StockDriftsStockDriftsTop 46 River's Edge Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 12% | 379.8K | $12.8M | +1.97%(+7.33K) | $29.87(+15.41%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 11.21% | 18.2K | $11.9M | +14.32%(+2.28K) | $618.83(+10.27%) | 2026-03-31 | |
| QUAL | ISHARES TR | 9.72% | 49.9K | $10.4M | +1.86%(+910) | $196.54(+7.34%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.52% | 44.7K | $10.1M | -7.70%(-3.73K) | $217.78(+5.00%) | 2026-03-31 | |
| IEFA | ISHARES TR | 7.3% | 81.9K | $7.8M | +2.07%(+1.66K) | $88.42(+9.86%) | 2026-03-31 | |
| IGRO | ISHARES TR | 6.1% | 74.5K | $6.5M | +0.81%(+600) | $81.24(+8.37%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.69% | 60.9K | $6.1M | +3.30%(+1.95K) | $100.05(-1.38%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 4.63% | 44.2K | $4.9M | +3.45%(+1.47K) | $98.71(+15.70%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.43% | 60.4K | $4.7M | +1.47%(+873) | $66.60(+23.20%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.8% | 20.0K | $4.0M | +3.50%(+677) | $190.67(+6.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.81% | -5.33% |
| Top 20 Holdings Unweighted | -1.88% | -5.55% |
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