Filed: 4/11/2025ACC: 0001593600-25-000002
π What this filing means
RIVERVIEW TRUST CO filed this quarterly 13FβHR report disclosing 594 equity positions with a total reported market value of $101.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
594
Positions
$101.32M
Total AUM (reported)
985.06K
Total Shares
Allocation by class
COM$100.91M99.6%
PFD STK$415.3K0.4%
Portfolio Concentration
Top 3$21.55M21.3%
4β10$15.82M15.6%
11β25$16.77M16.6%
Rest$47.17M46.6%
Top 3 weight
21.3%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 985.06K
Sole
Full voting authority
985.06K
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)
Sole579
Shared0
Other15
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings594
Rows:
iShares Core MSCI EAFE ETF
SOLEShares156.14K
TypeSH
Market value$11.81M
11.66%
Sole
156.14K
Shared
0.00
None
0.00
Apple Inc
SOLEShares23.42K
TypeSH
Market value$5.20M
5.14%
Sole
23.42K
Shared
0.00
None
0.00
Vanguard Large Cap Index Fund ETF
SOLEShares17.65K
TypeSH
Market value$4.54M
4.48%
Sole
17.65K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares10.24K
TypeSH
Market value$3.84M
3.79%
Sole
10.24K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares25.82K
TypeSH
Market value$2.55M
2.52%
Sole
25.82K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares48.35K
TypeSH
Market value$2.46M
2.43%
Sole
48.35K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares7.86K
TypeSH
Market value$1.93M
1.90%
Sole
7.86K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares17.34K
TypeSH
Market value$1.88M
1.85%
Sole
17.34K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares8.60K
TypeSH
Market value$1.64M
1.61%
Sole
8.60K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares2.65K
TypeSH
Market value$1.52M
1.50%
Sole
2.65K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares2.74K
TypeSH
Market value$1.41M
1.39%
Sole
2.74K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares7.89K
TypeSH
Market value$1.32M
1.30%
Sole
7.89K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares4.74K
TypeSH
Market value$1.30M
1.29%
Sole
4.74K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares6.21K
TypeSH
Market value$1.30M
1.28%
Sole
6.21K
Shared
0.00
None
0.00
Alphabet Inc C
SOLEShares7.77K
TypeSH
Market value$1.21M
1.20%
Sole
7.77K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares9.11K
TypeSH
Market value$1.21M
1.19%
Sole
9.11K
Shared
0.00
None
0.00
Kla-Tencor Corp Com
SOLEShares1.70K
TypeSH
Market value$1.15M
1.14%
Sole
1.70K
Shared
0.00
None
0.00
Deere & Co
SOLEShares2.36K
TypeSH
Market value$1.11M
1.09%
Sole
2.36K
Shared
0.00
None
0.00
Vanguard Real Estate Index ETF
SOLEShares12.20K
TypeSH
Market value$1.10M
1.09%
Sole
12.20K
Shared
0.00
None
0.00
Alphabet Inc A
SOLEShares6.59K
TypeSH
Market value$1.02M
1.01%
Sole
6.59K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares10.66K
TypeSH
Market value$956.5K
0.94%
Sole
10.66K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares998.00
TypeSH
Market value$943.9K
0.93%
Sole
998.00
Shared
0.00
None
0.00
Vanguard Mid Cap Index Fund ETF
SOLEShares3.59K
TypeSH
Market value$929.0K
0.92%
Sole
3.59K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund ETF
SOLEShares4.10K
TypeSH
Market value$908.5K
0.90%
Sole
4.10K
Shared
0.00
None
0.00
Berkshire Hathaway Inc B
SOLEShares1.68K
TypeSH
Market value$896.3K
0.88%
Sole
1.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | Com | 156.14K | SH | $11.81M 11.66% | 156.14K | 0.00 | 0.00 |
Apple IncSOLE | Com | 23.42K | SH | $5.20M 5.14% | 23.42K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 17.65K | SH | $4.54M 4.48% | 17.65K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 10.24K | SH | $3.84M 3.79% | 10.24K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 25.82K | SH | $2.55M 2.52% | 25.82K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Com | 48.35K | SH | $2.46M 2.43% | 48.35K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 7.86K | SH | $1.93M 1.90% | 7.86K | 0.00 | 0.00 |
Nvidia CorporationSOLE | Com | 17.34K | SH | $1.88M 1.85% | 17.34K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 8.60K | SH | $1.64M 1.61% | 8.60K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | Com | 2.65K | SH | $1.52M 1.50% | 2.65K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 2.74K | SH | $1.41M 1.39% | 2.74K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 7.89K | SH | $1.32M 1.30% | 7.89K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 4.74K | SH | $1.30M 1.29% | 4.74K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 6.21K | SH | $1.30M 1.28% | 6.21K | 0.00 | 0.00 |
Alphabet Inc CSOLE | Com | 7.77K | SH | $1.21M 1.20% | 7.77K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Com | 9.11K | SH | $1.21M 1.19% | 9.11K | 0.00 | 0.00 |
Kla-Tencor Corp ComSOLE | Com | 1.70K | SH | $1.15M 1.14% | 1.70K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 2.36K | SH | $1.11M 1.09% | 2.36K | 0.00 | 0.00 |
Vanguard Real Estate Index ETFSOLE | Com | 12.20K | SH | $1.10M 1.09% | 12.20K | 0.00 | 0.00 |
Alphabet Inc ASOLE | Com | 6.59K | SH | $1.02M 1.01% | 6.59K | 0.00 | 0.00 |
Merck & Co IncSOLE | Com | 10.66K | SH | $956.5K 0.94% | 10.66K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | Com | 998.00 | SH | $943.9K 0.93% | 998.00 | 0.00 | 0.00 |
Vanguard Mid Cap Index Fund ETFSOLE | Com | 3.59K | SH | $929.0K 0.92% | 3.59K | 0.00 | 0.00 |
Vanguard Small Cap Index Fund ETFSOLE | Com | 4.10K | SH | $908.5K 0.90% | 4.10K | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | Com | 1.68K | SH | $896.3K 0.88% | 1.68K | 0.00 | 0.00 |
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