Riverpoint Wealth Management Holdings, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$383.3B
Holdings
52
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 629,829 | $72.5B | 18.93% | |
| 2 | VOVANGUARD INDEX FDS | 157,455 | $41.6B | 10.85% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 2,137,185 | $39.5B | 10.32% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 816,667 | $39.1B | 10.19% | |
| 5 | FNDASCHWAB STRATEGIC TR | 1,040,669 | $30.9B | 8.06% | |
| 6 | IVVISHARES TR | 39,618 | $23.3B | 6.08% | |
| 7 | VOOVANGUARD INDEX FDS | 37,661 | $20.3B | 5.29% | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 449,168 | $20.2B | 5.26% | |
| 9 | VVVANGUARD INDEX FDS | 46,611 | $12.6B | 3.28% | |
| 10 | IJHISHARES TR | 194,293 | $12.1B | 3.16% | |
| 11 | FRELFIDELITY COVINGTON TRUST | 430,742 | $11.6B | 3.04% | |
| 12 | VNQVANGUARD INDEX FDS | 111,105 | $9.9B | 2.58% | |
| 13 | XLVSELECT SECTOR SPDR TR | 34,678 | $4.8B | 1.24% | |
| 14 | ACNACCENTURE PLC IRELAND | 12,353 | $4.3B | 1.13% | |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 18,941 | $3.7B | 0.97% | |
| 16 | AAPLAPPLE INC | 12,756 | $3.2B | 0.83% | |
| 17 | IWBISHARES TR | 8,951 | $2.9B | 0.75% | |
| 18 | MSFTMICROSOFT CORP | 5,496 | $2.3B | 0.60% | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 51,897 | $2.3B | 0.60% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 88,029 | $2.0B | 0.53% | |
| 21 | APOGAPOGEE ENTERPRISES INC | 25,754 | $1.8B | 0.48% | |
| 22 | SPYVSPDR SER TR | 32,880 | $1.7B | 0.44% | |
| 23 | IWMISHARES TR | 7,473 | $1.7B | 0.43% | |
| 24 | QUSSPDR SER TR | 9,649 | $1.5B | 0.39% | |
| 25 | ABBVABBVIE INC | 8,256 | $1.5B | 0.38% | |
| 26 | THRTHERMON GROUP HLDGS INC | 47,862 | $1.4B | 0.36% | |
| 27 | IWFISHARES TR | 3,425 | $1.4B | 0.36% | |
| 28 | VGTVANGUARD WORLD FD | 1,927 | $1.2B | 0.31% | |
| 29 | IJRISHARES TR | 8,259 | $951.6M | 0.25% | |
| 30 | ITBISHARES TR | 8,432 | $871.8M | 0.23% | |
| 31 | HDHOME DEPOT INC | 1,761 | $685.0M | 0.18% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 1,185 | $678.4M | 0.18% | |
| 33 | AMZNAMAZON COM INC | 3,082 | $676.2M | 0.18% | |
| 34 | INDAISHARES TR | 12,208 | $642.6M | 0.17% | |
| 35 | IAU*ISHARES GOLD TR | 12,873 | $637.3M | 0.17% | |
| 36 | VBVANGUARD INDEX FDS | 2,626 | $631.0M | 0.16% | |
| 37 | BNDVANGUARD BD INDEX FDS | 8,737 | $628.3M | 0.16% | |
| 38 | YUMCYUM CHINA HLDGS INC | 12,088 | $582.3M | 0.15% | |
| 39 | LPLALPL FINL HLDGS INC | 1,541 | $503.1M | 0.13% | |
| 40 | JNJJOHNSON & JOHNSON | 3,477 | $502.9M | 0.13% | |
| 41 | IHIISHARES TR | 8,475 | $494.5M | 0.13% | |
| 42 | ORCLORACLE CORP | 2,784 | $463.9M | 0.12% | |
| 43 | WTWWILLIS TOWERS WATSON PLC LTD | 1,436 | $449.8M | 0.12% | |
| 44 | IWDISHARES TR | 2,353 | $435.6M | 0.11% | |
| 45 | SYKSTRYKER CORPORATION | 952 | $342.7M | 0.09% | |
| 46 | PGPROCTER AND GAMBLE CO | 1,982 | $332.2M | 0.09% | |
| 47 | VENVENTAS INC | 5,096 | $300.1M | 0.08% | |
| 48 | GOOGALPHABET INC | 1,524 | $290.3M | 0.08% | |
| 49 | IWSISHARES TR | 2,035 | $263.2M | 0.07% | |
| 50 | VHTVANGUARD WORLD FD | 983 | $249.3M | 0.07% | |
| 51 | VTIVANGUARD INDEX FDS | 787 | $228.1M | 0.06% | |
| 52 | BMOBANK MONTREAL QUE | 2,075 | $201.4M | 0.05% |