RIVER'S EDGE WEALTH MANAGEMENT, LLC
46 holdingsFiling period: 2026-03-31Current AUM: $117.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | 379.8K | $12.8M | $14.3M | 12.20% | +7.3K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 18.2K | $11.9M | $13.7M | 11.68% | +2.3K | 2026-03-31 |
| 3 | QUAL | ISHARES TR | 49.9K | $10.4M | $11.8M | 10.08% | +910 | 2026-03-31 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 44.7K | $10.1M | $11.3M | 9.60% | -3,729 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 81.9K | $7.8M | $8.4M | 7.19% | +1.7K | 2026-03-31 |
| 6 | IGRO | ISHARES TR | 74.5K | $6.5M | $7.1M | 6.05% | +600 | 2026-03-31 |
| 7 | AGG | ISHARES TR | 60.9K | $6.1M | $5.9M | 5.06% | +1.9K | 2026-03-31 |
| 8 | VTWO | VANGUARD SCOTTSDALE FDS | 44.2K | $4.9M | $5.8M | 4.94% | +1.5K | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 60.4K | $4.7M | $5.3M | 4.48% | +873 | 2026-03-31 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 20.0K | $4.0M | $4.5M | 3.86% | +677 | 2026-03-31 |
| 11 | VNQ | VANGUARD INDEX FDS | 35.6K | $3.4M | $3.8M | 3.22% | +1.3K | 2026-03-31 |
| 12 | USMV | ISHARES TR | 27.2K | $2.6M | $2.7M | 2.30% | +261 | 2026-03-31 |
| 13 | IJH | ISHARES TR | 26.3K | $1.9M | $2.1M | 1.82% | +866 | 2026-03-31 |
| 14 | FENI | FIDELITY COVINGTON TRUST | 40.1K | $1.6M | $1.7M | 1.45% | +2.5K | 2026-03-31 |
| 15 | VBK | VANGUARD INDEX FDS | 4.0K | $1.3M | $1.5M | 1.28% | +181 | 2026-03-31 |
| 16 | VTEB | VANGUARD MUN BD FDS | 26.3K | $1.3M | $1.3M | 1.12% | -1,842 | 2026-03-31 |
| 17 | MUB | ISHARES TR | 10.7K | $1.1M | $1.1M | 0.97% | -166 | 2026-03-31 |
| 18 | VONE | VANGUARD SCOTTSDALE FDS | 3.2K | $1.0M | $1.2M | 1.00% | +350 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 1.4K | $999K | $1.1M | 0.98% | -3 | 2026-03-31 |
| 20 | IBDT | ISHARES TR | 34.1K | $864K | $859K | 0.73% | +651 | 2026-03-31 |
| 21 | IBDS | ISHARES TR | 34.0K | $825K | $824K | 0.70% | +972 | 2026-03-31 |
| 22 | IBDR | ISHARES TR | 32.3K | $783K | $783K | 0.67% | +92 | 2026-03-31 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 9.9K | $673K | $742K | 0.63% | -220 | 2026-03-31 |
| 24 | SCHE | SCHWAB STRATEGIC TR | 18.2K | $653K | $714K | 0.61% | -360 | 2026-03-31 |
| 25 | IBDU | ISHARES TR | 27.1K | $632K | $627K | 0.53% | +83 | 2026-03-31 |
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