RIVER'S EDGE WEALTH MANAGEMENT, LLC
Nilai portofolio QoQ: +6.7% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas75,62%
Bobot 25 kepemilikan teratas93,73%
Posisi di atas 1%17
Jumlah posisi efektif14,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,8% Perkiraan pembelian $4.414.654 · penjualan $884.856
Posisi baru0
Meningkat29
Menurun15
Tertutup2
Nilai Portofolio
$113.7M
Posisi
44
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 44 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHM | $13.877.326 | 12,21% | 392.236 | $1.089.002 | Naik ×2 | ||
| VOO | $13.059.377 | 11,49% | 18.823 | $1.115.716 | Naik ×2 | ||
| QUAL | $11.295.679 | 9,94% | 51.391 | $938.201 | Naik ×2 | ||
| VIG | $11.069.431 | 9,74% | 46.636 | $926.254 | Naik ×1 | ||
| IEFA | $8.481.950 | 7,46% | 86.959 | $704.479 | Naik ×2 | ||
| IGRO | $7.029.965 | 6,19% | 77.946 | $528.439 | Naik ×2 | ||
| AGG | $6.233.841 | 5,48% | 63.520 | $171.702 | Naik ×2 | ||
| VTWO | $5.488.734 | 4,83% | 45.900 | $551.803 | Naik ×2 | ||
| IEMG | $4.943.327 | 4,35% | 62.040 | $218.949 | Naik ×2 | ||
| RSP | $4.463.456 | 3,93% | 20.958 | $418.550 | Naik ×2 | ||
| VNQ | $3.676.655 | 3,23% | 37.571 | $282.216 | Naik ×2 | ||
| USMV | $2.752.458 | 2,42% | 28.645 | $196.584 | Naik ×2 | ||
| IJH | $1.884.924 | 1,66% | 24.923 | $-30.560 | Turun ×1 | ||
| FENI | $1.791.089 | 1,58% | 44.334 | $227.448 | Naik ×2 | ||
| VBK | $1.425.597 | 1,25% | 4.068 | $89.604 | Naik ×2 | ||
| VTEB | $1.398.617 | 1,23% | 27.855 | $72.249 | Naik ×1 | ||
| MUB | $1.144.496 | 1,01% | 10.720 | $-3.569 | Naik ×1 | ||
| VONE | $1.087.772 | 0,96% | 3.186 | $57.690 | Turun ×1 | ||
| IVV | $1.036.627 | 0,91% | 1.367 | $37.297 | Turun ×2 | ||
| IBDT | $870.724 | 0,77% | 34.566 | $6.692 | Naik ×2 | ||
| IBDS | $818.938 | 0,72% | 33.896 | $-6.135 | Turun ×1 | ||
| IBDR | $738.864 | 0,65% | 30.519 | $-44.270 | Turun ×1 | ||
| VEA | $689.704 | 0,61% | 9.739 | $16.127 | Turun ×2 | ||
| IBDU | $649.253 | 0,57% | 28.112 | $17.121 | Naik ×2 | ||
| SCHE | $624.875 | 0,55% | 17.195 | $-28.569 | Turun ×2 | ||
| IWF | $618.132 | 0,54% | 5.002 | $-9.584 | Naik ×2 | ||
| IUSB | $592.939 | 0,52% | 12.955 | $-22.548 | Turun ×2 | ||
| IWD | $477.570 | 0,42% | 1.931 | $38.254 | Naik ×1 | ||
| EFAV | $466.036 | 0,41% | 5.168 | $-236 | Naik ×1 | ||
| IBHG | $434.404 | 0,38% | 19.719 | $-719 | Naik ×2 | ||
| IBHF | $422.613 | 0,37% | 18.749 | $-36.237 | Turun ×1 | ||
| ISCG | $418.535 | 0,37% | 6.601 | $3.499 | Turun ×2 | ||
| VB | $417.418 | 0,37% | 1.405 | $-40.597 | Turun ×2 | ||
| IBHH | $407.731 | 0,36% | 17.410 | $-71 | Naik ×2 | ||
| IBHI | $354.805 | 0,31% | 15.228 | $-14.340 | Turun ×1 | ||
| IQLT | $338.061 | 0,30% | 6.790 | $10.351 | Naik ×1 | ||
| DGRO | $329.375 | 0,29% | 4.298 | $-78.376 | Turun ×1 | ||
| AAPL | $294.010 | 0,26% | 898 | $54.406 | Naik ×2 | ||
| SPY | $289.053 | 0,25% | 383 | $16.341 | Naik ×1 | ||
| SCHF | $286.507 | 0,25% | 10.426 | $10.306 | Turun ×2 | ||
| IJR | $264.059 | 0,23% | 1.807 | $16.247 | Turun ×2 | ||
| IBDV | $250.257 | 0,22% | 11.538 | $38.623 | Naik ×1 | ||
| NUEM | $249.672 | 0,22% | 6.073 | $1.671 | Naik ×1 | ||
| CALI | $209.443 | 0,18% | 4.154 | $902 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +628 | +$1.1M |
| SCHM | Beli lebih banyak | +12K | +$1.1M |
| QUAL | Beli lebih banyak | +1K | +$938K |
| VIG | Beli lebih banyak | +2K | +$926K |
| IEFA | Beli lebih banyak | +5K | +$704K |
| VTWO | Beli lebih banyak | +2K | +$552K |
| IGRO | Beli lebih banyak | +3K | +$528K |
| RSP | Beli lebih banyak | +937 | +$419K |
| VNQ | Beli lebih banyak | +2K | +$282K |
| FENI | Beli lebih banyak | +4K | +$227K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.