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Size ($ in 1000's)
At 12/31/2023: $339,644
At 09/30/2023: $303,132
Riverpoint Wealth Management Holdings LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riverpoint Wealth Management Holdings LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Riverpoint Wealth Management Holdings LLC top holdings by largest position size, as per the latest 13f filing made by Riverpoint Wealth Management Holdings LLC.
In the Riverpoint Wealth Management Holdings LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Riverpoint Wealth Management Holdings LLC in that top holding, then the share count change between reporting periods, and finally the Riverpoint Wealth Management Holdings LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| GOLDMAN SACHS ETF TR (GSLC) |
672,120 |
-16,073 |
$63,052 | | GSLC | 672,120 | -16,073 | $63,052 | | VANGUARD TAX MANAGED FDS (VEA) |
797,952 |
+35,785 |
$38,222 | | VEA | 797,952 | +35,785 | $38,222 | | SCHWAB STRATEGIC TR |
1,032,252 |
-14,166 |
$38,152 | | SCHF | 1,032,252 | -14,166 | $38,152 | | VANGUARD INDEX FDS (VO) |
157,742 |
+1,372 |
$36,697 | | VO | 157,742 | +1,372 | $36,697 | | SCHWAB STRATEGIC TR |
516,118 |
+17,325 |
$28,567 | | FNDA | 516,118 | +17,325 | $28,567 | | ISHARES TR (IVV) |
40,253 |
-381 |
$19,226 | | IVV | 40,253 | -381 | $19,226 | | VANGUARD INDEX FDS (VOO) |
36,828 |
+364 |
$16,087 | | VOO | 36,828 | +364 | $16,087 | | FIDELITY MERRIMACK STR TR |
277,563 |
+10,861 |
$12,779 | | FBND | 277,563 | +10,861 | $12,779 | | ISHARES TR (IJH) |
38,376 |
+1,060 |
$10,636 | | IJH | 38,376 | +1,060 | $10,636 | | VANGUARD INDEX FDS (VNQ) |
119,401 |
+114,591 |
$10,550 | | VNQ | 119,401 | +114,591 | $10,550 | | VANGUARD INDEX FDS (VV) |
46,422 |
+93 |
$10,127 | | VV | 46,422 | +93 | $10,127 | | FIDELITY COVINGTON TRUST |
351,029 |
-388,993 |
$9,355 | | FREL | 351,029 | -388,993 | $9,355 | | ACCENTURE PLC IRELAND |
18,775 |
-757 |
$6,588 | | ACN | 18,775 | -757 | $6,588 | | SELECT SECTOR SPDR TR (XLV) |
36,754 |
+36 |
$5,012 | | XLV | 36,754 | +36 | $5,012 | | VANGUARD SPECIALIZED FUNDS (VIG) |
20,093 |
+172 |
$3,424 | | VIG | 20,093 | +172 | $3,424 | | ISHARES TR (IWB) |
10,625 |
+84 |
$2,787 | | IWB | 10,625 | +84 | $2,787 | | APPLE INC |
12,737 |
+14 |
$2,452 | | AAPL | 12,737 | +14 | $2,452 | | SPDR SER TR (SPYV) |
52,373 |
+217 |
$2,442 | | SPYV | 52,373 | +217 | $2,442 | | MICROSOFT CORP |
5,483 |
-2 |
$2,062 | | MSFT | 5,483 | -2 | $2,062 | | VANGUARD INTL EQUITY INDEX F (VWO) |
43,975 |
+874 |
$1,807 | | VWO | 43,975 | +874 | $1,807 | | SCHWAB STRATEGIC TR |
29,307 |
+12 |
$1,653 | | SCHX | 29,307 | +12 | $1,653 | | ISHARES TR (IWM) |
7,385 |
+57 |
$1,482 | | IWM | 7,385 | +57 | $1,482 | | APOGEE ENTERPRISES INC |
25,636 |
+137 |
$1,369 | | APOG | 25,636 | +137 | $1,369 | | SPDR SER TR (QUS) |
10,032 |
+10,032 |
$1,325 | | QUS | 10,032 | +10,032 | $1,325 | | ABBVIE INC |
7,968 |
+84 |
$1,235 | | ABBV | 7,968 | +84 | $1,235 | | ISHARES TR (IWF) |
3,428 |
+7 |
$1,039 | | IWF | 3,428 | +7 | $1,039 | | VANGUARD WORLD FDS (VGT) |
1,935 |
+6 |
$937 | | VGT | 1,935 | +6 | $937 | | ISHARES TR (IJR) |
8,295 |
-3,396 |
$898 | | IJR | 8,295 | -3,396 | $898 | | ISHARES TR (ITB) |
8,396 |
+24 |
$854 | | ITB | 8,396 | +24 | $854 | | HOME DEPOT INC |
1,784 |
-14 |
$618 | | HD | 1,784 | -14 | $618 | | ISHARES TR (INDA) |
12,117 |
UNCH |
$591 | | INDA | 12,117 | UNCH | $591 | | VANGUARD BD INDEX FDS (BND) |
7,725 |
+90 |
$568 | | BND | 7,725 | +90 | $568 | | VANGUARD INDEX FDS (VB) |
2,591 |
-8 |
$553 | | VB | 2,591 | -8 | $553 | | JOHNSON & JOHNSON |
3,504 |
+22 |
$549 | | JNJ | 3,504 | +22 | $549 | | ISHARES GOLD TR (IAU) |
13,073 |
UNCH |
$510 | | IAU | 13,073 | UNCH | $510 | | GOLDMAN SACHS GROUP INC |
1,224 |
UNCH |
$472 | | GS | 1,224 | UNCH | $472 | | AMAZON COM INC |
3,053 |
UNCH |
$464 | | AMZN | 3,053 | UNCH | $464 | | ISHARES TR (IHI) |
8,435 |
+35 |
$455 | | IHI | 8,435 | +35 | $455 | | ISHARES TR (IWD) |
2,340 |
UNCH |
$387 | | IWD | 2,340 | UNCH | $387 | | WILLIS TOWERS WATSON PLC LTD |
1,541 |
UNCH |
$372 | | WTW | 1,541 | UNCH | $372 | | LPL FINL HLDGS INC |
1,534 |
+2 |
$349 | | LPLA | 1,534 | +2 | $349 | | ORACLE CORP |
2,751 |
+11 |
$290 | | ORCL | 2,751 | +11 | $290 | | PROCTER AND GAMBLE CO |
1,937 |
+12 |
$284 | | PG | 1,937 | +12 | $284 | | STRYKER CORPORATION |
943 |
+3 |
$282 | | SYK | 943 | +3 | $282 | | ISHARES TR (HDV) |
2,608 |
UNCH |
$266 | | HDV | 2,608 | UNCH | $266 | | VENTAS INC |
5,096 |
UNCH |
$254 | | VTR | 5,096 | UNCH | $254 | | VANGUARD WORLD FDS (VHT) |
972 |
+5 |
$244 | | VHT | 972 | +5 | $244 | | ISHARES TR (IWS) |
2,035 |
UNCH |
$237 | | IWS | 2,035 | UNCH | $237 | | CISCO SYS INC |
4,635 |
-1,147 |
$234 | | CSCO | 4,635 | -1,147 | $234 | | CVS HEALTH CORP |
2,763 |
+2,763 |
$218 | | CVS | 2,763 | +2,763 | $218 |
See Full List: All Stocks Held By Riverpoint Wealth Management Holdings LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Riverpoint Wealth Management Holdings LLC
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