Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Dec. 31, 2020

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 81 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 16.5 $52M 690k 75.69
Vanguard Index Fds Mid Cap Etf (VO) 11.6 $37M 178k 206.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $30M 628k 47.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.8 $28M 776k 36.01
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 6.2 $20M 454k 42.92
Ishares Tr Core S&p500 Etf (IVV) 5.1 $16M 43k 375.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $13M 36k 343.69
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $8.3M 36k 229.84
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.5 $7.9M 247k 31.90
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.4 $7.7M 304k 25.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $7.3M 65k 113.45
Vanguard Index Fds Large Cap Etf (VV) 2.3 $7.3M 41k 175.73
Accenture Plc Ireland Shs Class A (ACN) 2.1 $6.7M 26k 261.20
Vanguard Index Fds Growth Etf (VUG) 2.1 $6.6M 26k 253.34
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $5.1M 81k 63.83
Flexshares Tr Qualt Divd Idx (QDF) 1.3 $4.1M 83k 49.44
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $3.8M 109k 34.39
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $3.3M 36k 91.89
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.8M 20k 141.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.7M 54k 50.12
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.6M 13k 211.80
Apple (AAPL) 0.7 $2.3M 18k 132.67
Ishares Tr Msci Intl Multft (INTF) 0.6 $2.0M 75k 27.18
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.8M 11k 161.26
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.6 $1.8M 49k 36.57
Ishares Tr Msci Intl Moment (IMTM) 0.6 $1.8M 47k 37.65
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.5 $1.6M 43k 38.56
Microsoft Corporation (MSFT) 0.5 $1.6M 7.4k 222.34
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.5 $1.6M 16k 96.67
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.5 $1.5M 23k 67.59
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.5M 7.7k 194.61
Select Sector Spdr Tr Technology (XLK) 0.4 $1.4M 11k 130.06
Amazon (AMZN) 0.4 $1.3M 410.00 3256.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.3M 15k 90.97
Ishares Tr Mbs Etf (MBB) 0.4 $1.3M 11k 110.09
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.2M 6.3k 196.06
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.4 $1.2M 13k 95.52
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $1.1M 30k 38.17
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $795k 16k 49.50
Ishares U S Etf Tr Blackrock Short (MEAR) 0.3 $795k 16k 50.25
Abbvie (ABBV) 0.2 $777k 7.2k 107.19
Ventas (VTR) 0.2 $749k 15k 49.04
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $695k 2.0k 353.87
Ishares Tr National Mun Etf (MUB) 0.2 $648k 5.5k 117.12
Flexshares Tr M Star Dev Mkt (TLTD) 0.2 $648k 9.8k 65.96
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $646k 4.2k 155.59
Ishares Tr Us Home Cons Etf (ITB) 0.2 $623k 11k 55.76
Johnson & Johnson (JNJ) 0.2 $608k 3.9k 157.35
Udr (UDR) 0.2 $577k 15k 38.40
Equity Residential Sh Ben Int (EQR) 0.2 $548k 9.2k 59.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $537k 9.2k 58.37
Pfizer (PFE) 0.2 $521k 14k 36.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $511k 2.2k 231.85
Home Depot (HD) 0.2 $496k 1.9k 265.38
Goldman Sachs (GS) 0.2 $488k 1.9k 263.78
Ishares Tr Msci India Etf (INDA) 0.2 $487k 12k 40.19
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $486k 7.1k 68.06
Procter & Gamble Company (PG) 0.2 $479k 3.4k 139.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $458k 1.4k 327.14
Ishares Gold Trust Ishares 0.1 $453k 25k 18.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $423k 1.8k 240.89
JPMorgan Chase & Co. (JPM) 0.1 $423k 3.3k 127.03
Walt Disney Company (DIS) 0.1 $397k 2.2k 181.20
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $391k 5.8k 67.50
Oracle Corporation (ORCL) 0.1 $352k 5.4k 64.67
Willis Towers Watson SHS (WTW) 0.1 $324k 1.5k 210.80
Stryker Corporation (SYK) 0.1 $318k 1.3k 244.80
Cisco Systems (CSCO) 0.1 $318k 7.1k 44.73
Kraft Heinz (KHC) 0.1 $296k 8.5k 34.72
Mastercard Incorporated Cl A (MA) 0.1 $294k 825.00 356.36
Alphabet Cap Stk Cl A (GOOGL) 0.1 $287k 164.00 1750.00
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $266k 3.3k 79.71
Deere & Company (DE) 0.1 $264k 980.00 269.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $259k 3.1k 84.83
Ishares Core Msci Emkt (IEMG) 0.1 $259k 4.2k 61.96
CVS Caremark Corporation (CVS) 0.1 $238k 3.5k 68.33
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $233k 4.2k 54.93
Wintrust Financial Corporation (WTFC) 0.1 $231k 3.8k 61.01
Vanguard World Fds Health Car Etf (VHT) 0.1 $211k 943.00 223.75
Nike CL B (NKE) 0.1 $209k 1.5k 141.60
Alphabet Cap Stk Cl C (GOOG) 0.1 $201k 115.00 1747.83