Filed: 1/26/2023ACC: 0001593600-23-000001
📋 What this filing means
RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 693 equity positions with a total reported market value of $105.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
693
Positions
$105.7K
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$105.7K100.0%
Portfolio Concentration
Top 3$21.2K20.1%
4–10$18.9K17.9%
11–25$18.0K17.0%
Rest$47.6K45.0%
Top 3 weight
20.1%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Sole
Full voting authority
1.19M
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)
Sole690
Shared0
Other3
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings693
Rows:
iShares Core MSCI EAFE ETF
SOLEShares169.31K
TypeSH
Market value$10.4K
9.87%
Sole
169.31K
Shared
0.00
None
0.00
Apple Inc
SOLEShares48K
TypeSH
Market value$6.2K
5.90%
Sole
48K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares46.60K
TypeSH
Market value$4.5K
4.28%
Sole
46.60K
Shared
0.00
None
0.00
Vanguard Real Estate Index ETF
SOLEShares44.80K
TypeSH
Market value$3.7K
3.50%
Sole
44.80K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares14.29K
TypeSH
Market value$3.4K
3.24%
Sole
14.29K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares28.39K
TypeSH
Market value$3.1K
2.98%
Sole
28.39K
Shared
0.00
None
0.00
Vanguard Large Cap Index Fund ETF
SOLEShares14.68K
TypeSH
Market value$2.6K
2.42%
Sole
14.68K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares18.30K
TypeSH
Market value$2.5K
2.32%
Sole
18.30K
Shared
0.00
None
0.00
Alphabet Inc C
SOLEShares21.34K
TypeSH
Market value$1.9K
1.79%
Sole
21.34K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares20.83K
TypeSH
Market value$1.8K
1.66%
Sole
20.83K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares8.91K
TypeSH
Market value$1.6K
1.49%
Sole
8.91K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares13.41K
TypeSH
Market value$1.5K
1.39%
Sole
13.41K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares2.73K
TypeSH
Market value$1.4K
1.37%
Sole
2.73K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares4.11K
TypeSH
Market value$1.4K
1.37%
Sole
4.11K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares7.82K
TypeSH
Market value$1.3K
1.19%
Sole
7.82K
Shared
0.00
None
0.00
Target Corp
SOLEShares7.95K
TypeSH
Market value$1.2K
1.12%
Sole
7.95K
Shared
0.00
None
0.00
Monster Beverage Corp
SOLEShares11.62K
TypeSH
Market value$1.2K
1.12%
Sole
11.62K
Shared
0.00
None
0.00
Intel Corp
SOLEShares43.48K
TypeSH
Market value$1.1K
1.09%
Sole
43.48K
Shared
0.00
None
0.00
AMERIPRISE FINL INC COM
SOLEShares3.69K
TypeSH
Market value$1.1K
1.09%
Sole
3.69K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares23.75K
TypeSH
Market value$1.1K
1.07%
Sole
23.75K
Shared
0.00
None
0.00
Deere & Co
SOLEShares2.58K
TypeSH
Market value$1.1K
1.05%
Sole
2.58K
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares20.04K
TypeSH
Market value$1.0K
0.97%
Sole
20.04K
Shared
0.00
None
0.00
CVS Health Corp
SOLEShares10.73K
TypeSH
Market value$1.0K
0.95%
Sole
10.73K
Shared
0.00
None
0.00
Eli Lilly and Co
SOLEShares2.58K
TypeSH
Market value$943.00
0.89%
Sole
2.58K
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares1.33K
TypeSH
Market value$942.00
0.89%
Sole
1.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 169.31K | SH | $10.4K 9.87% | 169.31K | 0.00 | 0.00 |
Apple IncSOLE | Com | 48K | SH | $6.2K 5.90% | 48K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 46.60K | SH | $4.5K 4.28% | 46.60K | 0.00 | 0.00 |
Vanguard Real Estate Index ETFSOLE | Com | 44.80K | SH | $3.7K 3.50% | 44.80K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 14.29K | SH | $3.4K 3.24% | 14.29K | 0.00 | 0.00 |
Merck & Co IncSOLE | Com | 28.39K | SH | $3.1K 2.98% | 28.39K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 14.68K | SH | $2.6K 2.42% | 14.68K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 18.30K | SH | $2.5K 2.32% | 18.30K | 0.00 | 0.00 |
Alphabet Inc CSOLE | Com | 21.34K | SH | $1.9K 1.79% | 21.34K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 20.83K | SH | $1.8K 1.66% | 20.83K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 8.91K | SH | $1.6K 1.49% | 8.91K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Com | 13.41K | SH | $1.5K 1.39% | 13.41K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | Com | 2.73K | SH | $1.4K 1.37% | 2.73K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 4.11K | SH | $1.4K 1.37% | 4.11K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 7.82K | SH | $1.3K 1.19% | 7.82K | 0.00 | 0.00 |
Target CorpSOLE | Com | 7.95K | SH | $1.2K 1.12% | 7.95K | 0.00 | 0.00 |
Monster Beverage CorpSOLE | Com | 11.62K | SH | $1.2K 1.12% | 11.62K | 0.00 | 0.00 |
Intel CorpSOLE | Com | 43.48K | SH | $1.1K 1.09% | 43.48K | 0.00 | 0.00 |
AMERIPRISE FINL INC COMSOLE | Com | 3.69K | SH | $1.1K 1.09% | 3.69K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 23.75K | SH | $1.1K 1.07% | 23.75K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 2.58K | SH | $1.1K 1.05% | 2.58K | 0.00 | 0.00 |
Pfizer IncSOLE | Com | 20.04K | SH | $1.0K 0.97% | 20.04K | 0.00 | 0.00 |
CVS Health CorpSOLE | Com | 10.73K | SH | $1.0K 0.95% | 10.73K | 0.00 | 0.00 |
Eli Lilly and CoSOLE | Com | 2.58K | SH | $943.00 0.89% | 2.58K | 0.00 | 0.00 |
BlackRock IncSOLE | Com | 1.33K | SH | $942.00 0.89% | 1.33K | 0.00 | 0.00 |
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