RIVERVIEW TRUST CO

PrivateCIK: 1593600
Location

VANCOUVER, WA

πŸ“‹ What this filing means

RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $82.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

205
Positions
$82.77M
Total AUM (reported)
902.56K
Total Shares

Allocation by class

TOTAL AUM$82.77M205 positions
COM$82.35M99.5%
PFD STK$428.8K0.5%

Portfolio Concentration

Top 344.7%4–1017.1%11–2514.7%Rest23.5%TOP 1061.8%0%100%
Top 3$37.03M44.7%
4–10$14.15M17.1%
11–25$12.16M14.7%
Rest$19.43M23.5%

Top 3 weight

44.7%

Top 10 weight

61.8%

Voting Authority Distribution

Total shares with voting rights: 902.56K

Sole

Full voting authority

902.56K

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)

Sole187
Shared0
Other18
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings205
Rows:

Fidelity Municipal Bond Index ETF

SOLE
Com
Shares362.13K
TypeSH
Market value$18.04M
21.80%
Sole
362.13K
Shared
0.00
None
0.00

iShares Core MSCI EAFE ETF

SOLE
Com
Shares155.24K
TypeSH
Market value$13.55M
16.37%
Sole
155.24K
Shared
0.00
None
0.00

Vanguard Large Cap Index Fund ETF

SOLE
Com
Shares17.65K
TypeSH
Market value$5.43M
6.56%
Sole
17.65K
Shared
0.00
None
0.00

Vanguard FTSE Developed Markets ETF

SOLE
Com
Shares48.35K
TypeSH
Market value$2.90M
3.50%
Sole
48.35K
Shared
0.00
None
0.00

iShares Core US Aggregate Bond ETF

SOLE
Com
Shares25.82K
TypeSH
Market value$2.59M
3.13%
Sole
25.82K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
Com
Shares4.68K
TypeSH
Market value$2.42M
2.93%
Sole
4.68K
Shared
0.00
None
0.00

Vanguard S&P 500 ETF

SOLE
Com
Shares2.74K
TypeSH
Market value$1.68M
2.03%
Sole
2.74K
Shared
0.00
None
0.00

Kla-Tencor Corp Com

SOLE
Com
Shares1.49K
TypeSH
Market value$1.61M
1.94%
Sole
1.49K
Shared
0.00
None
0.00

Vanguard Total Stock Market ETF

SOLE
Com
Shares4.60K
TypeSH
Market value$1.51M
1.83%
Sole
4.60K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
Com
Shares4.37K
TypeSH
Market value$1.44M
1.74%
Sole
4.37K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
Com
Shares3.94K
TypeSH
Market value$1.24M
1.50%
Sole
3.94K
Shared
0.00
None
0.00

Vanguard Mid Cap Index Fund ETF

SOLE
Com
Shares3.59K
TypeSH
Market value$1.06M
1.27%
Sole
3.59K
Shared
0.00
None
0.00

Vanguard Small Cap Index Fund ETF

SOLE
Com
Shares4.09K
TypeSH
Market value$1.04M
1.26%
Sole
4.09K
Shared
0.00
None
0.00

Apple Inc

SOLE
Com
Shares3.65K
TypeSH
Market value$929.9K
1.12%
Sole
3.65K
Shared
0.00
None
0.00

Deere & Co

SOLE
Com
Shares2K
TypeSH
Market value$913.1K
1.10%
Sole
2K
Shared
0.00
None
0.00

Seagate Technology Hldngs PLC ADR

SOLE
Com
Shares3.83K
TypeSH
Market value$903.9K
1.09%
Sole
3.83K
Shared
0.00
None
0.00

Vanguard Mun Bd Fds Tax Exempt Bd

SOLE
Com
Shares15.53K
TypeSH
Market value$777.3K
0.94%
Sole
15.53K
Shared
0.00
None
0.00

Lowe's Companies Inc

SOLE
Com
Shares3K
TypeSH
Market value$755.2K
0.91%
Sole
3K
Shared
0.00
None
0.00

Berkshire Hathaway Inc A

SOLE
Com
Shares1.00
TypeSH
Market value$754.2K
0.91%
Sole
1.00
Shared
0.00
None
0.00

AbbVie Inc

SOLE
Com
Shares3.19K
TypeSH
Market value$739.3K
0.89%
Sole
3.19K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
Com
Shares798.00
TypeSH
Market value$738.7K
0.89%
Sole
798.00
Shared
0.00
None
0.00

Blackrock Inc.

SOLE
Com
Shares597.00
TypeSH
Market value$696.0K
0.84%
Sole
597.00
Shared
0.00
None
0.00

Illinois Tool Works Inc

SOLE
Com
Shares2.12K
TypeSH
Market value$551.5K
0.67%
Sole
2.12K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
Com
Shares2.89K
TypeSH
Market value$536.6K
0.65%
Sole
2.89K
Shared
0.00
None
0.00

Vanguard Total Int'l Stock ETF

SOLE
Com
Shares7.24K
TypeSH
Market value$531.8K
0.64%
Sole
7.24K
Shared
0.00
None
0.00
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RIVERVIEW TRUST CO 13F Holdings β€” 205 Positions | Finecho