Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Sept. 30, 2023

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 50 positions in its portfolio as reported in the September 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) 19.1 $58M 688k 84.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.7 $36M 1.0M 33.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $33M 762k 43.72
Vanguard Index Fds Mid Cap Etf (VO) 10.7 $33M 156k 208.24
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 8.0 $24M 499k 48.49
Ishares Tr Core S&p500 Etf (IVV) 5.8 $17M 41k 429.43
Fidelity Covington Trust Msci Rl Est Etf (FREL) 5.6 $17M 740k 22.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $14M 37k 392.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.8 $12M 267k 43.56
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $9.3M 37k 249.35
Vanguard Index Fds Large Cap Etf (VV) 3.0 $9.1M 46k 195.69
Accenture Plc Ireland Shs Class A (ACN) 2.0 $6.0M 20k 307.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $4.7M 37k 128.74
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.1M 20k 155.38
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.5M 11k 234.90
Apple (AAPL) 0.7 $2.2M 13k 171.21
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.2M 52k 41.26
Microsoft Corporation (MSFT) 0.6 $1.7M 5.5k 315.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 43k 39.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.5M 29k 50.60
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 7.3k 176.73
Apogee Enterprises (APOG) 0.4 $1.2M 26k 47.08
Abbvie (ABBV) 0.4 $1.2M 7.9k 149.06
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 12k 94.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $910k 3.4k 265.96
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $800k 1.9k 414.82
Ishares Tr Us Home Cons Etf (ITB) 0.2 $657k 8.4k 78.49
Home Depot (HD) 0.2 $543k 1.8k 302.22
Johnson & Johnson (JNJ) 0.2 $542k 3.5k 155.73
Ishares Tr Msci India Etf (INDA) 0.2 $536k 12k 44.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $533k 7.6k 69.78
Vanguard Index Fds Small Cp Etf (VB) 0.2 $491k 2.6k 189.07
Ishares Gold Tr Ishares New (IAU) 0.2 $457k 13k 34.99
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $407k 8.4k 48.50
Goldman Sachs (GS) 0.1 $396k 1.2k 323.67
Amazon (AMZN) 0.1 $388k 3.1k 127.12
Lpl Financial Holdings (LPLA) 0.1 $364k 1.5k 237.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $364k 4.8k 75.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $355k 2.3k 151.82
Pfizer (PFE) 0.1 $345k 10k 33.17
Willis Towers Watson SHS (WTW) 0.1 $322k 1.5k 208.95
Cisco Systems (CSCO) 0.1 $311k 5.8k 53.76
Oracle Corporation (ORCL) 0.1 $290k 2.7k 105.91
Procter & Gamble Company (PG) 0.1 $281k 1.9k 145.85
Ishares Tr Core High Dv Etf (HDV) 0.1 $258k 2.6k 98.89
Stryker Corporation (SYK) 0.1 $257k 940.00 273.32
Vanguard World Fds Health Car Etf (VHT) 0.1 $227k 967.00 234.98
Ventas (VTR) 0.1 $215k 5.1k 42.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $212k 2.0k 104.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 1.5k 131.85