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RIVERCHASE WEALTH MANAGEMENT, LLC13F | |
| RIVERCHASE WEALTH MANAGEMENT, LLC | |
| Last update 2025-05-05 | 66 Stocks (3 new) |
| Value $143.00 Mil | Turnover 16 % |
RIVERCHASE WEALTH MANAGEMENT, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 477,028 | 15,737.2 | -35.69% | 11.020 | -6.85% | 0.050 | +14.94% | +5.96% | 35,352.5 | ||
JCPB | JPMorgan Core Plus Bond ETF | 321,814 | 15,138.1 | +1.95% | 10.600 | +0.20% | 0.240 | +1.99% | +3.91% | 6,804.2 | ||
DCOR | Dimensional US Core Equity 1 ETF | 238,654 | 14,636.6 | +35.55% | 10.250 | +2.69% | 0.950 | +15.02% | +6.39% | 1,835.3 | ||
DFCF | Dimensional Core Fixed Income ETF | 316,348 | 13,305.6 | +5.48% | 9.320 | +0.48% | 0.200 | +2.39% | +4.06% | 7,069.4 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 442,926 | 12,300.1 | -2.86% | 8.610 | -0.25% | 0.150 | +19.24% | +23.26% | 9,731.1 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 355,792 | 9,375.1 | +402.62% | 6.560 | +5.25% | 0.190 | +3.54% | +4.72% | 5,805.8 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 239,627 | 7,941.2 | +250.31% | 5.560 | +3.97% | 0.100 | +13.95% | +7.63% | 8,792.3 | ||
VOO | Vanguard S&P 500 ETF | 7,191 | 3,695.5 | -0.39% | 2.590 | -0.01% | 0.000 | +15.28% | +7.16% | 655,100.6 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 124,823 | 3,302.8 | +6.27% | 2.310 | +0.14% | 0.070 | +20.15% | +14.90% | 5,629.5 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 51,161 | 2,574.9 | +0.58% | 1.800 | +0.01% | 0.010 | +1.11% | +2.23% | 18,545.1 |
RIVERCHASE WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
RIVERCHASE WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -6.85% | 32.42 ($34.71) 36.1 | $36.45 | 5.01% | Reduce -35.69% | 477,028 | -264,778 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +5.25% | 25.77 ($26.17) 26.48 | $26.39 | 0.84% | Add 402.62% | 355,792 | 285,004 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +3.97% | 32.57 ($34.36) 35.83 | $36.16 | 5.24% | Add 250.31% | 239,627 | 171,222 | |
DCOR | Dimensional US Core Equity 1 ETF | 2025-03-31 | Add Add | +2.69% | 60.24 ($64.43) 67.06 | $67.91 | 5.40% | Add 35.55% | 238,654 | 62,595 | |
PFEB |
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
| 2025-03-31 | Add Add | +1.19% | 35.54 ($36.72) 37.42 | $38.20 | 4.04% | Add 572.42% | 55,663 | 47,385 | |
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 2025-03-31 | Reduce Reduce | -1.07% | 36.56 ($37.71) 38.35 | $39.91 | 5.82% | Reduce -58.21% | 27,250 | -37,964 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | -0.88% | 37.84 ($40.57) 42.31 | $42.91 | 5.77% | Reduce -77.82% | 8,273 | -29,031 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.48% | 40.79 ($41.67) 42.32 | $42.13 | 1.10% | Add 5.48% | 316,348 | 16,439 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Add Add | +0.26% | 23.9 ($24.05) 24.18 | $24.16 | 0.46% | Add 49.27% | 46,723 | 15,421 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Reduce Reduce | -0.25% | 25.54 ($27.31) 28.8 | $31.32 | 14.68% | Reduce -2.86% | 442,926 | -13,033 |
RIVERCHASE WEALTH MANAGEMENT, LLC Total Holding History ($B)
RIVERCHASE WEALTH MANAGEMENT, LLC's Asset Allocation
RIVERCHASE WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RIVERCHASE WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
RIVERCHASE WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RIVERCHASE WEALTH MANAGEMENT, LLC's Holdings Heat Map
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RIVERCHASE WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
RIVERCHASE WEALTH MANAGEMENT, LLC News
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