RIVERCHASE WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002055985 · Flower Mound, TX
As of Sep 30, 2025, RIVERCHASE WEALTH MANAGEMENT, LLC reported 73 positions worth
CIK 0002055985 · Flower Mound, TX
As of Sep 30, 2025, RIVERCHASE WEALTH MANAGEMENT, LLC reported 73 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 1 ETF | DCOR | — | 277,256 | 9.9M | 11.30% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 348,966 | 6.6M | 9.40% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 422,941 | 6.3M | 9.24% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 351,211 | 5.0M | 8.51% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 450,521 | 4.8M | 8.37% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 493,419 | 3.2M | 7.50% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 324,307 | 2.2M | 6.94% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,154 | $4.4M | 2.48% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 128,749 | $4.1M | 2.34% |
| AVANTIS US EQUITY ETF | AVUS | — | 31,553 | $3.4M | 1.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 47,549 | $2.6M | 1.49% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 29,603 | $2.5M | 1.41% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 40,613 | $2.4M | 1.38% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 97,615 | $2.4M | 1.34% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 86,052 | $2.3M | 1.28% |
| INNOVATOR US EQUITY POWER BUFFER ETF - FEBRUARY | PFEB | — | 55,663 | $2.2M | 1.25% |
| VANGUARD VALUE INDEX FUND | VTV | — | 11,728 | $2.2M | 1.24% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 83,021 | $2.1M | 1.18% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 41,437 | $2.1M | 1.18% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 75,364 | .8M | 1.04% |
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF | PXF | — | 25,378 | .6M | 0.88% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 57,249 | .5M | 0.83% |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | IBTF | — | 58,997 | .4M | 0.78% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 6,119 | .2M | 0.67% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 9,975 | .2M | 0.67% |