RIVERVIEW TRUST CO

PrivateCIK: 1593600
Location

VANCOUVER, WA

πŸ“‹ What this filing means

RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $83.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

219
Positions
$83.06M
Total AUM (reported)
839.17K
Total Shares

Allocation by class

TOTAL AUM$83.06M219 positions
COM$82.64M99.5%
PFD STK$420.3K0.5%

Portfolio Concentration

Top 344.9%4–1017.4%11–2515.0%Rest22.7%TOP 1062.3%0%100%
Top 3$37.26M44.9%
4–10$14.46M17.4%
11–25$12.48M15.0%
Rest$18.86M22.7%

Top 3 weight

44.9%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 839.17K

Sole

Full voting authority

839.17K

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)

Sole202
Shared0
Other17
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings219
Rows:

Fidelity Municipal Bond Index ETF

SOLE
Com
Shares351.46K
TypeSH
Market value$17.66M
21.26%
Sole
351.46K
Shared
0.00
None
0.00

iShares Core MSCI EAFE ETF

SOLE
Com
Shares157.04K
TypeSH
Market value$14.05M
16.91%
Sole
157.04K
Shared
0.00
None
0.00

Vanguard Large Cap Index Fund ETF

SOLE
Com
Shares17.65K
TypeSH
Market value$5.56M
6.69%
Sole
17.65K
Shared
0.00
None
0.00

Vanguard FTSE Developed Markets ETF

SOLE
Com
Shares48.35K
TypeSH
Market value$3.02M
3.64%
Sole
48.35K
Shared
0.00
None
0.00

iShares Core US Aggregate Bond ETF

SOLE
Com
Shares25.82K
TypeSH
Market value$2.58M
3.10%
Sole
25.82K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
Com
Shares4.69K
TypeSH
Market value$2.27M
2.73%
Sole
4.69K
Shared
0.00
None
0.00

Kla-Tencor Corp Com

SOLE
Com
Shares1.49K
TypeSH
Market value$1.81M
2.18%
Sole
1.49K
Shared
0.00
None
0.00

Vanguard S&P 500 ETF

SOLE
Com
Shares2.74K
TypeSH
Market value$1.72M
2.07%
Sole
2.74K
Shared
0.00
None
0.00

Vanguard Total Stock Market ETF

SOLE
Com
Shares4.60K
TypeSH
Market value$1.54M
1.86%
Sole
4.60K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
Com
Shares4.39K
TypeSH
Market value$1.52M
1.83%
Sole
4.39K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
Com
Shares3.94K
TypeSH
Market value$1.27M
1.53%
Sole
3.94K
Shared
0.00
None
0.00

Vanguard Mid Cap Index Fund ETF

SOLE
Com
Shares3.91K
TypeSH
Market value$1.13M
1.36%
Sole
3.91K
Shared
0.00
None
0.00

Seagate Technology Hldngs PLC ADR

SOLE
Com
Shares3.83K
TypeSH
Market value$1.05M
1.27%
Sole
3.83K
Shared
0.00
None
0.00

Vanguard Small Cap Index Fund ETF

SOLE
Com
Shares4.09K
TypeSH
Market value$1.05M
1.27%
Sole
4.09K
Shared
0.00
None
0.00

Berkshire Hathaway Inc B

SOLE
Com
Shares2.05K
TypeSH
Market value$1.03M
1.24%
Sole
2.05K
Shared
0.00
None
0.00

Apple Inc

SOLE
Com
Shares3.62K
TypeSH
Market value$984.9K
1.19%
Sole
3.62K
Shared
0.00
None
0.00

Deere & Co

SOLE
Com
Shares2K
TypeSH
Market value$929.7K
1.12%
Sole
2K
Shared
0.00
None
0.00

AbbVie Inc

SOLE
Com
Shares3.19K
TypeSH
Market value$729.6K
0.88%
Sole
3.19K
Shared
0.00
None
0.00

Lowe's Companies Inc

SOLE
Com
Shares3.02K
TypeSH
Market value$729.5K
0.88%
Sole
3.02K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
Com
Shares803.00
TypeSH
Market value$692.5K
0.83%
Sole
803.00
Shared
0.00
None
0.00

Blackrock Inc.

SOLE
Com
Shares597.00
TypeSH
Market value$639.0K
0.77%
Sole
597.00
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
Com
Shares2.92K
TypeSH
Market value$605.3K
0.73%
Sole
2.92K
Shared
0.00
None
0.00

Vanguard Total Int'l Stock ETF

SOLE
Com
Shares7.24K
TypeSH
Market value$546.1K
0.66%
Sole
7.24K
Shared
0.00
None
0.00

Capital One Financial Corp

SOLE
Com
Shares2.23K
TypeSH
Market value$540.5K
0.65%
Sole
2.23K
Shared
0.00
None
0.00

iShares Tr Core MSCI Intl

DFND
Com
Shares6.54K
TypeSH
Market value$539.7K
0.65%
Sole
6.54K
Shared
0.00
None
0.00
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RIVERVIEW TRUST CO 13F Holdings β€” 219 Positions | Finecho