$130 Thousand is the total value of Riverview Trust Co's 646 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | Exit | Ishares Tr Tips Bd ETF | $0 | – | -2,191 | -100.0% | -0.24% | – |
| GUT | Exit | Gabelli Util Tr Com | $0 | – | -50,954 | -100.0% | -0.28% | – |
| RAVI | Exit | Flexshares Tr Ultra ETF | $0 | – | -3,971 | -100.0% | -0.30% | – |
| EEM | Exit | iShares MSCI Emerging Markets ETF | $0 | – | -11,662 | -100.0% | -0.48% | – |
| SHY | Exit | IShares Tr 1-3 Yr Treas Bd ETF | $0 | – | -6,857 | -100.0% | -0.57% | – |
| GLD | Exit | SPDR Gold Trust Gold Shs ETF | $0 | – | -4,180 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-12
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.