River's Edge Wealth Management

River's Edge Wealth Management as of June 30, 2026

Portfolio Holdings for River's Edge Wealth Management

River's Edge Wealth Management holds 44 positions in its portfolio as reported in the June 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) 12.2 $14M 392k 35.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.5 $13M 19k 693.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.9 $11M 51k 219.80
Vanguard Specialized Funds Div App Etf (VIG) 9.7 $11M 47k 237.36
Ishares Tr Core Msci Eafe (IEFA) 7.5 $8.5M 87k 97.54
Ishares Tr Intl Div Grwth (IGRO) 6.2 $7.0M 78k 90.19
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $6.2M 64k 98.14
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 4.8 $5.5M 46k 119.58
Ishares Core Msci Emkt (IEMG) 4.3 $4.9M 62k 79.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $4.5M 21k 212.97
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $3.7M 38k 97.86
Ishares Tr Msci Usa Min Etf (USMV) 2.4 $2.8M 29k 96.09
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $1.9M 25k 75.63
Fidelity Covington Trust Enhanced Intl (FENI) 1.6 $1.8M 44k 40.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $1.4M 4.1k 350.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.4M 28k 50.21
Ishares Tr National Mun Etf (MUB) 1.0 $1.1M 11k 106.76
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $1.1M 3.2k 341.42
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.0M 1.4k 758.32
Ishares Tr Ibds Dec28 Etf (IBDT) 0.8 $871k 35k 25.19
Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $819k 34k 24.16
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $739k 31k 24.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $690k 9.7k 70.82
Ishares Tr Ibonds Dec 29 (IBDU) 0.6 $649k 28k 23.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $625k 17k 36.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $618k 5.0k 123.58
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $593k 13k 45.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $478k 1.9k 247.32
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $466k 5.2k 90.18
Ishares Tr Ibon 2027 Te Etf (IBHG) 0.4 $434k 20k 22.03
Ishares Tr Ibon 2026 Te Etf (IBHF) 0.4 $423k 19k 22.54
Ishares Tr MRGSTR SM CP GR (ISCG) 0.4 $419k 6.6k 63.40
Vanguard Index Fds Small Cp Etf (VB) 0.4 $417k 1.4k 297.09
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.4 $408k 17k 23.42
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.3 $355k 15k 23.30
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $338k 6.8k 49.79
Ishares Tr Core Div Grwth (DGRO) 0.3 $329k 4.3k 76.63
Apple (AAPL) 0.3 $294k 898.00 327.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $289k 383.00 754.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $287k 10k 27.48
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $264k 1.8k 146.13
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $250k 12k 21.69
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $250k 6.1k 41.11
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.2 $209k 4.2k 50.42