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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 $383,284,904
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 629,829 $72,543,693 18.92%
2.
Vanguard Index Fds - MID CAP ETF
 157,455 $41,588,606 10.85%
3.
Schwab Strategic Trust
 FNDF 2,137,185 $39,537,929 10.31%
4.
Vanguard Tax-Managed Fds
 816,667 $39,052,993 10.18%
5.
Schwab Strategic Trust
 FNDF 1,040,669 $30,907,850 8.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)