Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/17 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 73
- 較 2022 年第 2 季 +7
- 總值
- $2.77 億
- 較 2022 年第 2 季 +$731.6 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 946,799 | $3,443 萬 | 12.4% | +85,142+9.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 747,935 | $3,168 萬 | 11.5% | −34,094−4.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 270,625 | $1,930 萬 | 7.0% | +8,699+3.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 679,643 | $1,912 萬 | 6.9% | +39,578+6.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 352,880 | $1,768 萬 | 6.4% | +10,833+3.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 463,570 | $1,599 萬 | 5.8% | −65,735−12.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 292,774 | $1,068 萬 | 3.9% | +57,698+24.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 221,414 | $1,066 萬 | 3.9% | −43,970−16.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,293 | $754.7 萬 | 2.7% | +23,038+63.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 194,760 | $736.2 萬 | 2.7% | −42,109−17.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,088 | $680.2 萬 | 2.5% | +4,030+7.9% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 208,020 | $645.7 萬 | 2.3% | +42,584+25.7% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 42,169 | $602.0 萬 | 2.2% | +2,508+6.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 105,080 | $553.5 萬 | 2.0% | +105,080 | 新進 | – |
| AAPLApple Inc. | Stock | 39,473 | $545.5 萬 | 2.0% | +31,995+427.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 34,628 | $520.8 萬 | 1.9% | +7,399+27.2% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 157,150 | $514.5 萬 | 1.9% | −1,527−1.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,099 | $430.0 萬 | 1.6% | +2,165+12.1% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 71,343 | $417.4 萬 | 1.5% | +65,038+1,031.5% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 83,014 | $397.8 萬 | 1.4% | −18,332−18.1% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 97,406 | $316.6 萬 | 1.1% | +97,406 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,822 | $305.9 萬 | 1.1% | −6,404−17.7% | 減碼 | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 132,673 | $302.5 萬 | 1.1% | +3,993+3.1% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,712 | $299.4 萬 | 1.1% | +733+2.0% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 59,315 | $285.4 萬 | 1.0% | −63−0.1% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 49,253 | $245.9 萬 | 0.9% | +18,363+59.4% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,919 | $245.7 萬 | 0.9% | +177+0.3% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 24,933 | $220.8 萬 | 0.8% | +1,330+5.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 32,435 | $187.6 萬 | 0.7% | −14,658−31.1% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,723 | $154.4 萬 | 0.6% | +18,723 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,798 | $144.1 萬 | 0.5% | +3,872+21.6% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 61,675 | $138.2 萬 | 0.5% | +14,625+31.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 25,806 | $118.9 萬 | 0.4% | −12,645−32.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,850 | $113.0 萬 | 0.4% | +535+12.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,790 | $111.7 萬 | 0.4% | +1,508+24.0% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 8,892 | $109.7 萬 | 0.4% | −3,005−25.3% | 減碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 37,032 | $95.7 萬 | 0.3% | +1,378+3.9% | 加碼 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 39,957 | $75.8 萬 | 0.3% | −1,715−4.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 15,097 | $75.7 萬 | 0.3% | +1,071+7.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,027 | $72.7 萬 | 0.3% | +2,027 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 12,592 | $72.4 萬 | 0.3% | −254−2.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,290 | $64.2 萬 | 0.2% | −1,863−36.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,224 | $61.0 萬 | 0.2% | −5,297−14.9% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,920 | $60.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 7,225 | $59.1 萬 | 0.2% | +7,225 | 新進 | – |
| JNJJohnson & Johnson | Stock | 3,486 | $56.9 萬 | 0.2% | +111+3.3% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 17,620 | $56.6 萬 | 0.2% | −7,044−28.6% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,510 | $50.5 萬 | 0.2% | −104−1.9% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,693 | $48.2 萬 | 0.2% | +7+0.1% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 14,081 | $47.3 萬 | 0.2% | +14,081 | 新進 | – |
| MCOMoodys Corp | Stock | 1,912 | $46.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,080 | $46.1 萬 | 0.2% | +290+7.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,368 | $45.4 萬 | 0.2% | +4,368 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 6,040 | $42.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,240 | $40.6 萬 | 0.1% | −480−10.2% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 10,347 | $39.9 萬 | 0.1% | +10,347 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,336 | $38.5 萬 | 0.1% | +2,336 | 新進 | – |
| BACBank of America Corp | Stock | 11,411 | $34.5 萬 | 0.1% | −9,669−45.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,520 | $33.8 萬 | 0.1% | +360+11.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,500 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,474 | $33.6 萬 | 0.1% | +883+34.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,340 | $30.9 萬 | 0.1% | +36+2.8% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 971 | $29.9 萬 | 0.1% | +971 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 2,474 | $25.9 萬 | 0.1% | −1,369−35.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,440 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 1,688 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,026 | $23.2 萬 | 0.1% | +1,026 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 374 | $21.3 萬 | 0.1% | −421−53.0% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,833 | $20.8 萬 | 0.1% | +4,833 | 新進 | – |
| NVDANVIDIA Corp | Stock | 1,700 | $20.6 萬 | 0.1% | −168−9.0% | 減碼 | 歷史 |
| CRMDCorMedix Inc. | COM | 11,373 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（5 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 16,706 | $42.8 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 20,083 | $37.2 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 2,399 | $30.6 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,336 | $26.7 萬 | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 1,451 | $23.4 萬 | 0.1% | 歷史 |