- New Purchases: MUB, HYD, SUB, EFA, ADP,
- Added Positions: VEA, SCHX, SCHF, BND, SPEM, EMB, VTV, VWO, VUG, SCHA, EMLC, SCHE, MSFT, HYLB, VBK, SPYV, CIL, GOOG, GOOGL, RSP, EBND, VBR, VTIP, BKLN, AMZN, ABT, TDOC, ACWV, JNJ, JPM, MCD, FB, USMV, QCOM, MS, LECO, ABBV,
- Reduced Positions: VTEB, HYMB, SHM, VWOB, AAPL, VTWG, BIL, BCI, LGLV, CRMD,
- Sold Out: IEMG, PCY, ELD, EFAV, MBB, SRLN, DOCU,
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 ETF (SCHX) - 397,661 shares, 14.36% of the total portfolio. Shares added by 3.69%
- Vanguard FTSE Developed Markets ETF (VEA) - 759,077 shares, 12.29% of the total portfolio. Shares added by 4.40%
- SPDR Portfolio S&P 500 Growth ETF (SPYG) - 432,024 shares, 9.93% of the total portfolio. Shares reduced by 0.38%
- SPDR Portfolio S&P 500 Value ETF (SPYV) - 595,453 shares, 7.93% of the total portfolio. Shares added by 1.06%
- Schwab International Equity ETF (SCHF) - 637,508 shares, 7.86% of the total portfolio. Shares added by 6.98%
Riversedge Advisors, Llc initiated holding in iShares National Muni Bond ETF. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $113.580000. The impact to a portfolio due to this purchase was 1.05%. The holding were 28,342 shares as of 2021-12-31.
New Purchase: VanEck High Yield Muni ETF (HYD)Riversedge Advisors, Llc initiated holding in VanEck High Yield Muni ETF. The purchase prices were between $61.24 and $62.45, with an estimated average price of $61.91. The stock is now traded at around $60.370000. The impact to a portfolio due to this purchase was 0.53%. The holding were 26,810 shares as of 2021-12-31.
New Purchase: iShares Short-Term National Muni Bond ETF (SUB)Riversedge Advisors, Llc initiated holding in iShares Short-Term National Muni Bond ETF. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.080000. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,405 shares as of 2021-12-31.
New Purchase: iShares MSCI EAFE ETF (EFA)Riversedge Advisors, Llc initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $76.540000. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,155 shares as of 2021-12-31.
New Purchase: Automatic Data Processing Inc (ADP)Riversedge Advisors, Llc initiated holding in Automatic Data Processing Inc. The purchase prices were between $199.97 and $248.01, with an estimated average price of $227.15. The stock is now traded at around $205.560000. The impact to a portfolio due to this purchase was 0.07%. The holding were 944 shares as of 2021-12-31.
Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Riversedge Advisors, Llc added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 25.59%. The purchase prices were between $105.86 and $110.18, with an estimated average price of $108.44. The stock is now traded at around $105.280000. The impact to a portfolio due to this purchase was 0.23%. The holding were 32,905 shares as of 2021-12-31.
Added: Vanguard Value ETF (VTV)Riversedge Advisors, Llc added to a holding in Vanguard Value ETF by 20.49%. The purchase prices were between $135.59 and $147.24, with an estimated average price of $142.08. The stock is now traded at around $146.510000. The impact to a portfolio due to this purchase was 0.22%. The holding were 27,226 shares as of 2021-12-31.
Added: Vanguard Growth ETF (VUG)Riversedge Advisors, Llc added to a holding in Vanguard Growth ETF by 192.83%. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $293.210000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,492 shares as of 2021-12-31.
Added: Schwab Emerging Markets Equity ETF (SCHE)Riversedge Advisors, Llc added to a holding in Schwab Emerging Markets Equity ETF by 85.63%. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $30.140000. The impact to a portfolio due to this purchase was 0.12%. The holding were 27,893 shares as of 2021-12-31.
Added: Vanguard Small Cap Growth ETF (VBK)Riversedge Advisors, Llc added to a holding in Vanguard Small Cap Growth ETF by 27.34%. The purchase prices were between $268.86 and $305.38, with an estimated average price of $286.47. The stock is now traded at around $249.030000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,812 shares as of 2021-12-31.
Added: Microsoft Corp (MSFT)Riversedge Advisors, Llc added to a holding in Microsoft Corp by 32.56%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $308.760000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,363 shares as of 2021-12-31.
Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)Riversedge Advisors, Llc sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $57.97 and $62.96, with an estimated average price of $60.63.
Sold Out: Invesco Emerging Markets Sovereign Debt ETF (PCY)Riversedge Advisors, Llc sold out a holding in Invesco Emerging Markets Sovereign Debt ETF. The sale prices were between $25.42 and $26.82, with an estimated average price of $26.17.
Sold Out: WisdomTree Emerging Market Local Debt Fund (ELD)Riversedge Advisors, Llc sold out a holding in WisdomTree Emerging Market Local Debt Fund. The sale prices were between $29.27 and $31, with an estimated average price of $30.2.
Sold Out: BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV)Riversedge Advisors, Llc sold out a holding in BTC iShares MSCI EAFE Min Vol Factor ETF. The sale prices were between $73.72 and $77.31, with an estimated average price of $75.76.
Sold Out: iShares MBS ETF (MBB)Riversedge Advisors, Llc sold out a holding in iShares MBS ETF. The sale prices were between $107.03 and $108.32, with an estimated average price of $107.64.
Sold Out: SPDR Blackstone Senior Loan ETF (SRLN)Riversedge Advisors, Llc sold out a holding in SPDR Blackstone Senior Loan ETF. The sale prices were between $45.02 and $45.7, with an estimated average price of $45.41.
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