RIVERCHASE WEALTH MANAGEMENT, LLC
CIK 2055985 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- DFAC19.19%
- JCPB10.88%
- DFCF9.26%
- DFIC8.81%
- DCOR8.45%
- VOO2.91%
- DFEM2.30%
- USFR1.91%
- SPYV1.90%
- PJUN1.83%
Share classes counted separately67.44%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $25.66M | 19.19% | 741.81K shares | Prior unavailable — | — | ↗▾ |
| 02 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $14.54M | 10.88% | 315.67K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $12.38M | 9.26% | 299.91K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $11.78M | 8.81% | 455.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | DCORDIMENSIONAL US CORE EQ 1 ETFUS CORE EQUITY 1 View history and evidence | $11.30M | 8.45% | 176.06K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.89M | 2.91% | 7.22K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $3.08M | 2.30% | 117.45K shares | Prior unavailable — | — | ↗▾ |
| 08 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $2.56M | 1.91% | 50.87K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $2.55M | 1.90% | 49.80K shares | Prior unavailable — | — | ↗▾ |
| 10 | PJUNINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $2.45M | 1.83% | 65.21K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055985 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133708653
}Research all 65 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.