Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/18 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 67
- 較 2021 年第 4 季 +3
- 總值
- $3.07 億
- 較 2021 年第 4 季 −$780.8 萬 (−2.5%)
| 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 | 803,383 | $4,326 萬 | 14.1% | +8,061+1.0% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 785,892 | $3,775 萬 | 12.3% | +26,815+3.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 408,884 | $2,707 萬 | 8.8% | −23,140−5.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 579,096 | $2,418 萬 | 7.9% | −16,357−2.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 649,480 | $2,385 萬 | 7.8% | +11,972+1.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 247,805 | $1,971 萬 | 6.4% | +5,546+2.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 290,638 | $1,498 萬 | 4.9% | −30,405−9.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 223,456 | $1,058 萬 | 3.4% | +24,878+12.5% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 198,756 | $916.9 萬 | 3.0% | +5,484+2.8% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 114,313 | $630.4 萬 | 2.1% | −6,538−5.4% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 33,262 | $589.4 萬 | 1.9% | −1,374−4.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,853 | $581.2 萬 | 1.9% | +455+1.3% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 151,846 | $572.8 萬 | 1.9% | +2,475+1.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 146,729 | $567.0 萬 | 1.8% | −10,438−6.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 49,784 | $545.8 萬 | 1.8% | +21,442+75.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 36,898 | $545.3 萬 | 1.8% | +9,672+35.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,543 | $475.1 萬 | 1.5% | −881−3.3% | 減碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 143,738 | $387.9 萬 | 1.3% | +25,906+22.0% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,239 | $364.1 萬 | 1.2% | +4,334+13.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,472 | $329.9 萬 | 1.1% | +8,980+360.4% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 61,512 | $315.0 萬 | 1.0% | +1,566+2.6% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 53,247 | $252.0 萬 | 0.8% | −3,470−6.1% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 49,685 | $246.1 萬 | 0.8% | +4,616+10.2% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 23,332 | $244.6 萬 | 0.8% | +1,863+8.7% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 39,341 | $225.8 萬 | 0.7% | +12,531+46.7% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 15,450 | $222.0 萬 | 0.7% | +2,991+24.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,780 | $172.1 萬 | 0.6% | +2,673+37.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,277 | $155.8 萬 | 0.5% | +1,465+30.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 53,278 | $148.0 萬 | 0.5% | +25,385+91.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,832 | $138.3 萬 | 0.4% | −3,549−16.6% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 18,757 | $131.0 萬 | 0.4% | −2,031−9.8% | 減碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 43,800 | $125.8 萬 | 0.4% | +4,064+10.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,974 | $121.8 萬 | 0.4% | −30−0.4% | 減碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 25,962 | $110.7 萬 | 0.4% | −6,182−19.2% | 減碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 47,156 | $107.2 萬 | 0.3% | −20,996−30.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,401 | $104.9 萬 | 0.3% | +38+1.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,894 | $86.1 萬 | 0.3% | +512+2.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,840 | $82.0 萬 | 0.3% | +2,435+45.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,474 | $67.7 萬 | 0.2% | +1,034+8.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,890 | $67.2 萬 | 0.2% | −4,762−13.4% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,912 | $64.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,607 | $63.9 萬 | 0.2% | −57−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 192 | $62.6 萬 | 0.2% | +15+8.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 219 | $60.9 萬 | 0.2% | +8+3.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,986 | $54.7 萬 | 0.2% | −643−9.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,943 | $53.8 萬 | 0.2% | +65+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,864 | $50.9 萬 | 0.2% | +63+3.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 158 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,039 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $40.5 萬 | 0.1% | −58−2.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,399 | $36.7 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,472 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,935 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $32.8 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,442 | $32.1 萬 | 0.1% | +158+12.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,222 | $30.5 萬 | 0.1% | +4,222 | 新進 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 704 | $24.8 萬 | 0.1% | +704 | 新進 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 3,219 | $23.2 萬 | 0.1% | +525+19.5% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,847 | $21.8 萬 | 0.1% | +4,847 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 944 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,411 | $21.4 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,020 | $21.0 萬 | 0.1% | +3,020 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 614 | $20.3 萬 | 0.1% | +22+3.7% | 加碼 | 歷史 |
| CRMDCorMedix Inc. | COM | 11,373 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（1 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。