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Jaci Ware

@Riverview Trust Co

Latest period2024 - Q3ReportedManaged Assets$114.015MTotal holdings821
Assets growth rate8.07%Assets growth rate (2-Q avg)-5.3%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverview Trust Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 821 positions.

Assets under management

The assets under management (AUM) of Riverview Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 114.015M in assets, with a quarterly growth rate of 8.07% and a 2-quarter average growth rate of -5.3%. The portfolio is managed by Jaci Ware, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -0.03%
10.7%
$12.195M
156,248 shares@ $78.05 avg price
AAPLApple Inc
Recent Activity
Decreased -0.25%
6.24%
$7.104M
30,490 shares@ $233.0 avg price
VVVanguard Large Cap Index Fund Etf
Recent Activity
4.08%
$4.647M
17,649 shares@ $263.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.53%
3.95%
$4.497M
10,452 shares@ $430.31 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
2.3%
$2.615M
25,819 shares@ $101.27 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
2.24%
$2.554M
48,354 shares@ $52.82 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.81%
1.95%
$2.214M
18,235 shares@ $121.44 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.19%
1.72%
$1.953M
9,260 shares@ $210.87 avg price
VNQVanguard Real Estate Index Etf
Recent Activity
1.71%
$1.948M
20,000 shares@ $97.42 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 5.06%
1.58%
$1.801M
9,666 shares@ $186.33 avg price