RIVERSEDGE ADVISORS, LLC

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CIK 1787663

13F portfolio (2026-Q1)

$618M

Positions

216

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

216

Top 5

39.4%

Top 10

57.9%

Effective N

22.2

HHI

0.045

This quarter

39 new · 0 exit →

By sector

Unclassified81.6%

Information Technology7.8%

Financials2.2%

Consumer Discretionary1.8%

Industrials1.7%

Communication Services1.6%

Health Care1.5%

Energy0.9%

Other1.0%

By market cap

Unknown83.2%

Mega (>$200B)11.6%

Large ($10–200B)5.2%

Mid ($2–10B)0.1%

By region

Other81.6%

North America17.2%

Asia-Pacific0.6%

Europe0.6%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	81.84%	54
Technology Hardware & Equipment	4.22%	10
Semiconductors & Semiconductor Equipment	1.88%	7
Software	1.40%	9
Software & IT Services	1.29%	4
Pharmaceuticals & Biotechnology	1.25%	13
Banks	1.16%	20
Specialty Retail	1.15%	7
Oil, Gas & Consumable Fuels	0.90%	12
Machinery	0.52%	7
Commercial Services & Supplies	0.51%	7
Automobiles & Components	0.42%	4
Insurance	0.41%	7
Metals & Mining	0.33%	7
Capital Markets	0.23%	4
Utilities	0.23%	4
Aerospace & Defense	0.21%	4
Airlines	0.20%	3
Construction & Engineering	0.18%	3
Media & Entertainment	0.17%	3
Hotels, Restaurants & Leisure	0.16%	2
Electrical Equipment & Components	0.16%	2
Transportation Infrastructure	0.15%	2
Diversified Telecommunication Services	0.14%	2
Health Care Providers & Services	0.11%	2
Chemicals	0.11%	2
Beverages	0.11%	3
Communications Equipment	0.10%	2
Tobacco	0.10%	2
Equity Real Estate Investment Trusts (REITs)	0.08%	2
Health Care Equipment & Supplies	0.07%	1
Professional Services	0.05%	1
Entertainment	0.04%	1
Road & Rail	0.04%	1
Household Durables	0.03%	1
Life Sciences Tools & Services	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTV	VANGUARD INDEX FDS	Unclassified	11.91%
2	IDEV	ISHARES TR	Unclassified	8.50%
3	VV	VANGUARD INDEX FDS	Unclassified	7.14%
4	BND	VANGUARD BD INDEX FDS	Unclassified	6.61%
5	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	5.24%
6	SCHF	SCHWAB STRATEGIC TR	Unclassified	4.37%
7	SPYV	SPDR SERIES TRUST	Unclassified	4.20%
8	AAPL	Apple Inc.	Information Technology	3.80%
9	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	3.34%
10	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.83%

163/216 names classified · sector 18.4% of weight · industry 18.2% · mkt cap 16.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 28 quarters

Information TechnologyAAPL, MSFT, NVDA, PLTR, AME · other

Health CareJNJ, ABBV, TDOC, BMY, ABT · other

FinancialsBAC, BRK.B, JPM, V, COF · other

Consumer DiscretionaryAMZN, MCD, COST, TSLA, WMT · other

Communication ServicesGOOGL, GOOG, META, NFLX, T · other

IndustrialsMCO, LECO, ASML, BABA, EXPE · other

EnergyCVX, DVN, XOM, SHEL, PSX · other

Consumer StaplesKO, PM, PEP, BTI, ABEV

MaterialsLIN, MLI, NEM, PG, BHP · other

UtilitiesCEG, PCG, EIX, KMI

Real EstateEQIX, PLD, EXR, LOAN

UnclassifiedSCHX, VEA, IEFA, VTV, VV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 18.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 16% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (130 classified)RIVERSEDGE ADVISORS, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for RIVERSEDGE ADVISORS, LLC: centroid Large Core. Heaviest cells: Large Growth 10.1%, Large Value 2.3%, Large Core 2.0%.

Classified: 16.3% of book weight (130/216 names) · unclassified 83.7%: VTV, IDEV, VV, BND, SPYG, SCHF, SPYV, VWO, VEA, VTEB +76 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 216 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTVVANGUARD INDEX FDS	375,036	$74M	11.9%	ADD 571%
2	IDEVISHARES TR	628,470	$53M	8.5%	TRIM −8%
3	VVVANGUARD INDEX FDS	147,593	$44M	7.1%	TRIM −44%
4	BNDVANGUARD BD INDEX FDS	554,605	$41M	6.6%	TRIM −17%
5	SPYGSPDR SERIES TRUST STATE STREET SPD	330,316	$32M	5.2%	TRIM −3%
6	SCHFSCHWAB STRATEGIC TR	1,089,602	$27M	4.4%	HOLD
7	SPYVSPDR SERIES TRUST	458,387	$26M	4.2%	HOLD
8	AAPLAPPLE INC	92,530	$23M	3.8%	HOLD
9	VWOVANGUARD INTL EQUITY INDEX F	381,766	$21M	3.3%	TRIM −23%
10	VEAVANGUARD TAX-MANAGED FDS	272,425	$17M	2.8%	HOLD
11	VTEBVANGUARD MUN BD FDS	330,131	$16M	2.7%	HOLD
12	IEFAISHARES TR	170,734	$15M	2.5%	TRIM −2%
13	VUGVANGUARD INDEX FDS	30,792	$13M	2.2%	ADD 3%
14	JBNDJ P MORGAN EXCHANGE TRADED F	221,434	$12M	1.9%	NEW
15	BTCGRAYSCALE BITCOIN MINI TR ET	370,049	$11M	1.8%	ADD 88%
16	VIOVVANGUARD ADMIRAL FDS INC	100,236	$10M	1.7%	HOLD
17	IJRISHARES TR	67,078	$8M	1.3%	TRIM −53%
18	RSPINVESCO EXCHANGE TRADED FD T	43,282	$8M	1.3%	TRIM −72%
19	AVEMAMERICAN CENTY ETF TR	82,771	$7M	1.1%	NEW
20	RAAXVANECK ETF TRUST	159,702	$7M	1.1%	NEW
21	BNDXVANGUARD CHARLOTTE FDS	134,062	$6M	1.0%	TRIM −30%
22	FESMFIDELITY COVINGTON TRUST	169,186	$6M	1.0%	NEW
23	NVDANVIDIA CORPORATION	35,650	$6M	1.0%	ADD 3%
24	IVLUISHARES TR	150,014	$6M	1.0%	NEW
25	VTWGVANGUARD SCOTTSDALE FDS	22,236	$5M	0.8%	HOLD
26	SPEMSPDR INDEX SHS FDS	106,246	$5M	0.8%	HOLD
27	GOOGLALPHABET INC	13,058	$4M	0.6%	HOLD
28	MSFTMICROSOFT CORP	9,787	$4M	0.6%	TRIM −11%
29	AMZNAMAZON COM INC	16,707	$3M	0.6%	ADD 28%
30	PLTRPALANTIR TECHNOLOGIES INC	22,522	$3M	0.5%	HOLD
31	VBKVANGUARD INDEX FDS	10,697	$3M	0.5%	TRIM −4%
32	JPIBJ P MORGAN EXCHANGE TRADED F	60,149	$3M	0.5%	NEW
33	GOOGALPHABET INC	9,276	$3M	0.4%	HOLD
34	SCHVSCHWAB STRATEGIC TR	79,585	$2M	0.4%	HOLD
35	IVVISHARES TR	3,291	$2M	0.3%	TRIM −5%
36	AVGOBROADCOM INC	6,266	$2M	0.3%	ADD 11%
37	VBRVANGUARD INDEX FDS	8,701	$2M	0.3%	TRIM −3%
38	USHYISHARES TR	49,178	$2M	0.3%	TRIM −34%
39	TSLATESLA INC	4,860	$2M	0.3%	ADD 34%
40	TSMTAIWAN SEMICONDUCTOR MFG LTD	4,862	$2M	0.3%	ADD 5%
41	IBITISHARES BITCOIN TRUST ETF	42,356	$2M	0.3%	HOLD
42	JNJJOHNSON & JOHNSON	6,006	$1M	0.2%	HOLD
43	IVWISHARES TR	12,827	$1M	0.2%	HOLD
44	MUBISHARES TR	13,189	$1M	0.2%	TRIM −11%
45	VGTVANGUARD WORLD FD	2,001	$1M	0.2%	HOLD
46	COSTCOSTCO WHSL CORP NEW	1,358	$1M	0.2%	ADD 50%
47	METAMETA PLATFORMS INC	2,331	$1M	0.2%	ADD 4%
48	BRK.BBERKSHIRE HATHAWAY INC DEL	2,762	$1M	0.2%	TRIM −11%
49	FTMHFranklin Municipal High Yield - ETF	114,093	$1M	0.2%	NEW
50	IWOISHARES TR	3,557	$1M	0.2%	HOLD
51	CVXCHEVRON CORP NEW	5,335	$1M	0.2%	ADD 27%
52	XOMEXXON MOBIL CORP	6,419	$1M	0.2%	ADD 28%
53	FLHYFRANKLIN TEMPLETON ETF TR	44,345	$1M	0.2%	NEW
54	MCOMOODYS CORP	2,367	$1M	0.2%	ADD 16%
55	BMYBRISTOL-MYERS SQUIBB CO	16,987	$1M	0.2%	ADD 9%
56	VTIVANGUARD INDEX FDS	3,164	$1M	0.2%	TRIM −4%
57	ABBVABBVIE INC	4,601	$1M	0.2%	TRIM −3%
58	JPMJPMORGAN CHASE & CO	3,337	$981,520	0.2%	TRIM −12%
59	VIOGVANGUARD ADMIRAL FDS INC	7,803	$971,161	0.2%	ADD 22%
60	XLFSELECT SECTOR SPDR TR	17,398	$858,951	0.1%	HOLD
61	WMTWALMART INC	6,899	$857,447	0.1%	ADD 10%
62	HYMBSPDR SERIES TRUST	34,077	$845,101	0.1%	TRIM −10%
63	MRKMERCK & CO INC	6,525	$784,892	0.1%	ADD 5%
64	MUMICRON TECHNOLOGY INC	2,303	$778,046	0.1%	HOLD
65	VOOVANGUARD INDEX FDS	1,288	$769,810	0.1%	TRIM −17%
66	LLYELI LILLY & CO	823	$756,971	0.1%	ADD 10%
67	VXUSVANGUARD STAR FDS	9,816	$756,912	0.1%	HOLD
68	ASMLASML HOLDING N V	565	$746,269	0.1%	ADD 8%
69	MCDMCDONALDS CORP	2,290	$711,641	0.1%	ADD 6%
70	LGLVSPDR SERIES TRUST	3,887	$692,347	0.1%	HOLD
71	VVISA INC	2,178	$658,241	0.1%	ADD 29%
72	CCITIGROUP INC	5,781	$655,647	0.1%	HOLD
73	DVNDEVON ENERGY CORP NEW	11,972	$602,453	0.1%	ADD 2%
74	HSBCHSBC HLDGS PLC	7,226	$596,073	0.1%	ADD 2%
75	LRCXLAM RESEARCH CORP	2,752	$587,992	0.1%	ADD 11%
76	EXPEEXPEDIA GROUP INC	2,481	$572,838	0.1%	ADD 2%
77	BABAALIBABA GROUP HLDG LTD	4,374	$548,762	0.1%	ADD 4%
78	AZNASTRAZENECA PLC	2,763	$544,919	0.1%	NEW
79	CBCHUBB LIMITED	1,670	$544,303	0.1%	TRIM −3%
80	LECOLINCOLN ELEC HLDGS INC	2,144	$534,028	0.1%	HOLD
81	TJXTJX COS INC NEW	3,318	$529,913	0.1%	ADD 7%
82	NVSNOVARTIS AG	3,458	$528,210	0.1%	ADD 3%
83	NFLXNETFLIX INC	5,461	$525,075	0.1%	ADD 23%
84	GEGE AEROSPACE	1,841	$522,450	0.1%	ADD 7%
85	FDXFEDEX CORP	1,456	$518,693	0.1%	ADD 3%
86	FIXCOMFORT SYS USA INC	370	$510,226	0.1%	HOLD
87	TPLTEXAS PACIFIC LAND CORPORATI	1,067	$506,227	0.1%	HOLD
88	BACBANK AMERICA CORP	10,226	$498,517	0.1%	TRIM −20%
89	EIXEDISON INTL	6,788	$496,746	0.1%	ADD 4%
90	PCGPG&E CORP	27,692	$486,548	0.1%	ADD 25%
91	LMTLOCKHEED MARTIN CORP	780	$471,285	0.1%	HOLD
92	FTITECHNIPFMC PLC	6,798	$469,946	0.1%	HOLD
93	SHMSPDR SERIES TRUST	9,707	$464,263	0.1%	HOLD
94	ABTABBOTT LABS	4,453	$457,142	0.1%	ADD 20%
95	HCAHCA HEALTHCARE INC	961	$454,784	0.1%	HOLD
96	ISRGINTUITIVE SURGICAL INC	985	$454,075	0.1%	ADD 9%
97	SHELSHELL PLC	4,881	$453,933	0.1%	ADD 3%
98	TRVTRAVELERS COMPANIES INC	1,545	$450,572	0.1%	HOLD
99	GEVGE VERNOVA INC	510	$445,179	0.1%	ADD 36%
100	TAT&T INC	15,298	$443,481	0.1%	ADD 12%
101	INTCINTEL CORP	9,944	$438,836	0.1%	TRIM −16%
102	RYROYAL BK CDA	2,658	$430,011	0.1%	HOLD
103	VZVERIZON COMMUNICATIONS INC	8,496	$426,488	0.1%	NEW
104	NEMNEWMONT CORP	3,939	$426,397	0.1%	ADD 4%
105	MLIMUELLER INDS INC	3,827	$424,032	0.1%	HOLD
106	HDHOME DEPOT INC	1,263	$415,398	0.1%	TRIM −11%
107	PGPROCTER AND GAMBLE CO	2,838	$409,942	0.1%	NEW
108	PSXPHILLIPS 66	2,215	$403,501	0.1%	TRIM −3%
109	GSGOLDMAN SACHS GROUP INC	472	$399,010	0.1%	ADD 4%
110	APHAMPHENOL CORP	3,102	$391,938	0.1%	ADD 9%
111	GDGENERAL DYNAMICS CORP	1,127	$386,822	0.1%	HOLD
112	ABNBAIRBNB INC	3,049	$385,028	0.1%	ADD 25%
113	AMEAMETEK INC	1,772	$379,739	0.1%	ADD 14%
114	BKNGBOOKING HOLDINGS INC	90	$378,929	0.1%	ADD 20%
115	SUBISHARES TR	3,531	$376,069	0.1%	TRIM −5%
116	DALDELTA AIR LINES INC	5,629	$374,216	0.1%	ADD 38%
117	PMPHILIP MORRIS INTL INC	2,249	$371,810	0.1%	ADD 3%
118	HIGHARTFORD INSURANCE GROUP INC	2,653	$358,765	0.1%	ADD 9%
119	KOCOCA COLA CO	4,688	$356,487	0.1%	ADD 4%
120	ETNEATON CORP PLC	990	$354,093	0.1%	ADD 8%
121	PHMPULTE GROUP INC	2,979	$350,360	0.1%	ADD 35%
122	MUFGMITSUBISHI UFJ FINANCIAL GRO	20,522	$348,258	0.1%	ADD 3%
123	ORCLORACLE CORP	2,363	$347,636	0.1%	ADD 50%
124	VLOVALERO ENERGY CORP	1,404	$346,906	0.1%	HOLD
125	NTRSNORTHERN TR CORP	2,484	$346,692	0.1%	HOLD
126	SNDKSANDISK CORP	543	$344,990	0.1%	TRIM −47%
127	HALHALLIBURTON CO	8,806	$343,346	0.1%	ADD 10%
128	IEMGISHARES INC	4,842	$337,707	0.1%	TRIM −5%
129	DHRDANAHER CORP DEL	1,776	$336,800	0.1%	ADD 63%
130	TDTORONTO DOMINION BK ONT	3,601	$336,009	0.1%	ADD 2%
131	USBUS BANCORP	6,423	$334,057	0.1%	HOLD
132	WDCWESTERN DIGITAL CORP	1,234	$333,785	0.1%	HOLD
133	SANBANCO SANTANDER S.A.	29,287	$330,357	0.1%	HOLD
134	SPYSTATE STR SPDR S&P 500 ETF T	506	$328,948	0.1%	ADD 16%
135	UIUBIQUITI INC	415	$327,970	0.1%	ADD 2%
136	UNHUNITEDHEALTH GROUP INC	1,211	$327,552	0.1%	TRIM −2%
137	SYFSYNCHRONY FINANCIAL	4,790	$325,816	0.1%	TRIM −15%
138	VIGVANGUARD SPECIALIZED FUNDS	1,498	$322,112	0.1%	HOLD
139	COPCONOCOPHILLIPS	2,434	$321,292	0.1%	ADD 2%
140	CIENCIENA CORP	824	$319,902	0.1%	NEW
141	TMTOYOTA MOTOR CORP	1,544	$318,203	0.1%	ADD 3%
142	BLKBLACKROCK INC	329	$316,415	0.1%	ADD 50%
143	BHPBHP BILLITON LIMITED	4,347	$316,201	0.1%	ADD 15%
144	UALUNITED AIRLS HLDGS INC	3,430	$315,800	0.1%	HOLD
145	COFCAPITAL ONE FINL CORP	1,729	$315,421	0.1%	TRIM −44%
146	BNYBANK NEW YORK MELLON CORP	2,646	$313,895	0.1%	HOLD
147	EFAISHARES TR	3,225	$313,263	0.1%	HOLD
148	MARMARRIOTT INTL INC NEW	919	$300,644	0.0%	TRIM −20%
149	MRSHMARSH & MCLENNAN COS INC	1,698	$294,518	0.0%	NEW
150	LINLINDE PLC	578	$286,549	0.0%	NEW
151	HURNHURON CONSULTING GROUP INC	2,234	$284,813	0.0%	HOLD
152	FTNTFORTINET INC	3,478	$284,222	0.0%	ADD 29%
153	SCHESCHWAB STRATEGIC TR	8,608	$283,637	0.0%	TRIM −5%
154	ORLYOREILLY AUTOMOTIVE INC	3,047	$281,269	0.0%	HOLD
155	BIIBBIOGEN INC	1,529	$280,312	0.0%	ADD 19%
156	REGNREGENERON PHARMACEUTICALS	359	$277,378	0.0%	TRIM −3%
157	CNCCENTENE CORP DEL	8,314	$272,200	0.0%	TRIM −19%
158	CATCATERPILLAR INC	380	$269,215	0.0%	ADD 3%
159	PEPPEPSICO INC	1,727	$268,245	0.0%	TRIM −55%
160	FOXAFOX CORP	4,563	$266,479	0.0%	HOLD
161	ADBEADOBE INC	1,089	$264,714	0.0%	ADD 37%
162	CITHE CIGNA GROUP	987	$263,282	0.0%	NEW
163	PLDPROLOGIS INC.	1,983	$262,113	0.0%	HOLD
164	MAMASTERCARD INCORPORATED	514	$257,022	0.0%	TRIM −31%
165	EMEEMCOR GROUP INC	346	$255,616	0.0%	NEW
166	INTUINTUIT	590	$255,176	0.0%	ADD 46%
167	NTRANATERA INC	1,250	$249,988	0.0%	TRIM −6%
168	GLTRABRDN PRECIOUS METALS BASKET	1,139	$249,122	0.0%	HOLD
169	BBVABANCO BILBAO VIZCAYA ARGENTA	11,478	$248,613	0.0%	TRIM −2%
170	CRMSALESFORCE INC	1,325	$247,338	0.0%	NEW
171	GMGENERAL MTRS CO	3,310	$246,595	0.0%	ADD 9%
172	CMICUMMINS INC	456	$245,337	0.0%	HOLD
173	OMCOMNICOM GROUP INC	3,242	$244,155	0.0%	NEW
174	CEGCONSTELLATION ENERGY CORP	871	$243,101	0.0%	TRIM −9%
175	BTIBRITISH AMERN TOB PLC	4,149	$242,592	0.0%	ADD 5%
176	BWABORGWARNER INC	4,443	$241,077	0.0%	HOLD
177	ANETARISTA NETWORKS INC	1,914	$235,001	0.0%	TRIM −24%
178	KLACKLA CORP	159	$234,113	0.0%	NEW
179	IBMINTERNATIONAL BUSINESS MACHS	960	$232,805	0.0%	ADD 22%
180	FCXFREEPORT MCMORAN INC	3,947	$232,005	0.0%	NEW
181	PNFPPINNACLE FINL PARTNERS INC	2,680	$230,855	0.0%	NEW
182	DISDISNEY WALT CO	2,384	$229,781	0.0%	ADD 13%
183	ENBENBRIDGE INC	4,202	$227,496	0.0%	NEW
184	EQIXEQUINIX INC	230	$225,455	0.0%	NEW
185	JBHTHUNT J B TRANS SVCS INC	1,057	$224,083	0.0%	HOLD
186	MPCMARATHON PETE CORP	913	$222,936	0.0%	NEW
187	BPBP PLC	4,722	$221,934	0.0%	NEW
188	RIORIO TINTO PLC	2,369	$221,004	0.0%	NEW
189	SHOPSHOPIFY INC	1,857	$220,277	0.0%	ADD 35%
190	BXBLACKSTONE INC	1,903	$218,794	0.0%	TRIM −17%
191	ZMZOOM COMMUNICATIONS INC	2,685	$215,847	0.0%	TRIM −34%
192	VALEVALE S A	13,497	$214,737	0.0%	ADD 4%
193	SONYSONY GROUP CORP	10,325	$213,728	0.0%	TRIM −15%
194	SLBSCHLUMBERGER LTD	4,141	$212,806	0.0%	NEW
195	AMDADVANCED MICRO DEVICES INC	1,035	$210,550	0.0%	NEW
196	KMIKINDER MORGAN INC DEL	6,239	$209,194	0.0%	NEW
197	RTXRTX CORPORATION	1,082	$208,644	0.0%	NEW
198	NOWSERVICENOW INC	1,982	$207,218	0.0%	TRIM −25%
199	SMFGSUMITOMO MITSUI FINL GROUP I	10,489	$207,158	0.0%	ADD 2%
200	HONHONEYWELL INTL INC	914	$206,686	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTVVANGUARD INDEX FDS

31K

34K

50K

55K

56K

375K

$74M

IDEVISHARES TR

16K

512K

599K

637K

680K

628K

$53M

VVVANGUARD INDEX FDS

112K

218K

231K

264K

148K

$44M

BNDVANGUARD BD INDEX FDS

12K

551K

587K

603K

670K

555K

$41M

SPYGSPDR SERIES TRUST STATE STREET SPD

363K

360K

352K

347K

341K

330K

$32M

SCHFSCHWAB STRATEGIC TR

1.1M

$27M

SPYVSPDR SERIES TRUST

544K

542K

504K

482K

466K

458K

$26M

AAPLAPPLE INC

93K

89K

87K

92K

94K

93K

$23M

VWOVANGUARD INTL EQUITY INDEX F

288K

464K

528K

535K

494K

382K

$21M

VEAVANGUARD TAX-MANAGED FDS

286K

282K

285K

284K

273K

272K

$17M

VTEBVANGUARD MUN BD FDS

147K

259K

304K

322K

324K

330K

$16M

IEFAISHARES TR

318K

264K

224K

217K

175K

171K

$15M

VUGVANGUARD INDEX FDS

22K

24K

28K

30K

31K

$13M

JBNDJ P MORGAN EXCHANGE TRADED F

—

221K

$12M

BTCGRAYSCALE BITCOIN MINI TR ET

—

57K

89K

226K

197K

370K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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