Portfolio (Quarterly)
Guide ↗
Riverpoint Wealth Management Holdings, LLC
· CIK 0001682733| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHX | SCHWAB STRATEGIC TR | — | 79,842.0 | $2.3M | 0.43% | NEW | — | $29.43 | +2.6% |
| 22 | ABBV | ABBVIE INC | Healthcare | 8,709.0 | $2.2M | 0.40% | NEW | — | $251.64 | +5.3% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 36,003.0 | $2.1M | 0.40% | NEW | — | $59.69 | +1.3% |
| 24 | MSFT | MICROSOFT CORP | Technology | 5,496.0 | $2.1M | 0.38% | NEW | — | $373.02 | +29.5% |
| 25 | IWF | ISHARES TR | — | 15,130.0 | $1.9M | 0.34% | NEW | — | $124.17 | -1.4% |
| 26 | VGT | VANGUARD WORLD FD | — | 15,365.0 | $1.8M | 0.34% | NEW | — | $119.52 | -0.9% |
| 27 | IJR | ISHARES TR | — | 12,089.0 | $1.8M | 0.33% | NEW | — | $148.31 | -0.7% |
| 28 | EMGF | ISHARES INC | — | 23,733.0 | $1.7M | 0.32% | NEW | — | $73.26 | -2.2% |
| 29 | QUS | SPDR SERIES TRUST | — | 8,196.0 | $1.5M | 0.28% | NEW | — | $186.85 | +4.2% |
| 30 | SPYV | SPDR SERIES TRUST | — | 24,936.0 | $1.5M | 0.28% | NEW | — | $60.79 | +4.5% |
| 31 | NVDA | NVIDIA CORPORATION | Technology | 5,271.0 | $1.1M | 0.19% | NEW | — | $200.10 | +7.3% |
| 32 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,005.0 | $1.0M | 0.19% | NEW | — | $1011.37 | +2.8% |
| 33 | ITB | ISHARES TR | — | 8,610.0 | $900K | 0.17% | NEW | — | $104.48 | -6.7% |
| 34 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,723.0 | $887K | 0.16% | NEW | — | $238.34 | +8.5% |
| 35 | VB | VANGUARD INDEX FDS | — | 2,785.0 | $844K | 0.15% | NEW | — | $303.11 | +0.5% |
| 36 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,275.0 | $832K | 0.15% | NEW | — | $254.00 | +6.4% |
| 37 | IAU | ISHARES GOLD TR | Financial Services | 10,779.0 | $814K | 0.15% | NEW | — | $75.51 | +14.9% |
| 38 | GOOG | ALPHABET INC | — | 2,084.0 | $736K | 0.14% | NEW | — | $353.37 | — |
| 39 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 15,925.0 | $651K | 0.12% | NEW | — | $40.87 | +21.2% |
| 40 | BND | VANGUARD BD INDEX FDS | — | 8,731.0 | $641K | 0.12% | NEW | — | $73.41 | -1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.7%
Financial Services
17.0%
Healthcare
16.4%
Industrials
15.9%
Consumer Cyclical
10.2%
Real Estate
2.1%
Consumer Defensive
1.4%
Communication Services
1.3%