Portfolio (Quarterly)
Guide ↗
Riverview Capital Advisers, LLC
· CIK 0001962933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 50,712.0 | $24.3M | 8.11% | +337.0 | +0.7% | $479.20 | — |
| 2 | VO | VANGUARD INDEX FDS | — | 57,029.0 | $16.4M | 5.46% | +2K | +4.4% | $287.18 | -72.6% |
| 3 | VUG | VANGUARD INDEX FDS | — | 21,708.0 | $9.5M | 3.16% | +2K | +9.3% | $436.80 | -79.8% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | — | 37,366.0 | $8.0M | 2.68% | +6K | +20.2% | $215.06 | +8.5% |
| 5 | WMT | WALMART INC | Consumer Defensive | 55,009.0 | $6.8M | 2.28% | +2K | +3.1% | $124.28 | -3.2% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 158,014.0 | $6.7M | 2.24% | +103K | +188.3% | $42.54 | +13.3% |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 225,619.0 | $6.7M | 2.22% | +9K | +4.1% | $29.49 | +17.2% |
| 8 | VTI | VANGUARD INDEX FDS | — | 18,796.0 | $6.0M | 2.01% | +930.0 | +5.2% | $320.81 | +15.2% |
| 9 | R | RYDER SYS INC | Industrials | 29,228.0 | $6.0M | 2.00% | +219.0 | +0.8% | $204.71 | +21.5% |
| 10 | GOOGL | ALPHABET INC | Communication Services | 16,329.0 | $4.7M | 1.57% | +641.0 | +4.1% | $287.56 | +35.2% |
| 11 | NOW | SERVICENOW INC | Technology | 38,559.0 | $4.0M | 1.34% | +37K | +2048.1% | $104.55 | -4.4% |
| 12 | V | VISA INC | Financial Services | 10,776.0 | $3.3M | 1.09% | +373.0 | +3.6% | $302.23 | +8.0% |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | — | 39,844.0 | $3.2M | 1.05% | +28K | +249.0% | $79.27 | -0.3% |
| 14 | AFL | AFLAC INC | Financial Services | 19,987.0 | $2.2M | 0.73% | +107.0 | +0.5% | $109.71 | +6.5% |
| 15 | INDA | ISHARES TR | — | 29,115.0 | $1.4M | 0.46% | +3K | +11.5% | $46.84 | +3.7% |
| 16 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,482.0 | $1.3M | 0.42% | +8.0 | +0.5% | $846.03 | +17.6% |
| 17 | META | META PLATFORMS INC | Communication Services | 1,507.0 | $862K | 0.29% | +130.0 | +9.4% | $572.11 | +7.0% |
| 18 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 31,752.0 | $733K | 0.24% | +2K | +8.0% | $23.08 | +28.4% |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 989.0 | $643K | 0.21% | +37.0 | +3.9% | $650.26 | +15.4% |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,165.0 | $621K | 0.21% | +10K | +162.2% | $38.42 | +11.9% |
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
28.3%
Consumer Cyclical
20.8%
Real Estate
11.6%
Industrials
10.0%
Financial Services
9.3%
Energy
5.7%
Consumer Defensive
4.6%
Communication Services
4.2%
Healthcare
3.1%
Utilities
2.3%