Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- 最新申報
- 2026/7/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 118
- 較 2024 年第 4 季 +19
- 總值
- $4.48 億
- 較 2024 年第 4 季 +$608.6 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,052 | $604.6 萬 | 1.3% | −464−0.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,547 | $675.0 萬 | 1.5% | +64,547 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 293,045 | $686.6 萬 | 1.5% | −352,573−54.6% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 180,650 | $881.9 萬 | 2.0% | +180,650 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,865 | $885.0 萬 | 2.0% | +1,862+8.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 259,465 | $1,287 萬 | 2.9% | +112,866+77.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,293 | $1,435 萬 | 3.2% | −4,105−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 88,574 | $1,967 萬 | 4.4% | −4,249−4.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 264,431 | $2,000 萬 | 4.5% | −54,012−17.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 464,378 | $2,102 萬 | 4.7% | +176,717+61.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,123,658 | $2,223 萬 | 5.0% | −6,369−0.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 135,882 | $2,354 萬 | 5.2% | +9,369+7.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,145,220 | $2,529 萬 | 5.6% | −682,094−37.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 542,275 | $2,769 萬 | 6.2% | −1,874−0.3% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 111,681 | $2,871 萬 | 6.4% | +110,388+8,537.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 359,669 | $2,891 萬 | 6.4% | −3,278−0.9% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 511,906 | $3,527 萬 | 7.9% | +496,205+3,160.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 551,003 | $4,047 萬 | 9.0% | +539,495+4,688.0% | 加碼 | – |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。