Ticker | $ Bought |
---|---|
schwab strategic tr | 3,806,260 |
select sector spdr tr | 241,532 |
bank montreal que | 229,557 |
Ticker | % Inc. |
---|---|
yum china hldgs inc | 31.74 |
ishares tr | 29.29 |
nvidia corporation | 10.81 |
ishares tr | 10.28 |
stryker corporation | 4.82 |
fidelity covington trust | 3.85 |
vanguard tax-managed fds | 3.68 |
schwab strategic tr | 3.55 |
Ticker | % Reduced |
---|---|
select sector spdr tr | -20.07 |
apogee enterprises inc | -19.41 |
fidelity merrimack str tr | -10.28 |
spdr series trust | -2.27 |
vanguard bd index fds | -1.72 |
vanguard index fds | -1.66 |
spdr series trust | -1.59 |
vanguard intl equity index f | -1.33 |
Ticker | $ Sold |
---|---|
ishares gold tr | -758,962 |
innovator etfs trust | -373,845 |
ishares bitcoin trust etf | -299,631 |
Riverpoint Wealth Management Holdings, LLC has about 95% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 95 |
Technology | 2.5 |
Riverpoint Wealth Management Holdings, LLC has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 95 |
MEGA-CAP | 3.5 |
About 4% of the stocks held by Riverpoint Wealth Management Holdings, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 95.3 |
S&P 500 | 4 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Riverpoint Wealth Management Holdings, LLC has 54 stocks in it's portfolio. About 82.3% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Riverpoint Wealth Management Holdings, LLC last quarter.
Last Reported on: 25 Jul, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
GBIL | goldman sachs etf tr | 18.60 | 651,531 | 79,082,800 | added | 3.08 | ||
Historical Trend of GOLDMAN SACHS ETF TR Position Held By Riverpoint Wealth Management Holdings, LLCWhat % of Portfolio is GBIL?:Number of GBIL shares held:Change in No. of Shares Held: | ||||||||
FNDA | schwab strategic tr | 11.85 | 2,278,500 | 50,354,700 | added | 0.65 | ||
VEA | vanguard tax-managed fds | 11.48 | 855,776 | 48,787,800 | added | 3.68 | ||
VB | vanguard index fds | 11.00 | 167,059 | 46,748,100 | added | 3.35 | ||
FNDA | schwab strategic tr | 7.46 | 1,106,830 | 31,710,600 | added | 3.55 | ||
IJR | ishares tr | 5.88 | 40,288 | 25,014,900 | added | 0.27 | ||
VB | vanguard index fds | 4.97 | 37,230 | 21,147,900 | reduced | -0.19 | ||
FBND | fidelity merrimack str tr | 4.69 | 436,090 | 19,951,100 | reduced | -10.28 | ||
VB | vanguard index fds | 3.39 | 50,574 | 14,428,900 | reduced | -1.31 | ||
FBCG | fidelity covington trust | 2.97 | 467,376 | 12,637,800 | added | 3.85 | ||
IJR | ishares tr | 2.91 | 199,542 | 12,375,600 | added | 0.49 | ||
VB | vanguard index fds | 2.30 | 109,643 | 9,764,830 | reduced | -1.66 | ||
VIG | vanguard specialized funds | 0.91 | 18,968 | 3,882,140 | reduced | -0.22 | ||
FNDA | schwab strategic tr | 0.90 | 142,664 | 3,806,260 | new | |||
ACN | accenture plc ireland | 0.87 | 12,353 | 3,692,270 | unchanged | 0.00 | ||
XLB | select sector spdr tr | 0.86 | 27,209 | 3,667,440 | reduced | -20.07 | ||
IJR | ishares tr | 0.72 | 8,998 | 3,055,590 | added | 0.25 | ||
MSFT | microsoft corp | 0.64 | 5,514 | 2,742,880 | added | 0.16 | ||
AAPL | apple inc | 0.62 | 12,773 | 2,620,700 | added | 0.1 | ||
FNDA | schwab strategic tr | 0.50 | 87,369 | 2,135,310 | reduced | -0.78 | ||