RIVERSEDGE ADVISORS, LLC

CIK 0001787663 • 6 13F filings • May 1, 2025 – Jul 16, 2026

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Filer information

Filed by: RIVERSEDGE ADVISORS, LLC, Chief Compliance Officer
Address: 600 N King Street, Ste. 200, Wilmington, DE, 19801
Phone: 302-573-6864
AUM: $615.0M

AUM over time

$813.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $615.0M210 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$466K	0.1%	3,716 SH	New
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.2%	4,729 SH	Decreased-19 SH
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$234K	0.0%Prev: 0.0%	1,139 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$329K	0.1%	1,225 SH	New
ADOBE INC	COM	$278K	0.0%Prev: 0.0%	795 SH	Decreased-614 SH
ADT INC DEL	COM	$182K	0.0%	22,549 SH	New
AIRBNB INC	COM CL A	$331K	0.1%Prev: 0.1%	2,439 SH	Decreased-3,153 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$617K	0.1%Prev: 0.1%	4,209 SH	Increased+111 SH
ALPHABET INC	CAP STK CL A	$4.1M	0.7%Prev: 0.6%	12,958 SH	Decreased-690 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.5%Prev: 0.5%	9,333 SH	Decreased-1,779 SH
AMAZON COM INC	COM	$3.0M	0.5%Prev: 0.6%	13,042 SH	Decreased-7,694 SH
AMBEV SA	SPONSORED ADR	$43K	0.0%Prev: 0.0%	17,253 SH	Decreased-4,056 SH
AMERICAN EXPRESS CO	COM	$220K	0.0%	596 SH	New
AMETEK INC	COM	$320K	0.1%Prev: 0.1%	1,557 SH	Decreased-1,664 SH
AMPHENOL CORP NEW	CL A	$385K	0.1%	2,852 SH	New
APPLE INC	COM	$25.6M	4.2%Prev: 7.1%	94,290 SH	Decreased-79,023 SH
ARISTA NETWORKS INC	COM SHS	$332K	0.1%Prev: 0.0%	2,535 SH	Decreased+579 SH
ASML HOLDING N V	N Y REGISTRY SHS	$561K	0.1%	524 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$501K	0.1%	5,446 SH	New
AT&T INC	COM	$339K	0.1%Prev: 0.1%	13,653 SH	Decreased-7,048 SH
ATLASSIAN CORPORATION	CL A	$343K	0.1%Prev: 0.1%	2,115 SH	Decreased-1,815 SH
AUTOMATIC DATA PROCESSING IN	COM	$259K	0.0%Prev: 0.0%	1,006 SH	Decreased-519 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$274K	0.0%Prev: 0.1%	11,734 SH	Decreased-4,574 SH
BANCO BRADESCO S A	SP ADR PFD NEW	$105K	0.0%Prev: 0.0%	31,529 SH	Decreased+1,655 SH
BANCO SANTANDER SA	ADR	$345K	0.1%Prev: 0.1%	29,426 SH	Decreased-15,454 SH
BANK AMERICA CORP	COM	$707K	0.1%	12,854 SH	New
BANK NEW YORK MELLON CORP	COM	$306K	0.0%	2,633 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.3%Prev: 0.2%	3,111 SH	Decreased-822 SH
BEST BUY INC	COM	$219K	0.0%Prev: 0.0%	3,273 SH	Decreased-239 SH
BHP GROUP LTD	SPONSORED ADS	$228K	0.0%	3,771 SH	New
BIOGEN INC	COM	$227K	0.0%Prev: 0.0%	1,288 SH	Decreased-477 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$231K	0.0%	4,860 SH	New
BLACKROCK INC	COM	$236K	0.0%Prev: 0.1%	220 SH	Decreased-390 SH
BLACKSTONE INC	COM	$352K	0.1%Prev: 0.0%	2,287 SH	Increased+4 SH
BOOKING HOLDINGS INC	COM	$402K	0.1%Prev: 0.1%	75 SH	Decreased-2,493 SH
BORGWARNER INC	COM	$200K	0.0%Prev: 0.0%	4,443 SH	Decreased-443 SH
BRISTOL-MYERS SQUIBB CO	COM	$842K	0.1%Prev: 0.2%	15,606 SH	Decreased-5,606 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$224K	0.0%Prev: 0.0%	3,953 SH	Increased+108 SH
BROADCOM INC	COM	$2.0M	0.3%Prev: 0.3%	5,659 SH	Decreased-1,170 SH
CAPITAL ONE FINL CORP	COM	$753K	0.1%Prev: 0.1%	3,105 SH	Decreased-1,870 SH
CATERPILLAR INC	COM	$211K	0.0%Prev: 0.1%	369 SH	Decreased-504 SH
CENTENE CORP DEL	COM	$423K	0.1%Prev: 0.1%	10,272 SH	Decreased-3,155 SH
CHEVRON CORP NEW	COM	$640K	0.1%	4,199 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$256K	0.0%	6,929 SH	New
CHUBB LIMITED	COM	$540K	0.1%Prev: 0.1%	1,729 SH	Decreased-1,062 SH
CITIGROUP INC	COM NEW	$681K	0.1%Prev: 0.1%	5,840 SH	Decreased-2,925 SH
COCA COLA CO	COM	$314K	0.1%Prev: 0.1%	4,487 SH	Decreased-3,486 SH
COMFORT SYS USA INC	COM	$343K	0.1%Prev: 0.1%	368 SH	Decreased-106 SH
CONOCOPHILLIPS	COM	$223K	0.0%Prev: 0.0%	2,379 SH	Decreased-238 SH
CONSTELLATION ENERGY CORP	COM	$339K	0.1%Prev: 0.0%	959 SH	Increased-45 SH
COSTCO WHSL CORP NEW	COM	$782K	0.1%	907 SH	New
CROWDSTRIKE HLDGS INC	CL A	$295K	0.0%Prev: 0.0%	629 SH	Decreased-788 SH
CUMMINS INC	COM	$232K	0.0%Prev: 0.0%	454 SH	Decreased-293 SH
D R HORTON INC	COM	$337K	0.1%Prev: 0.0%	2,342 SH	Increased-74 SH
DANAHER CORPORATION	COM	$249K	0.0%	1,089 SH	New
DELTA AIR LINES INC DEL	COM NEW	$283K	0.0%	4,072 SH	New
DEVON ENERGY CORP NEW	COM	$428K	0.1%Prev: 0.1%	11,686 SH	Decreased-1,965 SH
DISNEY WALT CO	COM	$241K	0.0%Prev: 0.1%	2,117 SH	Decreased-3,264 SH
EATON CORP PLC	SHS	$292K	0.0%Prev: 0.1%	917 SH	Decreased-63 SH
EDISON INTL	COM	$393K	0.1%	6,555 SH	New
ELI LILLY & CO	COM	$804K	0.1%Prev: 0.2%	748 SH	Decreased-474 SH
EXPEDIA GROUP INC	COM NEW	$688K	0.1%Prev: 0.1%	2,427 SH	Decreased-598 SH
EXXON MOBIL CORP	COM	$603K	0.1%	5,007 SH	New
FEDEX CORP	COM	$409K	0.1%Prev: 0.1%	1,417 SH	Decreased-118 SH
FORTINET INC	COM	$213K	0.0%Prev: 0.1%	2,687 SH	Decreased-2,293 SH
FOX CORP	CL A COM	$337K	0.1%Prev: 0.0%	4,610 SH	Increased+713 SH
GARTNER INC	COM	$223K	0.0%Prev: 0.0%	883 SH	Decreased-570 SH
GE AEROSPACE	COM NEW	$529K	0.1%Prev: 0.1%	1,717 SH	Decreased-801 SH
GE VERNOVA INC	COM	$246K	0.0%Prev: 0.1%	376 SH	Decreased-244 SH
GENERAL DYNAMICS CORP	COM	$379K	0.1%Prev: 0.1%	1,126 SH	Decreased-579 SH
GENERAL MTRS CO	COM	$247K	0.0%Prev: 0.1%	3,032 SH	Decreased-2,921 SH
GENUINE PARTS CO	COM	$208K	0.0%Prev: 0.0%	1,688 SH	Decreased-292 SH
GOLDMAN SACHS GROUP INC	COM	$398K	0.1%Prev: 0.1%	453 SH	Decreased-271 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$7.6M	1.2%Prev: 0.6%	196,580 SH	Increased+55,648 SH
GRAYSCALE COINDESK CRYPTO	USD SHS	$4.6M	0.8%	112,313 SH	New
HALLIBURTON CO	COM	$226K	0.0%Prev: 0.0%	7,993 SH	Decreased-1,893 SH
HARTFORD INSURANCE GROUP INC	COM	$337K	0.1%Prev: 0.0%	2,445 SH	Decreased-647 SH
HCA HEALTHCARE INC	COM	$443K	0.1%Prev: 0.0%	949 SH	Increased+293 SH
HDFC BANK LTD	SPONSORED ADS	$258K	0.0%	7,072 SH	New
HOME DEPOT INC	COM	$488K	0.1%Prev: 0.1%	1,419 SH	Decreased-1,450 SH
HSBC HLDGS PLC	SPON ADR NEW	$556K	0.1%Prev: 0.1%	7,072 SH	Decreased-1,448 SH
HUBSPOT INC	COM	$213K	0.0%Prev: 0.0%	532 SH	Decreased-783 SH
HUNT J B TRANS SVCS INC	COM	$206K	0.0%Prev: 0.0%	1,057 SH	Decreased-492 SH
HURON CONSULTING GROUP INC	COM	$386K	0.1%	2,235 SH	New
ICICI BANK LIMITED	ADR	$208K	0.0%	6,993 SH	New
ILLUMINA INC	COM	$205K	0.0%Prev: 0.0%	1,562 SH	Decreased+440 SH
INTEL CORP	COM	$437K	0.1%Prev: 0.2%	11,834 SH	Decreased+1,224 SH
INTERNATIONAL BUSINESS MACHS	COM	$234K	0.0%Prev: 0.1%	790 SH	Decreased-1,382 SH
INTUIT	COM	$268K	0.0%Prev: 0.0%	404 SH	Decreased-820 SH
INTUITIVE SURGICAL INC	COM NEW	$510K	0.1%Prev: 0.1%	901 SH	Decreased-753 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$29.1M	4.7%Prev: 1.1%	151,988 SH	Increased+108,795 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.1M	0.3%Prev: 1.2%	42,951 SH	Decreased-163,944 SH
ISHARES INC	CORE MSCI EMKT	$343K	0.1%Prev: 1.2%	5,109 SH	Decreased-112,895 SH
ISHARES INC	MSCI GBL GOLD MN	$281K	0.0%	3,810 SH	New
ISHARES TR	BROAD USD HIGH	$2.8M	0.5%Prev: 0.2%	74,048 SH	Increased+21,962 SH
ISHARES TR	CORE MSCI EAFE	$15.6M	2.5%Prev: 2.0%	174,716 SH	Decreased+7,412 SH
ISHARES TR	CORE MSCI INTL	$56.1M	9.1%Prev: 6.8%	679,736 SH	Increased+58,849 SH
ISHARES TR	CORE S&P SCP ETF	$17.0M	2.8%Prev: 1.2%	141,414 SH	Increased+67,615 SH
ISHARES TR	CORE S&P TTL STK	$213K	0.0%	1,431 SH	New
ISHARES TR	CORE S&P500 ETF	$2.4M	0.4%Prev: 0.3%	3,447 SH	Increased+543 SH
ISHARES TR	MSCI EAFE ETF	$310K	0.1%Prev: 0.0%	3,225 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.3%Prev: 0.1%	14,902 SH	Increased+5,272 SH
ISHARES TR	RUS 1000 GRW ETF	$332K	0.1%	701 SH	New
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.2%Prev: 0.2%	3,557 SH	Decreased+13 SH
ISHARES TR	S&P 500 GRWT ETF	$1.6M	0.3%Prev: 0.2%	13,065 SH	Decreased+1,465 SH
ISHARES TR	SHRT NAT MUN ETF	$395K	0.1%Prev: 0.0%	3,703 SH	Increased+141 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.2%	5,945 SH	Decreased-536 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.2%	3,783 SH	New
LAM RESEARCH CORP	COM NEW	$425K	0.1%Prev: 0.1%	2,484 SH	Decreased-758 SH
LEIDOS HOLDINGS INC	COM	$212K	0.0%	1,174 SH	New
LINCOLN ELEC HLDGS INC	COM	$512K	0.1%Prev: 0.1%	2,136 SH	Decreased-264 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$154K	0.0%Prev: 0.0%	29,039 SH	Decreased-15,624 SH
LOCKHEED MARTIN CORP	COM	$373K	0.1%Prev: 0.1%	772 SH	Decreased-118 SH
LYFT INC	CL A COM	$255K	0.0%	13,145 SH	New
MARRIOTT INTL INC NEW	CL A	$357K	0.1%Prev: 0.1%	1,149 SH	Decreased-49 SH
MASTERCARD INCORPORATED	CL A	$424K	0.1%Prev: 0.1%	743 SH	Increased-8 SH
MCDONALDS CORP	COM	$660K	0.1%Prev: 0.1%	2,161 SH	Increased+396 SH
MEDPACE HLDGS INC	COM	$313K	0.1%Prev: 0.0%	558 SH	Decreased+6 SH
MERCK & CO INC	COM	$654K	0.1%Prev: 0.1%	6,212 SH	Decreased-1,618 SH
META PLATFORMS INC	CL A	$1.5M	0.2%Prev: 0.3%	2,231 SH	Decreased-1,252 SH
MICRON TECHNOLOGY INC	COM	$649K	0.1%Prev: 0.3%	2,275 SH	Decreased-382 SH
MICROSOFT CORP	COM	$5.3M	0.9%Prev: 1.0%	10,946 SH	Decreased-4,196 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$315K	0.1%	19,876 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$155K	0.0%Prev: 0.0%	21,151 SH	Decreased-9,659 SH
MOODYS CORP	COM	$1.0M	0.2%Prev: 0.2%	2,041 SH	Decreased-763 SH
MUELLER INDS INC	COM	$437K	0.1%Prev: 0.1%	3,806 SH	Decreased-3,914 SH
NATERA INC	COM	$304K	0.0%Prev: 0.1%	1,327 SH	Decreased-302 SH
NETFLIX INC	COM	$418K	0.1%	4,455 SH	New
NEWMONT CORP	COM	$380K	0.1%Prev: 0.1%	3,804 SH	Decreased-2,491 SH
NORTHERN TR CORP	COM	$336K	0.1%Prev: 0.1%	2,460 SH	Decreased-349 SH
NOVARTIS AG	SPONSORED ADR	$465K	0.1%Prev: 0.1%	3,371 SH	Decreased-15 SH
NVIDIA CORPORATION	COM	$6.5M	1.1%Prev: 1.3%	34,713 SH	Decreased-10,178 SH
ORACLE CORP	COM	$308K	0.1%Prev: 0.1%	1,578 SH	Decreased-5,289 SH
OREILLY AUTOMOTIVE INC	COM	$273K	0.0%Prev: 0.0%	2,990 SH	Decreased-379 SH
OTIS WORLDWIDE CORP	COM	$273K	0.0%	3,120 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$4.0M	0.6%Prev: 0.5%	22,411 SH	Decreased-899 SH
PALO ALTO NETWORKS INC	COM	$307K	0.0%Prev: 0.1%	1,667 SH	Decreased+382 SH
PEPSICO INC	COM	$545K	0.1%	3,796 SH	New
PG&E CORP	COM	$356K	0.1%Prev: 0.0%	22,125 SH	Increased+9,084 SH
PHILIP MORRIS INTL INC	COM	$349K	0.1%Prev: 0.1%	2,177 SH	Decreased-1,267 SH
PHILLIPS 66	COM	$294K	0.0%Prev: 0.1%	2,275 SH	Decreased-1,908 SH
PINNACLE FINL PARTNERS INC	COM	$226K	0.0%Prev: 0.0%	2,364 SH	Increased+128 SH
PROLOGIS INC.	COM	$254K	0.0%Prev: 0.0%	1,988 SH	Increased+91 SH
PULTE GROUP INC	COM	$258K	0.0%Prev: 0.0%	2,199 SH	Decreased-425 SH
QUALCOMM INC	COM	$260K	0.0%Prev: 0.0%	1,519 SH	Increased+150 SH
REGENERON PHARMACEUTICALS	COM	$286K	0.0%Prev: 0.1%	371 SH	Decreased-397 SH
ROPER TECHNOLOGIES INC	COM	$219K	0.0%	492 SH	New
ROYAL BK CDA	COM	$450K	0.1%Prev: 0.1%	2,637 SH	Decreased-359 SH
SANDISK CORP	COM	$242K	0.0%Prev: 0.1%	1,018 SH	Decreased+729 SH
SAP SE	SPON ADR	$296K	0.0%Prev: 0.0%	1,219 SH	Increased-8 SH
SCHWAB CHARLES CORP	COM	$243K	0.0%	2,436 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$298K	0.0%Prev: 0.0%	9,091 SH	Decreased+105 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$26.6M	4.3%Prev: 3.6%	1,106,210 SH	Decreased+27,225 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$203K	0.0%Prev: 0.0%	6,236 SH	Decreased-511 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.3M	0.4%Prev: 0.3%	79,239 SH	Decreased-1,234 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$953K	0.2%	17,398 SH	New
SERVICENOW INC	COM	$405K	0.1%Prev: 0.0%	2,646 SH	Increased+565 SH
SHELL PLC	SPON ADS	$349K	0.1%Prev: 0.1%	4,746 SH	Decreased-3,272 SH
SHOPIFY INC	CL A SUB VTG SHS	$221K	0.0%Prev: 0.0%	1,373 SH	Decreased-441 SH
SNOWFLAKE INC	COM SHS	$308K	0.1%Prev: 0.1%	1,405 SH	Decreased-1,078 SH
SONY GROUP CORP	SPONSORED ADR	$310K	0.1%Prev: 0.1%	12,096 SH	Decreased-6,806 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.0M	0.8%	107,591 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$297K	0.0%	435 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$65.0M	10.6%	858,649 SH	New
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$198K	0.0%	10,259 SH	New
SYNCHRONY FINANCIAL	COM	$469K	0.1%Prev: 0.0%	5,624 SH	Increased+602 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.2%	4,643 SH	New
TECHNIPFMC PLC	COM	$301K	0.0%Prev: 0.1%	6,765 SH	Decreased-100 SH
TESLA INC	COM	$1.6M	0.3%Prev: 0.3%	3,626 SH	Decreased-2,150 SH
TEXAS PACIFIC LAND CORPORATI	COM	$306K	0.0%	1,067 SH	New
TJX COS INC NEW	COM	$478K	0.1%Prev: 0.0%	3,114 SH	Increased+1,208 SH
TORONTO DOMINION BK ONT	COM NEW	$332K	0.1%Prev: 0.1%	3,523 SH	Decreased-796 SH
TOYOTA MOTOR CORP	ADS	$320K	0.1%Prev: 0.0%	1,494 SH	Increased-159 SH
TRAVELERS COMPANIES INC	COM	$450K	0.1%Prev: 0.1%	1,552 SH	Decreased-542 SH
UBIQUITI INC	COM	$224K	0.0%Prev: 0.0%	405 SH	Increased+34 SH
UBS GROUP AG	SHS	$229K	0.0%Prev: 0.0%	4,955 SH	Decreased-1,774 SH
UNILEVER PLC	SPON ADR NEW	$257K	0.0%Prev: 0.0%	3,925 SH	Decreased-871 SH
UNITED AIRLS HLDGS INC	COM	$377K	0.1%Prev: 0.1%	3,372 SH	Decreased-1,482 SH
UNITED THERAPEUTICS CORP DEL	COM	$202K	0.0%	414 SH	New
UNITEDHEALTH GROUP INC	COM	$410K	0.1%Prev: 0.1%	1,242 SH	Decreased-527 SH
US BANCORP DEL	COM NEW	$338K	0.1%	6,335 SH	New
VALE S A	SPONSORED ADS	$169K	0.0%Prev: 0.0%	12,938 SH	Decreased+92 SH
VALERO ENERGY CORP	COM	$225K	0.0%Prev: 0.1%	1,382 SH	Decreased-644 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.3M	0.2%	24,657 SH	New
VANECK ETF TRUST	JUNIOR GOLD MINE	$284K	0.0%	2,500 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$775K	0.1%Prev: 0.1%	6,389 SH	Decreased-1,975 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$9.9M	1.6%Prev: 1.3%	101,526 SH	Decreased+4,065 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$49.6M	8.1%Prev: 4.4%	669,857 SH	Increased+159,614 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.2M	1.5%Prev: 0.8%	191,282 SH	Increased+53,143 SH
VANGUARD INDEX FDS	GROWTH ETF	$14.6M	2.4%	29,862 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$83.1M	13.5%	263,959 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$203K	0.0%	699 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$974K	0.2%Prev: 0.1%	1,553 SH	Increased+194 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.3%	8,993 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$3.4M	0.5%	11,179 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.2%	3,303 SH	New
VANGUARD INDEX FDS	VALUE ETF	$10.7M	1.7%	55,862 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$26.5M	4.3%Prev: 1.7%	493,816 SH	Increased+258,097 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$16.3M	2.6%Prev: 2.1%	323,987 SH	Decreased-33,976 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$5.3M	0.9%Prev: 0.7%	22,652 SH	Decreased+1,488 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$329K	0.1%Prev: 0.0%	1,498 SH	Decreased+1 SH
VANGUARD STAR FDS	VG TL INTL STK F	$741K	0.1%Prev: 0.1%	9,816 SH	Increased+2,019 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.1M	2.8%Prev: 2.3%	273,119 SH	Decreased+4,644 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.2%Prev: 0.2%	2,001 SH	Decreased-13,880 SH
VICTORY PORTFOLIOS II	VCSHS INTL VOLTY	$596K	0.1%	11,034 SH	New
VISA INC	COM CL A	$593K	0.1%Prev: 0.1%	1,692 SH	Decreased-1,521 SH
WALMART INC	COM	$700K	0.1%Prev: 0.0%	6,283 SH	Increased+3,925 SH
WELLS FARGO CO NEW	COM	$250K	0.0%	2,685 SH	New
WESTERN DIGITAL CORP	COM	$213K	0.0%Prev: 0.1%	1,238 SH	Decreased-159 SH
ZOOM COMMUNICATIONS INC	CL A	$352K	0.1%Prev: 0.0%	4,081 SH	Decreased+167 SH

Sold (vs prior filing)

3M CO — $214K
ABBOTT LABORATORIES — $752K
ACUITY INC — $244K
ADVANCED MICRO DEVICES INC — $957K
AGILENT TECHNOLOGIES INC — $352K
ALTRIA GROUP INC — $286K
AMERICAN CENTY ETF TR — $7.4M
AMERICAN ELEC PWR CO INC — $204K
AMERICAN INTL GROUP INC — $414K
AMERICAN TOWER CORP — $531K
AMERIPRISE FINL INC — $239K
AMGEN INC — $238K
AMPHENOL CORP — $568K
ANALOG DEVICES INC — $531K
ANTERO RESOURCES CORP — $427K
APPLIED INDL TECHNOLOGIES IN — $283K
APPLIED MATLS INC — $412K
ARAMARK — $294K
ARCHER DANIELS MIDLAND CO — $242K
ARROW ELECTRS INC — $308K
… and 191 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002085853-26-000017	$615.0M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001127	$813.0M	View
Oct 9, 2025	Q3 2025