$180 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 56 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTUM | New | ISHARES TRusa momentum fct | $2,633,000 | – | 24,000 | +100.0% | 1.46% | – |
| INTF | New | ISHARES TRmultifactor intl | $2,117,000 | – | 76,611 | +100.0% | 1.18% | – |
| ACN | New | ACCENTURE PLC IRELAND | $1,488,000 | – | 9,095 | +100.0% | 0.83% | – |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,401,000 | – | 39,281 | +100.0% | 0.78% | – |
| MBB | New | ISHARES TRmbs etf | $809,000 | – | 7,764 | +100.0% | 0.45% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $604,000 | – | 7,953 | +100.0% | 0.34% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $231,000 | – | 207 | +100.0% | 0.13% | – |
| PFE | New | PFIZER INC | $229,000 | – | 6,314 | +100.0% | 0.13% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $206,000 | – | 1,047 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-27
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.