Blue Edge Capital, LLC
135 holdingsFiling period: 2026-03-31Current AUM: $846.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth | 147.3K | $64.4M | $75.3M | 8.90% | +3.6K | 2026-03-31 |
| 2 | VTV | Vanguard Value | 316.4K | $62.1M | $69.6M | 8.22% | +11.1K | 2026-03-31 |
| 3 | IEUR | Ishares Core Msci Europe | 512.2K | $36.0M | $39.3M | 4.64% | +60.4K | 2026-03-31 |
| 4 | MGK | Vanguard Mega Cap Growth | 91.4K | $33.6M | $39.4M | 4.66% | -6,082 | 2026-03-31 |
| 5 | IVW | Ishares S&P 500 Growth | 295.2K | $33.4M | $39.9M | 4.72% | +9.6K | 2026-03-31 |
| 6 | IEF | iShares 7-10 Year Treasury Bon | 344.4K | $32.9M | $32.0M | 3.78% | +9.5K | 2026-03-31 |
| 7 | SPY | SPDR S&P 500 | 38.7K | $25.2M | $28.9M | 3.41% | +2.6K | 2026-03-31 |
| 8 | MGV | Vanguard Mega Cap Value | 158.6K | $23.0M | $25.9M | 3.06% | -17,249 | 2026-03-31 |
| 9 | USIG | iShares Broad USD Invm Grd Cor | 426.2K | $21.8M | $21.4M | 2.53% | +14.3K | 2026-03-31 |
| 10 | JMBS | Janus Henderson Mortgage-Backe | 386.2K | $17.4M | $17.0M | 2.01% | +60.7K | 2026-03-31 |
| 11 | AAPL | Apple Inc | 66.6K | $16.9M | $20.6M | 2.43% | +10.7K | 2026-03-31 |
| 12 | IVE | Ishares S&P 500 Value | 76.1K | $16.1M | $17.6M | 2.08% | +2.2K | 2026-03-31 |
| 13 | VPL | Vanguard FTSE Pacific | 147.1K | $14.4M | $16.0M | 1.89% | +15.1K | 2026-03-31 |
| 14 | ESGU | Ishares Msci Usa Esg | 84.9K | $12.0M | $13.9M | 1.64% | -6,379 | 2026-03-31 |
| 15 | VWO | Vanguard Emerging Market | 218.2K | $11.8M | $12.8M | 1.51% | -50,681 | 2026-03-31 |
| 16 | AVEM | Avantis Emerging Markets Equit | 143.4K | $11.6M | $12.8M | 1.52% | -- | 2026-03-31 |
| 17 | IPAC | Ishares Core Msci | 147.7K | $11.3M | $12.2M | 1.44% | +18.0K | 2026-03-31 |
| 18 | AMZN | Amazon Com Inc | 53.1K | $11.1M | $14.4M | 1.70% | +1.3K | 2026-03-31 |
| 19 | IJJ | iShares S&P Midcap 400 Value | 76.5K | $10.1M | $11.3M | 1.34% | +2.0K | 2026-03-31 |
| 20 | IJK | iShares S&P Midcap 400 Growth | 98.2K | $9.9M | $11.0M | 1.30% | +2.5K | 2026-03-31 |
| 21 | BAI | iShares A.I. Innovation and Te | 295.3K | $9.7M | $12.2M | 1.44% | -15,801 | 2026-03-31 |
| 22 | CAT | Caterpillar Inc | 13.7K | $9.7M | $11.1M | 1.31% | +541 | 2026-03-31 |
| 23 | QUAL | Ishars Edg Msci Usa Qlty | 50.3K | $9.6M | $11.0M | 1.30% | -1,537 | 2026-03-31 |
| 24 | DYNF | iShares U.S. Equity Factor Rot | 163.7K | $9.5M | $11.0M | 1.30% | +693 | 2026-03-31 |
| 25 | IEMG | iShares Core MSCI Emerging Mar | 135.4K | $9.4M | $10.5M | 1.24% | -98,693 | 2026-03-31 |
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