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Riverview Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Riverview Trust Co

报告期 2026-03-31 · CIK 0001593600

持仓数

202

前50大市值合计

$72.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

FMUN Fidelity Municipal Bond Index ETF

Com

$17.4M

351,465

24.2%

IEFA iShares Core MSCI EAFE ETF

Com

$14.2M

157,220

19.7%

VV Vanguard Large Cap Index Fund ETF

Com

$5.3M

17,649

7.3%

VEA Vanguard FTSE Developed Markets ETF

Com

$3.1M

48,354

4.3%

AGG iShares Core US Aggregate Bond ETF

Com

$2.6M

25,819

3.6%

KLAC Kla-Tencor Corp Com

Com

$2.2M

1,490

3.0%

MSFT Microsoft Corp

Com

$1.7M

4,688

2.4%

VOO Vanguard S&P 500 ETF

Com

$1.6M

2,740

2.3%

— Seagate Technology Hldngs PLC ADR

Com

$1.5M

3,829

2.1%

VTI Vanguard Total Stock Market ETF

Com

$1.5M

4,604

2.0%

AVGO Broadcom Inc

Com

$1.4M

4,387

1.9%

JPM JPMorgan Chase & Co

Com

$1.2M

3,936

1.6%

DE Deere & Co

Com

$1.1M

1,997

1.6%

VO Vanguard Mid Cap Index Fund ETF

Com

$1.1M

3,906

1.6%

VB Vanguard Small Cap Index Fund ETF

Com

$1.0M

3,948

1.4%

BRK/B Berkshire Hathaway Inc B

Com

$984.3K

2,054

1.4%

AAPL Apple Inc

Com

$919.5K

3,623

1.3%

COST Costco Wholesale Corp

Com

$800.1K

803

1.1%

JNJ Johnson & Johnson

Com

$715.0K

2,925

1.0%

LOW Lowe's Companies Inc

Com

$714.7K

3,025

1.0%

ABBV AbbVie Inc

Com

$694.4K

3,193

1.0%

BLK Blackrock Inc.

Com

$562.6K

585

0.8%

VXUS Vanguard Total Int'l Stock ETF

Com

$558.2K

7,239

0.8%

ITW Illinois Tool Works Inc

Com

$550.5K

2,115

0.8%

IDEV iShares Tr Core MSCI Intl

Com

$501.4K

6,000

0.7%

IVV iShares Core S&P 500 ETF

Com

$470.3K

720

0.7%

PEG Public Service Enterprise Group Inc

Com

$446.4K

5,515

0.6%

RY Royal Bank of Canada

Com

$422.9K

2,614

0.6%

VFMO Vanguard Wellington Fd US Momentum ETF

Com

$419.4K

2,128

0.6%

COF Capital One Financial Corp

Com

$406.8K

2,230

0.6%

CSCO Cisco Systems Inc

Com

$391.1K

5,041

0.5%

PG Procter & Gamble Co

Com

$390.0K

2,700

0.5%

LMT Lockheed Martin Corp Com

Com

$388.0K

642

0.5%

PEP PepsiCo Inc

Com

$375.5K

2,418

0.5%

ABT Abbott Laboratories

Com

$333.8K

3,251

0.5%

COP ConocoPhillips

Com

$317.5K

2,405

0.4%

IWR iShares Russell Midcap Index ETF

Com

$309.2K

3,180

0.4%

ITOT IShares Tr Core S&P Total Stock ETF

Com

$306.8K

2,154

0.4%

CVX Chevron Corp

Com

$304.6K

1,472

0.4%

NVDA Nvidia Corporation

Com

$303.5K

1,740

0.4%

PAYX Paychex Inc

Com

$302.1K

3,279

0.4%

AMZN Amazon.com Inc

Com

$289.9K

1,392

0.4%

GOOG Alphabet Inc C

Com

$271.1K

945

0.4%

MCD McDonald's Corp

Com

$268.8K

865

0.4%

CSX CSX Corp

Com

$260.1K

6,336

0.4%

GOOGL Alphabet Inc A

Com

$258.8K

900

0.4%

IEMG iShares Core MSCI Emerging Markets ETF

Com

$245.9K

3,526

0.3%

T AT&T Inc

Com

$236.2K

8,146

0.3%

USB US Bancorp

Com

$236.1K

4,540

0.3%

GS Goldman Sachs Group Inc

Com

$226.7K

268

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

62%前 6 大占比

FMUN24.2%IEFA19.7%VV7.3%VEA4.3%AGG3.6%KLAC3.0%