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Home > Institutional Investor > Riverview Trust Co > Profile

Instuitional Investor - Riverview Trust Co

Fund Profile
Filing Period:
Fund Name: Riverview Trust Co
Portfolio Value $98,276,176
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Eafe Etf
 156,257 $10,992,680 11.18%
2.
Apple Inc.
 AAPL 41,629 $8,014,831 8.15%
3.
Microsoft Corp
 MSFT 13,988 $5,260,048 5.35%
4.
Vanguard Real Estate Index Etf
 44,800 $3,958,528 4.02%
5.
Vanguard Large Cap Index Fund Etf
 14,704 $3,207,678 3.26%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)