Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVERPOINT WEALTH MANAGEMENT HOLDINGS LLC | 08-07-2023 | 06-30-2023 | 49 | 315,335,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 1 | $59,802,292 | 685,021 | 0.02 | 16.96 | -27,745 | -3.89 | 06-30-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $37,198,791 | 1,043,444 | 0.01 | 8.72 | 244,907 | 30.67 | 06-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $34,939,767 | 756,600 | 0.01 | 756,600 | +Inf | 06-30-2023 | |
| VANGUARD INDEX FDS | MID CAP ETF | 4 | $34,119,487 | 154,976 | 0.01 | 11.44 | -19,230 | -11.04 | 06-30-2023 |
