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Riverview Trust Co

Portfolio Manager
Riverview Trust Co
Performance
-0.39% (2026 Q1)
AUM (13F)
$81.20M
# of Holdings
202
Performance Rank
Allocation (Top 20)
75.25%

Riverview Trust Co Holdings Map

Top 50 Riverview Trust Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FMUN
Fidelity Municipal Bond Index ETF
21.48%351.5K$17.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 387.4K shares2025-Q3: 362.1K shares2025-Q4: 351.5K shares2026-Q1: 351.5K shares
$48.64(+3.15%)
2026-03-31
IEFA
iShares Core MSCI EAFE ETF
17.53%157.2K$14.2M
+0.12%(+182)
2025-Q1: 156.1K shares2025-Q2: 154.8K shares2025-Q3: 155.2K shares2025-Q4: 157.0K shares2026-Q1: 157.2K shares
$60.51(+60.53%)
2026-03-31
VV
Vanguard Large Cap Index Fund ETF
6.5%17.6K$5.3M
+0.00%(+0)
2025-Q1: 17.6K shares2025-Q2: 17.6K shares2025-Q3: 17.6K shares2025-Q4: 17.6K shares2026-Q1: 17.6K shares
$200.33(+70.36%)
2026-03-31
VEA
Vanguard FTSE Developed Markets ETF
3.82%48.4K$3.1M
+0.00%(+0)
2025-Q1: 48.4K shares2025-Q2: 48.4K shares2025-Q3: 48.4K shares2025-Q4: 48.4K shares2026-Q1: 48.4K shares
$49.80(+41.83%)
2026-03-31
AGG
iShares Core US Aggregate Bond ETF
3.16%25.8K$2.6M
+0.00%(+0)
2025-Q1: 25.8K shares2025-Q2: 25.8K shares2025-Q3: 25.8K shares2025-Q4: 25.8K shares2026-Q1: 25.8K shares
$111.67(-11.64%)
2026-03-31
KLAC
Kla-Tencor Corp Com
2.7%1.5K$2.2M
+0.00%(+0)
2025-Q1: 1.7K shares2025-Q2: 1.5K shares2025-Q3: 1.5K shares2025-Q4: 1.5K shares2026-Q1: 1.5K shares
$236.24(+682.98%)
2026-03-31
MSFT
Microsoft Corp
2.14%4.7K$1.7M
+0.00%(+0)
2025-Q1: 10.2K shares2025-Q2: 4.7K shares2025-Q3: 4.7K shares2025-Q4: 4.7K shares2026-Q1: 4.7K shares
$191.74(+111.33%)
2026-03-31
VOO
Vanguard S&P 500 ETF
2.02%2.7K$1.6M
+0.00%(+0)
2025-Q1: 2.7K shares2025-Q2: 2.7K shares2025-Q3: 2.7K shares2025-Q4: 2.7K shares2026-Q1: 2.7K shares
$308.07(+121.51%)
2026-03-31
STX
Seagate Technology Hldngs PLC ADR
1.85%3.8K$1.5M
+0.00%(+0)
2025-Q1: 3.8K shares2025-Q2: 3.8K shares2025-Q3: 3.8K shares2025-Q4: 3.8K shares2026-Q1: 3.8K shares
$69.45(+1076.81%)
2026-03-31
VTI
Vanguard Total Stock Market ETF
1.82%4.6K$1.5M
+0.00%(+0)
2025-Q1: 4.7K shares2025-Q2: 4.7K shares2025-Q3: 4.6K shares2025-Q4: 4.6K shares2026-Q1: 4.6K shares
$254.29(+43.43%)
2026-03-31

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