Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2017

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 41 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab International Equity ETF (SCHF) 22.8 $30M 1.0M 29.70
Goldman Sachs Etf Tr (GSLC) 14.6 $19M 415k 46.49
Vanguard Mid-Cap ETF (VO) 13.1 $17M 125k 137.83
iShares S&P 500 Index (IVV) 8.5 $11M 47k 236.20
First Trust Large Cap GO Alpha Fnd (FTC) 7.4 $9.7M 186k 52.28
First Trust Large Cap Value Opp Fnd (FTA) 6.8 $9.0M 185k 48.71
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 5.1 $6.7M 198k 33.96
Vanguard Large-Cap ETF (VV) 3.3 $4.3M 40k 107.65
Vanguard S&p 500 Etf idx (VOO) 2.5 $3.3M 15k 215.48
Health Care SPDR (XLV) 2.4 $3.1M 42k 74.22
Vanguard Emerging Markets ETF (VWO) 1.4 $1.9M 47k 40.06
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.9M 21k 89.21
iShares Russell 1000 Index (IWB) 1.2 $1.6M 12k 130.61
PowerShares Dynamic Lg. Cap Value 1.0 $1.4M 39k 35.06
iShares MSCI EAFE Index Fund (EFA) 0.8 $1.1M 18k 61.86
iShares S&P MidCap 400 Index (IJH) 0.8 $1.1M 6.2k 168.94
iShares MSCI Emerging Markets Indx (EEM) 0.6 $720k 18k 39.53
iShares Dow Jones US Oil Equip. (IEZ) 0.6 $721k 17k 41.76
Apple (AAPL) 0.5 $589k 4.1k 144.08
Energy Select Sector SPDR (XLE) 0.5 $597k 8.5k 70.23
Johnson & Johnson (JNJ) 0.4 $540k 4.3k 124.40
iShares S&P SmallCap 600 Growth (IJT) 0.4 $474k 3.2k 148.17
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.3 $463k 15k 31.52
Home Depot (HD) 0.3 $365k 2.5k 146.70
iShares Russell 2000 Index (IWM) 0.3 $349k 2.6k 134.18
Berkshire Hathaway (BRK.B) 0.2 $317k 1.9k 166.67
Oracle Corporation (ORCL) 0.2 $314k 7.0k 44.75
Exxon Mobil Corporation (XOM) 0.2 $310k 3.8k 82.49
iShares Gold Trust 0.2 $302k 25k 12.08
First Trust Mult Cap Val Alpha Fnd (FAB) 0.2 $302k 5.9k 50.98
JPMorgan Chase & Co. (JPM) 0.2 $297k 3.5k 85.71
Procter & Gamble Company (PG) 0.2 $294k 3.3k 89.12
Vanguard REIT ETF (VNQ) 0.2 $295k 3.6k 83.03
Walt Disney Company (DIS) 0.2 $283k 2.5k 112.44
General Electric Company 0.2 $259k 8.6k 30.15
iShares Dow Jones US Home Const. (ITB) 0.2 $264k 8.4k 31.53
Boeing Company (BA) 0.2 $254k 1.4k 177.13
Vanguard Information Technology ETF (VGT) 0.2 $255k 1.9k 134.78
FedEx Corporation (FDX) 0.2 $227k 1.2k 195.69
Alerian Mlp Etf 0.2 $219k 17k 12.75
iShares Dow Jones US Medical Dev. (IHI) 0.2 $210k 1.4k 150.00