Edge Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| REAVES UTILITY INCOME FUNDUTG | $1.09M | 0.5% |
| VANGUARD INDEX FDS | $1.08M | 0.5% |
| ISHARES TR | $1.08M | 0.5% |
| Mastercard Inc | $1.07M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.06M | 0.4% |
| ELI LILLY & Co | $1.00M | 0.4% |
| ISHARES TR | $953.9K | 0.4% |
| GOLDMAN SACHS ETF TR | $916.0K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $862.1K | 0.4% |
| ISHARES TR | $838.2K | 0.4% |
| GRAYSCALE BITCOIN TRUST ETF | $808.0K | 0.3% |
| GOLDMAN SACHS ETF TR | $799.4K | 0.3% |
| FRANKLIN TEMPLETON ETF TR | $763.9K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $757.8K | 0.3% |
| VANGUARD WHITEHALL FDS | $734.7K | 0.3% |
| SCHWAB STRATEGIC TR | $721.1K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $693.9K | 0.3% |
| SPDR GOLD TR | $681.5K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $670.9K | 0.3% |
| AMERICAN CENTY ETF TR | $666.3K | 0.3% |
| NEUBERGER BERMAN ETF TRUST | $649.0K | 0.3% |
| ISHARES TR | $642.7K | 0.3% |
| VANGUARD INDEX FDS | $641.2K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $634.8K | 0.3% |
| VANGUARD WORLD FD | $593.8K | 0.2% |
| PEPSICO INC | $586.8K | 0.2% |
| ISHARES TR | $546.8K | 0.2% |
| Alphabet Inc. | $545.9K | 0.2% |
| VANGUARD MUN BD FDS | $545.1K | 0.2% |
| EDISON INTERNATIONAL | $542.6K | 0.2% |
| ISHARES TR | $533.5K | 0.2% |
| SPDR SERIES TRUST | $521.2K | 0.2% |
| ISHARES TR | $516.1K | 0.2% |
| Meta Platforms Inc | $515.9K | 0.2% |
| VANGUARD INDEX FDS | $502.2K | 0.2% |
| DIMENSIONAL ETF TRUST | $480.2K | 0.2% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $454.0K | 0.2% |
| ALTRIA GROUP, INC. | $437.0K | 0.2% |
| DIMENSIONAL ETF TRUST | $435.6K | 0.2% |
| HERSHEY CO | $431.5K | 0.2% |
| BLACKROCK ETF TRUST | $431.1K | 0.2% |
| Merck & Co., Inc. | $430.0K | 0.2% |
| Sempra | $429.9K | 0.2% |
| DEERE & CO | $426.8K | 0.2% |
| Amazon.com Inc | $426.7K | 0.2% |
| AT&T INC. | $423.3K | 0.2% |
| MCDONALD'S CORP | $420.5K | 0.2% |
| VANGUARD INDEX FDS | $420.2K | 0.2% |
| First Trust Exchange-Traded Fund VI | $414.4K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $412.6K | 0.2% |