RIVERSEDGE ADVISORS, LLC
données du 31/12/2025
Capitalisation
$ 615.032 M
3.07 %
Performance
$ 175.064 M
58.51 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | VANGUARD INDEX FDS | 13.51% | 83.094 M $ | 263959 | 2023/03/31 | 1.606 M $ | 2.25 % | |
| 2025/12/31 | ISHARES TR | 9.12% | 56.065 M $ | 679736 | 2024/12/31 | 1.472 M $ | 2.88 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 8.07% | 49.616 M $ | 669857 | 2024/12/31 | -180.853 K $ | -0.40 % | |
| 2025/12/31 | SPDR SERIES TRUST | 5.92% | 36.408 M $ | 341218 | 2020/03/31 | 758.872 K $ | 2.10 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 4.73% | 29.115 M $ | 151988 | 2021/03/31 | 255.162 K $ | 0.98 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 4.32% | 26.593 M $ | 1106210 | 2020/03/31 | 840.189 K $ | 3.26 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 4.32% | 26.548 M $ | 493816 | 2019/06/30 | -224.665 K $ | -0.78 % | |
| 2025/12/31 | SPDR SERIES TRUST | 4.30% | 26.457 M $ | 465712 | 2020/03/31 | 713.167 K $ | 2.67 % | |
| 2025/12/31 | APPLE INC | 4.17% | 25.634 M $ | 94290 | 2020/06/30 | 1.589 M $ | 6.77 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 2.77% | 17.062 M $ | 273119 | 2019/06/30 | 723.483 K $ | 4.26 % | |
| 2025/12/31 | ISHARES TR | 2.76% | 16.995 M $ | 141414 | 2025/03/31 | 156.135 K $ | 1.14 % | |
| 2025/12/31 | VANGUARD MUN BD FDS | 2.65% | 16.293 M $ | 323987 | 2019/06/30 | 70.781 K $ | 0.44 % | |
| 2025/12/31 | ISHARES TR | 2.54% | 15.630 M $ | 174716 | 2022/03/31 | 466.141 K $ | 2.46 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 2.37% | 14.568 M $ | 29862 | 2020/12/31 | 246.359 K $ | 1.72 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.73% | 10.669 M $ | 55862 | 2020/12/31 | 247.455 K $ | 2.41 % | |
| 2025/12/31 | VANGUARD ADMIRAL FDS INC | 1.61% | 9.925 M $ | 101526 | 2020/03/31 | 263.928 K $ | 2.67 % | |
| 2025/12/31 | VANGUARD CHARLOTTE FDS | 1.50% | 9.243 M $ | 191282 | 2025/03/31 | -202.831 K $ | -2.30 % | |
| 2025/12/31 | GRAYSCALE BITCOIN MINI TR ET | 1.24% | 7.614 M $ | 196580 | 2025/03/31 | -2.693 M $ | -23.50 % | |
| 2025/12/31 | NVIDIA CORPORATION | 1.05% | 6.474 M $ | 34713 | 2020/09/30 | -2.602 K $ | -0.04 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 0.87% | 5.346 M $ | 22652 | 2020/03/31 | 51.762 K $ | 0.95 % | |
| 2025/12/31 | MICROSOFT CORP | 0.86% | 5.294 M $ | 10946 | 2020/06/30 | -394.841 K $ | -6.63 % | |
| 2025/12/31 | SPDR INDEX SHS FDS | 0.82% | 5.036 M $ | 107591 | 2020/03/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | GRAYSCALE COINDESK CRYPTO | 0.75% | 4.641 M $ | 112313 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | ALPHABET INC | 0.66% | 4.056 M $ | 12958 | 2021/06/30 | 828.153 K $ | 28.76 % | |
| 2025/12/31 | PALANTIR TECHNOLOGIES INC | 0.65% | 3.984 M $ | 22411 | 2024/06/30 | -106.261 K $ | -2.56 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.55% | 3.377 M $ | 11179 | 2021/09/30 | 53.019 K $ | 1.51 % | |
| 2025/12/31 | AMAZON COM INC | 0.49% | 3.010 M $ | 13042 | 2020/06/30 | 137.709 K $ | 5.13 % | |
| 2025/12/31 | ALPHABET INC | 0.48% | 2.929 M $ | 9333 | 2021/06/30 | 613.967 K $ | 28.84 % | |
| 2025/12/31 | ISHARES TR | 0.45% | 2.769 M $ | 74048 | 2022/09/30 | -30.605 K $ | -1.03 % | |
| 2025/12/31 | IVV | ISHARES TR | 0.38% | 2.361 M $ | 3447 | 2022/09/30 | 53.973 K $ | 2.34 % |
| 2025/12/31 | SCHWAB STRATEGIC TR | 0.38% | 2.346 M $ | 79239 | 2022/06/30 | 39.427 K $ | 1.72 % | |
| 2025/12/31 | ISHARES BITCOIN TRUST ETF | 0.35% | 2.133 M $ | 42951 | 2025/03/31 | -812.736 K $ | -23.62 % | |
| 2025/12/31 | BROADCOM INC | 0.32% | 1.959 M $ | 5659 | 2023/12/31 | 87.188 K $ | 4.91 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.31% | 1.905 M $ | 8993 | 2021/09/30 | 29.940 K $ | 1.48 % | |
| 2025/12/31 | TESLA INC | 0.27% | 1.631 M $ | 3626 | 2024/09/30 | 17.495 K $ | 1.12 % | |
| 2025/12/31 | ISHARES TR | 0.26% | 1.610 M $ | 13065 | 2022/06/30 | 33.383 K $ | 2.10 % | |
| 2025/12/31 | ISHARES TR | 0.26% | 1.596 M $ | 14902 | 2021/12/31 | 9.877 K $ | 0.58 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.25% | 1.564 M $ | 3111 | 2022/12/31 | -254.000 $ | -0.02 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.25% | 1.508 M $ | 2001 | 2022/09/30 | 14.223 K $ | 0.94 % | |
| 2025/12/31 | META PLATFORMS INC | 0.24% | 1.473 M $ | 2231 | 2023/09/30 | -195.456 K $ | -10.12 % | |
| 2025/12/31 | TAIWAN SEMICONDUCTOR MFG LTD | 0.23% | 1.411 M $ | 4643 | 2023/12/31 | 111.831 K $ | 8.81 % | |
| 2025/12/31 | VANECK ETF TRUST | 0.20% | 1.260 M $ | 24657 | 2021/12/31 | 5.788 K $ | 0.43 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.20% | 1.230 M $ | 5945 | 2020/06/30 | 112.814 K $ | 11.62 % | |
| 2025/12/31 | JPM | JPMORGAN CHASE & CO. | 0.20% | 1.219 M $ | 3783 | 2023/06/30 | 27.974 K $ | 2.15 % |
| 2025/12/31 | ISHARES TR | 0.19% | 1.149 M $ | 3557 | 2022/06/30 | 10.522 K $ | 0.92 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.18% | 1.108 M $ | 3303 | 2021/09/30 | 23.547 K $ | 2.18 % | |
| 2025/12/31 | ABBVIE INC | 0.18% | 1.081 M $ | 4729 | 2020/06/30 | -13.722 K $ | -1.31 % | |
| 2025/12/31 | MOODYS CORP | 0.17% | 1.043 M $ | 2041 | 2020/06/30 | 69.805 K $ | 7.21 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.16% | 973.993 K $ | 1553 | 2023/03/31 | 28.248 K $ | 2.42 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.15% | 952.902 K $ | 17398 | 2022/12/31 | 15.658 K $ | 1.67 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.15% | 949.315 K $ | 38064 | 2019/06/30 | 390.000 $ | 0.04 % | |
| 2025/12/31 | BRISTOL-MYERS SQUIBB CO | 0.14% | 841.788 K $ | 15606 | 2020/06/30 | 72.231 K $ | 19.60 % | |
| 2025/12/31 | ELI LILLY & CO | 0.13% | 803.861 K $ | 748 | 2024/06/30 | 147.112 K $ | 40.85 % | |
| 2025/12/31 | COSTCO WHSL CORP NEW | 0.13% | 781.995 K $ | 907 | 2023/03/31 | -67.383 K $ | -6.86 % | |
| 2025/12/31 | VANGUARD ADMIRAL FDS INC | 0.13% | 774.891 K $ | 6389 | 2025/06/30 | -3.101 K $ | -0.39 % | |
| 2025/12/31 | CAPITAL ONE FINL CORP | 0.12% | 752.528 K $ | 3105 | 2025/06/30 | 77.308 K $ | 14.01 % | |
| 2025/12/31 | VANGUARD STAR FDS | 0.12% | 740.519 K $ | 9816 | 2025/09/30 | 19.435 K $ | 2.70 % | |
| 2025/12/31 | BANK AMERICA CORP | 0.11% | 706.975 K $ | 12854 | 2019/06/30 | 42.437 K $ | 6.61 % | |
| 2025/12/31 | WALMART INC | 0.11% | 700.024 K $ | 6283 | 2025/09/30 | 42.903 K $ | 8.11 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.11% | 688.907 K $ | 3924 | 2020/03/31 | -10.613 K $ | -1.46 % | |
| 2025/12/31 | EXPEDIA GROUP INC | 0.11% | 687.593 K $ | 2427 | 2025/09/30 | 155.049 K $ | 32.54 % | |
| 2025/12/31 | C | CITIGROUP INC | 0.11% | 681.462 K $ | 5840 | 2025/03/31 | 77.970 K $ | 14.97 % |
| 2025/12/31 | MCDONALDS CORP | 0.11% | 660.456 K $ | 2161 | 2020/06/30 | 4.036 K $ | 0.57 % | |
| 2025/12/31 | MERCK & CO INC | 0.11% | 653.875 K $ | 6212 | 2025/09/30 | 124.545 K $ | 25.41 % | |
| 2025/12/31 | MICRON TECHNOLOGY INC | 0.11% | 649.308 K $ | 2275 | 2025/09/30 | 236.416 K $ | 70.58 % | |
| 2025/12/31 | CHEVRON CORP NEW | 0.10% | 639.911 K $ | 4199 | 2023/03/31 | -13.215 K $ | -1.86 % | |
| 2025/12/31 | ALIBABA GROUP HLDG LTD | 0.10% | 616.955 K $ | 4209 | 2024/09/30 | -128.599 K $ | -17.99 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.10% | 602.574 K $ | 5007 | 2024/09/30 | 32.520 K $ | 6.74 % | |
| 2025/12/31 | VICTORY PORTFOLIOS II | 0.10% | 595.560 K $ | 11034 | 2020/03/31 | 27.027 K $ | 4.59 % | |
| 2025/12/31 | VISA INC | 0.10% | 593.327 K $ | 1692 | 2023/03/31 | 19.434 K $ | 2.72 % | |
| 2025/12/31 | ASML HOLDING N V | 0.09% | 560.607 K $ | 524 | 2024/03/31 | 43.048 K $ | 10.51 % | |
| 2025/12/31 | HSBC HLDGS PLC | 0.09% | 556.354 K $ | 7072 | 2024/12/31 | 55.560 K $ | 10.83 % | |
| 2025/12/31 | PEPSICO INC | 0.09% | 544.837 K $ | 3796 | 2025/09/30 | 7.715 K $ | 2.20 % | |
| 2025/12/31 | CHUBB LIMITED | 0.09% | 539.655 K $ | 1729 | 2025/09/30 | 31.184 K $ | 10.58 % | |
| 2025/12/31 | GE AEROSPACE | 0.09% | 528.919 K $ | 1717 | 2025/09/30 | 9.948 K $ | 2.40 % | |
| 2025/12/31 | LINCOLN ELEC HLDGS INC | 0.08% | 511.871 K $ | 2136 | 2020/12/31 | 7.536 K $ | 1.62 % | |
| 2025/12/31 | INTUITIVE SURGICAL INC | 0.08% | 510.290 K $ | 901 | 2023/06/30 | 105.310 K $ | 26.64 % | |
| 2025/12/31 | ASTRAZENECA PLC | 0.08% | 500.651 K $ | 5446 | 2025/03/31 | 74.224 K $ | 19.83 % | |
| 2025/12/31 | HOME DEPOT INC | 0.08% | 488.288 K $ | 1419 | 2023/12/31 | -93.757 K $ | -15.07 % | |
| 2025/12/31 | TJX COS INC NEW | 0.08% | 478.348 K $ | 3114 | 2025/09/30 | 13.831 K $ | 6.28 % | |
| 2025/12/31 | SYNCHRONY FINANCIAL | 0.08% | 469.210 K $ | 5624 | 2025/06/30 | 68.263 K $ | 17.42 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.08% | 466.983 K $ | 9731 | 2020/03/31 | -2.249 K $ | -0.48 % | |
| 2025/12/31 | ABBOTT LABS | 0.08% | 465.613 K $ | 3716 | 2020/06/30 | -32.434 K $ | -6.45 % | |
| 2025/12/31 | NOVARTIS AG | 0.08% | 464.760 K $ | 3371 | 2025/03/31 | 30.527 K $ | 7.51 % | |
| 2025/12/31 | TRAVELERS COMPANIES INC | 0.07% | 450.100 K $ | 1552 | 2025/06/30 | 15.116 K $ | 3.87 % | |
| 2025/12/31 | ROYAL BK CDA | 0.07% | 449.582 K $ | 2637 | 2024/12/31 | 57.484 K $ | 15.73 % | |
| 2025/12/31 | HCA HEALTHCARE INC | 0.07% | 443.050 K $ | 949 | 2025/09/30 | 27.852 K $ | 9.54 % | |
| 2025/12/31 | MUELLER INDS INC | 0.07% | 436.929 K $ | 3806 | 2025/09/30 | 44.382 K $ | 13.54 % | |
| 2025/12/31 | INTEL CORP | 0.07% | 436.680 K $ | 11834 | 2025/09/30 | 37.844 K $ | 9.98 % | |
| 2025/12/31 | DEVON ENERGY CORP NEW | 0.07% | 428.065 K $ | 11686 | 2023/03/31 | 18.416 K $ | 4.48 % | |
| 2025/12/31 | LAM RESEARCH CORP | 0.07% | 425.211 K $ | 2484 | 2025/09/30 | 80.599 K $ | 27.84 % | |
| 2025/12/31 | MASTERCARD INCORPORATED | 0.07% | 424.374 K $ | 743 | 2025/03/31 | 2.427 K $ | 0.41 % | |
| 2025/12/31 | CENTENE CORP DEL | 0.07% | 422.693 K $ | 10272 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | NETFLIX INC | 0.07% | 417.701 K $ | 4455 | 2024/09/30 | -509.478 K $ | -92.18 % | |
| 2025/12/31 | UNITEDHEALTH GROUP INC | 0.07% | 410.135 K $ | 1242 | 2024/09/30 | -17.115 K $ | -4.37 % | |
| 2025/12/31 | FEDEX CORP | 0.07% | 409.388 K $ | 1417 | 2025/09/30 | 57.825 K $ | 22.51 % | |
| 2025/12/31 | SERVICENOW INC | 0.07% | 405.341 K $ | 2646 | 2025/06/30 | -211.716 K $ | -83.35 % | |
| 2025/12/31 | BOOKING HOLDINGS INC | 0.07% | 401.650 K $ | 75 | 2025/09/30 | -1.933 K $ | -0.81 % | |
| 2025/12/31 | GOLDMAN SACHS GROUP INC | 0.06% | 397.878 K $ | 453 | 2025/06/30 | 38.689 K $ | 10.30 % | |
| 2025/12/31 | ISHARES TR | 0.06% | 395.137 K $ | 3703 | 2021/12/31 | -314.000 $ | -0.07 % |