RIVER'S EDGE WEALTH MANAGEMENT, LLC

**RIVER'S EDGE WEALTH MANAGEMENT, LLC** manages $102M across a diversified portfolio of 44 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by top holdings including SCHM ($12.1M), VIG ($11.0M), and VOO ($10.0M). Significant allocations are also directed toward international and fixed income assets, with IEFA ($7.8M) and AGG ($6.0M) anchoring diversification. This structure suggests a disciplined, multi-asset approach targeting stable, established market segments.

📌 Top Holdings