Riverpoint Wealth Management Holdings, LLC - Q3 2021 holdings

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$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 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
VGT  VANGUARD WORLD FDSinf tech etf$789,000
+0.6%
1,9650.0%0.28%
+27.6%
INDA  ISHARES TRmsci india etf$590,000
+10.1%
12,1170.0%0.21%
+39.9%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$561,000
-3.8%
9,2000.0%0.20%
+22.4%
IWF  ISHARES TRrus 1000 grw etf$481,000
+0.8%
1,7560.0%0.17%
+28.0%
IAU  ISHARES GOLD TRishares new$437,000
-0.9%
13,0730.0%0.15%
+25.4%
WLTW  WILLIS TOWERS WATSON PLC LTD$358,000
+1.1%
1,5380.0%0.13%
+28.6%
VHT  VANGUARD WORLD FDShealth car etf$234,0000.0%9470.0%0.08%
+26.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2021-11-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
GOLDMAN SACHS ETF TR28Q3 202319.6%
SCHWAB STRATEGIC TR28Q3 202323.9%
VANGUARD INDEX FDS28Q3 202313.7%
ISHARES TR28Q3 20238.9%
SCHWAB STRATEGIC TR28Q3 20238.6%
VANGUARD INDEX FDS28Q3 20235.2%
VANGUARD INDEX FDS28Q3 20233.4%
SELECT SECTOR SPDR TR28Q3 20232.7%
ISHARES TR28Q3 20233.5%
VANGUARD SPECIALIZED PORTFOL28Q3 20231.5%

View Riverpoint Wealth Management Holdings, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-06
13F-HR2024-02-06
13F-HR2023-11-07
13F-HR2023-08-08
13F-HR2023-05-08
13F-HR2023-02-08
13F-HR2022-11-03
13F-HR2022-08-03
13F-HR2022-05-04
13F-HR2022-02-11

View Riverpoint Wealth Management Holdings, LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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