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CIK: 0002055985
Total reported value
$214.6M
$214.6M
65 檔
35.3%
According to the latest 13F quarterly dataset, Riverchase Wealth Management, LLC managed an equity portfolio of $214.6M at the end of Q4 2024, spanning 65 distinct U.S. exchange-listed positions.
During Q4 2024, Riverchase Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.19% | -0.16% | — | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.88% | -0.77% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.26% | -0.65% | — | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 8.81% | -0.39% | — | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 8.45% | +0.68% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | +0.05% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.30% | +0.13% | — | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.91% | -0.12% | — | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.90% | -0.05% | — | |
| 10 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.83% | +0.10% | — | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.73% | +0.33% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | — | — | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.68% | -0.01% | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.02% | — | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.44% | — | — | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.37% | -0.38% | — | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.20% | -0.10% | — | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.13% | — | — | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.11% | +0.15% | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.97% | +0.02% | — | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.95% | -0.05% | — | |
| 22 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.92% | -0.03% | — | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.91% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.04% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.04% | — | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.69% | -0.05% | — | |
| 27 | DIHP | Dimensional International Hi | ETF-Other | 0.60% | -0.03% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.01% | — | |
| 29 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.56% | +0.01% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.04% | — | |
| 31 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.56% | -0.14% | — | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.55% | +0.02% | — | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.02% | — | |
| 34 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.52% | +0.03% | — | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.51% | -0.03% | — | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.51% | +0.02% | — | |
| 37 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.50% | — | — | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.45% | — | — | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.44% | -0.02% | — | |
| 40 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.43% | -0.05% | — | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.42% | +0.01% | — | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.42% | — | — | |
| 43 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | -0.06% | — | |
| 44 | AVDE | Avantis International Equity | ETF-Other | 0.33% | -0.03% | — | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.31% | -0.01% | — | |
| 47 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.31% | -0.04% | — | |
| 48 | AGYS | Agilysys Inc | Stock-Other | 0.28% | — | — | |
| 49 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.26% | -0.05% | — | |
| 50 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.25% | +0.01% | — |
According to official SEC Form 13F filings, Riverchase Wealth Management, LLC reported a total U.S. public equity portfolio value of $214.6M across 65 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, JCPB, DFCF) accounted for 35.3% of total reported equity market value during Q4 2024.
During Q4 2024, Riverchase Wealth Management, LLC's top holdings by market value included DFAC (19.2%)、JCPB (10.9%)、DFCF (9.3%). The largest single position, DFAC, represented 19.2% of total portfolio value.
In Q4 2024, Riverchase Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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