RIVERCHASE WEALTH MANAGEMENT, LLC
74 holdingsFiling period: 2026-03-31Current AUM: $206.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 317.3K | $22.9M | $26.2M | 12.67% | +23.8K | 2026-03-31 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 391.5K | $18.4M | $18.1M | 8.75% | +27.3K | 2026-03-31 |
| 3 | PYLD | PIMCO ETF TR | 653.1K | $17.1M | $17.1M | 8.26% | +101.4K | 2026-03-31 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 394.7K | $16.7M | $16.4M | 7.92% | +35.5K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 451.2K | $16.0M | $17.2M | 8.32% | -2,023 | 2026-03-31 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 400.1K | $15.5M | $17.8M | 8.61% | -19,330 | 2026-03-31 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 357.1K | $13.1M | $14.7M | 7.11% | +31.7K | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 126.8K | $4.4M | $4.8M | 2.31% | -2,625 | 2026-03-31 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 38.9K | $4.3M | $5.0M | 2.40% | +2.0K | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 7.1K | $4.3M | $4.9M | 2.37% | -34 | 2026-03-31 |
| 11 | SPYV | SPDR SERIES TRUST | 47.5K | $2.7M | $3.0M | 1.43% | -- | 2026-03-31 |
| 12 | IBDS | ISHARES TR | 110.7K | $2.7M | $2.7M | 1.30% | +1.6K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 40.6K | $2.6M | $2.9M | 1.39% | -- | 2026-03-31 |
| 14 | IBDR | ISHARES TR | 105.1K | $2.5M | $2.5M | 1.23% | -155 | 2026-03-31 |
| 15 | FNDX | SCHWAB STRATEGIC TR | 86.1K | $2.4M | $2.7M | 1.32% | -- | 2026-03-31 |
| 16 | PFEB | INNOVATOR ETFS TRUST | 55.7K | $2.2M | $2.4M | 1.17% | -- | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 11.2K | $2.2M | $2.5M | 1.19% | -- | 2026-03-31 |
| 18 | WFC | WELLS FARGO & CO | 24.3K | $1.9M | $2.1M | 1.02% | -2,585 | 2026-03-31 |
| 19 | PXF | INVESCO EXCH TRADED FD TR II | 25.4K | $1.8M | $2.0M | 0.95% | -- | 2026-03-31 |
| 20 | IBDT | ISHARES TR | 69.2K | $1.8M | $1.7M | 0.84% | +2.7K | 2026-03-31 |
| 21 | HELO | J P MORGAN EXCHANGE TRADED F | 26.9K | $1.7M | $1.8M | 0.89% | -- | 2026-03-31 |
| 22 | SCHB | SCHWAB STRATEGIC TR | 57.2K | $1.4M | $1.7M | 0.80% | -- | 2026-03-31 |
| 23 | AVDE | AMERICAN CENTY ETF TR | 16.6K | $1.4M | $1.5M | 0.73% | +1.1K | 2026-03-31 |
| 24 | DFIV | DIMENSIONAL ETF TRUST | 26.4K | $1.4M | $1.5M | 0.73% | +1.3K | 2026-03-31 |
| 25 | IBTG | ISHARES TR | 58.5K | $1.3M | $1.3M | 0.65% | -2,382 | 2026-03-31 |
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