Titelia

Holdings of RIVERCHASE WEALTH MANAGEMENT, LLC

61 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69.6 % of the equity sleeve

Sector breakdown

  • Funds 6.8 %
  • Financials 1.9 %
  • Technology 0.6 %
  • Consumer staples 0.4 %
  • Energy 0.3 %
  • Consumer discretionary 0.2 %
  • Unattributed 89.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US61159.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Jpmorgan Core Plus Bond Etf 391,52118.4M $
2PIMCO Multisector Bond Active 653,10617.1M $
3Dimensional ETF Trust 394,68916.7M $
4Dimensional International Core 451,22316M $
5Dimensional ETF Trust 400,07515.5M $
6Dimensional ETF Trust 357,12713.1M $
7Avantis US Equity ETF 38,9264.3M $
8Vanguard S&P 500 ETF 7,1204.3M $
9SPDR Series Trust 47,5492.7M $
10iShares iBonds Dec 2027 Term C 110,7072.7M $
11Vanguard FTSE Developed Markets ETF 40,6132.6M $
12iShares iBonds Dec 2026 Term C 105,1242.5M $
13Schwab Fundamental U.S. Large Company ETF 86,0522.4M $
14Innovator U.S. Equity Power Bu 55,6632.2M $
15Vanguard Value ETF 11,1802.2M $
16Wells Fargo & Co 24,2761.9M $
17Invesco RAFI Developed Markets ex-U.S. ETF 25,3781.8M $
18iShares iBonds Dec 2028 Term C 69,1691.8M $
19J P Morgan Exchange Traded Fund Trust 26,9141.7M $
20Schwab US Broad Market ETF 57,2491.4M $
21Avantis International Equity ETF 16,5801.4M $
22Dimensional International Value ETF 26,4201.4M $
23iShares Trust 58,5011.3M $
24iShares Core S&P Small-Cap ETF 9,9751.2M $
25PGIM ETF Trust 22,4581.1M $
26Innovator U.S. Equity Power Bu 27,2501.1M $
27Dimensional ETF Trust 28,4321.1M $
28Berkshire Hathaway Inc 2,2341.1M $
29iShares Trust 5,5531.1M $
30iShares Trust 46,9941.1M $
31Schwab Fundamental International Equity Etf 19,908974.1K $
32iShares Core S&P Mid-Cap ETF 12,280829.3K $
33iShares MSCI Emerging Markets Min Vol Factor ETF 12,718823.2K $
34Swan Hedged Equity US Large Cap ETF 32,787809.8K $
35VANGUARD WORLD FUND 3,195755.1K $
36iShares Trust 15,063700.7K $
37INVESCO EXCHANGE-TRADED FUND TRUST II 24,303682.4K $
38Avantis US Large Cap Value ETF 8,431679.6K $
39Microsoft Corp 1,826676.1K $
40SCHWAB STRATEGIC TRUST 17,041652K $
41PIMCO Enhanced Short Maturity 6,118615.3K $
42Dimensional International Smal 14,731581K $
43Keurig Dr Pepper Inc 21,740572.4K $
44Exxon Mobil Corp 3,132531.4K $
45Innovator U.S. Equity Power Bu 11,813527.1K $
46J P Morgan Exchange Traded Fund Trust 8,510482.4K $
47iShares Core Dividend Growth ETF 6,835479.7K $
48Avantis Emerging Markets Equity ETF 5,647455K $
49WisdomTree Trust 8,698437.9K $
50State Street SPDR S&P 500 ETF Trust 588382.5K $
51Innovator U.S. Equity Power Bu 8,258379.6K $
52Innovator U.S. Equity Power Bu 8,675374K $
53Innovator U.S. Equity Power Bu 9,394373.9K $
54VanEck Semiconductor ETF 913349.9K $
55SUNOCO LP 4,679304K $
56DoorDash Inc 2,000300.3K $
57Applied Materials Inc 855292.3K $
58Dimensional ETF Trust 7,626258.2K $
59Invesco QQQ Trust Series 1 414239K $
60iShares MSCI International Quality Factor ETF 4,658215.3K $
61iShares Trust 647212.6K $