Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Sept. 30, 2017

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 50 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab International Equity ETF (SCHF) 23.9 $36M 1.1M 33.48
Goldman Sachs Etf Tr (GSLC) 16.0 $24M 484k 50.42
Vanguard Mid-Cap ETF (VO) 12.8 $20M 132k 148.11
iShares S&P 500 Index (IVV) 7.8 $12M 47k 255.66
First Trust Large Cap Value Opp Fnd (FTA) 6.2 $9.5M 185k 51.30
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 5.2 $7.9M 216k 36.54
Vanguard Large-Cap ETF (VV) 3.1 $4.7M 40k 116.66
Vanguard S&p 500 Etf idx (VOO) 2.7 $4.1M 18k 233.29
First Trust Large Cap GO Alpha Fnd (FTC) 2.6 $3.9M 67k 58.52
iShares S&P 500 Growth Index (IVW) 2.3 $3.5M 24k 145.35
Health Care SPDR (XLV) 2.3 $3.5M 43k 82.46
Vanguard Growth ETF (VUG) 1.4 $2.2M 16k 134.41
Vanguard Emerging Markets ETF (VWO) 1.4 $2.1M 46k 44.29
Vanguard Dividend Appreciation ETF (VIG) 1.3 $1.9M 20k 95.27
iShares Russell 1000 Index (IWB) 1.1 $1.7M 12k 141.55
PowerShares Dynamic Lg. Cap Value 0.9 $1.4M 37k 37.95
iShares MSCI EAFE Index Fund (EFA) 0.8 $1.2M 18k 68.40
iShares S&P MidCap 400 Index (IJH) 0.7 $1.1M 6.2k 180.76
iShares MSCI Emerging Markets Indx (EEM) 0.5 $813k 18k 45.63
Apple (AAPL) 0.4 $630k 4.0k 155.90
Johnson & Johnson (JNJ) 0.4 $605k 4.5k 133.35
iShares Dow Jones US Oil Equip. (IEZ) 0.4 $585k 17k 34.76
iShares S&P SmallCap 600 Growth (IJT) 0.4 $550k 3.3k 165.96
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.3 $484k 15k 32.78
Ishares Inc msci india index (INDA) 0.3 $406k 12k 33.51
Home Depot (HD) 0.3 $403k 2.4k 165.64
iShares Russell 2000 Index (IWM) 0.3 $390k 2.6k 149.60
Berkshire Hathaway (BRK.B) 0.2 $384k 2.1k 187.32
Exxon Mobil Corporation (XOM) 0.2 $362k 4.4k 81.86
Boeing Company (BA) 0.2 $360k 1.4k 257.14
Procter & Gamble Company (PG) 0.2 $359k 3.9k 91.58
Oracle Corporation (ORCL) 0.2 $348k 7.2k 48.54
Energy Select Sector SPDR (XLE) 0.2 $357k 5.2k 68.29
JPMorgan Chase & Co. (JPM) 0.2 $327k 3.4k 96.37
iShares Dow Jones US Home Const. (ITB) 0.2 $313k 8.4k 37.39
iShares Gold Trust 0.2 $308k 25k 12.32
Vanguard REIT ETF (VNQ) 0.2 $311k 3.7k 83.20
Walt Disney Company (DIS) 0.2 $283k 2.9k 99.26
Vanguard Information Technology ETF (VGT) 0.2 $293k 1.9k 154.70
FedEx Corporation (FDX) 0.2 $265k 1.2k 220.47
Wintrust Financial Corporation (WTFC) 0.2 $244k 3.1k 78.23
iShares Dow Jones US Medical Dev. (IHI) 0.2 $236k 1.4k 168.57
CVS Caremark Corporation (CVS) 0.1 $228k 3.1k 74.22
iShares Russell 1000 Growth Index (IWF) 0.1 $223k 1.8k 126.99
Alphabet Inc Class A cs (GOOGL) 0.1 $226k 226.00 1000.00
General Electric Company 0.1 $216k 9.2k 23.36
Celgene Corporation 0.1 $212k 1.5k 139.57
Vanguard Small-Cap ETF (VB) 0.1 $209k 1.5k 142.66
First Trust Mult Cap Val Alpha Fnd (FAB) 0.1 $215k 4.0k 53.99
Alerian Mlp Etf 0.1 $201k 18k 11.33