Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 53
- 較 2021 年第 1 季 +7
- 總值
- $2.74 億
- 較 2021 年第 1 季 +$3,968 萬 (+17.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 383,066 | $3,983 萬 | 14.6% | −5,132−1.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 599,255 | $3,087 萬 | 11.3% | +11,169+1.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 668,608 | $2,638 萬 | 9.6% | +123,969+22.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 411,021 | $2,588 萬 | 9.5% | +66,887+19.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 607,885 | $2,404 萬 | 8.8% | +108,851+21.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 217,965 | $1,872 萬 | 6.8% | +20,514+10.4% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 323,850 | $1,791 萬 | 6.5% | +59,136+22.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 89,571 | $933.1 萬 | 3.4% | +584+0.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 162,022 | $879.9 萬 | 3.2% | +8,695+5.7% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 121,946 | $741.7 萬 | 2.7% | +19,323+18.8% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 38,219 | $697.0 萬 | 2.5% | +4,619+13.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 152,921 | $695.8 萬 | 2.5% | +29,573+24.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 29,473 | $668.9 萬 | 2.4% | +4,188+16.6% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 131,287 | $529.2 萬 | 1.9% | +32,971+33.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,005 | $452.3 萬 | 1.7% | −1,564−5.0% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 67,536 | $354.0 萬 | 1.3% | +1,844+2.8% | 加碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 86,970 | $272.9 萬 | 1.0% | +11,037+14.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 24,255 | $272.8 萬 | 1.0% | +2,380+10.9% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 53,723 | $266.3 萬 | 1.0% | +1,470+2.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 42,876 | $219.6 萬 | 0.8% | +4,427+11.5% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 20,096 | $206.7 萬 | 0.8% | +1,226+6.5% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 22,019 | $175.8 萬 | 0.6% | +4,494+25.6% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 63,547 | $168.0 萬 | 0.6% | +14,116+28.6% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 12,586 | $167.5 萬 | 0.6% | −1,446−10.3% | 減碼 | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 26,436 | $118.7 萬 | 0.4% | −2,674−9.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,073 | $111.0 萬 | 0.4% | +436+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,894 | $108.1 萬 | 0.4% | +1,213+18.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,534 | $72.3 萬 | 0.3% | +7,929+82.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,912 | $69.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,538 | $68.8 萬 | 0.3% | +285+12.6% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,520 | $68.8 萬 | 0.3% | +621+9.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 26,615 | $59.0 萬 | 0.2% | +1,320+5.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,375 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,710 | $42.2 萬 | 0.2% | +2,710 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,832 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 106 | $36.5 萬 | 0.1% | +30+39.5% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,561 | $36.3 萬 | 0.1% | +394+12.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,002 | $34.8 萬 | 0.1% | +239+31.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,346 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 408 | $32.6 萬 | 0.1% | +408 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,330 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,500 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 116 | $28.3 萬 | 0.1% | +116 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,810 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 851 | $24.4 萬 | 0.1% | +26+3.2% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,800 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,271 | $21.4 萬 | 0.1% | +4,271 | 新進 | – |
| GPCGenuine Parts Co | Stock | 1,688 | $21.3 萬 | 0.1% | +1,688 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 81 | $20.3 萬 | 0.1% | +81 | 新進 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 1,222 | $20.3 萬 | 0.1% | +1,222 | 新進 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,465 | $18.4 萬 | 0.1% | +10,465 | 新進 | 歷史 |
| CRMDCorMedix Inc. | COM | 14,259 | $9.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 7,651 | $20.5 萬 | 0.1% | – |