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RWM

Riverchase Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 14.84%
This Fund
S&P 500
This Quarter Est. Return
-2.24%
1 Year Est. Return
+14.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow %
102.1%
Top 10 Hldgs %
67.44%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$26.1M
2
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$14.8M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$12.6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12.2M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$11.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.24%
2 Financials 0.81%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$25.7M 19.19%
+741,806
New +$26.1M
JCPB icon
2
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$14.5M 10.88%
+315,670
New +$14.8M
DFCF icon
3
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$12.4M 9.26%
+299,909
New +$12.6M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$11.8M 8.81%
+455,959
New +$12.2M
DCOR icon
5
Dimensional US Core Equity 1 ETF
DCOR
$3.28B
$11.3M 8.45%
+176,059
New +$11.5M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$968B
$3.89M 2.91%
+7,219
New +$3.91M
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$3.08M 2.3%
+117,453
New +$3.19M
USFR icon
8
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$2.56M 1.91%
+50,868
New +$2.56M
SPYV icon
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$2.55M 1.9%
+49,795
New +$2.65M
PJUN icon
10
Innovator US Equity Power Buffer ETF June
PJUN
$949M
$2.45M 1.83%
+65,214
New +$2.43M
DUHP icon
11
Dimensional US High Profitability ETF
DUHP
$12.3B
$2.31M 1.73%
+68,405
New +$2.37M
VTV icon
12
Vanguard Value ETF
VTV
$189B
$2.25M 1.68%
+13,296
New +$2.33M
FNDX icon
13
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$2.24M 1.68%
+94,631
New +$2.29M
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.09M 1.56%
+43,622
New +$2.19M
IBDQ
15
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$1.93M 1.44%
+77,026
New +$1.93M
PYLD icon
16
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$1.83M 1.37%
+70,788
New +$1.85M
IBDR icon
17
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$1.61M 1.2%
+66,735
New +$1.61M
DFAU icon
18
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$1.51M 1.13%
+37,304
New +$1.52M
AVUS icon
19
Avantis US Equity ETF
AVUS
$13.8B
$1.48M 1.11%
+15,257
New +$1.5M
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$42.8B
$1.3M 0.97%
+57,249
New +$1.31M
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$1.27M 0.95%
+7,149
New +$1.3M
PXF icon
22
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.23M 0.92%
+25,629
New +$1.27M
IBTF
23
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.22M 0.91%
+52,435
New +$1.22M
IJR icon
24
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.15M 0.86%
+9,975
New +$1.19M
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.08M 0.81%
+2,387
New +$1.1M
1
2 3

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Riverchase Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Riverchase Wealth Management, which disclosed 65 positions worth $134M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 741,806 shares worth $25.7M.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, followed by Financials and Consumer Staples.

  • Riverchase Wealth Management's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 741,806 shares worth $25.7M.
  • Riverchase Wealth Management's ten largest holdings make up 67% of its $134M portfolio in Q4 2024.
  • Riverchase Wealth Management disclosed 65 positions in Q4 2024, its first 13F filing on record.

Based on Riverchase Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.