $43.92 and $49.69, with an estimated average price of $48.97. The stock is now traded at around $48.86. The impact to a portfolio due to this purchase was 2.21%. The holding were 48,195 shares as of .
New Purchase: SPDR SSGA US Large Cap Low Volatility Index (LGLV)Riversedge Advisors, Llc initiated holding in SPDR SSGA US Large Cap Low Volatility Index. The purchase prices were between $76.56 and $121.5, with an estimated average price of $110.1. The stock is now traded at around $100.20. The impact to a portfolio due to this purchase was 1.22%. The holding were 14,358 shares as of .
Added: Vanguard Tax-Exempt Bond (VTEB)Riversedge Advisors, Llc added to a holding in Vanguard Tax-Exempt Bond by 3160.74%. The purchase prices were between $45.81 and $55.19, with an estimated average price of $53.67. The stock is now traded at around $52.22. The impact to a portfolio due to this purchase was 8.23%. The holding were 170,765 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Riversedge Advisors, Llc added to a holding in Schwab U.S. Large-Cap by 31.50%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $69.89. The impact to a portfolio due to this purchase was 3.27%. The holding were 237,427 shares as of .
Added: SPDR Nuveen Bloomberg Barclays High Yield Municipa (HYMB)Riversedge Advisors, Llc added to a holding in SPDR Nuveen Bloomberg Barclays High Yield Municipa by 996.99%. The purchase prices were between $42.82 and $60.8, with an estimated average price of $57.44. The stock is now traded at around $53.00. The impact to a portfolio due to this purchase was 3.18%. The holding were 68,101 shares as of .
Added: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Riversedge Advisors, Llc added to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 258.94%. The purchase prices were between $91.19 and $91.61, with an estimated average price of $91.38. The stock is now traded at around $91.54. The impact to a portfolio due to this purchase was 0.9%. The holding were 14,537 shares as of .
Added: SPDR Bloomberg Barclays High Yield Bond (JNK)Riversedge Advisors, Llc added to a holding in SPDR Bloomberg Barclays High Yield Bond by 56.38%. The purchase prices were between $84.16 and $109.15, with an estimated average price of $103.98. The stock is now traded at around $98.80. The impact to a portfolio due to this purchase was 0.76%. The holding were 23,852 shares as of .
Sold Out: iShares National Muni Bond (MUB)Riversedge Advisors, Llc sold out a holding in iShares National Muni Bond. The sale prices were between $101.52 and $117.61, with an estimated average price of $114.37.
Sold Out: Schwab U.S. Large-Cap Value (SCHV)Riversedge Advisors, Llc sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $38.4 and $61.03, with an estimated average price of $55.5.
Sold Out: Vanguard Value (VTV)Riversedge Advisors, Llc sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.
Sold Out: Vanguard Growth (VUG)Riversedge Advisors, Llc sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.
Sold Out: iShares Core MSCI EAFE (IEFA)Riversedge Advisors, Llc sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.
Sold Out: Vanguard Small-Cap Growth (VBK)Riversedge Advisors, Llc sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $128.7 and $210.28, with an estimated average price of $187.33.
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