Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Dec. 31, 2023

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 53 positions in its portfolio as reported in the December 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) 18.6 $63M 672k 93.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.3 $38M 798k 47.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.2 $38M 1.0M 36.96
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $37M 158k 232.64
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 8.4 $29M 516k 55.35
Ishares Tr Core S&p500 Etf (IVV) 5.7 $19M 40k 477.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $16M 37k 436.80
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.8 $13M 278k 46.04
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $11M 38k 277.15
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $11M 119k 88.36
Vanguard Index Fds Large Cap Etf (VV) 3.0 $10M 46k 218.15
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.8 $9.4M 351k 26.65
Accenture Plc Ireland Shs Class A (ACN) 1.9 $6.6M 19k 350.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $5.0M 37k 136.38
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.4M 20k 170.40
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.8M 11k 262.26
Apple (AAPL) 0.7 $2.5M 13k 192.52
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.4M 52k 46.63
Microsoft Corporation (MSFT) 0.6 $2.1M 5.5k 376.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.8M 44k 41.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.7M 29k 56.40
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.5M 7.4k 200.71
Apogee Enterprises (APOG) 0.4 $1.4M 26k 53.41
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.3M 10k 132.12
Abbvie (ABBV) 0.4 $1.2M 8.0k 154.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.0M 3.4k 303.13
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $937k 1.9k 484.10
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $898k 8.3k 108.25
Ishares Tr Us Home Cons Etf (ITB) 0.3 $854k 8.4k 101.74
Home Depot (HD) 0.2 $618k 1.8k 346.56
Ishares Tr Msci India Etf (INDA) 0.2 $591k 12k 48.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $568k 7.7k 73.55
Vanguard Index Fds Small Cp Etf (VB) 0.2 $553k 2.6k 213.30
Johnson & Johnson (JNJ) 0.2 $549k 3.5k 156.73
Ishares Gold Tr Ishares New (IAU) 0.2 $510k 13k 39.03
Goldman Sachs (GS) 0.1 $472k 1.2k 385.88
Amazon (AMZN) 0.1 $464k 3.1k 151.94
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $455k 8.4k 53.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $387k 2.3k 165.25
Willis Towers Watson SHS (WTW) 0.1 $372k 1.5k 241.25
Lpl Financial Holdings (LPLA) 0.1 $349k 1.5k 227.62
Oracle Corporation (ORCL) 0.1 $290k 2.8k 105.41
Procter & Gamble Company (PG) 0.1 $284k 1.9k 146.51
Stryker Corporation (SYK) 0.1 $282k 943.00 299.41
Ishares Tr Core High Dv Etf (HDV) 0.1 $266k 2.6k 101.99
Ventas (VTR) 0.1 $254k 5.1k 49.84
Vanguard World Fds Health Car Etf (VHT) 0.1 $244k 972.00 250.69
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $237k 2.0k 116.29
Cisco Systems (CSCO) 0.1 $234k 4.6k 50.52
CVS Caremark Corporation (CVS) 0.1 $218k 2.8k 78.97
Abbott Laboratories (ABT) 0.1 $215k 2.0k 110.09
Alphabet Cap Stk Cl C (GOOG) 0.1 $211k 1.5k 140.93
Bank Of Montreal Cadcom (BMO) 0.1 $205k 2.1k 98.94