Riverpoint Wealth Management Holdings, LLC
63 holdingsFiling period: 2026-03-31Current AUM: $525.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 646.4K | $80.9M | $92.3M | 17.57% | +4.3K | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.33M | $57.6M | $63.9M | 12.15% | -2,442 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 859.1K | $55.1M | $60.7M | 11.55% | -1,124 | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 174.8K | $50.2M | $56.6M | 10.77% | +2.5K | 2026-03-31 |
| 5 | FNDA | SCHWAB STRATEGIC TR | 1.16M | $37.5M | $43.0M | 8.19% | +14.9K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 40.4K | $26.4M | $30.3M | 5.77% | +634 | 2026-03-31 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 522.6K | $23.8M | $23.4M | 4.45% | +38.2K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 38.4K | $23.0M | $26.4M | 5.02% | +1.0K | 2026-03-31 |
| 9 | VV | VANGUARD INDEX FDS | 50.2K | $15.0M | $17.3M | 3.28% | -118 | 2026-03-31 |
| 10 | FREL | FIDELITY COVINGTON TRUST | 555.9K | $15.0M | $16.7M | 3.18% | +30.1K | 2026-03-31 |
| 11 | IJH | ISHARES TR | 204.1K | $13.8M | $15.4M | 2.92% | +5.1K | 2026-03-31 |
| 12 | VNQ | VANGUARD INDEX FDS | 114.1K | $10.1M | $11.3M | 2.15% | -151 | 2026-03-31 |
| 13 | SCHP | SCHWAB STRATEGIC TR | 270.6K | $7.2M | $7.1M | 1.34% | +29.2K | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 19.1K | $4.1M | $4.6M | 0.87% | +52 | 2026-03-31 |
| 15 | XLV | SELECT SECTOR SPDR TR | 26.7K | $3.9M | $4.3M | 0.83% | +74 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 12.2K | $3.1M | $3.8M | 0.72% | +6 | 2026-03-31 |
| 17 | AVEM | AMERICAN CENTY ETF TR | 34.2K | $2.8M | $3.1M | 0.58% | -- | 2026-03-31 |
| 18 | IWB | ISHARES TR | 7.7K | $2.7M | $3.1M | 0.60% | +18 | 2026-03-31 |
| 19 | THR | THERMON GROUP HLDGS INC | 52.1K | $2.6M | $2.6M | 0.50% | +740 | 2026-03-31 |
| 20 | IWM | ISHARES TR | 9.7K | $2.4M | $2.8M | 0.54% | +16 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 5.5K | $2.1M | $2.6M | 0.49% | +26 | 2026-03-31 |
| 22 | SCHX | SCHWAB STRATEGIC TR | 79.8K | $2.0M | $2.3M | 0.45% | +26 | 2026-03-31 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 37.6K | $2.0M | $2.2M | 0.42% | -3,270 | 2026-03-31 |
| 24 | ABBV | ABBVIE INC | 8.6K | $1.9M | $2.2M | 0.41% | -23 | 2026-03-31 |
| 25 | IWF | ISHARES TR | 3.5K | $1.5M | $1.6M | 0.31% | +2 | 2026-03-31 |
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