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 | IBHH | ISHARES TR | — | 17,410.0 | $408K | 0.36% | +116.0 | +0.7% | $23.42 | -0.3% |
| 22 | — | ISHARES TR | — | 6,790.0 | $338K | 0.30% | +101.0 | +1.5% | $49.79 | — |
| 23 | AAPL | APPLE INC | Technology | 898.0 | $294K | 0.26% | +14.0 | +1.6% | $327.41 | +0.2% |
| 24 | IBDV | ISHARES TR | — | 11,538.0 | $250K | 0.22% | +2K | +19.8% | $21.69 | -1.0% |
| 25 | CALI | BLACKROCK ETF TRUST II | — | 4,154.0 | $209K | 0.18% | +26.0 | +0.6% | $50.42 | -0.3% |
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
50.4%
Financial Services
49.6%