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  Name: Riverpoint Wealth Management Holdings LLC
  City: Chicago
  State: IL
  Zip: 60606
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $359,657,000
  Total Value Change : $20,013,000
  Securities Held Change : 0
   
All Securities Held : 53
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 28
  Unchanged Positions : 9
  Decreased Positions : 15

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QUS)1 Year Chart         QUS Spdr Msci Usa Strategicfactors 25 - $0.00 $1,461,000 10,032 0.41% 136,000 0 0.123    N/A
   (INDA)1 Year Chart         INDA iShares Msci India ETF 32 - $0.00 $625,000 12,117 0.17% 34,000 0 0.001    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 34 - $183.63 $551,000 3,053 0.15% 87,000 0 0    Internet Software & S...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 35 - $44.97 $549,000 13,073 0.15% 39,000 0 0.001    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 40 - $178.56 $419,000 2,340 0.12% 32,000 0 0.001    Closed - End Fund - E...
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 46 - $124.25 $255,000 2,035 0.07% 18,000 0 0.002    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 47 - $175.43 $228,000 1,497 0.06% 17,000 0 0    Search Engines & Info...
   (VTR)1 Year Chart         VTR Ventas Inc 51 - $48.71 $222,000 5,096 0.06% -32,000 0 0    REIT - Healthcare Fac...
   (BMO)1 Year Chart         BMO Bank of Montreal (USA) 52 - $94.45 $203,000 2,075 0.06% -2,000 0 0    Foreign Money Center ...

      9 Records Found
  1    
Page 1 of 1
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