0001787663-24-000001.txt : 20240117 0001787663-24-000001.hdr.sgml : 20240117 20240117102750 ACCESSION NUMBER: 0001787663-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIVERSEDGE ADVISORS, LLC CENTRAL INDEX KEY: 0001787663 ORGANIZATION NAME: 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: 24537069 BUSINESS ADDRESS: STREET 1: 600 N KING STREET, STE. 200 CITY: WILMINGTON STATE: DE ZIP: 19801 BUSINESS PHONE: 302-560-3350 MAIL ADDRESS: STREET 1: 600 N KING STREET, STE. 200 CITY: WILMINGTON STATE: DE ZIP: 19801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001787663 XXXXXXXX 12-31-2023 12-31-2023 false RIVERSEDGE ADVISORS, LLC

600 N King Street, Ste. 200 Wilmington DE 19801

13F HOLDINGS REPORT 028-19585 000298390 801-113978 N Jarrett F. Morris 302-573-6864 /s/ Jarret F. Morris Wilmington DE 01-17-2024 0 79 365011376 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 502100 4562 SH SOLE 0 0 4562 ABBVIE INC COM 00287Y109 522647 3373 SH SOLE 0 0 3373 ADOBE INC COM 00724F101 326937 548 SH SOLE 0 0 548 ALPHABET INC CAP STK CL C 02079K107 654056 4641 SH SOLE 0 0 4641 ALPHABET INC CAP STK CL A 02079K305 1076591 7707 SH SOLE 0 0 7707 AMAZON COM INC COM 023135106 799660 5263 SH SOLE 0 0 5263 APPLE INC COM 037833100 7867576 40864 SH SOLE 0 0 40864 BANCO SANTANDER S.A. ADR 05964H105 41918 10125 SH SOLE 0 0 10125 BANK AMERICA CORP COM 060505104 388648 11543 SH SOLE 0 0 11543 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 564236 1582 SH SOLE 0 0 1582 BRISTOL-MYERS SQUIBB CO COM 110122108 265800 5180 SH SOLE 0 0 5180 BROADCOM INC COM 11135F101 203460 182 SH SOLE 0 0 182 CHEVRON CORP NEW COM 166764100 529304 3549 SH SOLE 0 0 3549 COCA COLA CO COM 191216100 245706 4169 SH SOLE 0 0 4169 COSTCO WHSL CORP NEW COM 22160K105 528806 801 SH SOLE 0 0 801 DBX ETF TR XTRACK USD HIGH 233051432 242477 6821 SH SOLE 0 0 6821 DEVON ENERGY CORP NEW COM 25179M103 300212 6627 SH SOLE 0 0 6627 GENUINE PARTS CO COM 372460105 233788 1688 SH SOLE 0 0 1688 HOME DEPOT INC COM 437076102 299856 865 SH SOLE 0 0 865 HURON CONSULTING GROUP INC COM 447462102 229655 2234 SH SOLE 0 0 2234 INTUITIVE SURGICAL INC COM NEW 46120E602 251333 745 SH SOLE 0 0 745 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 16787545 106385 SH SOLE 0 0 106385 ISHARES INC MSCI EMRG CHN 46434G764 12086916 218136 SH SOLE 0 0 218136 ISHARES TR BROAD USD HIGH 46435U853 5256579 144610 SH SOLE 0 0 144610 ISHARES TR RUS 2000 GRW ETF 464287648 865900 3433 SH SOLE 0 0 3433 ISHARES TR CORE S&P500 ETF 464287200 1439365 3014 SH SOLE 0 0 3014 ISHARES TR S&P 500 GRWT ETF 464287309 1129989 15046 SH SOLE 0 0 15046 ISHARES TR MSCI EAFE ETF 464287465 243018 3225 SH SOLE 0 0 3225 ISHARES TR ISHS 1-5YR INVS 464288646 6650398 129701 SH SOLE 0 0 129701 ISHARES TR NATIONAL MUN ETF 464288414 2610949 24084 SH SOLE 0 0 24084 ISHARES TR SHRT NAT MUN ETF 464288158 484785 4598 SH SOLE 0 0 4598 ISHARES TR CORE MSCI EAFE 46432F842 49930770 709748 SH SOLE 0 0 709748 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 1347841 26449 SH SOLE 0 0 26449 JOHNSON & JOHNSON COM 478160104 618004 3943 SH SOLE 0 0 3943 JPMORGAN CHASE & CO COM 46625H100 337210 1982 SH SOLE 0 0 1982 LINCOLN ELEC HLDGS INC COM 533900106 402301 1850 SH SOLE 0 0 1850 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 26565 11115 SH SOLE 0 0 11115 MARRIOTT INTL INC NEW CL A 571903202 231886 1028 SH SOLE 0 0 1028 MCDONALDS CORP COM 580135101 574362 1937 SH SOLE 0 0 1937 MERCK & CO INC COM 58933Y105 270812 2484 SH SOLE 0 0 2484 META PLATFORMS INC CL A 30303M102 388648 1098 SH SOLE 0 0 1098 MICROSOFT CORP COM 594918104 2302584 6123 SH SOLE 0 0 6123 MOODYS CORP COM 615369105 746751 1912 SH SOLE 0 0 1912 NOVO-NORDISK A S ADR 670100205 294729 2849 SH SOLE 0 0 2849 NVIDIA CORPORATION COM 67066G104 1113441 2248 SH SOLE 0 0 2248 PACER FDS TR PACER US SMALL 69374H857 10553942 219736 SH SOLE 0 0 219736 SALESFORCE INC COM 79466L302 509439 1936 SH SOLE 0 0 1936 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 21147635 572176 SH SOLE 0 0 572176 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 39785209 705411 SH SOLE 0 0 705411 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 15918886 336979 SH SOLE 0 0 336979 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1665283 23756 SH SOLE 0 0 23756 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 279924 11292 SH SOLE 0 0 11292 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 654174 17398 SH SOLE 0 0 17398 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4365723 123291 SH SOLE 0 0 123291 SPDR S&P 500 ETF TR TR UNIT 78462F103 203271 428 SH SOLE 0 0 428 SPDR SER TR PRTFLO S&P500 GW 78464A409 24398851 375021 SH SOLE 0 0 375021 SPDR SER TR PRTFLO S&P500 VL 78464A508 25023368 536637 SH SOLE 0 0 536637 SPDR SER TR NUVEEN BLMBRG SH 78468R739 627980 13140 SH SOLE 0 0 13140 SPDR SER TR NUVEEN BLOOMBERG 78464A284 3484680 137734 SH SOLE 0 0 137734 SPDR SER TR SSGA US LRG ETF 78468R804 1101239 7594 SH SOLE 0 0 7594 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 202904 1951 SH SOLE 0 0 1951 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 3005083 58204 SH SOLE 0 0 58204 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 7015547 79272 SH SOLE 0 0 79272 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 373891 5083 SH SOLE 0 0 5083 VANGUARD INDEX FDS LARGE CAP ETF 922908637 276793 1269 SH SOLE 0 0 1269 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3078356 12733 SH SOLE 0 0 12733 VANGUARD INDEX FDS GROWTH ETF 922908736 6930008 22292 SH SOLE 0 0 22292 VANGUARD INDEX FDS VALUE ETF 922908744 4909201 32837 SH SOLE 0 0 32837 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1975048 10974 SH SOLE 0 0 10974 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 392448 898 SH SOLE 0 0 898 VANGUARD INDEX FDS TOTAL STK MKT 922908769 448287 1890 SH SOLE 0 0 1890 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10211482 248455 SH SOLE 0 0 248455 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9061685 177506 SH SOLE 0 0 177506 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 4914484 26775 SH SOLE 0 0 26775 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15630692 326319 SH SOLE 0 0 326319 VANGUARD WORLD FDS INF TECH ETF 92204A702 1073986 2219 SH SOLE 0 0 2219 VICTORY PORTFOLIOS II CORE INTERMEDIAT 92647N527 22463370 478861 SH SOLE 0 0 478861 VICTORY PORTFOLIOS II VCSHS INTL VOLTY 92647N840 639453 15338 SH SOLE 0 0 15338 VISA INC COM CL A 92826C839 472940 1817 SH SOLE 0 0 1817