Filer Name: RIVERCHASE WEALTH MANAGEMENT, LLC
CIK: 2055985
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 65
Portfolio Value: $0.13B

Riverchase Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 741,806 $26M 19.19% - -
JCPB US JPMORGAN CORE PLUS BOND ETF 315,670 $15M 10.88% - -
DFCF US DIMENSIONAL CORE FIXED INC 299,909 $12M 9.26% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 455,959 $12M 8.81% - -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 176,059 $11M 8.45% - -
VOO US VANGUARD S&P 500 ETF 7,219 $4M 2.91% - -
DFEM US DIMENSIONAL EMERGING MARKETS 117,453 $3M 2.30% - -
USFR US WISDOMTREE FLOATING RATE TRE 50,868 $3M 1.91% - -
SPYV US SPDR PORT S&P 500 VALUE 49,795 $3M 1.90% - -
PJUN US INNOVATOR U.S. EQUITY POWER 65,214 $2M 1.83% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 68,405 $2M 1.73% - -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 94,631 $2M 1.68% - -
VTV US VANGUARD VALUE ETF 13,296 $2M 1.68% - -
VEA US VANGUARD FTSE DEVELOPED ETF 43,622 $2M 1.56% - -
IBDQ US ISHARES IBONDS DEC 2025 TERM 77,026 $2M 1.44% - -
PYLD US PIMCO MULTISECTOR BOND ACTV 70,788 $2M 1.37% - -
IBDR US ISHARES IBONDS DEC 2026 TERM 66,735 $2M 1.20% - -
DFAU US DIMENSIONAL US CORE EQUITY M 37,304 $2M 1.13% - -
AVUS US AVANTIS U.S. EQUITY ETF 15,257 $1M 1.11% - -
SCHB US SCHWAB US BROAD MARKET ETF 57,249 $1M 0.97% - -
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