Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVERSEDGE ADVISORS LLC | 01-17-2024 | 12-31-2023 | 79 | 365,011,376 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 1 | $49,930,770 | 709,748 | 0.01 | 0.01 | 7,925 | 1.13 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $39,785,209 | 705,411 | 0.01 | 0.01 | 23,776 | 3.49 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $25,023,368 | 536,637 | 0.01 | 0.01 | -1,377 | -0.26 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 4 | $24,398,851 | 375,021 | 0.01 | 0.01 | 642 | 0.17 | 12-31-2023 |
