Riverpoint Wealth Management Holdings, LLC 13F 持仓 · 2026年Q2
Riverpoint Wealth Management Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 5.44 亿美元。前几大持仓：GSLC（17.17%）、SCHF（11.82%）、VEA（11.28%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $93.5M | 17.17% | 658,842 | 增持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $64.3M | 11.82% | 2.3M | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $61.4M | 11.28% | 861,421 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $56.9M | 10.45% | 706,160 | 增持 |
| 5 | FNDA | SCHWAB STRATEGIC TR | $44.7M | 8.21% | 1.2M | 增持 |
| 6 | IVV | ISHARES TR | $29.6M | 5.44% | 39,545 | 减持 |
| 7 | VOO | VANGUARD INDEX FDS | $26.8M | 4.92% | 39,014 | 增持 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $25.1M | 4.61% | 551,758 | 增持 |
| 9 | VV | VANGUARD INDEX FDS | $17.6M | 3.23% | 51,059 | 增持 |
| 10 | FREL | FIDELITY COVINGTON TRUST | $16.8M | 3.09% | 574,099 | 增持 |
| 11 | IJH | ISHARES TR | $16.8M | 3.09% | 218,200 | 增持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 2.73% | 153,774 | 增持 |
| 13 | VNQ | VANGUARD INDEX FDS | $11.2M | 2.06% | 116,267 | 增持 |
| 14 | SCHP | SCHWAB STRATEGIC TR | $8.0M | 1.47% | 301,276 | 增持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $4.5M | 0.83% | 19,205 | 增持 |
| 16 | XLV | SELECT SECTOR SPDR TR | $4.2M | 0.78% | 26,612 | 减持 |
| 17 | AAPL | APPLE INC | $3.5M | 0.64% | 11,985 | 减持 |
| 18 | CECO | CECO ENVIRONMENTAL CORP | $3.3M | 0.60% | 36,005 | 新建仓 |
| 19 | IWB | ISHARES TR | $3.1M | 0.58% | 7,675 | 增持 |
| 20 | IWM | ISHARES TR | $2.9M | 0.54% | 9,771 | 增持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.3M | 0.43% | 79,842 | 增持 |
| 22 | ABBV | ABBVIE INC | $2.2M | 0.40% | 8,709 | 增持 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 0.39% | 36,003 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $2.1M | 0.38% | 5,496 | 减持 |
| 25 | IWF | ISHARES TR | $1.9M | 0.35% | 15,130 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR