Filed: 10/27/2022ACC: 0001593600-22-000004
📋 What this filing means
RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 707 equity positions with a total reported market value of $103.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
707
Positions
$103.3K
Total AUM (reported)
1.23M
Total Shares
Allocation by class
COM$103.3K100.0%
Portfolio Concentration
Top 3$22.0K21.3%
4–10$19.1K18.5%
11–25$16.3K15.8%
Rest$45.9K44.4%
Top 3 weight
21.3%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Sole
Full voting authority
1.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole703
Shared0
Other4
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings707
Rows:
iShares Core MSCI EAFE ETF
SOLEShares197.51K
TypeSH
Market value$10.4K
10.07%
Sole
197.51K
Shared
0.00
None
0.00
Apple Inc
SOLEShares51.42K
TypeSH
Market value$7.1K
6.88%
Sole
51.42K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares46.85K
TypeSH
Market value$4.5K
4.37%
Sole
46.85K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares16.69K
TypeSH
Market value$3.9K
3.76%
Sole
16.69K
Shared
0.00
None
0.00
Vanguard Real Estate Index ETF
SOLEShares44.80K
TypeSH
Market value$3.6K
3.48%
Sole
44.80K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares24.27K
TypeSH
Market value$2.7K
2.66%
Sole
24.27K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares28.33K
TypeSH
Market value$2.4K
2.36%
Sole
28.33K
Shared
0.00
None
0.00
Vanguard Large Cap Index Fund ETF
SOLEShares14.68K
TypeSH
Market value$2.4K
2.32%
Sole
14.68K
Shared
0.00
None
0.00
Alphabet Inc C
SOLEShares21.28K
TypeSH
Market value$2.0K
1.98%
Sole
21.28K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares19.29K
TypeSH
Market value$2.0K
1.95%
Sole
19.29K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares4.24K
TypeSH
Market value$1.4K
1.35%
Sole
4.24K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares2.74K
TypeSH
Market value$1.4K
1.34%
Sole
2.74K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares8.45K
TypeSH
Market value$1.4K
1.34%
Sole
8.45K
Shared
0.00
None
0.00
Target Corp
SOLEShares7.86K
TypeSH
Market value$1.2K
1.13%
Sole
7.86K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares11.65K
TypeSH
Market value$1.1K
1.09%
Sole
11.65K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares8K
TypeSH
Market value$1.1K
1.04%
Sole
8K
Shared
0.00
None
0.00
CVS Health Corp
SOLEShares11.19K
TypeSH
Market value$1.1K
1.03%
Sole
11.19K
Shared
0.00
None
0.00
Intel Corp
SOLEShares39.84K
TypeSH
Market value$1.0K
0.99%
Sole
39.84K
Shared
0.00
None
0.00
Monster Beverage Corp
SOLEShares11.62K
TypeSH
Market value$1.0K
0.98%
Sole
11.62K
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares22.80K
TypeSH
Market value$998.00
0.97%
Sole
22.80K
Shared
0.00
None
0.00
Alphabet Inc A
SOLEShares10.38K
TypeSH
Market value$993.00
0.96%
Sole
10.38K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares23.86K
TypeSH
Market value$955.00
0.92%
Sole
23.86K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares6.91K
TypeSH
Market value$938.00
0.91%
Sole
6.91K
Shared
0.00
None
0.00
AMERIPRISE FINL INC COM
SOLEShares3.69K
TypeSH
Market value$929.00
0.90%
Sole
3.69K
Shared
0.00
None
0.00
Procter & Gamble Co
SOLEShares6.65K
TypeSH
Market value$840.00
0.81%
Sole
6.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 197.51K | SH | $10.4K 10.07% | 197.51K | 0.00 | 0.00 |
Apple IncSOLE | Com | 51.42K | SH | $7.1K 6.88% | 51.42K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 46.85K | SH | $4.5K 4.37% | 46.85K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 16.69K | SH | $3.9K 3.76% | 16.69K | 0.00 | 0.00 |
Vanguard Real Estate Index ETFSOLE | Com | 44.80K | SH | $3.6K 3.48% | 44.80K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 24.27K | SH | $2.7K 2.66% | 24.27K | 0.00 | 0.00 |
Merck & Co IncSOLE | Com | 28.33K | SH | $2.4K 2.36% | 28.33K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 14.68K | SH | $2.4K 2.32% | 14.68K | 0.00 | 0.00 |
Alphabet Inc CSOLE | Com | 21.28K | SH | $2.0K 1.98% | 21.28K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 19.29K | SH | $2.0K 1.95% | 19.29K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 4.24K | SH | $1.4K 1.35% | 4.24K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | Com | 2.74K | SH | $1.4K 1.34% | 2.74K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 8.45K | SH | $1.4K 1.34% | 8.45K | 0.00 | 0.00 |
Target CorpSOLE | Com | 7.86K | SH | $1.2K 1.13% | 7.86K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Com | 11.65K | SH | $1.1K 1.09% | 11.65K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 8K | SH | $1.1K 1.04% | 8K | 0.00 | 0.00 |
CVS Health CorpSOLE | Com | 11.19K | SH | $1.1K 1.03% | 11.19K | 0.00 | 0.00 |
Intel CorpSOLE | Com | 39.84K | SH | $1.0K 0.99% | 39.84K | 0.00 | 0.00 |
Monster Beverage CorpSOLE | Com | 11.62K | SH | $1.0K 0.98% | 11.62K | 0.00 | 0.00 |
Pfizer IncSOLE | Com | 22.80K | SH | $998.00 0.97% | 22.80K | 0.00 | 0.00 |
Alphabet Inc ASOLE | Com | 10.38K | SH | $993.00 0.96% | 10.38K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 23.86K | SH | $955.00 0.92% | 23.86K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | Com | 6.91K | SH | $938.00 0.91% | 6.91K | 0.00 | 0.00 |
AMERIPRISE FINL INC COMSOLE | Com | 3.69K | SH | $929.00 0.90% | 3.69K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 6.65K | SH | $840.00 0.81% | 6.65K | 0.00 | 0.00 |
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