News + Filings Holdings
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Riverpoint Wealth Management Holdings, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD INDEX FUNDS
| VNQ | ETF | 4,759 | -9,391 | 397,653,000 | -769,421,000 | 0.13 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLV | Common | 36,764 | -195 | 4,879,708,000 | -141,195,000 | 1.55 | |
Hist
| 06/30/2023 |
iShares High Dividend ETF JDR
| HDV | common | 2,608 | -542 | 262,860,000 | -65,496,000 | 0.08 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 3,460 | -19 | 572,645,000 | -42,005,000 | 0.18 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWB | Common | 10,541 | -1,828 | 2,569,139,000 | -34,801,000 | 0.81 | |
Hist
| 06/30/2023 |
HOME DEPOT, INC.
| HD | Common | 1,788 | -22 | 555,418,000 | -16,237,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 42,865 | -756 | 1,743,762,000 | 43,408,000 | 0.55 | |
Hist
| 06/30/2023 |
SCHWAB US LC ETF
| SCHX | Equities | 29,285 | -359 | 1,533,632,000 | 195,204,000 | 0.49 | |
Hist
| 06/30/2023 |
Accenture plc
| ACN | COM | 19,532 | -1,418 | 6,027,217,000 | 436,901,000 | 1.91 | 0.00 |
Hist
| 06/30/2023 |
Navvis & Company, LLC
| VV | ETF | 46,259 | -72 | 9,377,635,000 | 1,306,775,000 | 2.97 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 40,787 | -268 | 18,178,990,000 | 2,405,176,000 | 5.76 | |
Hist
| 06/30/2023 |
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