Riverpoint Wealth Management Holdings, LLC
CIK Number: 0001682733
Main Sectors:
Filing Date: May 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Sachs A... | 126.72 | -0.54% | 632.09K | +0.36% | 69.58M | 57.41 | 17.98% | Share |
| 2 | SCHF | Schwab Internat... | 22.71 | -0.55% | 2.26M | +5.92% | 44.78M | 15.63 | 11.57% | Share |
| 3 | VEA | Vanguard Develo... | 58.70 | -0.53% | 825.43K | +1.07% | 41.96M | 38.81 | 10.84% | Share |
| 4 | VO | Vanguard Mid Ca... | 290.02 | -0.32% | 161.64K | +2.66% | 41.8M | 157.7 | 10.80% | Share |
| 5 | FNDA | Schwab Fundamen... | 31.18 | -0.34% | 1.07M | +2.71% | 29.28M | 18.95 | 7.56% | Share |
| 6 | IVV | iShares Core S&... | 648.30 | -0.59% | 40.18K | +1.42% | 22.58M | 230.47 | 5.83% | Share |
| 7 | FBND | Fidelity Total ... | 45.88 | -0.12% | 486.05K | +8.21% | 22.19M | 45.33 | 5.73% | Share |
| 8 | VOO | Vanguard S&P 50... | 593.01 | -0.59% | 37.3K | -0.95% | 19.17M | 246.93 | 4.95% | Share |
| 9 | VV | Vanguard Large ... | 297.93 | -0.6% | 51.24K | +9.94% | 13.17M | 128.79 | 3.40% | Share |
| 10 | FREL | Fidelity MSCI R... | 28.01 | +0.56% | 450.04K | +4.48% | 12.36M | 25.37 | 3.19% | Share |
| 11 | IJH | iShares Core S&... | 65.18 | -0.5% | 198.56K | +2.20% | 11.59M | 33.5 | 2.99% | Share |
| 12 | VNQ | Vanguard Real E... | 92.23 | +0.53% | 111.5K | +0.35% | 10.09M | 88.14 | 2.61% | Share |
| 13 | XLV | Health Care Sel... | 137.46 | +0.75% | 34.04K | -1.84% | 4.97M | 78.72 | 1.28% | Share |
| 14 | ACN | Accenture plc | 260.10 | +1.53% | 12.35K | 0.00% | 3.85M | 203.18 | 1.00% | Share |
| 15 | VIG | Vanguard Divide... | 211.02 | -0.26% | 19.01K | +0.36% | 3.69M | 91.1 | 0.95% | Share |
| 16 | AAPL | Apple Inc. | 232.14 | -0.18% | 12.76K | +0.03% | 2.83M | 56.07 | 0.73% | Share |
| 17 | IWB | iShares Russell... | 354.64 | -0.59% | 8.98K | +0.28% | 2.75M | 131.54 | 0.71% | Share |
| 18 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 5.5K | +0.16% | 2.07M | 183.61 | 0.53% | Share |
| 19 | SCHX | Schwab U.S. Lar... | 25.55 | -0.7% | 88.06K | +0.03% | 1.94M | 10.37 | 0.50% | Share |
| 20 | VWO | Vanguard Emergi... | 51.52 | -0.31% | 41.37K | -20.28% | 1.87M | 37.73 | 0.48% | Share |
| 21 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 8.5K | +2.94% | 1.78M | 107.38 | 0.46% | Share |
| 22 | SPYV | SPDR Portfolio ... | 54.63 | +0.01% | 29.74K | -9.55% | 1.52M | 35.28 | 0.39% | Share |
| 23 | QUS | SPDR MSCI USA S... | 167.16 | -0.15% | 9.65K | 0.00% | 1.51M | 132.41 | 0.39% | Share |
| 24 | IWM | iShares Russell... | 235.22 | -0.42% | 7.48K | +0.15% | 1.49M | 151.66 | 0.39% | Share |
| 25 | THR | Thermon Group H... | 26.54 | +0.26% | 48.69K | +1.72% | 1.36M | 29.69 | 0.35% | Share |
| 26 | IWF | iShares Russell... | 445.62 | -1.18% | 3.43K | +0.06% | 1.24M | 165.07 | 0.32% | Share |
| 27 | APOG | Apogee Enterpri... | 43.98 | -0.26% | 25.75K | 0.00% | 1.19M | 47.17 | 0.31% | Share |
| 28 | VGT | Vanguard Inform... | 696.63 | -1.59% | 1.93K | +0.16% | 1.05M | 141.62 | 0.27% | Share |
| 29 | IJR | iShares Core S&... | 118.07 | -0.39% | 9.53K | +15.40% | 996.69K | 84.48 | 0.26% | Share |
| 30 | ITB | iShares U.S. Ho... | 110.72 | +0.01% | 8.49K | +0.70% | 808.43K | 32.7 | 0.21% | Share |
| 31 | IAU | iShares Gold Tr... | 65.09 | +0.93% | 12.87K | 0.00% | 758.96K | 34.31 | 0.20% | Share |
| 32 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 3.71K | +20.34% | 705.67K | 122.6 | 0.18% | Share |
| 33 | BND | Vanguard Total ... | 73.80 | -0.12% | 9.21K | +5.41% | 676.48K | 73.49 | 0.17% | Share |
| 34 | GS | The Goldman Sac... | 745.05 | -0.82% | 1.19K | +0.42% | 650.22K | 258.83 | 0.17% | Share |
| 35 | HD | The Home Depot,... | 406.64 | -0.2% | 1.75K | -0.68% | 640.98K | 162.59 | 0.17% | Share |
| 36 | YUMC | Yum China Holdi... | 44.72 | +0.30% | 12.09K | 0.00% | 629.3K | 45.02 | 0.16% | Share |
| 37 | INDA | iShares MSCI In... | 51.98 | -1.07% | 12.21K | 0.00% | 628.47K | 32.25 | 0.16% | Share |
| 38 | VB | Vanguard Small ... | 252.54 | -0.39% | 2.65K | +0.76% | 586.77K | 161.44 | 0.15% | Share |
| 39 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 3.46K | -0.58% | 573.26K | 121.43 | 0.15% | Share |
| 40 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 4.82K | +100.00% | 522.28K | 108.38 | 0.13% | Share |
| 41 | IHI | iShares U.S. Me... | 62.13 | +0.35% | 8.48K | +0.05% | 510.37K | 25.53 | 0.13% | Share |
| 42 | LPLA | LPL Financial H... | 364.48 | -0.1% | 1.54K | +0.06% | 504.51K | 157.5 | 0.13% | Share |
| 43 | WTW | Willis Towers W... | 326.79 | -0.02% | 1.44K | 0.00% | 485.3K | 170.11 | 0.13% | Share |
| 44 | SYK | Stryker Corpora... | 391.53 | +0.48% | 1.22K | +28.57% | 455.54K | 274.08 | 0.12% | Share |
| 45 | IWD | iShares Russell... | 201.65 | +0.02% | 2.34K | -0.55% | 440.29K | 136.29 | 0.11% | Share |
| 46 | ORCL | Oracle Corporat... | 226.16 | -5.89% | 2.79K | +0.22% | 390.08K | 45.36 | 0.10% | Share |
| 47 | UFEB | Innovator U.S. ... | 35.19 | -0.18% | 11.54K | +100.00% | 373.85K | 32.39 | 0.10% | Share |
| 48 | GOOG | Alphabet Inc. | 213.53 | +0.55% | 2.25K | +47.77% | 351.8K | 140.67 | 0.09% | Share |
| 49 | VTR | Ventas, Inc. | 68.10 | +0.83% | 5.1K | 0.00% | 350.4K | 39.36 | 0.09% | Share |
| 50 | PG | The Procter & G... | 157.10 | +0.93% | 2.05K | +3.48% | 349.49K | 109.43 | 0.09% | Share |
| 51 | IBIT | iShares Bitcoin... | 61.44 | -3.37% | 6.4K | +100.00% | 299.63K | 46.81 | 0.08% | Share |
| 52 | VHT | Vanguard Health... | 255.07 | +0.60% | 985 | +0.20% | 260.86K | 224.97 | 0.07% | Share |
| 53 | IWS | iShares Russell... | 138.56 | -0.05% | 2.04K | 0.00% | 256.35K | 105.34 | 0.07% | Share |
| 54 | VTI | Vanguard Total ... | 318.18 | -0.6% | 807 | +2.54% | 221.74K | 260.64 | 0.06% | Share |