$275 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 76 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EQR | New | EQUITY RESIDENTIALsh ben int | $530,000 | – | 10,329 | +100.0% | 0.19% | – |
UDR | New | UDR INC | $484,000 | – | 14,857 | +100.0% | 0.18% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $341,000 | – | 5,318 | +100.0% | 0.12% | – |
KHC | New | KRAFT HEINZ CO | $253,000 | – | 8,443 | +100.0% | 0.09% | – |
DE | New | DEERE & CO | $217,000 | – | 980 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
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.