Riverview Trust Co 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RT Riverview Trust Co | Institutional Filer | ▼ 2.24% | $81.2M | 202 |
Current Portfolio Holdings
Showing all 202 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity Municipal Bond Index ETF | — | 351K | $17.4M | 21.48% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | — | 157K | $14.2M | 17.53% |
| 3 | VV | Vanguard Large Cap Index Fund ETF | — | 18K | $5.3M | 6.50% |
| 4 | VEA | Vanguard FTSE Developed Markets ETF | — | 48K | $3.1M | 3.82% |
| 5 | AGG | iShares Core US Aggregate Bond ETF | — | 26K | $2.6M | 3.16% |
| 6 | KLAC | KLA Corporation | Technology | 1K | $2.2M | 2.70% |
| 7 | MSFT | Microsoft Corporation | Technology | 5K | $1.7M | 2.14% |
| 8 | VOO | Vanguard S&P 500 ETF | — | 3K | $1.6M | 2.02% |
| 9 | STX | Seagate Technology Holdings plc | Technology | 4K | $1.5M | 1.85% |
| 10 | VTI | Vanguard Total Stock Market ETF | — | 5K | $1.5M | 1.82% |
| 11 | AVGO | Broadcom Inc. | Technology | 4K | $1.4M | 1.67% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 4K | $1.2M | 1.43% |
| 13 | DE | Deere & Company | Industrials | 2K | $1.1M | 1.39% |
| 14 | VO | Vanguard Mid Cap Index Fund ETF | — | 4K | $1.1M | 1.38% |
| 15 | VB | Vanguard Small Cap Index Fund ETF | — | 4K | $1.0M | 1.27% |
Showing 1 to 15 of 202 holdings