Riverchase Wealth Management

Riverchase Wealth Management as of March 31, 2025

Portfolio Holdings for Riverchase Wealth Management

Riverchase Wealth Management holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.0 $16M 477k 32.99
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.6 $15M 322k 47.04
Dimensional Etf Trust Us Core Equity 1 (DCOR) 10.2 $15M 239k 61.33
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.3 $13M 316k 42.06
Dimensional Etf Trust Intl Core Equity (DFIC) 8.6 $12M 443k 27.77
Pimco Etf Tr Multisector Bd (PYLD) 6.6 $9.4M 356k 26.35
Dimensional Etf Trust Us High Profitab (DUHP) 5.6 $7.9M 240k 33.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $3.7M 7.2k 513.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $3.3M 125k 26.46
Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $2.6M 51k 50.33
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $2.4M 48k 51.07
Schwab Strategic Tr Fundamental Us L (FNDX) 1.5 $2.2M 93k 23.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.2M 43k 50.83
Vanguard Index Fds Value Etf (VTV) 1.5 $2.2M 13k 172.74
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.4 $2.0M 80k 25.15
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 1.4 $2.0M 56k 35.82
Ishares Tr Ibonds Dec2026 (IBDR) 1.3 $1.8M 74k 24.21
American Centy Etf Tr Us Eqt Etf (AVUS) 1.2 $1.7M 19k 92.38
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.9 $1.3M 25k 51.99
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.9 $1.3M 56k 23.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 2.4k 532.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.2M 57k 21.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.2M 7.0k 170.89
Ishares Tr Ibonds 27 Etf (IBDS) 0.8 $1.1M 47k 24.18
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.7 $1.0M 46k 22.94
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.0M 10k 104.57
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.7 $1.0M 27k 37.01
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $764k 28k 26.94
Schwab Strategic Tr Fundamental Intl (FNDF) 0.5 $747k 21k 36.14
Keurig Dr Pepper (KDP) 0.5 $744k 22k 34.22
Ishares Msci Emerg Mrkt (EEMV) 0.5 $742k 13k 58.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $732k 24k 31.23
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.5 $732k 33k 21.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $717k 12k 58.35
Ishares Tr Ibonds Dec 25 (IBMN) 0.5 $672k 25k 26.75
Microsoft Corporation (MSFT) 0.5 $670k 1.8k 375.47
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.5 $669k 30k 22.42
Vanguard World Mega Cap Index (MGC) 0.5 $643k 3.2k 201.38
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.4 $590k 24k 24.28
Ishares Tr High Yld Systm B (HYDB) 0.4 $571k 12k 47.09
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $565k 18k 30.80
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $550k 20k 28.15
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $527k 13k 39.36
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $492k 19k 25.56
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $470k 17k 27.39
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $459k 12k 39.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $441k 6.7k 66.27
Ishares Tr Core Div Grwth (DGRO) 0.3 $422k 6.8k 61.78
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $422k 6.5k 65.21
Doordash Cl A (DASH) 0.3 $366k 2.0k 182.77
Exxon Mobil Corporation (XOM) 0.2 $340k 2.9k 118.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $318k 8.3k 38.44
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.2 $300k 8.7k 34.41
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $282k 4.7k 60.17
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.2 $274k 3.2k 84.86
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $261k 6.8k 38.41
Automatic Data Processing (ADP) 0.2 $261k 853.00 305.53
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $251k 4.9k 51.31
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $234k 6.2k 37.60
UFP Technologies (UFPT) 0.2 $232k 1.1k 201.71
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $227k 2.6k 88.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $218k 3.8k 57.14
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $212k 2.1k 99.88
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $206k 5.5k 37.22
Agilysys (AGYS) 0.1 $204k 2.8k 72.54
Oracle Corporation (ORCL) 0.1 $203k 1.5k 139.81