Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2025

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 18.0 $70M 632k 110.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.6 $45M 2.3M 19.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.8 $42M 825k 50.83
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $42M 162k 258.62
Schwab Strategic Tr Fundamental Us S (FNDA) 7.6 $29M 1.1M 27.39
Ishares Tr Core S&p500 Etf (IVV) 5.8 $23M 40k 561.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.7 $22M 486k 45.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $19M 37k 513.90
Vanguard Index Fds Large Cap Etf (VV) 3.4 $13M 51k 257.03
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.2 $12M 450k 27.47
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $12M 199k 58.35
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $10M 112k 90.54
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $5.0M 34k 146.01
Accenture Plc Ireland Shs Class A (ACN) 1.0 $3.9M 12k 312.05
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.7M 19k 193.99
Apple (AAPL) 0.7 $2.8M 13k 222.13
Ishares Tr Rus 1000 Etf (IWB) 0.7 $2.8M 9.0k 306.72
Microsoft Corporation (MSFT) 0.5 $2.1M 5.5k 375.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.9M 88k 22.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.9M 41k 45.26
Abbvie (ABBV) 0.5 $1.8M 8.5k 209.51
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.5M 30k 51.07
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.5M 9.6k 156.69
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.5M 7.5k 199.49
Thermon Group Holdings (THR) 0.4 $1.4M 49k 27.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.4k 361.12
Apogee Enterprises (APOG) 0.3 $1.2M 26k 46.33
Vanguard World Inf Tech Etf (VGT) 0.3 $1.0M 1.9k 542.25
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $997k 9.5k 104.57
Ishares Tr Us Home Cons Etf (ITB) 0.2 $808k 8.5k 95.21
Ishares Gold Tr Ishares New (IAU) 0.2 $759k 13k 58.96
Amazon (AMZN) 0.2 $706k 3.7k 190.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $677k 9.2k 73.45
Goldman Sachs (GS) 0.2 $650k 1.2k 546.40
Home Depot (HD) 0.2 $641k 1.7k 366.49
Yum China Holdings (YUMC) 0.2 $629k 12k 52.06
Ishares Tr Msci India Etf (INDA) 0.2 $629k 12k 51.48
Vanguard Index Fds Small Cp Etf (VB) 0.2 $587k 2.6k 221.76
Johnson & Johnson (JNJ) 0.1 $573k 3.5k 165.83
NVIDIA Corporation (NVDA) 0.1 $522k 4.8k 108.38
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $510k 8.5k 60.19
Lpl Financial Holdings (LPLA) 0.1 $505k 1.5k 327.18
Willis Towers Watson SHS (WTW) 0.1 $485k 1.4k 337.95
Stryker Corporation (SYK) 0.1 $456k 1.2k 372.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $440k 2.3k 188.16
Oracle Corporation (ORCL) 0.1 $390k 2.8k 139.82
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $374k 12k 32.39
Alphabet Cap Stk Cl C (GOOG) 0.1 $352k 2.3k 156.22
Ventas (VTR) 0.1 $350k 5.1k 68.76
Procter & Gamble Company (PG) 0.1 $350k 2.1k 170.40
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $300k 6.4k 46.81
Vanguard World Health Car Etf (VHT) 0.1 $261k 985.00 264.83
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $256k 2.0k 125.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $222k 807.00 274.78