Riverchase Wealth Management, LLC New Holdings in Q4 2024

Riverchase Wealth Management, LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
742K
New
$33.92 - $36.6 $25.2M - $27.2M
742K $25.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
316K
New
$46.07 - $48.17 $14.5M - $15.2M
316K $14.5B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
300K
New
$41.17 - $43.34 $12.3M - $13M
300K $12.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
456K
New
$25.61 - $28.0 $11.7M - $12.8M
456K $11.8B
Dimensional ETF Trust
176K
New
N/A
176K $11.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.22K
New
$521.84 - $558.82 $3.77M - $4.03M
7.22K $3.89B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
117K
New
$26.16 - $28.82 $3.07M - $3.38M
117K $3.08B
USFR
Wisdomtree Floating Rate Treas

ETFs
50.9K
New
$50.23 - $50.46 $2.56M - $2.57M
50.9K $2.56B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
49.8K
New
$51.09 - $55.27 $2.54M - $2.75M
49.8K $2.55B
PJUN
Innovator U.S. Equity Power Bu

ETFs
65.2K
New
$36.63 - $37.8 $2.39M - $2.47M
65.2K $2.45B
VTV
Vanguard Value ETF

ETFs
13.3K
New
$168.32 - $181.87 $2.24M - $2.42M
13.3K $2.25B
FNDX
Schwab Fundamental U S Large C

ETFs
94.6K
New
$23.49 - $71.77 $2.22M - $6.79M
94.6K $2.24B
VEA
Vanguard Ftse Developed Market

ETFs
43.6K
New
$47.57 - $52.44 $2.08M - $2.29M
43.6K $2.09B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
77K
New
$25.0 - $25.11 $1.93M - $1.93M
77K $1.93B
Pimco ETF Tr
70.8K
New
N/A
70.8K $1.83B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
66.7K
New
N/A
66.7K $1.61B
DFAU
Dimensional ETF Tr

ETFs
37.3K
New
$39.27 - $42.38 $1.46M - $1.58M
37.3K $1.51B
AVUS
American Centy ETF Tr Avantis

ETFs
15.3K
New
$94.36 - $102.06 $1.44M - $1.56M
15.3K $1.48B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
57.2K
New
$22.01 - $66.82 $1.26M - $3.83M
57.2K $1.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.15K
New
$176.42 - $186.91 $1.26M - $1.34M
7.15K $1.27B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
25.6K
New
$47.66 - $51.84 $1.22M - $1.33M
25.6K $1.23B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
52.4K
New
$23.25 - $23.37 $1.22M - $1.23M
52.4K $1.22B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.98K
New
$113.92 - $127.38 $1.14M - $1.27M
9.98K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.39K
New
$442.29 - $483.08 $1.06M - $1.15M
2.39K $1.08B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
40.6K
New
$22.72 - $23.0 $923K - $935K
40.6K $927M
DIHP
Dimensional ETF Tr Dimensional

ETFs
31.9K
New
$25.15 - $27.57 $802K - $879K
31.9K $804M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
New
$61.68 - $67.87 $757K - $833K
12.3K $765M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
33.7K
New
$22.04 - $23.08 $743K - $778K
33.7K $755M
MSFT
Microsoft Corp

Technology
1.79K
New
$406.35 - $454.46 $725K - $811K
1.79K $753M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.3K
New
$23.88 - $24.32 $747K - $761K
31.3K $750M
EEMV
Ishares Msci Emerging Markets

ETFs
12.7K
New
$57.85 - $63.11 $736K - $803K
12.7K $738M
FNDF
Schwab Fundamental Intl Large

ETFs
21.4K
New
$32.92 - $37.15 $706K - $797K
21.4K $712M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
21.7K
New
$31.24 - $37.15 $679K - $808K
21.7K $698M
DFAI
Dimensional ETF Tr

ETFs
23.4K
New
$29.0 - $31.6 $679K - $740K
23.4K $684M
MGC
Vanguard Mega Cap ETF

ETFs
3.2K
New
$204.21 - $220.18 $652K - $703K
3.2K $679M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.1K
New
$26.55 - $26.67 $667K - $670K
25.1K $668M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
New
$30.18 - $33.87 $589K - $661K
19.5K $601M
FNDE
Schwab Fundamental Emerging Mk

ETFs
20.4K
New
$28.89 - $33.95 $589K - $692K
20.4K $592M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
24.4K
New
$23.41 - $25.88 $571K - $631K
24.4K $571M
FNDA
Schwab Fundamental U S Small C

ETFs
18.9K
New
$29.26 - $59.11 $553K - $1.12M
18.9K $561M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15.1K
New
$37.12 - $41.23 $560K - $622K
15.1K $560M
IBMO
Ishares Tr Ibonds December 202

ETFs
19.2K
New
$25.4 - $25.62 $488K - $493K
19.2K $490M
AVDE
American Centy ETF Tr Avantis

ETFs
7.11K
New
$60.9 - $66.69 $433K - $474K
7.11K $436M
AVLV
American Centy ETF Tr Avantis
6.47K
New
$65.51 - $71.22 $424K - $460K
6.47K $432M
DGRO
Ishares Core Dividend Growth E

ETFs
6.84K
New
$60.73 - $64.94 $415K - $444K
6.84K $419M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
18.4K
New
$22.1 - $22.59 $407K - $416K
18.4K $409M
AGYS
Agilysys Inc

Technology
2.81K
New
$98.38 - $141.74 $276K - $398K
2.81K $370M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.41K
New
$46.68 - $47.95 $346K - $355K
7.41K $348M
DASH
Door Dash, Inc.

Communication Services
2K
New
$141.93 - $180.48 $284K - $361K
2K $336M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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