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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 $425,081,044
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 651,531 $79,082,765 18.6%
2.
Schwab Strategic Trust
 FNDF 2,278,495 $50,354,740 11.85%
3.
Vanguard Tax-Managed Fds
 855,776 $48,787,772 11.48%
4.
Vanguard Index Fds - MID CAP ETF
 167,059 $46,748,130 11%
5.
Schwab Strategic Trust
 FNDF 1,106,829 $31,710,633 7.46%
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)