Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2020

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 65 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr (GSLC) 16.4 $34M 643k 52.19
Schwab International Equity ETF (SCHF) 10.9 $22M 861k 25.84
Vanguard Mid-Cap ETF (VO) 10.8 $22M 167k 131.65
Vanguard Europe Pacific ETF (VEA) 7.9 $16M 486k 33.34
iShares S&P 500 Index (IVV) 5.5 $11M 43k 258.41
Vanguard S&p 500 Etf idx (VOO) 4.5 $9.2M 39k 236.83
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 3.8 $7.7M 298k 25.87
Vanguard Large-Cap ETF (VV) 2.9 $6.0M 50k 118.43
iShares S&P MidCap 400 Index (IJH) 2.8 $5.8M 40k 143.85
Fidelity msci rl est etf (FREL) 2.8 $5.7M 273k 20.80
Health Care SPDR (XLV) 2.7 $5.5M 62k 88.57
iShares S&P SmallCap 600 Index (IJR) 2.4 $4.9M 87k 56.11
Goldman Sachs Etf Tr activebeta int (GSIE) 2.1 $4.3M 187k 23.06
Vanguard Growth ETF (VUG) 2.0 $4.0M 26k 156.69
iShares S&P 500 Growth Index (IVW) 1.9 $3.9M 24k 165.05
SPDR DJ Wilshire Large Cap Value (SPYV) 1.4 $2.8M 110k 25.84
Schwab Strategic Tr us lrg cap etf (SCHX) 1.4 $2.8M 46k 61.25
Flexshares Tr qualt divd idx (QDF) 1.1 $2.4M 65k 35.97
Vanguard Dividend Appreciation ETF (VIG) 1.0 $2.1M 20k 103.41
Ishares Tr fctsl msci int (INTF) 1.0 $2.0M 100k 20.26
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.0 $2.0M 19k 106.47
Vanguard Emerging Markets ETF (VWO) 0.9 $1.9M 58k 33.54
iShares Russell 1000 Index (IWB) 0.9 $1.8M 12k 141.49
SPDR S&P International Dividend (DWX) 0.8 $1.6M 54k 30.63
Flexshares Tr m star dev mkt (TLTD) 0.8 $1.5M 33k 46.45
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) 0.7 $1.5M 49k 30.12
First Trust Large Cap GO Alpha Fnd (FTC) 0.7 $1.4M 23k 59.90
Accenture (ACN) 0.6 $1.3M 7.8k 163.22
iShares Lehman MBS Bond Fund (MBB) 0.6 $1.3M 11k 110.43
Apple (AAPL) 0.6 $1.2M 4.7k 254.19
Technology SPDR (XLK) 0.4 $898k 11k 80.39
Invesco Dynamic Large etf - e (PWB) 0.4 $790k 18k 43.75
iShares Russell 2000 Index (IWM) 0.4 $724k 6.3k 114.47
Goldman Sachs Etf Tr activebeta eme (GEM) 0.3 $713k 27k 26.18
First Trust Large Cap Value Opp Fnd (FTA) 0.3 $701k 19k 36.80
Ishares U S Etf Tr int rt hdg c b (LQDH) 0.3 $691k 8.3k 83.04
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.3 $675k 14k 49.77
Berkshire Hathaway (BRK.B) 0.3 $577k 3.2k 182.77
Vanguard Small-Cap ETF (VB) 0.3 $562k 4.9k 115.50
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $552k 4.9k 112.98
Johnson & Johnson (JNJ) 0.2 $502k 3.8k 131.21
Microsoft Corporation (MSFT) 0.2 $500k 3.2k 157.63
Vanguard Information Technology ETF (VGT) 0.2 $416k 2.0k 212.14
Ishares Tr Global Reit Etf (REET) 0.2 $402k 21k 19.16
Oracle Corporation (ORCL) 0.2 $382k 7.9k 48.30
iShares Gold Trust 0.2 $377k 25k 15.08
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $375k 9.2k 40.98
Procter & Gamble Company (PG) 0.2 $374k 3.4k 110.06
Home Depot (HD) 0.2 $348k 1.9k 186.70
JPMorgan Chase & Co. (JPM) 0.2 $342k 3.8k 89.95
WisdomTree Intl. SmallCap Div (DLS) 0.2 $341k 7.1k 48.12
iShares MSCI EAFE Index Fund (EFA) 0.2 $326k 6.1k 53.48
iShares Dow Jones US Home Const. (ITB) 0.2 $323k 11k 28.91
iShares Dow Jones US Medical Dev. (IHI) 0.2 $315k 1.4k 225.00
Amazon (AMZN) 0.2 $314k 161.00 1950.31
Ishares Inc msci india index (INDA) 0.1 $292k 12k 24.10
Ishares Inc core msci emkt (IEMG) 0.1 $284k 7.0k 40.53
Invesco S&p 500 Low Volatility Etf (SPLV) 0.1 $268k 5.7k 47.00
iShares Russell 1000 Growth Index (IWF) 0.1 $264k 1.8k 150.34
Willis Towers Watson (WTW) 0.1 $261k 1.5k 169.92
Goldman Sachs (GS) 0.1 $233k 1.5k 154.82
Vanguard Admiral Fds Inc cmn (IVOO) 0.1 $218k 2.2k 97.45
Stryker Corporation (SYK) 0.1 $214k 1.3k 166.15
Walt Disney Company (DIS) 0.1 $212k 2.2k 96.76
MasterCard Incorporated (MA) 0.1 $202k 837.00 241.34