Portfolio (Quarterly)
Guide ↗
RIVER'S EDGE WEALTH MANAGEMENT, LLC
· CIK 0002109861| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DGRO | ISHARES TR | — | 5,603.0 | $408K | 0.38% | +1K | +35.6% | $72.77 | +1.1% |
| 22 | AAPL | APPLE INC | Technology | 884.0 | $240K | 0.23% | +13.0 | +1.5% | $271.05 | +10.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
61.9%
Financial Services
38.1%