RIVERCHASE WEALTH MANAGEMENT, LLC
79 holdingsFiling period: 2026-06-30Current AUM: $214.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 329.8K | $27.0M | $27.4M | 12.79% | +12.5K | 2026-06-30 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 403.6K | $18.9M | $18.3M | 8.54% | +12.1K | 2026-06-30 |
| 3 | PYLD | PIMCO ETF TR | 691.3K | $18.3M | $17.8M | 8.28% | +38.2K | 2026-06-30 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 408.3K | $17.2M | $16.7M | 7.78% | +13.6K | 2026-06-30 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 458.6K | $17.1M | $17.7M | 8.23% | +7.3K | 2026-06-30 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 384.1K | $17.0M | $17.2M | 8.01% | -15,935 | 2026-06-30 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 368.6K | $15.4M | $15.3M | 7.12% | +11.4K | 2026-06-30 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 127.3K | $5.2M | $5.0M | 2.34% | +541 | 2026-06-30 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 40.3K | $5.2M | $5.2M | 2.41% | +1.4K | 2026-06-30 |
| 10 | VOO | VANGUARD INDEX FDS | 7.1K | $4.9M | $4.9M | 2.30% | -28 | 2026-06-30 |
| 11 | SPYV | SPDR SERIES TRUST | 47.5K | $2.9M | $3.0M | 1.39% | -- | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 40.3K | $2.9M | $2.9M | 1.34% | -360 | 2026-06-30 |
| 13 | IBDS | ISHARES TR | 112.1K | $2.7M | $2.7M | 1.26% | +1.4K | 2026-06-30 |
| 14 | FNDX | SCHWAB STRATEGIC TR | 85.7K | $2.7M | $2.8M | 1.29% | -304 | 2026-06-30 |
| 15 | IBDR | ISHARES TR | 108.6K | $2.6M | $2.6M | 1.22% | +3.4K | 2026-06-30 |
| 16 | VTV | VANGUARD INDEX FDS | 11.2K | $2.4M | $2.5M | 1.16% | -- | 2026-06-30 |
| 17 | PFEB | INNOVATOR ETFS TRUST | 55.7K | $2.4M | $2.4M | 1.14% | -- | 2026-06-30 |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | 33.0K | $2.2M | $2.3M | 1.06% | +6.1K | 2026-06-30 |
| 19 | WFC | WELLS FARGO & CO | 24.2K | $2.0M | $2.2M | 1.01% | -54 | 2026-06-30 |
| 20 | IBDT | ISHARES TR | 77.9K | $2.0M | $1.9M | 0.91% | +8.7K | 2026-06-30 |
| 21 | PXF | INVESCO EXCH TRADED FD TR II | 25.4K | $1.9M | $2.0M | 0.93% | -- | 2026-06-30 |
| 22 | SCHB | SCHWAB STRATEGIC TR | 57.2K | $1.7M | $1.7M | 0.78% | -- | 2026-06-30 |
| 23 | PAAA | PGIM ETF TR | 31.8K | $1.6M | $1.6M | 0.76% | +9.3K | 2026-06-30 |
| 24 | AVDE | AMERICAN CENTY ETF TR | 16.8K | $1.5M | $1.5M | 0.72% | +269 | 2026-06-30 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | 27.5K | $1.5M | $1.6M | 0.74% | +1.0K | 2026-06-30 |
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