$98.3 Million is the total value of Riverview Trust Co's 101 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | New | Vanguard Index Fds Small Cap ETF | $530,765 | – | 2,488 | +100.0% | 0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 23 | Q2 2024 | 17.3% |
| Apple Inc | 23 | Q2 2024 | 8.2% |
| iShares Core US Aggregate Bond ETF | 23 | Q2 2024 | 9.5% |
| Vanguard Real Estate Index ETF | 23 | Q2 2024 | 4.8% |
| Microsoft Corp | 23 | Q2 2024 | 5.4% |
| Merck & Co Inc | 23 | Q2 2024 | 3.0% |
| Amazon.com Inc | 23 | Q2 2024 | 2.9% |
| JPMorgan Chase & Co | 23 | Q2 2024 | 2.8% |
| Intel Corp | 23 | Q2 2024 | 2.8% |
| Alphabet Inc C | 23 | Q2 2024 | 2.9% |
View Riverview Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
View Riverview Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.