Top 50 Riverview Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMUN | Fidelity Municipal Bond Index ETF | 21.48% | 351.5K | $17.4M | +0.00%(+0) | $48.64(+3.15%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 17.53% | 157.2K | $14.2M | +0.12%(+182) | $60.51(+60.53%) | 2026-03-31 | |
| VV | Vanguard Large Cap Index Fund ETF | 6.5% | 17.6K | $5.3M | +0.00%(+0) | $200.33(+70.36%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 3.82% | 48.4K | $3.1M | +0.00%(+0) | $49.80(+41.83%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 3.16% | 25.8K | $2.6M | +0.00%(+0) | $111.67(-11.64%) | 2026-03-31 | |
| KLAC | Kla-Tencor Corp Com | 2.7% | 1.5K | $2.2M | +0.00%(+0) | $236.24(+682.98%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.14% | 4.7K | $1.7M | +0.00%(+0) | $191.74(+111.33%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 2.02% | 2.7K | $1.6M | +0.00%(+0) | $308.07(+121.51%) | 2026-03-31 | |
| STX | Seagate Technology Hldngs PLC ADR | 1.85% | 3.8K | $1.5M | +0.00%(+0) | $69.45(+1076.81%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 1.82% | 4.6K | $1.5M | +0.00%(+0) | $254.29(+43.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.63% | +54.60% |
| Top 20 Holdings Unweighted | +19.10% | +68.92% |
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