Riversedge Advisors, LLC — Q2 2021 13F 持股

Name: Riversedge Advisors, LLC — 13F Holdings, Q2 2021
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	14.56%	—	-1.32%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	11.29%	+0.06%	+1.90%
3	SCHF	Schwab Intl Equity ETF	ETF-其他	9.64%	+0.05%	+22.76%
4	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	9.46%	-0.68%	+19.44%
5	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	8.79%	-0.10%	+21.81%
6	BND	Vanguard Total Bond Market	ETF-其他	6.84%	-1.46%	+10.39%
7	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	6.55%	—	+22.34%
8	SCHA	Schwab US Small-cap ETF	ETF-其他	3.41%	—	+0.66%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	3.22%	-0.98%	+5.67%
10	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-其他	2.71%	—	+18.83%
11	VIOV	Vanguard S&p Small-cap 600 V	ETF-其他	2.55%	—	+13.75%
12	SPEM	State Street Sp Ptf Em ETF	ETF-其他	2.54%	—	+23.98%
13	VTWG	Vanguard Russell 2000 Growth	ETF-中小型股	2.45%	—	+16.56%
14	HYLB	Xtrackers Usd High Yield Cor	ETF-非投资级债	1.93%	—	+33.54%
15	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.65%	-3.39%	-4.95%
16	VTIP	Vanguard Short-term Tips	ETF-其他	1.29%	—	+2.81%
17	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-其他	1.00%	—	+14.54%
18	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	1.00%	—	+10.88%
19	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	0.97%	—	+2.81%
20	SCHO	Schwab Short-term US Treas	ETF-其他	0.80%	—	+11.51%
21	ACWV	Ishares Msci Global Min Vol	ETF-其他	0.76%	—	+6.50%
22	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	0.64%	—	+25.64%
23	EBND	State Street Spdr Bloomberg	ETF-其他	0.61%	—	+28.56%
24	LGLV	Spdr US Lc Low Vol Idx	ETF-其他	0.61%	—	-10.30%
25	CILUSD	Victoryshares International	ETF-其他	0.43%	-0.10%	EXIT
26	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.41%	—	+2.98%
27	AAPL	Apple INC	股票-科技	0.40%	-0.37%	+18.16%
28	BAC	Bank Of America CORP	股票-金融	0.26%	—	+82.55%
29	MCO	Moody's CORP	股票-金融	0.25%	—	—
30	MSFT	Microsoft CORP	股票-科技	0.25%	-0.27%	+12.65%
31	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	0.25%	—	+9.00%
32	BKLN	Invesco Senior Loan ETF	ETF-其他	0.22%	—	+5.22%
33	JNJ	Johnson & Johnson	股票-医疗保健	0.20%	—	—
34	JPM	Jpmorgan Chase & Co	股票-金融	0.15%	—	—
35	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.14%	—	—
36	AMZN	Amazon.com INC	股票-周期性消费	0.13%	+0.07%	+39.47%
37	MINT	Pimco Enhanced Short Maturit	ETF-其他	0.13%	—	+12.44%
38	META	Meta Platforms Inc-class A	股票-通信服务	0.13%	—	+31.32%
39	QCOM	Qualcomm INC	股票-科技	0.12%	—	—
40	NVDA	Nvidia CORP	股票-科技	0.12%	—	—
41	MCD	Mcdonald's CORP	股票-周期性消费	0.11%	—	—
42	ABT	Abbott Laboratories	股票-医疗保健	0.11%	—	—
43	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.10%	-0.05%	—
44	ABBV	Abbvie INC	股票-医疗保健	0.10%	—	—
45	VTV	Vanguard Value ETF	ETF-其他	0.09%	+10.18%	—
46	VUG	Vanguard Growth ETF	ETF-其他	0.09%	-0.19%	+3.15%
47	LECO	Lincoln Electric Holdings	股票-工业	0.09%	—	—
48	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.08%	—	—
49	GPC	Genuine Parts Co	股票-周期性消费	0.08%	—	—
50	TDOC	Teladoc Health INC	股票-医疗保健	0.07%	—	—

1–50 of 53

本季持股变动

Riversedge Advisors, LLC 于截至 Q2 2021 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	SCHX	Schwab US Large-cap ETF	—	EXIT	清仓
2	VEA	Vanguard Ftse Developed ETF	—	EXIT	清仓
3	SCHF	Schwab Intl Equity ETF	—	EXIT	清仓
4	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	清仓
5	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	清仓
6	BND	Vanguard Total Bond Market	—	EXIT	清仓
7	VTEB	Vanguard Tax-exempt Bond ETF	—	EXIT	清仓
8	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓
9	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
10	HYMB	Ss Spdr N Ice Hy Muni ETF	—	EXIT	清仓
11	VIOV	Vanguard S&p Small-cap 600 V	—	EXIT	清仓
12	VTWG	Vanguard Russell 2000 Growth	—	EXIT	清仓
13	SPEM	State Street Sp Ptf Em ETF	—	EXIT	清仓
14	HYLB	Xtrackers Usd High Yield Cor	—	EXIT	清仓
15	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清仓
16	VTIP	Vanguard Short-term Tips	—	EXIT	清仓
17	SHM	Ss Spdr N Ice St Muni ETF	—	EXIT	清仓
18	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	清仓
19	EMLC	Vaneck JPM Em Local Curr Bnd	—	EXIT	清仓
20	SCHO	Schwab Short-term US Treas	—	EXIT	清仓
21	ACWV	Ishares Msci Global Min Vol	—	EXIT	清仓
22	LGLV	Spdr US Lc Low Vol Idx	—	EXIT	清仓
23	VWOB	Vanguard Emerg Mkts Gov Bnd	—	EXIT	清仓
24	EBND	State Street Spdr Bloomberg	—	EXIT	清仓
25	CILUSD	Victoryshares International	—	EXIT	清仓
26	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
27	AAPL	Apple INC	—	EXIT	清仓
28	BIL	Ss Spdr Bb 1-3m T-bill ETF	—	EXIT	清仓
29	MCO	Moody's CORP	—	EXIT	清仓
30	BKLN	Invesco Senior Loan ETF	—	EXIT	清仓
31	JNJ	Johnson & Johnson	—	EXIT	清仓
32	MSFT	Microsoft CORP	—	EXIT	清仓
33	BAC	Bank Of America CORP	—	EXIT	清仓
34	BMY	Bristol-myers Squibb Co	—	EXIT	清仓
35	MINT	Pimco Enhanced Short Maturit	—	EXIT	清仓
36	QCOM	Qualcomm INC	—	EXIT	清仓
37	ABT	Abbott Laboratories	—	EXIT	清仓
38	MCD	Mcdonald's CORP	—	EXIT	清仓
39	ABBV	Abbvie INC	—	EXIT	清仓
40	VTV	Vanguard Value ETF	—	EXIT	清仓
41	AMZN	Amazon.com INC	—	EXIT	清仓
42	META	Meta Platforms Inc-class A	—	EXIT	清仓
43	LECO	Lincoln Electric Holdings	—	EXIT	清仓
44	VUG	Vanguard Growth ETF	—	EXIT	清仓
45	PCY	Invesco Emerging Markets Sov	—	EXIT	清仓
46	CRMD	Cormedix INC	—	EXIT	清仓