Riverpoint Wealth Management Holdings, LLC Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Riverpoint Wealth Management Holdings, LLCInvestment ActivityRiverpoint Wealth Management Holdings, LLC has $359.65 million in total holdings as of March 31, 2024.Riverpoint Wealth Management Holdings, LLC owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.14% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Riverpoint Wealth Management Holdings, LLC has purchased 53 new stocks and bought additional shares in 28 stocks.Riverpoint Wealth Management Holdings, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $68,529,026Schwab International Equity ETF $40,109,869Vanguard FTSE Developed Markets ETF $40,088,513Vanguard Mid-Cap ETF $39,512,552Schwab Fundamental U.S. Small Company Index ETF $29,524,044 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $200,459 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 154,993 shares (about $9.41M)Fidelity Total Bond ETF 20,099 shares (about $910.68K)Fidelity MSCI Real Estate Index ETF 8,772 shares (about $228.86K)Vanguard Total Stock Market ETF 771 shares (about $200.46K)Vanguard S&P 500 ETF 284 shares (about $136.52K) Largest Sales this Quarter Accenture 5,397 shares (about $1.87M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11,854 shares (about $1.23M)Schwab International Equity ETF 4,321 shares (about $168.61K)Health Care Select Sector SPDR Fund 952 shares (about $140.64K)iShares Core S&P 500 ETF 137 shares (about $72.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverpoint Wealth Management Holdings, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$68,529,026$1,230,327 ▼-1.8%660,26619.1%ETFSCHFSchwab International Equity ETF$40,109,869$168,605 ▼-0.4%1,027,93111.2%ETFVEAVanguard FTSE Developed Markets ETF$40,088,513$55,287 ▲0.1%799,05411.1%ETFVOVanguard Mid-Cap ETF$39,512,552$99,194 ▲0.3%158,13911.0%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$29,524,044$89,822 ▲0.3%517,6938.2%ETFIVViShares Core S&P 500 ETF$21,090,214$72,025 ▼-0.3%40,1165.9%ETFVOOVanguard S&P 500 ETF$17,839,545$136,517 ▲0.8%37,1125.0%ETFFBNDFidelity Total Bond ETF$13,487,050$910,685 ▲7.2%297,6623.8%ETFIJHiShares Core S&P Mid-Cap ETF$11,745,214$9,414,260 ▲403.9%193,3693.3%ETFVVVanguard Large-Cap ETF$11,155,582$25,415 ▲0.2%46,5283.1%ETFVNQVanguard Real Estate ETF$10,294,613$31,219 ▼-0.3%119,0402.9%ETFFRELFidelity MSCI Real Estate Index ETF$9,387,194$228,861 ▲2.5%359,8012.6%ETFXLVHealth Care Select Sector SPDR Fund$5,289,030$140,639 ▼-2.6%35,8021.5%ETFACNAccenture$4,637,006$1,870,677 ▼-28.7%13,3781.3%Business ServicesVIGVanguard Dividend Appreciation ETF$3,666,966$2,191 ▼-0.1%20,0811.0%ETFIWBiShares Russell 1000 ETF$3,069,582$9,217 ▲0.3%10,6570.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,618,659$5,210 ▼-0.2%52,2690.7%ETFMSFTMicrosoft$2,299,988$6,731 ▼-0.3%5,4670.6%Computer and TechnologyAAPLApple$2,175,717$8,402 ▼-0.4%12,6880.6%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,819,333$559 ▲0.0%29,3160.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,791,074$45,780 ▼-2.5%42,8790.5%ETFIWMiShares Russell 2000 ETF$1,556,748$3,785 ▲0.2%7,4030.4%FinanceAPOGApogee Enterprises$1,524,636$6,986 ▲0.5%25,7540.4%Industrial ProductsABBVAbbVie$1,463,977$12,930 ▲0.9%8,0390.4%MedicalQUSSPDR MSCI USA StrategicFactors ETF$1,460,9580.0%10,0320.4%ETFIWFiShares Russell 1000 Growth ETF$1,156,030$674 ▲0.1%3,4300.3%ETFVGTVanguard Information Technology ETF$1,006,574$7,864 ▼-0.8%1,9200.3%ETFITBiShares U.S. Home Construction ETF$973,280$1,273 ▲0.1%8,4070.3%ETFIJRiShares Core S&P Small-Cap ETF$917,819$1,105 ▲0.1%8,3050.3%ETFHDHome Depot$679,488$4,988 ▼-0.7%1,7710.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$629,232$68,196 ▲12.2%8,6640.2%ETFINDAiShares MSCI India ETF$625,1160.0%12,1170.2%ETFVBVanguard Small-Cap ETF$593,963$1,600 ▲0.3%2,5980.2%ETFAMZNAmazon.com$550,7010.0%3,0530.2%Consumer CyclicalIAUiShares Gold Trust$549,1750.0%13,0730.2%FinanceJNJJohnson & Johnson$535,937$18,350 ▼-3.3%3,3880.1%MedicalGSThe Goldman Sachs Group$514,395$3,340 ▲0.7%1,2320.1%FinanceIHIiShares U.S. Medical Devices ETF$494,489$293 ▲0.1%8,4400.1%ETFWTWWillis Towers Watson Public$423,963$275 ▲0.1%1,5420.1%FinanceIWDiShares Russell 1000 Value ETF$419,1170.0%2,3400.1%ETFLPLALPL Financial$405,748$528 ▲0.1%1,5360.1%FinanceORCLOracle$346,694$1,131 ▲0.3%2,7600.1%Computer and TechnologySYKStryker$338,210$716 ▲0.2%9450.1%MedicalPGProcter & Gamble$315,787$1,460 ▲0.5%1,9460.1%Consumer StaplesVHTVanguard Health Care ETF$263,540$541 ▲0.2%9740.1%ETFIWSiShares Russell Mid-Cap Value ETF$255,0470.0%2,0350.1%ETFGOOGAlphabet$227,9320.0%1,4970.1%Computer and TechnologyHDViShares Core High Dividend ETF$224,718$62,709 ▼-21.8%2,0390.1%ETFABTAbbott Laboratories$223,211$1,137 ▲0.5%1,9640.1%MedicalCVSCVS Health$222,367$1,994 ▲0.9%2,7880.1%Retail/WholesaleVTRVentas$221,8800.0%5,0960.1%FinanceBMOBank of Montreal$202,6860.0%2,0750.1%FinanceVTIVanguard Total Stock Market ETF$200,459$200,459 ▲New Holding7710.1%ETFCSCOCisco Systems$0$234,182 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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