Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of June 30, 2024

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 50 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 19.3 $70M 650k 106.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.1 $40M 1.0M 38.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $40M 801k 49.42
Vanguard Index Fds Mid Cap Etf (VO) 10.6 $38M 158k 242.10
Schwab Strategic Tr Fundamental Us S (FNDA) 7.9 $29M 519k 54.92
Ishares Tr Core S&p500 Etf (IVV) 6.1 $22M 40k 547.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $19M 37k 500.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.2 $15M 335k 44.93
Vanguard Index Fds Large Cap Etf (VV) 3.2 $12M 47k 249.62
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $11M 191k 58.52
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.9 $10M 408k 25.34
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $9.1M 109k 83.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $5.1M 35k 145.75
Accenture Plc Ireland Shs Class A (ACN) 1.1 $4.1M 13k 303.41
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.6M 20k 182.55
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.2M 11k 297.53
Apple (AAPL) 0.7 $2.7M 13k 210.62
Microsoft Corporation (MSFT) 0.7 $2.4M 5.5k 446.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.9M 29k 64.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.8M 41k 43.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.7M 35k 48.74
Apogee Enterprises (APOG) 0.4 $1.6M 26k 62.83
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.5M 7.4k 202.90
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.5M 10k 147.45
Thermon Group Holdings (THR) 0.4 $1.4M 46k 30.76
Abbvie (ABBV) 0.4 $1.4M 8.1k 171.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.4k 364.49
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 1.9k 576.50
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $887k 8.3k 106.66
Ishares Tr Us Home Cons Etf (ITB) 0.2 $850k 8.4k 101.06
Ishares Tr Msci India Etf (INDA) 0.2 $676k 12k 55.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $642k 8.9k 72.05
Home Depot (HD) 0.2 $608k 1.8k 344.19
Amazon (AMZN) 0.2 $590k 3.1k 193.25
Ishares Gold Tr Ishares New (IAU) 0.2 $574k 13k 43.93
Vanguard Index Fds Small Cp Etf (VB) 0.2 $567k 2.6k 218.07
Goldman Sachs (GS) 0.2 $560k 1.2k 452.40
Johnson & Johnson (JNJ) 0.1 $503k 3.4k 146.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $473k 8.4k 56.04
Lpl Financial Holdings (LPLA) 0.1 $429k 1.5k 279.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $408k 2.3k 174.47
Oracle Corporation (ORCL) 0.1 $391k 2.8k 141.18
Willis Towers Watson SHS (WTW) 0.1 $376k 1.4k 262.14
Procter & Gamble Company (PG) 0.1 $323k 2.0k 164.93
Stryker Corporation (SYK) 0.1 $322k 947.00 340.36
Alphabet Cap Stk Cl C (GOOG) 0.1 $273k 1.5k 183.45
Ventas (VTR) 0.1 $261k 5.1k 51.26
Vanguard World Health Car Etf (VHT) 0.1 $259k 974.00 266.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $246k 2.0k 120.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $206k 771.00 267.61