StockDriftsStockDriftsTop 50 Riverchase Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCOR | DIMENSIONAL ETF TRUST | 11.92% | 317.3K | $22.9M | +8.09%(+23.76K) | $65.44(+22.64%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.6% | 391.5K | $18.4M | +7.49%(+27.30K) | $47.16(-0.83%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 8.92% | 653.1K | $17.1M | +18.39%(+101.45K) | $26.35(-0.04%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.68% | 394.7K | $16.7M | +9.88%(+35.48K) | $42.24(+0.01%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.35% | 451.2K | $16.0M | -0.45%(-2.02K) | $27.10(+40.53%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.1% | 400.1K | $15.5M | -4.61%(-19.33K) | $34.44(+25.50%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.84% | 357.1K | $13.1M | +9.73%(+31.68K) | $34.35(+16.14%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.28% | 126.8K | $4.4M | -2.03%(-2.62K) | $27.24(+48.33%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 2.25% | 38.9K | $4.3M | +5.52%(+2.04K) | $100.08(+24.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.22% | 7.1K | $4.3M | -0.48%(-34) | $533.45(+27.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.88% | +29.09% |
| Top 20 Holdings Unweighted | +9.91% | +32.79% |
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