account_balance
Investment manager · 13F filer · SEC CIK 2109932
E&R Wealth Management, LLC
Reported value$117Mas of Sep 30, 2026
Positions12 0 new, 0 sold out
Top 10 weight99.6%VTV alone is 24%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
VTVVanguard Index FDS
24.0%
VBRVanguard Index FDS
19.7%
VGSHVanguard Scottsdale FDS
15.9%Added +2%
VCSHVanguard Scottsdale FDS
15.8%Added +2%
VEAVanguard Tax-Managed FDS
10.4%
VSSVanguard Intl Equity Index F
6.8%
VWOVanguard Intl Equity Index F
3.4%
VNQVanguard Index FDS
3.0%+2%
VTVVanguard Index FDS
24.0%
VBRVanguard Index FDS
19.7%
VGSHVanguard Scottsdale FDS
15.9%Added +2%
VCSHVanguard Scottsdale FDS
15.8%Added +2%
VEAVanguard Tax-Managed FDS
10.4%
VSS6.8%
VWO3.4%
VNQ3.0%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 24.0% Held
VBR Vanguard Index FDS 19.7% Held
VGSH Vanguard Scottsdale FDS 15.9% Added +2%
VCSH Vanguard Scottsdale FDS 15.8% Added +2%
VEA Vanguard Tax-Managed FDS 10.4% Held
VSS Vanguard Intl Equity Index F 6.8% Held
VWO Vanguard Intl Equity Index F 3.4% Held
VNQ Vanguard Index FDS 3.0% Added +2%
AAPL Apple Inc. 0.3% HeldKO Coca-Cola Co 0.3% HeldBRK-B Berkshire Hathaway Inc 0.2% Trimmed −30%WMT Walmart Inc. 0.2% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VGSH +2%
- VCSH +2%
- VNQ +2%
arrow_downwardTrimmed
- BRK-B −30%
remove_circleSold out
None
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