StockDriftsStockDriftsTop 50 Riverpoint Wealth Management Holdings, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | 17.21% | 646.4K | $80.9M | +0.67%(+4.31K) | $59.54(+136.07%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 12.26% | 2.33M | $57.6M | -0.10%(-2.44K) | $15.90(+71.79%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.71% | 859.1K | $55.1M | -0.13%(-1.12K) | $41.70(+69.37%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 10.68% | 174.8K | $50.2M | +1.46%(+2.51K) | $41.22(+86.92%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 7.99% | 1.16M | $37.5M | +1.31%(+14.95K) | $19.27(+83.11%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.61% | 40.4K | $26.4M | +1.60%(+634) | $112.84(+560.90%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.07% | 522.6K | $23.8M | +7.89%(+38.22K) | $45.63(-0.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.88% | 38.4K | $23.0M | +2.78%(+1.04K) | $264.30(+158.19%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.19% | 50.2K | $15.0M | -0.23%(-118) | $130.82(+160.89%) | 2026-03-31 | |
| FREL | FIDELITY COVINGTON TRUST | 3.18% | 555.9K | $15.0M | +5.72%(+30.07K) | $25.51(+14.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.91% | +40.15% |
| Top 20 Holdings Unweighted | +10.89% | +36.37% |
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