Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Sept. 30, 2024

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 51 positions in its portfolio as reported in the September 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) 18.8 $74M 651k 112.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.1 $43M 1.1M 41.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.9 $43M 807k 52.81
Vanguard Index Fds Mid Cap Etf (VO) 10.7 $42M 159k 263.83
Schwab Strategic Tr Fundamental Us S (FNDA) 8.0 $31M 525k 59.57
Ishares Tr Core S&p500 Etf (IVV) 5.9 $23M 40k 576.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $20M 37k 527.67
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.3 $17M 360k 46.74
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.2 $13M 427k 29.48
Vanguard Index Fds Large Cap Etf (VV) 3.1 $12M 47k 263.29
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $12M 194k 62.32
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $11M 109k 97.42
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $5.4M 35k 154.02
Accenture Plc Ireland Shs Class A (ACN) 1.2 $4.7M 13k 353.49
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.7M 19k 198.06
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.4M 11k 314.39
Apple (AAPL) 0.8 $3.0M 13k 233.00
Microsoft Corporation (MSFT) 0.6 $2.4M 5.5k 430.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.0M 29k 67.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.0M 41k 47.85
Apogee Enterprises (APOG) 0.5 $1.8M 26k 70.01
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.7M 33k 52.86
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.6M 7.4k 220.90
Abbvie (ABBV) 0.4 $1.6M 8.2k 197.48
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.5M 9.6k 157.55
Thermon Group Holdings (THR) 0.4 $1.4M 47k 29.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.4k 375.43
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 1.9k 586.54
Ishares Tr Us Home Cons Etf (ITB) 0.3 $1.1M 8.4k 127.09
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $978k 8.4k 116.96
Home Depot (HD) 0.2 $720k 1.8k 405.30
Ishares Tr Msci India Etf (INDA) 0.2 $709k 12k 58.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $654k 8.7k 75.11
Ishares Gold Tr Ishares New (IAU) 0.2 $650k 13k 49.70
Vanguard Index Fds Small Cp Etf (VB) 0.2 $619k 2.6k 237.17
Goldman Sachs (GS) 0.2 $616k 1.2k 495.04
Amazon (AMZN) 0.1 $569k 3.1k 186.33
Johnson & Johnson (JNJ) 0.1 $561k 3.5k 162.08
Yum China Holdings (YUMC) 0.1 $544k 12k 45.02
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $501k 8.5k 59.22
Oracle Corporation (ORCL) 0.1 $473k 2.8k 170.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $447k 2.4k 189.81
Willis Towers Watson SHS (WTW) 0.1 $423k 1.4k 294.53
Lpl Financial Holdings (LPLA) 0.1 $358k 1.5k 232.70
Stryker Corporation (SYK) 0.1 $343k 950.00 361.11
Procter & Gamble Company (PG) 0.1 $341k 2.0k 173.18
Ventas (VTR) 0.1 $327k 5.1k 64.13
Vanguard World Health Car Etf (VHT) 0.1 $276k 977.00 282.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $269k 2.0k 132.25
Alphabet Cap Stk Cl C (GOOG) 0.1 $249k 1.5k 167.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $219k 774.00 283.17