Filed: 2/6/2025ACC: 0001593600-25-000001
📋 What this filing means
RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 820 equity positions with a total reported market value of $109.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
820
Positions
$109.99M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$109.57M99.6%
PFD STK$411.6K0.4%
Portfolio Concentration
Top 3$23.36M21.2%
4–10$17.96M16.3%
11–25$19.23M17.5%
Rest$49.43M44.9%
Top 3 weight
21.2%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.05M
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)
Sole810
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings820
Rows:
iShares Core MSCI EAFE ETF
SOLEShares156.25K
TypeSH
Market value$10.98M
9.98%
Sole
156.25K
Shared
0.00
None
0.00
Apple Inc
SOLEShares30.41K
TypeSH
Market value$7.62M
6.92%
Sole
30.41K
Shared
0.00
None
0.00
Vanguard Large Cap Index Fund ETF
SOLEShares17.65K
TypeSH
Market value$4.76M
4.33%
Sole
17.65K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares10.38K
TypeSH
Market value$4.38M
3.98%
Sole
10.38K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares25.82K
TypeSH
Market value$2.50M
2.27%
Sole
25.82K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares17.97K
TypeSH
Market value$2.41M
2.19%
Sole
17.97K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares48.35K
TypeSH
Market value$2.31M
2.10%
Sole
48.35K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares9.24K
TypeSH
Market value$2.21M
2.01%
Sole
9.24K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares9.67K
TypeSH
Market value$2.12M
1.93%
Sole
9.67K
Shared
0.00
None
0.00
Alphabet Inc C
SOLEShares10.63K
TypeSH
Market value$2.02M
1.84%
Sole
10.63K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares7.98K
TypeSH
Market value$1.85M
1.68%
Sole
7.98K
Shared
0.00
None
0.00
Vanguard Real Estate Index ETF
SOLEShares20K
TypeSH
Market value$1.78M
1.62%
Sole
20K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares3.02K
TypeSH
Market value$1.77M
1.61%
Sole
3.02K
Shared
0.00
None
0.00
Alphabet Inc A
SOLEShares7.86K
TypeSH
Market value$1.49M
1.35%
Sole
7.86K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares2.74K
TypeSH
Market value$1.48M
1.34%
Sole
2.74K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares14.64K
TypeSH
Market value$1.46M
1.32%
Sole
14.64K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares12.10K
TypeSH
Market value$1.37M
1.24%
Sole
12.10K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares7.30K
TypeSH
Market value$1.30M
1.18%
Sole
7.30K
Shared
0.00
None
0.00
Kla-Tencor Corp Com
SOLEShares1.70K
TypeSH
Market value$1.07M
0.98%
Sole
1.70K
Shared
0.00
None
0.00
Deere & Co
SOLEShares2.37K
TypeSH
Market value$1.00M
0.91%
Sole
2.37K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund ETF
SOLEShares4.10K
TypeSH
Market value$984.4K
0.90%
Sole
4.10K
Shared
0.00
None
0.00
Vanguard Mid Cap Index Fund ETF
SOLEShares3.59K
TypeSH
Market value$948.8K
0.86%
Sole
3.59K
Shared
0.00
None
0.00
Lowe's Companies Inc
SOLEShares3.81K
TypeSH
Market value$939.3K
0.85%
Sole
3.81K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares1.01K
TypeSH
Market value$922.7K
0.84%
Sole
1.01K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares3K
TypeSH
Market value$870.6K
0.79%
Sole
3K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 156.25K | SH | $10.98M 9.98% | 156.25K | 0.00 | 0.00 |
Apple IncSOLE | Com | 30.41K | SH | $7.62M 6.92% | 30.41K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 17.65K | SH | $4.76M 4.33% | 17.65K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 10.38K | SH | $4.38M 3.98% | 10.38K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 25.82K | SH | $2.50M 2.27% | 25.82K | 0.00 | 0.00 |
Nvidia CorporationSOLE | Com | 17.97K | SH | $2.41M 2.19% | 17.97K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Com | 48.35K | SH | $2.31M 2.10% | 48.35K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 9.24K | SH | $2.21M 2.01% | 9.24K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 9.67K | SH | $2.12M 1.93% | 9.67K | 0.00 | 0.00 |
Alphabet Inc CSOLE | Com | 10.63K | SH | $2.02M 1.84% | 10.63K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 7.98K | SH | $1.85M 1.68% | 7.98K | 0.00 | 0.00 |
Vanguard Real Estate Index ETFSOLE | Com | 20K | SH | $1.78M 1.62% | 20K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | Com | 3.02K | SH | $1.77M 1.61% | 3.02K | 0.00 | 0.00 |
Alphabet Inc ASOLE | Com | 7.86K | SH | $1.49M 1.35% | 7.86K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 2.74K | SH | $1.48M 1.34% | 2.74K | 0.00 | 0.00 |
Merck & Co IncSOLE | Com | 14.64K | SH | $1.46M 1.32% | 14.64K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Com | 12.10K | SH | $1.37M 1.24% | 12.10K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 7.30K | SH | $1.30M 1.18% | 7.30K | 0.00 | 0.00 |
Kla-Tencor Corp ComSOLE | Com | 1.70K | SH | $1.07M 0.98% | 1.70K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 2.37K | SH | $1.00M 0.91% | 2.37K | 0.00 | 0.00 |
Vanguard Small Cap Index Fund ETFSOLE | Com | 4.10K | SH | $984.4K 0.90% | 4.10K | 0.00 | 0.00 |
Vanguard Mid Cap Index Fund ETFSOLE | Com | 3.59K | SH | $948.8K 0.86% | 3.59K | 0.00 | 0.00 |
Lowe's Companies IncSOLE | Com | 3.81K | SH | $939.3K 0.85% | 3.81K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | Com | 1.01K | SH | $922.7K 0.84% | 1.01K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 3K | SH | $870.6K 0.79% | 3K | 0.00 | 0.00 |
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