Riverview Trust Co
CIK 1593600 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- IEFA11.19%
- AAPL8.16%
- MSFT5.35%
- VNQ4.03%
- VV3.26%
- MRK2.93%
- GOOG2.92%
- AMZN2.90%
- JPM2.77%
- META2.75%
Share classes counted separately46.26%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEFAISHARES CORE MSCI EAFE ETFCom View history and evidence | $10.99M | 11.19% | 156.26K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INCCom View history and evidence | $8.01M | 8.16% | 41.63K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORPCom View history and evidence | $5.26M | 5.35% | 13.99K shares | — | ↗▾ | |
| 04 | VNQVANGUARD REAL ESTATE ETFCom View history and evidence | $3.96M | 4.03% | 44.80K shares | — | ↗▾ | |
| 05 | VVVNGRD MRGSTR LRG-CAP ETF-USDCom View history and evidence | $3.21M | 3.26% | 14.70K shares | — | ↗▾ | |
| 06 | MRKMERCK & CO. INC.Com View history and evidence | $2.88M | 2.93% | 26.43K shares | — | ↗▾ | |
| 07 | GOOGALPHABET INC-CL CCom View history and evidence | $2.87M | 2.92% | 20.39K shares | — | ↗▾ | |
| 08 | AMZNAMAZON.COM INCCom View history and evidence | $2.85M | 2.90% | 18.73K shares | — | ↗▾ | |
| 09 | JPMJPMORGAN CHASE & COCom View history and evidence | $2.72M | 2.77% | 16.01K shares | — | ↗▾ | |
| 10 | METAMETA PLATFORMS INC-CLASS ACom View history and evidence | $2.71M | 2.75% | 7.64K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 576
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTEB VANGUARD TAX-EXEMPT BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| FDX FEDEX CORP | Non-derivative | — | — | SEC filing ↗ | |
| CTVA CORTEVA INC | Non-derivative | — | — | SEC filing ↗ |
3 / 576 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1593600 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 24, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98276176
}Research all 99 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.