Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of June 30, 2023

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 49 positions in its portfolio as reported in the June 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) 19.0 $60M 685k 87.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.8 $37M 1.0M 35.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $35M 757k 46.18
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $34M 155k 220.16
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.9 $25M 497k 50.45
Fidelity Covington Trust Msci Rl Est Etf (FREL) 5.9 $19M 739k 25.09
Ishares Tr Core S&p500 Etf (IVV) 5.8 $18M 41k 445.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $15M 37k 407.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.8 $12M 263k 45.42
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $9.8M 37k 261.48
Vanguard Index Fds Large Cap Etf (VV) 3.0 $9.4M 46k 202.72
Accenture Plc Ireland Shs Class A (ACN) 1.9 $6.0M 20k 308.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $4.9M 37k 132.73
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.2M 20k 162.43
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.6M 11k 243.73
Apple (AAPL) 0.8 $2.5M 13k 193.97
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.2M 52k 43.20
Microsoft Corporation (MSFT) 0.6 $1.9M 5.5k 340.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 43k 40.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.5M 29k 52.37
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.4M 7.3k 187.26
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.2M 12k 99.65
Abbvie (ABBV) 0.3 $1.1M 7.8k 134.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $941k 3.4k 275.15
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $914k 2.1k 442.15
Ishares Tr Us Home Cons Etf (ITB) 0.2 $715k 8.4k 85.44
Johnson & Johnson (JNJ) 0.2 $573k 3.5k 165.50
Home Depot (HD) 0.2 $555k 1.8k 310.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $554k 7.6k 72.69
Ishares Tr Msci India Etf (INDA) 0.2 $530k 12k 43.70
Vanguard Index Fds Small Cp Etf (VB) 0.2 $515k 2.6k 198.88
Ishares Gold Tr Ishares New (IAU) 0.2 $476k 13k 36.39
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $474k 8.4k 56.46
Pfizer (PFE) 0.1 $410k 11k 36.68
Amazon (AMZN) 0.1 $398k 3.1k 130.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $398k 4.8k 83.56
Goldman Sachs (GS) 0.1 $395k 1.2k 322.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $369k 2.3k 157.83
Willis Towers Watson SHS (WTW) 0.1 $363k 1.5k 235.43
Lpl Financial Holdings (LPLA) 0.1 $333k 1.5k 217.43
Oracle Corporation (ORCL) 0.1 $325k 2.7k 119.11
Cisco Systems (CSCO) 0.1 $297k 5.7k 51.74
Procter & Gamble Company (PG) 0.1 $290k 1.9k 151.78
Stryker Corporation (SYK) 0.1 $286k 938.00 304.99
Ishares Tr Core High Dv Etf (HDV) 0.1 $263k 2.6k 100.79
Ventas (VTR) 0.1 $241k 5.1k 47.27
Vanguard World Fds Health Car Etf (VHT) 0.1 $236k 964.00 244.79
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $224k 2.0k 109.84
Abbott Laboratories (ABT) 0.1 $211k 1.9k 109.01