Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2018

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 49 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab International Equity ETF (SCHF) 23.4 $39M 1.2M 33.71
Goldman Sachs Etf Tr (GSLC) 17.5 $29M 543k 53.41
Vanguard Mid-Cap ETF (VO) 13.1 $22M 141k 154.24
iShares S&P 500 Index (IVV) 7.3 $12M 46k 265.28
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 5.6 $9.3M 250k 37.24
First Trust Large Cap Value Opp Fnd (FTA) 5.5 $9.1M 173k 52.74
Vanguard Large-Cap ETF (VV) 3.0 $5.0M 42k 121.25
Vanguard S&p 500 Etf idx (VOO) 2.6 $4.3M 18k 241.90
First Trust Large Cap GO Alpha Fnd (FTC) 2.5 $4.2M 65k 63.80
iShares S&P 500 Growth Index (IVW) 2.5 $4.1M 26k 154.95
Health Care SPDR (XLV) 2.1 $3.5M 43k 81.21
Vanguard Emerging Markets ETF (VWO) 1.3 $2.1M 45k 47.03
Vanguard Growth ETF (VUG) 1.3 $2.1M 15k 141.62
Vanguard Dividend Appreciation ETF (VIG) 1.2 $2.1M 21k 101.04
iShares Russell 1000 Index (IWB) 1.1 $1.8M 12k 146.85
PowerShares Dynamic Lg. Cap Value 0.8 $1.4M 37k 36.52
iShares S&P MidCap 400 Index (IJH) 0.7 $1.2M 6.5k 187.76
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.2M 17k 69.70
Technology SPDR (XLK) 0.7 $1.1M 16k 65.46
iShares MSCI Emerging Markets Indx (EEM) 0.5 $834k 17k 48.32
Apple (AAPL) 0.5 $765k 4.6k 167.54
Johnson & Johnson (JNJ) 0.4 $622k 4.9k 128.25
iShares Russell 2000 Index (IWM) 0.4 $601k 4.0k 151.84
iShares S&P SmallCap 600 Growth (IJT) 0.4 $593k 3.4k 173.90
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.3 $473k 13k 35.74
Berkshire Hathaway (BRK.B) 0.3 $454k 2.3k 199.74
Boeing Company (BA) 0.2 $412k 1.3k 327.24
Ishares Inc msci india index (INDA) 0.2 $414k 12k 34.17
Goldman Sachs (GS) 0.2 $389k 1.5k 252.11
Home Depot (HD) 0.2 $403k 2.3k 178.00
JPMorgan Chase & Co. (JPM) 0.2 $384k 3.5k 109.81
Oracle Corporation (ORCL) 0.2 $359k 7.8k 45.77
iShares Dow Jones US Home Const. (ITB) 0.2 $331k 8.4k 39.54
Vanguard Small-Cap ETF (VB) 0.2 $326k 2.2k 146.91
Vanguard Information Technology ETF (VGT) 0.2 $324k 1.9k 170.89
Exxon Mobil Corporation (XOM) 0.2 $319k 4.3k 74.69
iShares Gold Trust 0.2 $320k 25k 12.80
Vanguard REIT ETF (VNQ) 0.2 $298k 3.9k 75.92
Procter & Gamble Company (PG) 0.2 $288k 3.6k 79.14
Amazon (AMZN) 0.2 $278k 193.00 1440.41
Wintrust Financial Corporation (WTFC) 0.2 $269k 3.1k 86.02
iShares S&P SmallCap 600 Index (IJR) 0.2 $258k 3.4k 76.58
iShares Dow Jones US Medical Dev. (IHI) 0.2 $259k 1.4k 185.00
Microsoft Corporation (MSFT) 0.1 $241k 2.6k 91.39
Alphabet Inc Class A cs (GOOGL) 0.1 $247k 239.00 1033.47
iShares Russell 1000 Growth Index (IWF) 0.1 $239k 1.8k 136.10
FedEx Corporation (FDX) 0.1 $222k 926.00 239.74
First Trust Mult Cap Val Alpha Fnd (FAB) 0.1 $219k 4.0k 54.87
Alerian Mlp Etf 0.1 $171k 18k 9.32