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Home > Institutional Investor > Riverchase Wealth Management, Llc > 13F Holdings

Instuitional Investor - Riverchase Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 741,806 $25,659,084 19.19%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 315,670 $14,542,934 10.87%
3.
Dimensional Etf Trust
 299,909 $12,377,257 9.25%
4.
Dimensional Etf Trust
 455,959 $11,784,262 8.81%
5.
Dimensional Etf Trust
 176,059 $11,295,959 8.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)