Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of March 31, 2024

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 53 positions in its portfolio as reported in the March 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) 19.1 $69M 660k 103.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.2 $40M 1.0M 39.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $40M 799k 50.17
Vanguard Index Fds Mid Cap Etf (VO) 11.0 $40M 158k 249.86
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 8.2 $30M 518k 57.03
Ishares Tr Core S&p500 Etf (IVV) 5.9 $21M 40k 525.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $18M 37k 480.69
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.8 $14M 298k 45.31
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $12M 193k 60.74
Vanguard Index Fds Large Cap Etf (VV) 3.1 $11M 47k 239.76
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $10M 119k 86.48
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.6 $9.4M 360k 26.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $5.3M 36k 147.73
Accenture Plc Ireland Shs Class A (ACN) 1.3 $4.6M 13k 346.61
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.7M 20k 182.61
Ishares Tr Rus 1000 Etf (IWB) 0.9 $3.1M 11k 288.03
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.6M 52k 50.10
Microsoft Corporation (MSFT) 0.6 $2.3M 5.5k 420.70
Apple (AAPL) 0.6 $2.2M 13k 171.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.8M 29k 62.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.8M 43k 41.77
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.6M 7.4k 210.29
Apogee Enterprises (APOG) 0.4 $1.5M 26k 59.20
Abbvie (ABBV) 0.4 $1.5M 8.0k 182.11
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $1.5M 10k 145.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.4k 337.04
Vanguard World Inf Tech Etf (VGT) 0.3 $1.0M 1.9k 524.26
Ishares Tr Us Home Cons Etf (ITB) 0.3 $973k 8.4k 115.77
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $918k 8.3k 110.51
Home Depot (HD) 0.2 $680k 1.8k 383.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $629k 8.7k 72.63
Ishares Tr Msci India Etf (INDA) 0.2 $625k 12k 51.59
Vanguard Index Fds Small Cp Etf (VB) 0.2 $594k 2.6k 228.62
Amazon (AMZN) 0.2 $551k 3.1k 180.38
Ishares Gold Tr Ishares New (IAU) 0.2 $549k 13k 42.01
Johnson & Johnson (JNJ) 0.1 $536k 3.4k 158.19
Goldman Sachs (GS) 0.1 $514k 1.2k 417.53
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $495k 8.4k 58.59
Willis Towers Watson SHS (WTW) 0.1 $424k 1.5k 274.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $419k 2.3k 179.11
Lpl Financial Holdings (LPLA) 0.1 $406k 1.5k 264.16
Oracle Corporation (ORCL) 0.1 $347k 2.8k 125.61
Stryker Corporation (SYK) 0.1 $338k 945.00 357.89
Procter & Gamble Company (PG) 0.1 $316k 1.9k 162.27
Vanguard World Health Car Etf (VHT) 0.1 $264k 974.00 270.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $255k 2.0k 125.33
Alphabet Cap Stk Cl C (GOOG) 0.1 $228k 1.5k 152.26
Ishares Tr Core High Dv Etf (HDV) 0.1 $225k 2.0k 110.21
Abbott Laboratories (ABT) 0.1 $223k 2.0k 113.65
CVS Caremark Corporation (CVS) 0.1 $222k 2.8k 79.76
Ventas (VTR) 0.1 $222k 5.1k 43.54
Bank Of Montreal Cadcom (BMO) 0.1 $203k 2.1k 97.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $201k 771.00 260.00