Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/20 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 66
- 較 2021 年第 2 季 +13
- 總值
- $2.92 億
- 較 2021 年第 2 季 +$1,804 萬 (+6.6%)
| 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 | 383,500 | $3,990 萬 | 13.7% | +434+0.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 727,062 | $3,671 萬 | 12.6% | +127,807+21.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 433,682 | $2,776 萬 | 9.5% | +22,661+5.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 595,887 | $2,306 萬 | 7.9% | −72,721−10.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 589,202 | $2,298 萬 | 7.9% | −18,683−3.1% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 364,478 | $1,996 萬 | 6.8% | +40,628+12.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 230,630 | $1,971 萬 | 6.8% | +12,665+5.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 94,634 | $947.3 萬 | 3.2% | +5,063+5.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 182,759 | $914.0 萬 | 3.1% | +20,737+12.8% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 143,067 | $857.7 萬 | 2.9% | +21,121+17.3% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 34,923 | $607.8 萬 | 2.1% | −3,296−8.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 137,147 | $583.3 萬 | 2.0% | −15,774−10.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 26,858 | $574.7 萬 | 2.0% | −2,615−8.9% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 141,958 | $569.0 萬 | 2.0% | +10,671+8.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 34,995 | $524.3 萬 | 1.8% | +4,990+16.6% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 67,211 | $332.0 萬 | 1.1% | +13,488+25.1% | 加碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 104,405 | $312.9 萬 | 1.1% | +17,435+20.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,597 | $305.9 萬 | 1.0% | +20,787+1,148.5% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 57,193 | $300.7 萬 | 1.0% | −10,343−15.3% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 26,200 | $288.4 萬 | 1.0% | +1,945+8.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 45,304 | $231.9 萬 | 0.8% | +2,428+5.7% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 21,003 | $215.8 萬 | 0.7% | +907+4.5% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 24,323 | $190.4 萬 | 0.7% | +2,304+10.5% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 12,728 | $169.8 萬 | 0.6% | +142+1.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,101 | $155.1 萬 | 0.5% | +6,028+40.0% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 59,767 | $151.2 萬 | 0.5% | −3,780−5.9% | 減碼 | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 26,897 | $118.5 萬 | 0.4% | +461+1.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,222 | $116.3 萬 | 0.4% | +328+4.2% | 加碼 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 40,775 | $114.5 萬 | 0.4% | +40,775 | 新進 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,779 | $105.9 萬 | 0.4% | +3,779 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,068 | $102.7 萬 | 0.4% | +6,068 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,343 | $88.6 萬 | 0.3% | +14,343 | 新進 | – |
| BACBank of America Corp | Stock | 20,414 | $86.7 萬 | 0.3% | +2,880+16.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,537 | $71.5 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,431 | $68.0 萬 | 0.2% | −89−1.2% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,912 | $67.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 29,195 | $64.6 萬 | 0.2% | +2,580+9.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,408 | $62.9 萬 | 0.2% | +12,408 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $55.6 萬 | 0.2% | +690+25.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,375 | $54.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 15,026 | $45.8 萬 | 0.2% | +15,026 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 139 | $45.7 萬 | 0.2% | +33+31.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,142 | $38.8 萬 | 0.1% | +140+14.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,792 | $37.1 萬 | 0.1% | +160+9.8% | 加碼依 4 比 1 拆股換算 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,039 | $35.7 萬 | 0.1% | +207+3.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 13,275 | $35.4 萬 | 0.1% | +13,275 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 128 | $34.2 萬 | 0.1% | +12+10.3% | 加碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 10,455 | $32.7 萬 | 0.1% | +10,455 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $32.0 萬 | 0.1% | +1,440 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,294 | $31.2 萬 | 0.1% | −36−2.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,346 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,500 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 2,129 | $27.0 萬 | 0.1% | +907+74.2% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,486 | $26.3 萬 | 0.1% | +3,486 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 851 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,224 | $24.0 萬 | 0.1% | +5,224 | 新進 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,800 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,085 | $22.5 萬 | 0.1% | +2,085 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 590 | $22.3 萬 | 0.1% | +590 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 81 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,203 | $21.4 萬 | 0.1% | +2,203 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 825 | $21.2 萬 | 0.1% | +825 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,375 | $20.3 萬 | 0.1% | +4,375 | 新進 | 歷史 |
| CRMDCorMedix Inc. | COM | 14,259 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（3 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。