$165 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 49 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GS | New | GOLDMAN SACHS GROUP INC | $389,000 | – | 1,543 | +100.0% | 0.24% | – |
AMZN | New | AMAZON COM INC | $278,000 | – | 193 | +100.0% | 0.17% | – |
IJR | New | ISHARES TRcore s&p scp etf | $258,000 | – | 3,369 | +100.0% | 0.16% | – |
MSFT | New | MICROSOFT CORP | $241,000 | – | 2,637 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GOLDMAN SACHS ETF TR | 28 | Q3 2023 | 19.6% |
SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.9% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 13.7% |
ISHARES TR | 28 | Q3 2023 | 8.9% |
SCHWAB STRATEGIC TR | 28 | Q3 2023 | 8.6% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 5.2% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 3.4% |
SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.7% |
ISHARES TR | 28 | Q3 2023 | 3.5% |
VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 1.5% |
View Riverpoint Wealth Management Holdings, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-11 |
View Riverpoint Wealth Management Holdings, LLC'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.