$285 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 61 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -1,109 | -100.0% | -0.06% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,055 | -100.0% | -0.06% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,150 | -100.0% | -0.06% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -1,582 | -100.0% | -0.06% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -4,493 | -100.0% | -0.08% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,062 | -100.0% | -0.09% | – |
| DE | Exit | DEERE & CO | $0 | – | -980 | -100.0% | -0.10% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -5,027 | -100.0% | -0.10% | – |
| BBRE | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld msci | $0 | – | -6,266 | -100.0% | -0.17% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,429 | -100.0% | -0.18% | – |
| TLTD | Exit | FLEXSHARES TRm star dev mkt | $0 | – | -9,400 | -100.0% | -0.19% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -9,245 | -100.0% | -0.20% | – |
| UDR | Exit | UDR INC | $0 | – | -15,026 | -100.0% | -0.20% | – |
| IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -4,490 | -100.0% | -0.23% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -9,579 | -100.0% | -0.24% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -16,100 | -100.0% | -0.26% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -13,352 | -100.0% | -0.30% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -11,795 | -100.0% | -0.35% | – |
| MEAR | Exit | ISHARES U S ETF TRblackrock short | $0 | – | -26,840 | -100.0% | -0.37% | – |
| PWB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $0 | – | -22,008 | -100.0% | -0.45% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -43,128 | -100.0% | -0.53% | – |
| IMTM | Exit | ISHARES TRmsci intl moment | $0 | – | -72,960 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-11-15
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.