Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/19 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 70
- 較 2023 年第 2 季 0
- 總值
- $3.39 億
- 較 2023 年第 2 季 −$2,567 萬 (−7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 701,823 | $4,516 萬 | 13.3% | +71,278+11.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 681,635 | $3,449 萬 | 10.2% | −2,971−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 538,014 | $2,220 萬 | 6.5% | +15,640+3.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 374,379 | $2,219 萬 | 6.5% | −37,150−9.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 533,614 | $2,092 萬 | 6.2% | −21,473−3.9% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 566,910 | $1,925 萬 | 5.7% | −3,997−0.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 109,830 | $1,556 萬 | 4.6% | +10,444+10.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 306,609 | $1,528 萬 | 4.5% | +29,579+10.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 215,744 | $1,505 萬 | 4.4% | +22,502+11.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 284,225 | $1,243 萬 | 3.7% | −176,225−38.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 276,434 | $1,145 萬 | 3.4% | −2,081−0.7% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 317,231 | $1,101 萬 | 3.2% | +51,197+19.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 210,607 | $1,013 萬 | 3.0% | +3,272+1.6% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 226,015 | $942.5 萬 | 2.8% | −27,045−10.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 40,700 | $696.8 萬 | 2.1% | +304+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,544 | $613.9 萬 | 1.8% | −141−0.6% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 75,044 | $578.2 萬 | 1.7% | −120−0.2% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 204,117 | $486.2 萬 | 1.4% | −23,801−10.4% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 31,705 | $437.3 萬 | 1.3% | −23,046−42.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,522 | $416.3 萬 | 1.2% | −393−1.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 123,974 | $416.2 萬 | 1.2% | −1,656−1.3% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 80,416 | $394.6 萬 | 1.2% | +4,362+5.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 32,869 | $337.0 萬 | 1.0% | −2,356−6.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,872 | $254.3 萬 | 0.8% | −5,708−32.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,541 | $200.0 萬 | 0.6% | −3,652−22.6% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 25,677 | $165.5 萬 | 0.5% | −45,159−63.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,590 | $144.9 萬 | 0.4% | +620+15.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,987 | $128.3 萬 | 0.4% | −5,652−65.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,608 | $112.6 萬 | 0.3% | +2,368+37.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,718 | $107.5 萬 | 0.3% | −293−1.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,334 | $101.5 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 7,562 | $101.0 萬 | 0.3% | −126−1.6% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,423 | $100.5 萬 | 0.3% | −7−0.3% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 18,787 | $86.9 萬 | 0.3% | −1,577−7.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,930 | $84.0 萬 | 0.2% | +674+53.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,321 | $80.4 萬 | 0.2% | +2,714+75.2% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,418 | $76.6 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 5,422 | $71.5 萬 | 0.2% | +2,182+67.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,211 | $71.0 萬 | 0.2% | +688+19.5% | 加碼 | 歷史 |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 16,579 | $63.2 萬 | 0.2% | +114+0.7% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,974 | $62.4 萬 | 0.2% | +62+3.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,716 | $60.1 萬 | 0.2% | +350+25.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $57.7 萬 | 0.2% | +79+0.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,547 | $55.2 萬 | 0.2% | +126+3.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,699 | $55.1 萬 | 0.2% | +681+22.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,130 | $49.0 萬 | 0.1% | +696+48.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,701 | $48.4 萬 | 0.1% | −151−3.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,353 | $47.7 萬 | 0.1% | +420+21.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 800 | $45.2 萬 | 0.1% | +177+28.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,631 | $43.0 萬 | 0.1% | +14+0.9% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,645 | $42.2 萬 | 0.1% | −1,200−6.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,333 | $40.0 萬 | 0.1% | +1,333 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,847 | $37.3 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 916 | $36.0 萬 | 0.1% | +2+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,669 | $35.4 萬 | 0.1% | +4+0.2% | 加碼 | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,691 | $33.0 萬 | 0.1% | +178+3.2% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 9,680 | $32.8 萬 | 0.1% | −29,952−75.6% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 6,589 | $31.4 萬 | 0.1% | +126+1.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,096 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,373 | $27.9 萬 | 0.1% | +2,373 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 544 | $27.7 萬 | 0.1% | +544 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 10,096 | $27.6 萬 | 0.1% | +67+0.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 897 | $26.2 萬 | 0.1% | +156+21.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,265 | $24.8 萬 | 0.1% | +4+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,700 | $24.7 萬 | 0.1% | +225+15.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,688 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 119 | $21.7 萬 | 0.1% | +119 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 1,026 | $20.2 萬 | 0.1% | +1,026 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,804 | $20.0 萬 | 0.1% | +1,804 | 新進 | 歷史 |
2023 年第 2 季之後清倉（6 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 15,896 | $76.4 萬 | 0.2% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,413 | $40.5 萬 | 0.1% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,462 | $40.1 萬 | 0.1% | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,986 | $29.3 萬 | 0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,906 | $21.6 萬 | 0.1% | – |
| MRKMerck & Co., Inc. | Stock | 1,799 | $20.8 萬 | 0.1% | 歷史 |