River's Edge Wealth Management, LLC
44 holdingsFiling period: 2026-06-30Current AUM: $111.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHM | Schwab Strategic TR | 392.2K | $13.9M | $12.9M | 11.64% | +12.4K | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 18.8K | $13.1M | $12.9M | 11.56% | +628 | 2026-06-30 |
| 3 | QUAL | iShares TR | 51.4K | $11.3M | $11.3M | 10.15% | +1.5K | 2026-06-30 |
| 4 | VIG | Vanguard Specialized Funds | 46.6K | $11.1M | $11.4M | 10.23% | +1.9K | 2026-06-30 |
| 5 | IEFA | iShares TR | 87.0K | $8.5M | $8.3M | 7.48% | +5.0K | 2026-06-30 |
| 6 | IGRO | iShares TR | 77.9K | $7.0M | $7.4M | 6.61% | +3.4K | 2026-06-30 |
| 7 | AGG | iShares TR | 63.5K | $6.2M | $6.1M | 5.47% | +2.6K | 2026-06-30 |
| 8 | VTWO | Vanguard Scottsdale Fds | 45.9K | $5.5M | $5.0M | 4.49% | +1.7K | 2026-06-30 |
| 9 | IEMG | iShares Inc | 62.0K | $4.9M | $4.3M | 3.87% | +1.6K | 2026-06-30 |
| 10 | RSP | Invesco Exchange Traded FD T | 21.0K | $4.5M | $4.5M | 4.07% | +937 | 2026-06-30 |
| 11 | VNQ | Vanguard Index Fds | 37.6K | $3.7M | $3.6M | 3.28% | +2.0K | 2026-06-30 |
| 12 | USMV | iShares TR | 28.6K | $2.8M | $2.9M | 2.60% | +1.5K | 2026-06-30 |
| 13 | IJH | iShares TR | 24.9K | $1.9M | $1.8M | 1.58% | -1,392 | 2026-06-30 |
| 14 | FENI | Fidelity Covington Trust | 44.3K | $1.8M | $1.7M | 1.56% | +4.3K | 2026-06-30 |
| 15 | VBK | Vanguard Index Fds | 4.1K | $1.4M | $1.2M | 1.12% | +82 | 2026-06-30 |
| 16 | VTEB | Vanguard Mun BD Fds | 27.9K | $1.4M | $1.4M | 1.22% | +1.6K | 2026-06-30 |
| 17 | MUB | iShares TR | 10.7K | $1.1M | $1.1M | 1.00% | +27 | 2026-06-30 |
| 18 | VONE | Vanguard Scottsdale Fds | 3.2K | $1.1M | $1.1M | 0.96% | -1 | 2026-06-30 |
| 19 | IVV | iShares TR | 1.4K | $1.0M | $1.0M | 0.92% | -26 | 2026-06-30 |
| 20 | IBDT | iShares TR | 34.6K | $870K | $861K | 0.77% | +495 | 2026-06-30 |
| 21 | IBDS | iShares TR | 33.9K | $818K | $814K | 0.73% | -128 | 2026-06-30 |
| 22 | IBDR | iShares TR | 30.5K | $738K | $736K | 0.66% | -1,775 | 2026-06-30 |
| 23 | VEA | Vanguard Tax-Managed Fds | 9.7K | $689K | $657K | 0.59% | -146 | 2026-06-30 |
| 24 | IBDU | iShares TR | 28.1K | $649K | $639K | 0.57% | +994 | 2026-06-30 |
| 25 | SCHE | Schwab Strategic TR | 17.2K | $624K | $586K | 0.53% | -1,017 | 2026-06-30 |
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