Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 70
- 較 2022 年第 4 季 +4
- 總值
- $3.43 億
- 較 2022 年第 4 季 +$3,469 萬 (+11.2%)
| 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 | 1,029,917 | $4,652 萬 | 13.5% | −53,640−5.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 747,898 | $3,618 萬 | 10.5% | +5,560+0.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 407,692 | $2,257 萬 | 6.6% | +9,651+2.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 519,173 | $2,114 萬 | 6.2% | +13,323+2.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 582,266 | $2,026 萬 | 5.9% | −3,557−0.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 266,523 | $1,968 萬 | 5.7% | +828+0.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 484,090 | $1,956 萬 | 5.7% | +57,386+13.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 223,842 | $1,496 萬 | 4.4% | +86,064+62.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 203,478 | $1,031 萬 | 3.0% | −7,021−3.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 70,724 | $1,023 萬 | 3.0% | +17,287+32.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 241,620 | $1,013 萬 | 2.9% | +41,747+20.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,876 | $771.7 萬 | 2.2% | −481−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 40,343 | $665.2 萬 | 1.9% | +1,088+2.8% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 77,112 | $622.8 萬 | 1.8% | −1,192−1.5% | 減碼依 2 比 1 拆股換算 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 160,250 | $609.9 萬 | 1.8% | +40,665+34.0% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 229,419 | $574.5 萬 | 1.7% | +8,245+3.7% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,871 | $570.5 萬 | 1.7% | −52−0.2% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 155,170 | $539.2 萬 | 1.6% | +754+0.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 70,408 | $461.7 萬 | 1.3% | +165+0.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 134,960 | $460.6 萬 | 1.3% | +1,539+1.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 27,092 | $447.2 萬 | 1.3% | −336−1.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 87,781 | $443.6 萬 | 1.3% | +87,781 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,759 | $401.2 萬 | 1.2% | +1,870+23.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36,012 | $388.0 萬 | 1.1% | −936−2.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 16,776 | $363.0 萬 | 1.1% | +2,480+17.3% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 101,656 | $361.4 萬 | 1.1% | +81,026+392.8% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 66,723 | $345.2 萬 | 1.0% | +27,995+72.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 54,595 | $261.1 萬 | 0.8% | −3,026−5.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,423 | $260.7 萬 | 0.8% | +2,131+14.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 44,872 | $218.9 萬 | 0.6% | −1,104−2.4% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 18,572 | $173.8 萬 | 0.5% | +108+0.6% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 16,095 | $155.7 萬 | 0.5% | −5,939−27.0% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 8,785 | $120.2 萬 | 0.3% | −137−1.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,986 | $114.9 萬 | 0.3% | +533+15.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,617 | $113.6 萬 | 0.3% | −517−3.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,463 | $111.6 萬 | 0.3% | +3,898+28.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,417 | $104.5 萬 | 0.3% | +21,417 | 新進 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 21,356 | $101.5 萬 | 0.3% | −2,939−12.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,421 | $93.3 萬 | 0.3% | +5+0.2% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,413 | $77.4 萬 | 0.2% | −37−1.1% | 減碼 | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 16,605 | $66.0 萬 | 0.2% | −529−3.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,082 | $65.8 萬 | 0.2% | −296−2.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 6,180 | $64.1 萬 | 0.2% | +2,500+67.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,877 | $60.1 萬 | 0.2% | +588+2.1% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,912 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,493 | $57.0 萬 | 0.2% | +3,493 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 23,005 | $56.4 萬 | 0.2% | −386−1.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,240 | $55.4 萬 | 0.2% | +86+0.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,418 | $53.0 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,836 | $50.6 萬 | 0.1% | −205−4.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,014 | $48.0 萬 | 0.1% | +383+14.6% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,067 | $46.5 萬 | 0.1% | −422−7.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,611 | $45.0 萬 | 0.1% | +307+23.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,316 | $40.6 萬 | 0.1% | +520+65.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,814 | $40.3 萬 | 0.1% | −394−6.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,834 | $38.8 萬 | 0.1% | +1,334+53.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,256 | $34.9 萬 | 0.1% | +1,256 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 906 | $34.1 萬 | 0.1% | +906 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,663 | $33.9 萬 | 0.1% | +473+39.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,240 | $33.7 萬 | 0.1% | −400−11.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,432 | $32.3 萬 | 0.1% | +1,432 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 6,357 | $32.2 萬 | 0.1% | +6,357 | 新進 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 622 | $30.9 萬 | 0.1% | +622 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,155 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 1,688 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 9,860 | $28.2 萬 | 0.1% | +3,692+59.9% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,256 | $23.5 萬 | 0.1% | +1,256 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 2,143 | $22.1 萬 | 0.1% | +2,143 | 新進 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 118 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 38,521 | $325.8 萬 | 1.1% | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 130,073 | $315.2 萬 | 1.0% | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 51,569 | $106.0 萬 | 0.3% | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 14,537 | $88.6 萬 | 0.3% | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 35,817 | $79.0 萬 | 0.3% | – |
| MRKMerck & Co., Inc. | Stock | 1,866 | $20.7 萬 | 0.1% | 歷史 |