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Holdings

Riverpoint Wealth Management Holdings, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VNQETF4,759-9,391397,653,000-769,421,0000.13  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon36,764-1954,879,708,000-141,195,0001.55  Hist 06/30/2023
iShares High Dividend ETF JDR HDVcommon2,608-542262,860,000-65,496,0000.08  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon3,460-19572,645,000-42,005,0000.18  Hist 06/30/2023
iSHARES TRUST IWBCommon10,541-1,8282,569,139,000-34,801,0000.81  Hist 06/30/2023
HOME DEPOT, INC. HDCommon1,788-22555,418,000-16,237,0000.180.00 Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon42,865-7561,743,762,00043,408,0000.55  Hist 06/30/2023
SCHWAB US LC ETF SCHXEquities29,285-3591,533,632,000195,204,0000.49  Hist 06/30/2023
Accenture plc ACNCOM19,532-1,4186,027,217,000436,901,0001.910.00 Hist 06/30/2023
Navvis & Company, LLC VVETF46,259-729,377,635,0001,306,775,0002.97  Hist 06/30/2023
iSHARES TRUST IVVCommon40,787-26818,178,990,0002,405,176,0005.76  Hist 06/30/2023
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