0001787663-23-000001.txt : 20230120 0001787663-23-000001.hdr.sgml : 20230120 20230120134425 ACCESSION NUMBER: 0001787663-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIVERSEDGE ADVISORS, LLC CENTRAL INDEX KEY: 0001787663 IRS NUMBER: 831516530 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19585 FILM NUMBER: 23540286 BUSINESS ADDRESS: STREET 1: 1 AVENUE OF THE ARTS SUITE 2 CITY: WILMINGTON STATE: DE ZIP: 19801 BUSINESS PHONE: 302-560-3350 MAIL ADDRESS: STREET 1: 1 AVENUE OF THE ARTS SUITE 2 CITY: WILMINGTON STATE: DE ZIP: 19801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001787663 XXXXXXXX 12-31-2022 12-31-2022 false RIVERSEDGE ADVISORS, LLC

1 Avenue Of The Arts Suite 2 Wilmington DE 19801

13F HOLDINGS REPORT 028-19585 000298390 801-113978 N Jarrett F. Morris 302-573-6864 /s/ Jarret F. Morris Wilmington DE 01-20-2023 0 66 308791253 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 274475 2500 SH SOLE 0 0 2500 ABBVIE INC COM 00287Y109 425196 2631 SH SOLE 0 0 2631 ABRDN ETFS BBRG ALL COMD K1 003261104 790123 35817 SH SOLE 0 0 35817 ALPHABET INC CAP STK CL A 02079K305 324686 3680 SH SOLE 0 0 3680 ALPHABET INC CAP STK CL C 02079K107 322977 3640 SH SOLE 0 0 3640 APPLE INC COM 037833100 5100402 39255 SH SOLE 0 0 39255 BANK AMERICA CORP COM 060505104 204291 6168 SH SOLE 0 0 6168 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 245884 796 SH SOLE 0 0 796 BRISTOL-MYERS SQUIBB CO COM 110122108 446666 6208 SH SOLE 0 0 6208 DBX ETF TR XTRACK USD HIGH 233051432 5205363 154416 SH SOLE 0 0 154416 GENUINE PARTS CO COM 372460105 292885 1688 SH SOLE 0 0 1688 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 580783 28289 SH SOLE 0 0 28289 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 7547976 53437 SH SOLE 0 0 53437 ISHARES INC MSCI GBL MIN VOL 464286525 2093668 22034 SH SOLE 0 0 22034 ISHARES TR CORE MSCI EAFE 46432F842 8492616 137778 SH SOLE 0 0 137778 ISHARES TR SHRT NAT MUN ETF 464288158 525625 5041 SH SOLE 0 0 5041 ISHARES TR MSCI USA MIN VOL 46429B697 1163226 16134 SH SOLE 0 0 16134 ISHARES TR BROAD USD HIGH 46435U853 712354 20630 SH SOLE 0 0 20630 ISHARES TR NATIONAL MUN ETF 464288414 3898735 36948 SH SOLE 0 0 36948 ISHARES TR JPMORGAN USD EMG 464288281 3258475 38521 SH SOLE 0 0 38521 ISHARES TR RUS 2000 GRW ETF 464287648 740028 3450 SH SOLE 0 0 3450 ISHARES TR SP SMCP600VL ETF 464287879 1685948 18464 SH SOLE 0 0 18464 ISHARES TR CORE S&P500 ETF 464287200 3031033 7889 SH SOLE 0 0 7889 ISHARES TR S&P 500 GRWT ETF 464287309 793544 13565 SH SOLE 0 0 13565 ISHARES TR MSCI EAFE ETF 464287465 272734 4155 SH SOLE 0 0 4155 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 670639 13378 SH SOLE 0 0 13378 JOHNSON & JOHNSON COM 478160104 603083 3414 SH SOLE 0 0 3414 LINCOLN ELEC HLDGS INC COM 533900106 267307 1850 SH SOLE 0 0 1850 MCDONALDS CORP COM 580135101 343643 1304 SH SOLE 0 0 1304 MERCK & CO INC COM 58933Y105 207033 1866 SH SOLE 0 0 1866 MICROSOFT CORP COM 594918104 828098 3453 SH SOLE 0 0 3453 MOODYS CORP COM 615369105 532721 1912 SH SOLE 0 0 1912 PACER FDS TR PACER US SMALL 69374H857 4299081 119585 SH SOLE 0 0 119585 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2217891 45976 SH SOLE 0 0 45976 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18869359 585823 SH SOLE 0 0 585823 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 33516559 742338 SH SOLE 0 0 742338 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8096846 199873 SH SOLE 0 0 199873 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4637443 70243 SH SOLE 0 0 70243 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 553665 23391 SH SOLE 0 0 23391 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 586667 17154 SH SOLE 0 0 17154 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4397556 133421 SH SOLE 0 0 133421 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 502060 5489 SH SOLE 0 0 5489 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1141379 24295 SH SOLE 0 0 24295 SPDR SER TR PRTFLO S&P500 GW 78464A409 20168737 398041 SH SOLE 0 0 398041 SPDR SER TR PRTFLO S&P500 VL 78464A508 19672507 505850 SH SOLE 0 0 505850 SPDR SER TR BLOOMBERG EMERGI 78464A391 1060268 51569 SH SOLE 0 0 51569 SPDR SER TR NUVEEN BLOOMBERG 78464A284 5415442 110587 SH SOLE 0 0 110587 SPDR SER TR SSGA US LRG ETF 78468R804 1210091 8922 SH SOLE 0 0 8922 TEXAS PACIFIC LAND CORPORATI COM 88262P102 276619 118 SH SOLE 0 0 118 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 3151660 130073 SH SOLE 0 0 130073 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1957681 38728 SH SOLE 0 0 38728 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 6148822 39152 SH SOLE 0 0 39152 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19087558 265695 SH SOLE 0 0 265695 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2269569 14292 SH SOLE 0 0 14292 VANGUARD INDEX FDS GROWTH ETF 922908736 4885047 22923 SH SOLE 0 0 22923 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2866979 14296 SH SOLE 0 0 14296 VANGUARD INDEX FDS TOTAL STK MKT 922908769 227504 1190 SH SOLE 0 0 1190 VANGUARD INDEX FDS VALUE ETF 922908744 7910873 56357 SH SOLE 0 0 56357 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16632914 426704 SH SOLE 0 0 426704 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2691467 57621 SH SOLE 0 0 57621 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10417606 210499 SH SOLE 0 0 210499 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 4270814 27428 SH SOLE 0 0 27428 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 45476895 1083557 SH SOLE 0 0 1083557 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 886466 14537 SH SOLE 0 0 14537 VANGUARD WORLD FDS INF TECH ETF 92204A702 771660 2416 SH SOLE 0 0 2416 VICTORY PORTFOLIOS II VCSHS INTL VOLTY 92647N840 633351 17134 SH SOLE 0 0 17134