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Riverpoint Wealth Management Holdings, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Riverpoint Wealth Management Holdings, LLC

报告期 2026-03-31 · CIK 0001682733

持仓数

62

前50大市值合计

$466.6M

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*

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$80.9M

646,369

17.3%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$57.6M

2,328,048

12.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$55.1M

859,108

11.8%

VO VANGUARD INDEX FDS

MID CAP ETF

$50.2M

174,767

10.8%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$37.5M

1,157,772

8.0%

IVV ISHARES TR

CORE S&P500 ETF

$26.4M

40,379

5.7%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$23.8M

522,603

5.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$23.0M

38,423

4.9%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$15.0M

50,232

3.2%

FREL FIDELITY COVINGTON TRUST

MSCI RL EST ETF

$15.0M

555,858

3.2%

IJH ISHARES TR

CORE S&P MCP ETF

$13.8M

204,136

3.0%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$10.1M

114,145

2.2%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$7.2M

270,587

1.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$4.1M

19,148

0.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$3.9M

26,739

0.8%

AAPL APPLE INC

COM

$3.1M

12,176

0.7%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$2.8M

34,219

0.6%

IWB ISHARES TR

RUS 1000 ETF

$2.7M

7,659

0.6%

— THERMON GROUP HLDGS INC

COM

$2.6M

52,108

0.6%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.4M

9,749

0.5%

MSFT MICROSOFT CORP

COM

$2.1M

5,543

0.4%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.0M

79,820

0.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$2.0M

37,566

0.4%

ABBV ABBVIE INC

COM

$1.9M

8,639

0.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.5M

3,474

0.3%

EMGF ISHARES INC

EMNG MKTS EQT

$1.4M

23,613

0.3%

IJR ISHARES TR

CORE S&P SCP ETF

$1.4M

11,325

0.3%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$1.4M

24,839

0.3%

QUS SPDR SERIES TRUST

STATE STREET SPD

$1.4M

8,151

0.3%

VGT VANGUARD WORLD FD

INF TECH ETF

$1.4M

1,937

0.3%

GS GOLDMAN SACHS GROUP INC

COM

$972.8K

1,150

0.2%

IAU ISHARES GOLD TR

ISHARES NEW

$950.2K

10,779

0.2%

NVDA NVIDIA CORPORATION

COM

$916.3K

5,254

0.2%

JNJ JOHNSON & JOHNSON

COM

$797.0K

3,260

0.2%

ITB ISHARES TR

US HOME CONS ETF

$778.4K

8,596

0.2%

YUMC YUM CHINA HLDGS INC

COM

$776.8K

15,925

0.2%

AMZN AMAZON COM INC

COM

$775.4K

3,723

0.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$726.7K

2,774

0.2%

APOG APOGEE ENTERPRISES INC

COM

$696.1K

20,754

0.1%

— ACCENTURE PLC IRELAND

SHS CLASS A

$663.3K

3,345

0.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$661.6K

8,984

0.1%

GOOG ALPHABET INC

CAP STK CL C

$599.5K

2,090

0.1%

HD HOME DEPOT INC

COM

$578.8K

1,760

0.1%

INDA ISHARES TR

MSCI INDIA ETF

$571.8K

12,208

0.1%

— WILLIS TOWERS WATSON PLC LTD

SHS

$473.8K

1,630

0.1%

IHI ISHARES TR

U.S. MED DVC ETF

$454.1K

8,511

0.1%

UFEB INNOVATOR ETFS TRUST

US EQT ULTRA BFR

$398.4K

10,976

0.1%

VTR VENTAS INC

COM

$393.4K

4,811

0.1%

IWD ISHARES TR

RUS 1000 VAL ETF

$391.7K

1,833

0.1%

LPLA LPL FINL HLDGS INC

COM

$383.0K

1,273

0.1%

* 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

66%前 6 大占比

GSLC17.3%SCHF12.3%VEA11.8%VO10.8%FNDA8.0%IVV5.7%