Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Dec. 31, 2024

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 52 positions in its portfolio as reported in the December 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) 18.9 $73M 630k 115.18
Vanguard Index Fds Mid Cap Etf (VO) 10.9 $42M 158k 264.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 10.3 $40M 2.1M 18.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $39M 817k 47.82
Schwab Strategic Tr Fundamental Us S (FNDA) 8.1 $31M 1.0M 29.70
Ishares Tr Core S&p500 Etf (IVV) 6.1 $23M 40k 588.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $20M 38k 538.81
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.3 $20M 449k 44.87
Vanguard Index Fds Large Cap Etf (VV) 3.3 $13M 47k 269.70
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $12M 194k 62.31
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.0 $12M 431k 27.02
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $9.9M 111k 89.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $4.8M 35k 137.57
Accenture Plc Ireland Shs Class A (ACN) 1.1 $4.3M 12k 351.80
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.7M 19k 195.83
Apple (AAPL) 0.8 $3.2M 13k 250.43
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.9M 9.0k 322.17
Microsoft Corporation (MSFT) 0.6 $2.3M 5.5k 421.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.3M 52k 44.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.0M 88k 23.18
Apogee Enterprises (APOG) 0.5 $1.8M 26k 71.41
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.7M 33k 51.14
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.7M 7.5k 220.96
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.5M 9.6k 154.85
Abbvie (ABBV) 0.4 $1.5M 8.3k 177.70
Thermon Group Holdings (THR) 0.4 $1.4M 48k 28.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.4M 3.4k 401.62
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 1.9k 621.86
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $952k 8.3k 115.22
Ishares Tr Us Home Cons Etf (ITB) 0.2 $872k 8.4k 103.39
Home Depot (HD) 0.2 $685k 1.8k 388.98
Goldman Sachs (GS) 0.2 $678k 1.2k 572.45
Amazon (AMZN) 0.2 $676k 3.1k 219.39
Ishares Tr Msci India Etf (INDA) 0.2 $643k 12k 52.64
Ishares Gold Tr Ishares New (IAU) 0.2 $637k 13k 49.51
Vanguard Index Fds Small Cp Etf (VB) 0.2 $631k 2.6k 240.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $628k 8.7k 71.91
Yum China Holdings (YUMC) 0.2 $582k 12k 48.17
Lpl Financial Holdings (LPLA) 0.1 $503k 1.5k 326.48
Johnson & Johnson (JNJ) 0.1 $503k 3.5k 144.63
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $495k 8.5k 58.35
Oracle Corporation (ORCL) 0.1 $464k 2.8k 166.64
Willis Towers Watson SHS (WTW) 0.1 $450k 1.4k 313.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $436k 2.4k 185.14
Stryker Corporation (SYK) 0.1 $343k 952.00 359.94
Procter & Gamble Company (PG) 0.1 $332k 2.0k 167.62
Ventas (VTR) 0.1 $300k 5.1k 58.89
Alphabet Cap Stk Cl C (GOOG) 0.1 $290k 1.5k 190.46
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $263k 2.0k 129.34
Vanguard World Health Car Etf (VHT) 0.1 $249k 983.00 253.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $228k 787.00 289.78
Bank Of Montreal Cadcom (BMO) 0.1 $201k 2.1k 97.05