Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2023

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 49 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 19.5 $56M 695k 81.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.6 $37M 1.0M 34.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.7 $34M 749k 45.17
Vanguard Index Fds Mid Cap Etf (VO) 11.2 $32M 153k 210.92
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 8.1 $24M 484k 48.67
Fidelity Covington Trust Msci Rl Est Etf (FREL) 6.3 $18M 732k 24.91
Ishares Tr Core S&p500 Etf (IVV) 5.8 $17M 41k 411.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $14M 37k 376.07
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $9.3M 37k 250.16
Vanguard Index Fds Large Cap Etf (VV) 3.0 $8.7M 46k 186.81
Accenture Plc Ireland Shs Class A (ACN) 2.1 $6.0M 21k 285.81
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $4.8M 37k 129.46
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.1M 20k 154.01
Ishares Tr Rus 1000 Etf (IWB) 1.0 $2.8M 12k 225.22
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.1M 53k 40.72
Apple (AAPL) 0.7 $2.1M 13k 164.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 43k 40.40
Microsoft Corporation (MSFT) 0.5 $1.6M 5.5k 288.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.4M 29k 48.37
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M 7.3k 178.40
Abbvie (ABBV) 0.4 $1.2M 7.8k 159.37
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 12k 96.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $836k 3.4k 244.30
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $796k 2.1k 385.46
Ishares Tr Us Home Cons Etf (ITB) 0.2 $589k 8.4k 70.29
Johnson & Johnson (JNJ) 0.2 $540k 3.5k 154.99
Home Depot (HD) 0.2 $536k 1.8k 295.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $531k 7.2k 73.83
Vanguard Index Fds Small Cp Etf (VB) 0.2 $489k 2.6k 189.55
Ishares Gold Tr Ishares New (IAU) 0.2 $489k 13k 37.37
Ishares Tr Msci India Etf (INDA) 0.2 $477k 12k 39.36
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $453k 8.4k 53.98
Pfizer (PFE) 0.2 $453k 11k 40.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $412k 5.0k 83.04
Goldman Sachs (GS) 0.1 $401k 1.2k 327.21
Willis Towers Watson SHS (WTW) 0.1 $358k 1.5k 232.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $356k 2.3k 152.26
Exxon Mobil Corporation (XOM) 0.1 $342k 3.1k 109.68
Amazon (AMZN) 0.1 $315k 3.1k 103.29
Lpl Financial Holdings (LPLA) 0.1 $310k 1.5k 202.40
Cisco Systems (CSCO) 0.1 $298k 5.7k 52.28
Procter & Gamble Company (PG) 0.1 $283k 1.9k 148.70
Stryker Corporation (SYK) 0.1 $267k 935.00 285.57
Ishares Tr Core High Dv Etf (HDV) 0.1 $265k 2.6k 101.66
Oracle Corporation (ORCL) 0.1 $253k 2.7k 92.92
Vanguard World Fds Health Car Etf (VHT) 0.1 $230k 964.00 238.43
Ventas (VTR) 0.1 $221k 5.1k 43.35
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $216k 2.0k 106.20
CVS Caremark Corporation (CVS) 0.1 $200k 2.7k 74.31