Titelia

Holdings of RIVER'S EDGE WEALTH MANAGEMENT, LLC

37 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 77.8 % of the equity sleeve

Sector breakdown

  • Funds 34.0 %
  • Technology 0.5 %
  • Unattributed 65.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3784.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 18,19511.9M $
2iShares Trust 49,94010.4M $
3VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 44,71710.1M $
4iShares Core MSCI EAFE ETF 81,9377.8M $
5iShares Core U.S. Aggregate Bond ETF 60,8716.1M $
6Vanguard Scottsdale Funds 44,1634.9M $
7iShares Core MSCI Emerging Markets ETF 60,4374.7M $
8Invesco S&P 500 Equal Weight ETF 20,0214M $
9Vanguard Real Estate ETF 35,6183.4M $
10iShares MSCI USA Min Vol Factor ETF 27,1672.6M $
11iShares Core S&P Mid-Cap ETF 26,3151.9M $
12Fidelity Covington Trust 40,0631.6M $
13Vanguard Index Funds 3,9861.3M $
14Vanguard Tax-Exempt Bond Index ETF 26,2801.3M $
15iShares National Muni Bond ETF 10,6931.1M $
16Vanguard Russell 1000 3,1871M $
17iShares Core S&P 500 ETF 1,393999.3K $
18iShares iBonds Dec 2028 Term C 34,071864K $
19iShares iBonds Dec 2027 Term C 34,024825.1K $
20iShares iBonds Dec 2026 Term C 32,294783.1K $
21Vanguard FTSE Developed Markets ETF 9,885673.6K $
22Schwab Emerging Markets Equity ETF 18,212653.4K $
23iShares iBonds Dec 2029 Term C 27,118632.1K $
24iShares Russell 1000 Growth ETF 1,310627.7K $
25iShares Trust 13,265615.5K $
26iShares MSCI EAFE Min Vol Factor ETF 5,105466.3K $
27Vanguard Small-Cap ETF 1,616458K $
28iShares Trust 1,930439.3K $
29iShares Core Dividend Growth ETF 5,603407.8K $
30iShares MSCI International Quality Factor ETF 6,689327.7K $
31Schwab International Equity ETF 10,498276.2K $
32State Street SPDR S&P 500 ETF Trust 382272.7K $
33iShares Core S&P Small-Cap ETF 1,818247.8K $
34Apple Inc 884239.6K $
35JPMorgan Ultra-Short Municipal Income ETF 4,421225.2K $
36iShares iBonds Dec 2030 Term C 9,635211.6K $
37Palantir Technologies Inc 1,423203.6K $