Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of June 30, 2018

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 56 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab International Equity ETF (SCHF) 21.5 $39M 1.2M 33.05
Goldman Sachs Etf Tr (GSLC) 17.5 $31M 574k 54.75
Vanguard Mid-Cap ETF (VO) 13.3 $24M 152k 157.64
iShares S&P 500 Index (IVV) 6.9 $12M 45k 273.04
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 5.8 $10M 260k 39.91
First Trust Large Cap Value Opp Fnd (FTA) 5.0 $9.0M 172k 52.32
Vanguard Large-Cap ETF (VV) 2.9 $5.2M 41k 124.76
Vanguard S&p 500 Etf idx (VOO) 2.5 $4.6M 18k 249.48
iShares S&P 500 Growth Index (IVW) 2.4 $4.3M 27k 162.63
Health Care SPDR (XLV) 2.3 $4.2M 50k 83.47
Vanguard Growth ETF (VUG) 1.6 $2.9M 19k 149.79
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.5 $2.6M 24k 109.71
Ishares Tr fctsl msci int (INTF) 1.2 $2.1M 77k 27.63
Vanguard Dividend Appreciation ETF (VIG) 1.2 $2.1M 21k 101.63
Vanguard Emerging Markets ETF (VWO) 1.1 $1.9M 45k 42.21
iShares Russell 1000 Index (IWB) 1.0 $1.8M 12k 152.00
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.7M 20k 83.46
First Trust Large Cap GO Alpha Fnd (FTC) 0.8 $1.5M 23k 65.98
Accenture (ACN) 0.8 $1.5M 9.1k 163.61
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) 0.8 $1.4M 39k 35.67
iShares S&P MidCap 400 Index (IJH) 0.7 $1.3M 6.6k 194.80
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.2M 18k 66.99
Apple (AAPL) 0.5 $856k 4.6k 185.04
iShares Lehman MBS Bond Fund (MBB) 0.5 $809k 7.8k 104.20
iShares MSCI Emerging Markets Indx (EEM) 0.4 $752k 17k 43.33
iShares S&P SmallCap 600 Growth (IJT) 0.4 $760k 4.0k 188.96
iShares Russell 2000 Index (IWM) 0.4 $648k 4.0k 163.72
Johnson & Johnson (JNJ) 0.3 $632k 5.2k 121.24
Energy Select Sector SPDR (XLE) 0.3 $604k 8.0k 75.95
Technology SPDR (XLK) 0.3 $489k 7.0k 69.43
Berkshire Hathaway (BRK.B) 0.2 $448k 2.4k 186.59
Home Depot (HD) 0.2 $437k 2.2k 195.26
Boeing Company (BA) 0.2 $418k 1.2k 335.20
JPMorgan Chase & Co. (JPM) 0.2 $397k 3.8k 104.28
Ishares Inc msci india index (INDA) 0.2 $403k 12k 33.26
Exxon Mobil Corporation (XOM) 0.2 $372k 4.5k 82.65
Oracle Corporation (ORCL) 0.2 $353k 8.0k 44.10
Amazon (AMZN) 0.2 $352k 207.00 1700.48
Vanguard Information Technology ETF (VGT) 0.2 $354k 2.0k 181.26
Goldman Sachs (GS) 0.2 $345k 1.6k 220.45
Vanguard Small-Cap ETF (VB) 0.2 $345k 2.2k 155.48
Microsoft Corporation (MSFT) 0.2 $322k 3.3k 98.56
Procter & Gamble Company (PG) 0.2 $325k 4.2k 77.98
iShares Dow Jones US Home Const. (ITB) 0.2 $319k 8.4k 38.10
Vanguard REIT ETF (VNQ) 0.2 $322k 4.0k 81.37
iShares Gold Trust 0.2 $301k 25k 12.04
iShares Dow Jones US Medical Dev. (IHI) 0.2 $281k 1.4k 200.71
Alphabet Inc Class A cs (GOOGL) 0.2 $283k 251.00 1127.49
Wintrust Financial Corporation (WTFC) 0.1 $249k 2.9k 87.09
iShares Russell 1000 Growth Index (IWF) 0.1 $252k 1.8k 143.51
Pfizer (PFE) 0.1 $229k 6.3k 36.27
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.1 $242k 6.8k 35.50
Alphabet Inc Class C cs (GOOG) 0.1 $231k 207.00 1115.94
FedEx Corporation (FDX) 0.1 $217k 956.00 226.99
MasterCard Incorporated (MA) 0.1 $206k 1.0k 196.75
Alerian Mlp Etf 0.1 $188k 19k 10.08