$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TRmsci eafe etf | $1,198,000 | -0.9% | 17,187 | 0.0% | 0.72% | -4.0% | |
| TDIV | FIRST TR EXCHANGE TRADED FDnasd tech div | $473,000 | +1.9% | 13,233 | 0.0% | 0.29% | -1.0% | |
| INDA | ISHARES TRmsci india etf | $414,000 | -5.3% | 12,117 | 0.0% | 0.25% | -8.4% | |
| ITB | ISHARES TRus home cons etf | $331,000 | -9.6% | 8,372 | 0.0% | 0.20% | -12.3% | |
| IAU | ISHARES GOLD TRUSTishares | $320,000 | +1.9% | 25,003 | 0.0% | 0.19% | -1.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $259,000 | +6.6% | 1,400 | 0.0% | 0.16% | +3.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $239,000 | +1.3% | 1,756 | 0.0% | 0.14% | -1.4% |
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.