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Jarrett F. Morris

@Riversedge Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$442.328MTotal holdings99
Assets growth rate0.33%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Riversedge Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Riversedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 442.328M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Jarrett F. Morris, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYGSpdr Ser Tr
Recent Activity
Decreased -1.28%
7.22%
$31.903M
362,947 shares@ $87.9 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.75%
5.06%
$22.38M
318,443 shares@ $70.28 avg price
OSEAHarbor Etf Trust
Recent Activity
Decreased -0.37%
3.68%
$16.241M
628,285 shares@ $25.85 avg price
EMXCIshares Inc
Recent Activity
Decreased -0.17%
3.28%
$14.465M
260,862 shares@ $55.46 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.45%
2.05%
$9.031M
22,003 shares@ $410.44 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.06%
1.67%
$7.349M
146,599 shares@ $50.14 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Decreased -0.17%
1.54%
$6.768M
72,516 shares@ $93.33 avg price
VTWGVanguard Scottsdale Fds
Recent Activity
Decreased -0.32%
1.21%
$5.324M
25,338 shares@ $210.14 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -0.06%
0.75%
$3.313M
129,527 shares@ $25.59 avg price
IVVIshares Tr
Recent Activity
Decreased -0.27%
0.4%
$1.738M
2,953 shares@ $588.71 avg price