RIVERCHASE WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20559852026Q2
| Positions | 79 |
|---|---|
| Reported value | $214.6m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 329,785 | $27.0m | 12.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 403,571 | $18.9m | 8.8% |
| PYLD PIMCO ETF TR | 691,288 | $18.3m | 8.5% |
| DFCF DIMENSIONAL ETF TRUST | 408,292 | $17.2m | 8.0% |
| DFIC DIMENSIONAL ETF TRUST | 458,556 | $17.1m | 8.0% |
| DIMENSIONAL ETF TRUST | 384,140 | $17.0m | 7.9% |
| DIMENSIONAL ETF TRUST | 368,577 | $15.4m | 7.2% |
| DFEM DIMENSIONAL ETF TRUST | 127,302 | $5.2m | 2.4% |
| AVUS AMERICAN CENTY ETF TR | 40,334 | $5.2m | 2.4% |
| VOO VANGUARD INDEX FDS | 7,092 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055985")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.