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Rise Advisors, LLC

Q4 2021 Holdings

Filed 2022-02-24 | 650 holdings | $105.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Aflac Inc COM(AFL)001055102$19.1K3280.0%
Fedex Corp COM(FDX)31428X106$19.5K750.0%
Western Asst Infltn LKD INM FD COM SH BEN INT(XWIAX)95766Q106$19.6K1,4790.0%
First TR / Aberdeen Global OPP COM SHS337319107$20.3K2,1140.0%
Atlassian Corp PLC CL A(TEAM)G06242104$20.6K540.0%
Emerson Elec Co COM(EMR)291011104$20.6K2210.0%
Spdr S&P Emerging Markets Small Cap ETF(EWX)78463X756$20.9K3530.0%
Boeing Co COM(BA)097023105$21.1K1050.0%
Roku Inc COM CL A(ROKU)77543R102$21.2K930.0%
Ishares International Select Dividend ETF(IDV)464288448$21.3K6840.0%
BP PLC Sponsored ADR(BP)055622104$21.4K8030.0%
Redfin Corp COM(RDFN)75737F108$21.7K5640.0%
Mongodb Inc CL A(MDB)60937P106$21.7K410.0%
Fubotv Inc COM(FUBO)35953D104$21.8K1,4060.0%
Ishares Global Tech ETF(IXN)464287291$21.9K3390.0%
Axon Enterprise Inc COM(AXON)05464C101$22.1K1410.0%
Invesco DB US Dollar Index Bearish Fund(UDN)46141D104$22.3K1,1000.0%
Ishares Russell Mid-Cap Value ETF(IWS)464287473$22.4K1830.0%
Oshkosh Corp COM(OSK)688239201$22.5K1990.0%
Zscaler Inc COM(ZS)98980G102$22.5K700.0%
Intuitive Surgical Inc COM New(ISRG)46120E602$22.6K630.0%
Live Nation Entertainment Inc COM(LYV)538034109$23.2K1940.0%
Okta Inc CL A(OKTA)679295105$23.3K1040.0%
AIR Prods & Chems Inc COM(APD)009158106$23.7K780.0%
Atlantica Sustainable Infr PLC SHS(ALDA)G0751N103$23.8K6650.0%
Scotts Miracle-Gro Co CL A(SMG)810186106$23.8K1480.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)03524A108$24.2K4000.0%
Ishares ESG Aware U.S. Aggregate Bond ETF(EAGG)46435U549$24.5K4440.0%
Lauder Estee COS Inc CL A(EL)518439104$24.6K660.0%
Fortinet Inc COM(FTNT)34959E109$25.2K700.0%
Staar Surgical Co COM PAR $0.01(STAA)852312305$25.2K2760.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)464288513$25.2K2900.0%
Spdr Nuveen Bloomberg High Yield Municipal Bond ETF(HYMB)78464A284$25.4K4230.0%
Ishares Russell Mid-Cap Growth ETF(IWP)464287481$25.5K2210.0%
Dexcom Inc COM(DXCM)252131107$25.8K480.0%
Ishares Global Financials ETF(IXG)464287333$25.8K3230.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)874039100$25.9K2150.0%
Zoom Video Communications Inc CL A(ZM)98980L101$26.5K1440.0%
Tekla Healthcare Invs SH BEN INT(HQH)87911J103$26.7K1,1230.0%
Walgreens Boots Alliance Inc COM(WBA)931427108$26.7K5110.0%
Spdr S&P Metals and Mining ETF(XME)78464A755$26.9K6010.0%
Honest Co Inc COM(HNST)438333106$27.1K3,3490.0%
Invesco S&P 500 Revenue ETF(RWL)46138G698$27.4K3430.0%
Appian Corp CL A(APPN)03782L101$27.5K4220.0%
Meta Platforms Inc CL A(META)30303M102$27.6K820.0%
Camping World Hldgs Inc CL A(CWH)13462K109$28.2K6970.0%
Ball Corp COM(BALL)058498106$28.3K2940.0%
Piedmont Office Realty TR Inc COM CL A(PDM)720190206$29.5K1,6040.0%
Consolidated Edison Inc COM(ED)209115104$29.5K3460.0%
Old Dominion Freight Line Inc COM(ODFL)679580100$29.9K830.0%
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