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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
 482,206 $17,282,252 10.96%
2.
Dimensional Etf Trust
 235,501 $15,743,233 9.99%
3.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 329,290 $15,496,374 9.83%
4.
Dimensional Etf Trust
 334,287 $14,126,978 8.96%
5.
Dimensional Etf Trust
 445,634 $13,854,758 8.79%
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)