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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
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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.4%
3.1%
$13.696M
286,398 shares@ $47.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.89%
2.87%
$12.669M
287,661 shares@ $44.05 avg price
SFLOVictory Portfolios Ii
Recent Activity
Increased 1.58%
2.43%
$10.743M
402,971 shares@ $26.67 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
USHYIshares Tr
Recent Activity
Increased 9.13%
1.61%
$7.116M
193,424 shares@ $36.79 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Decreased -0.17%
1.54%
$6.768M
72,516 shares@ $93.33 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 1.83%
1.47%
$6.484M
129,301 shares@ $50.15 avg price