E&R Wealth Management, LLC
12 holdingsFiling period: 2026-03-31Current AUM: $107.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 118.3K | $23.2M | $26.0M | 24.23% | +3.1K | 2026-03-31 |
| 2 | VBR | VANGUARD INDEX FDS | 90.5K | $19.6M | $22.1M | 20.61% | +3.2K | 2026-03-31 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 283.2K | $16.6M | $16.5M | 15.33% | +13.5K | 2026-03-31 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 208.4K | $16.5M | $16.4M | 15.26% | +7.6K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 158.6K | $10.2M | $11.2M | 10.43% | +1.2K | 2026-03-31 |
| 6 | VSS | VANGUARD INTL EQUITY INDEX F | 45.9K | $6.7M | $6.9M | 6.43% | +694 | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 62.0K | $3.4M | $3.6M | 3.39% | +1.8K | 2026-03-31 |
| 8 | VNQ | VANGUARD INDEX FDS | 34.5K | $3.1M | $3.4M | 3.18% | +2.9K | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 759 | $363K | $363K | 0.34% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 1.1K | $273K | $332K | 0.31% | -- | 2026-03-31 |
| 11 | WMT | WALMART INC | 2.1K | $263K | $235K | 0.22% | +3 | 2026-03-31 |
| 12 | KO | COCA COLA CO | 3.4K | $257K | $296K | 0.28% | -- | 2026-03-31 |
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