Riverchase Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $21.62M | 11.7% |
| J P MORGAN EXCHANGE TRADED F | $17.25M | 9.4% |
| DIMENSIONAL ETF TRUST | $16.60M | 9.0% |
| DIMENSIONAL ETF TRUST | $15.62M | 8.5% |
| DIMENSIONAL ETF TRUST | $15.29M | 8.3% |
| PIMCO ETF TR | $14.72M | 8.0% |
| DIMENSIONAL ETF TRUST | $12.38M | 6.7% |
| VANGUARD INDEX FDS | $4.49M | 2.4% |
| DIMENSIONAL ETF TRUST | $4.28M | 2.3% |
| AMERICAN CENTY ETF TR | $4.12M | 2.2% |
| SPDR SERIES TRUST | $2.70M | 1.5% |
| ISHARES TR | $2.65M | 1.4% |
| ISHARES TR | $2.55M | 1.4% |
| VANGUARD TAX-MANAGED FDS | $2.54M | 1.4% |
| WELLS FARGO & COMPANY/MN | $2.50M | 1.4% |
| SCHWAB STRATEGIC TR | $2.34M | 1.3% |
| INNOVATOR ETFS TRUST | $2.27M | 1.2% |
| VANGUARD INDEX FDS | $2.14M | 1.2% |
| ISHARES TR | $1.69M | 0.9% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $1.66M | 0.9% |
| SCHWAB STRATEGIC TR | $1.50M | 0.8% |
| ISHARES TR | $1.39M | 0.8% |
| WISDOMTREE TR | $1.38M | 0.7% |
| PGIM ETF TR | $1.29M | 0.7% |
| AMERICAN CENTY ETF TR | $1.28M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.26M | 0.7% |
| ISHARES TR | $1.20M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.17M | 0.6% |
| INNOVATOR ETFS TRUST | $1.14M | 0.6% |
| Warren E. Buffett | $1.12M | 0.6% |
| iShares MSCI UAE ETF | $1.12M | 0.6% |
| ISHARES TR | $1.05M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.02M | 0.6% |
| SCHWAB STRATEGIC TR | $900.0K | 0.5% |
| MICROSOFT CORP | $864.4K | 0.5% |
| DIMENSIONAL ETF TRUST | $848.8K | 0.5% |
| LISTED FDS TR | $826.6K | 0.4% |
| ISHARES INC | $814.5K | 0.4% |
| ISHARES TR | $810.5K | 0.4% |
| VANGUARD WORLD FD | $802.5K | 0.4% |
| INVESCO EXCH TRADED FD TR II | $666.6K | 0.4% |
| AMERICAN CENTY ETF TR | $652.7K | 0.4% |
| ISHARES TR | $651.7K | 0.4% |
| SCHWAB STRATEGIC TR | $614.5K | 0.3% |
| Keurig Dr Pepper Inc | $608.9K | 0.3% |
| ISHARES TR | $585.4K | 0.3% |
| DIMENSIONAL ETF TRUST | $533.6K | 0.3% |
| ISHARES TR | $530.0K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $485.0K | 0.3% |
| ISHARES TR | $474.5K | 0.3% |