$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $47,733,000 | +8.0% | 701,444 | -0.7% | 17.34% | +0.5% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $25,563,000 | +5.3% | 625,024 | -0.1% | 9.29% | -1.9% |
| VOO | Sell | VANGUARD INDEX FDS | $11,923,000 | +5.7% | 38,754 | -2.6% | 4.33% | -1.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,939,000 | +10.7% | 26,094 | -1.7% | 2.16% | +3.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $5,774,000 | -22.0% | 25,551 | -25.9% | 2.10% | -27.4% |
| QDF | Sell | FLEXSHARES TRqualt divd idx | $3,438,000 | +2.2% | 77,001 | -3.3% | 1.25% | -4.9% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $3,274,000 | +1.9% | 108,395 | -2.2% | 1.19% | -5.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,429,000 | +7.3% | 56,177 | -1.7% | 0.88% | -0.1% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $1,821,000 | -0.1% | 53,973 | -1.9% | 0.66% | -6.9% |
| MSFT | Sell | MICROSOFT CORP | $1,505,000 | +0.8% | 7,155 | -2.5% | 0.55% | -6.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,472,000 | +11.4% | 9,988 | -1.0% | 0.54% | +3.7% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $1,411,000 | -19.0% | 16,804 | -26.1% | 0.51% | -24.6% |
| TLTD | Sell | FLEXSHARES TRm star dev mkt | $1,409,000 | -25.1% | 25,182 | -28.5% | 0.51% | -30.2% |
| MBB | Sell | ISHARES TRmbs etf | $1,268,000 | -1.2% | 11,482 | -1.0% | 0.46% | -8.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,200,000 | +1.5% | 10,284 | -9.1% | 0.44% | -5.4% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $701,000 | +2.2% | 16,015 | -2.6% | 0.26% | -4.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $319,000 | -11.1% | 3,317 | -13.1% | 0.12% | -17.1% |
| IEUR | Sell | ISHARES TRcore msci euro | $279,000 | +2.2% | 6,242 | -2.2% | 0.10% | -5.6% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $219,000 | -63.1% | 4,688 | -64.1% | 0.08% | -65.5% |
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.