Riversedge Advisors, LLC — Q1 2020 13F 持股

Name: Riversedge Advisors, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001787663

申报总市值

US$6.2亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHX	Schwab US Large-cap ETF	ETF-其他	12.89%	—	+31.50%
2	SCHF	Schwab Intl Equity ETF	ETF-其他	10.87%	+0.05%	—
3	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	10.00%	-0.68%	—
4	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	9.98%	-0.10%	—
5	VEA	Vanguard Ftse Developed ETF	ETF-其他	9.08%	+0.06%	+1.33%
6	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	8.00%	—	+3160.74%
7	BND	Vanguard Total Bond Market	ETF-其他	7.85%	-1.46%	+7.86%
8	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-其他	3.30%	—	+996.99%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	2.74%	-0.98%	-18.06%
10	SPEM	State Street Sp Ptf Em ETF	ETF-其他	2.71%	—	—
11	SCHA	Schwab US Small-cap ETF	ETF-其他	2.48%	—	+18.72%
12	VTWG	Vanguard Russell 2000 Growth	ETF-中小型股	2.47%	—	—
13	VIOV	Vanguard S&p Small-cap 600 V	ETF-其他	2.42%	—	—
14	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	2.09%	—	—
15	JNK	Ss Spdr Bb High Yield Bond	ETF-非投资级债	2.00%	—	+56.38%
16	VTIP	Vanguard Short-term Tips	ETF-其他	1.34%	—	+6.47%
17	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.18%	—	+258.94%
18	LGLV	Spdr US Lc Low Vol Idx	ETF-其他	1.15%	—	—
19	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-其他	1.00%	—	-47.19%
20	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.99%	—	-21.11%
21	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	0.94%	—	—
22	SCHO	Schwab Short-term US Treas	ETF-其他	0.87%	—	+8.52%
23	CILUSD	Victoryshares International	ETF-其他	0.80%	-0.10%	EXIT
24	EBND	State Street Spdr Bloomberg	ETF-其他	0.67%	—	—
25	ACWV	Ishares Msci Global Min Vol	ETF-其他	0.55%	—	+10.98%
26	BAC	Bank Of America CORP	股票-金融	0.35%	—	+7.83%
27	TDOC	Teladoc Health INC	股票-医疗保健	0.30%	—	-45.02%
28	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.29%	—	-31.62%
29	ACWI	Ishares Msci Acwi ETF	ETF-其他	0.26%	—	—
30	BKLN	Invesco Senior Loan ETF	ETF-其他	0.20%	—	+3.54%
31	AME	Ametek INC	股票-工业	0.19%	—	—
32	CRMD	Cormedix INC	股票-其他	0.04%	—	—

本季持股变动

Riversedge Advisors, LLC 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VTEB	Vanguard Tax-exempt Bond ETF	+7.7%	+3160.74%	加仓
2	HYMB	Ss Spdr N Ice Hy Muni ETF	+2.9%	+996.99%	加仓
3	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.7%	+258.94%	加仓
4	JNK	Ss Spdr Bb High Yield Bond	0%	+56.38%	加仓
5	CRMD	Cormedix INC	-0.1%	—	不变
6	BKLN	Invesco Senior Loan ETF	-0.1%	+3.54%	加仓
7	TDOC	Teladoc Health INC	-0.1%	-45.02%	减仓
8	AME	Ametek INC	-0.2%	—	不变
9	SCHO	Schwab Short-term US Treas	-0.2%	+8.52%	加仓
10	ACWV	Ishares Msci Global Min Vol	-0.2%	+10.98%	加仓
11	VTIP	Vanguard Short-term Tips	-0.4%	+6.47%	加仓
12	BAC	Bank Of America CORP	-0.4%	+7.83%	加仓
13	USMV	Ishares Msci USA Min Vol Fac	-0.4%	-31.62%	减仓
14	EMB	Ishares Jp Morgan Usd Emergi	-1%	-21.11%	减仓
15	SCHA	Schwab US Small-cap ETF	-1.6%	+18.72%	加仓
16	BND	Vanguard Total Bond Market	-1.7%	+7.86%	加仓
17	EMLC	Vaneck JPM Em Local Curr Bnd	-2%	-47.19%	减仓
18	VWO	Vanguard Ftse Emerging Marke	-3.2%	-18.06%	减仓
19	SCHX	Schwab US Large-cap ETF	-3.5%	+31.50%	加仓
20	VEA	Vanguard Ftse Developed ETF	-6.8%	+1.33%	加仓
21	SCHF	Schwab Intl Equity ETF	—	NEW	新建仓
22	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	新建仓
23	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	新建仓
24	MUB	Ishares National Muni Bond E	—	EXIT	清仓
25	SCHV	Schwab US Large-cap Value	—	EXIT	清仓
26	VUG	Vanguard Growth ETF	—	EXIT	清仓
27	VTV	Vanguard Value ETF	—	EXIT	清仓
28	SPEM	State Street Sp Ptf Em ETF	—	NEW	新建仓
29	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清仓
30	VTWG	Vanguard Russell 2000 Growth	—	NEW	新建仓
31	VIOV	Vanguard S&p Small-cap 600 V	—	NEW	新建仓
32	SHM	Ss Spdr N Ice St Muni ETF	—	NEW	新建仓
33	HYD	Vaneck High Yield Muni ETF	—	EXIT	清仓
34	LGLV	Spdr US Lc Low Vol Idx	—	NEW	新建仓
35	VWOB	Vanguard Emerg Mkts Gov Bnd	—	NEW	新建仓
36	VBK	Vanguard Small-cap Grwth ETF	—	EXIT	清仓
37	CILUSD	Victoryshares International	—	NEW	新建仓
38	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
39	IEMG	Ishares Core Msci Emerging	—	EXIT	清仓
40	EBND	State Street Spdr Bloomberg	—	NEW	新建仓
41	SUB	Ishares Short-term National	—	EXIT	清仓
42	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
43	SCHG	Schwab US Large-cap Growth	—	EXIT	清仓
44	IWO	Ishares Russell 2000 Growth	—	EXIT	清仓
45	IWN	Ishares Russell 2000 Value E	—	EXIT	清仓
46	ACWI	Ishares Msci Acwi ETF	—	NEW	新建仓
47	EFAV	Ishares Msci Eafe Min Vol Fa	—	EXIT	清仓