River's Edge Wealth Management

River's Edge Wealth Management as of March 31, 2026

Portfolio Holdings for River's Edge Wealth Management

River's Edge Wealth Management holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 12.0 $13M 380k 33.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.2 $12M 18k 656.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.7 $10M 50k 207.40
Vanguard Specialized Funds Div App Etf (VIG) 9.5 $10M 45k 226.83
Ishares Tr Core Msci Eafe (IEFA) 7.3 $7.8M 82k 94.92
Ishares Tr Intl Div Grwth (IGRO) 6.1 $6.5M 75k 87.22
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $6.1M 61k 99.59
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 4.6 $4.9M 44k 111.79
Ishares Core Msci Emkt (IEMG) 4.4 $4.7M 60k 78.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.8 $4.0M 20k 202.03
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $3.4M 36k 95.30
Ishares Tr Msci Usa Min Vol (USMV) 2.4 $2.6M 27k 94.08
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $1.9M 26k 72.79
Fidelity Covington Trust Enhanced Intl (FENI) 1.5 $1.6M 40k 39.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $1.3M 4.0k 335.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.3M 26k 50.47
Ishares Tr National Mun Etf (MUB) 1.1 $1.1M 11k 107.37
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $1.0M 3.2k 323.21
Ishares Tr Core S&p500 Etf (IVV) 0.9 $999k 1.4k 717.39
Ishares Tr Ibds Dec28 Etf (IBDT) 0.8 $864k 34k 25.36
Ishares Tr Ibonds 27 Etf (IBDS) 0.8 $825k 34k 24.25
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $783k 32k 24.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $674k 9.9k 68.14
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $653k 18k 35.88
Ishares Tr Ibonds Dec 29 (IBDU) 0.6 $632k 27k 23.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $628k 1.3k 479.17
Ishares Tr Core Univrsl Usd (IUSB) 0.6 $616k 13k 46.40
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $466k 5.1k 91.34
Ishares Tr Ibonds 2026 Term (IBHF) 0.4 $459k 20k 22.87
Vanguard Index Fds Small Cp Etf (VB) 0.4 $458k 1.6k 283.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $439k 1.9k 227.62
Ishares Tr Ibonds 2027 Term (IBHG) 0.4 $435k 20k 22.20
Ishares Tr MRGSTR SM CP GR (ISCG) 0.4 $415k 6.9k 60.54
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.4 $408k 17k 23.58
Ishares Tr Core Div Grwth (DGRO) 0.4 $408k 5.6k 72.77
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.3 $369k 16k 23.51
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $328k 6.7k 48.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $276k 11k 26.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $273k 382.00 713.91
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $248k 6.1k 40.99
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $248k 1.8k 136.31
Apple (AAPL) 0.2 $240k 884.00 271.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $225k 4.4k 50.95
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $212k 9.6k 21.97
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.2 $209k 4.1k 50.52
Palantir Technologies Cl A (PLTR) 0.2 $204k 1.4k 143.09