Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVERSEDGE ADVISORS LLC | 07-26-2024 | 06-30-2024 | 92 | 410,107,974 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $40,647,215 | 632,641 | 0.01 | 0.01 | -61,457 | -8.85 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $29,592,691 | 369,309 | 0.01 | 0.01 | -5,952 | -1.59 | 06-30-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $26,960,192 | 371,148 | 0.01 | 0.01 | -367,963 | -49.78 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $26,052,559 | 534,521 | 0.01 | 0.01 | -3,128 | -0.58 | 06-30-2024 |
