Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2021

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 78 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 16.1 $53M 675k 79.12
Vanguard Index Fds Mid Cap Etf (VO) 11.6 $38M 173k 221.34
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $31M 633k 49.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.8 $29M 778k 37.62
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 6.7 $22M 436k 50.66
Ishares Tr Core S&p500 Etf (IVV) 5.1 $17M 42k 397.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $13M 36k 364.29
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.2 $11M 389k 27.49
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $9.2M 35k 260.29
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.3 $7.7M 232k 33.04
Vanguard Index Fds Large Cap Etf (VV) 2.3 $7.6M 41k 185.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.2 $7.4M 63k 116.74
Accenture Plc Ireland Shs Class A (ACN) 2.1 $7.1M 26k 276.23
Vanguard Index Fds Growth Etf (VUG) 1.9 $6.2M 24k 257.06
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.8 $5.8M 153k 37.90
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $4.5M 70k 65.11
Flexshares Tr Qualt Divd Idx (QDF) 1.2 $4.0M 74k 53.30
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.8M 35k 108.53
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.9M 20k 147.10
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.8M 13k 223.82
Ishares Tr Msci Intl Moment (IMTM) 0.8 $2.7M 73k 37.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.6M 50k 52.05
Apple (AAPL) 0.6 $1.9M 16k 122.12
Ishares Tr Msci Intl Multft (INTF) 0.6 $1.9M 66k 28.71
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.6 $1.8M 43k 42.67
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.5 $1.8M 45k 39.49
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.6M 7.7k 214.11
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $1.6M 9.8k 160.82
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.4 $1.5M 22k 68.08
Microsoft Corporation (MSFT) 0.4 $1.4M 6.1k 235.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.4M 15k 96.04
Select Sector Spdr Tr Technology (XLK) 0.4 $1.3M 9.9k 132.76
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.4 $1.3M 13k 97.68
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 5.9k 220.89
Ishares Tr Mbs Etf (MBB) 0.4 $1.2M 11k 108.38
Amazon (AMZN) 0.3 $1.1M 342.00 3093.57
Ishares U S Etf Tr Blackrock Short (MEAR) 0.3 $918k 18k 50.23
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $866k 16k 54.00
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $816k 9.5k 85.89
Ishares Tr National Mun Etf (MUB) 0.2 $800k 6.9k 115.99
Abbvie (ABBV) 0.2 $791k 7.3k 108.15
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $771k 4.4k 176.43
Ishares Tr Us Home Cons Etf (ITB) 0.2 $758k 11k 67.85
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $704k 2.0k 358.27
Equity Residential Sh Ben Int (EQR) 0.2 $662k 9.2k 71.61
Udr (UDR) 0.2 $659k 15k 43.86
Flexshares Tr M Star Dev Mkt (TLTD) 0.2 $653k 9.3k 69.97
Goldman Sachs (GS) 0.2 $604k 1.8k 327.19
Johnson & Johnson (JNJ) 0.2 $566k 3.4k 164.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $558k 9.2k 60.65
Ventas (VTR) 0.2 $543k 10k 53.32
Ishares Tr Msci India Etf (INDA) 0.2 $511k 12k 42.17
Home Depot (HD) 0.1 $492k 1.6k 305.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $481k 1.9k 255.58
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $464k 5.7k 81.68
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $463k 1.4k 330.71
Pfizer (PFE) 0.1 $459k 13k 36.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $427k 1.8k 243.17
Ishares Gold Tr Ishares 0.1 $425k 26k 16.26
J P Morgan Exchange-traded F Betbuld Msci (BBRE) 0.1 $417k 4.9k 85.89
Walt Disney Company (DIS) 0.1 $401k 2.2k 184.71
Oracle Corporation (ORCL) 0.1 $383k 5.5k 70.25
Procter & Gamble Company (PG) 0.1 $373k 2.8k 135.34
Cisco Systems (CSCO) 0.1 $369k 7.1k 51.74
Deere & Company (DE) 0.1 $367k 980.00 374.49
Ishares Core Msci Emkt (IEMG) 0.1 $360k 5.6k 64.29
JPMorgan Chase & Co. (JPM) 0.1 $353k 2.3k 152.09
Willis Towers Watson SHS (WTW) 0.1 $352k 1.5k 229.02
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $347k 5.1k 68.27
Kraft Heinz (KHC) 0.1 $344k 8.6k 40.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $334k 162.00 2061.73
Stryker Corporation (SYK) 0.1 $316k 1.3k 243.83
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $285k 4.5k 63.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $284k 3.1k 91.94
CVS Caremark Corporation (CVS) 0.1 $263k 3.5k 75.36
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $258k 2.7k 96.45
Alphabet Cap Stk Cl C (GOOG) 0.1 $238k 115.00 2069.57
Vanguard World Fds Health Car Etf (VHT) 0.1 $216k 945.00 228.57