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Home > Institutional Investor > Riverpoint Wealth Management Holdings, Llc > Profile

Instuitional Investor - Riverpoint Wealth Management Holdings, Llc

Fund Profile
Filing Period:
Fund Name: Riverpoint Wealth Management Holdings, Llc
Portfolio Value $339,645,898
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 672,120 $63,051,566 18.56%
2.
Vanguard Tax-Managed Fds
 797,952 $38,221,880 11.25%
3.
Schwab Strategic Trust
 FNDF 1,032,252 $38,152,042 11.23%
4.
Vanguard Index Fds
 157,742 $36,697,137 10.8%
5.
Schwab Strategic Trust
 FNDF 516,118 $28,567,096 8.41%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)