Filer Name: RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CIK: 1682733
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 52
Portfolio Value: $0.38B

Riverpoint Wealth Management Holdings, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GSLC US GOLDMAN ACTIVEBETA US LC ETF 629,829 $73M 18.93% -3.2% -
VO US VANGUARD MID-CAP ETF 157,455 $42M 10.85% -0.9% -
SCHF US SCHWAB INTL EQUITY ETF 2,137,185 $40M 10.32% 103.4% -
VEA US VANGUARD FTSE DEVELOPED ETF 816,667 $39M 10.19% 1.3% -
FNDA US SCHWAB FNDMNTL US SM CO ETF 1,040,669 $31M 8.06% 98.4% -
IVV US ISHARES CORE S&P 500 ETF 39,618 $23M 6.08% -0.9% -
VOO US VANGUARD S&P 500 ETF 37,661 $20M 5.29% 1.2% -
FBND US FIDELITY TOTAL BOND ETF 449,168 $20M 5.26% 24.6% -
VV US VANGUARD LARGE-CAP ETF 46,611 $13M 3.28% 0.1% -
IJH US ISHARES CORE S&P MIDCAP ETF 194,293 $12M 3.16% 0.1% -
FREL US FIDELITY REAL ESTATE ETF 430,742 $12M 3.04% 0.8% -
VNQ US VANGUARD REAL ESTATE ETF 111,105 $10M 2.58% 2.2% -
XLV US HEALTH CARE SELECT SECTOR 34,678 $5M 1.24% -1.7% -
ACN US ACCENTURE PLC-CL A 12,353 $4M 1.13% -7.7% -
VIG US VANGUARD DIVIDEND APPREC ETF 18,941 $4M 0.97% 0.1% -
AAPL US APPLE INC 12,756 $3M 0.83% 0.3% -
IWB US ISHARES RUSSELL 1000 ETF 8,951 $3M 0.75% -16.5% -
VWO US VANGUARD FTSE EMERGING MARKE 51,897 $2M 0.60% 27.1% -
MSFT US MICROSOFT CORP 5,496 $2M 0.60% 0.2% -
SCHX US SCHWAB US LARGE-CAP ETF 88,029 $2M 0.53% 200.1% -
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