0001085146-20-001389.txt : 20200511
0001085146-20-001389.hdr.sgml : 20200511
20200511120150
ACCESSION NUMBER: 0001085146-20-001389
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200511
DATE AS OF CHANGE: 20200511
EFFECTIVENESS DATE: 20200511
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Riverpoint Wealth Management Holdings, LLC
CENTRAL INDEX KEY: 0001682733
IRS NUMBER: 463461090
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17703
FILM NUMBER: 20863594
BUSINESS ADDRESS:
STREET 1: 200 SOUTH WACKER DR.
STREET 2: #2330
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 312-239-1330
MAIL ADDRESS:
STREET 1: 200 SOUTH WACKER DR.
STREET 2: #2330
CITY: CHICAGO
STATE: IL
ZIP: 60606
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001682733
XXXXXXXX
03-31-2020
03-31-2020
false
Riverpoint Wealth Management Holdings, LLC
200 SOUTH WACKER DR.
#2330
CHICAGO
IL
60606
13F HOLDINGS REPORT
028-17703
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
05-08-2020
0
65
204677
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1270
7781
SH
SOLE
0
0
7781
AMAZON COM INC
COM
023135106
314
161
SH
SOLE
0
0
161
APPLE INC
COM
037833100
1182
4650
SH
SOLE
0
0
4650
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
577
3157
SH
SOLE
0
0
3157
DISNEY WALT CO
COM DISNEY
254687106
212
2191
SH
SOLE
0
0
2191
FIDELITY COVINGTON TR
MSCI RL EST ETF
316092857
5671
272631
SH
SOLE
0
0
272631
FIRST TR LARGE CAP GROWTH A
COM SHS
33735K108
1361
22723
SH
SOLE
0
0
22723
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
701
19051
SH
SOLE
0
0
19051
FLEXSHARES TR
M STAR DEV MKT
33939L803
1544
33242
SH
SOLE
0
0
33242
FLEXSHARES TR
QUALT DIVD IDX
33939L860
2352
65393
SH
SOLE
0
0
65393
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
4302
186557
SH
SOLE
0
0
186557
GOLDMAN SACHS ETF TR
ACTIVEBETA EME
381430206
713
27237
SH
SOLE
0
0
27237
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
33549
642828
SH
SOLE
0
0
642828
GOLDMAN SACHS GROUP INC
COM
38141G104
233
1505
SH
SOLE
0
0
1505
HOME DEPOT INC
COM
437076102
348
1864
SH
SOLE
0
0
1864
INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
46137V738
1465
48634
SH
SOLE
0
0
48634
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
46137V746
790
18056
SH
SOLE
0
0
18056
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
268
5702
SH
SOLE
0
0
5702
ISHARES GOLD TRUST
ISHARES
464285105
377
25003
SH
SOLE
0
0
25003
ISHARES INC
CORE MSCI EMKT
46434G103
284
7007
SH
SOLE
0
0
7007
ISHARES TR
CORE S&P500 ETF
464287200
11177
43253
SH
SOLE
0
0
43253
ISHARES TR
S&P 500 GRWT ETF
464287309
3872
23460
SH
SOLE
0
0
23460
ISHARES TR
MSCI EAFE ETF
464287465
326
6096
SH
SOLE
0
0
6096
ISHARES TR
CORE S&P MCP ETF
464287507
5792
40263
SH
SOLE
0
0
40263
ISHARES TR
RUS 1000 GRW ETF
464287614
264
1756
SH
SOLE
0
0
1756
ISHARES TR
RUS 1000 ETF
464287622
1750
12368
SH
SOLE
0
0
12368
ISHARES TR
RUSSELL 2000 ETF
464287655
724
6325
SH
SOLE
0
0
6325
ISHARES TR
CORE S&P SCP ETF
464287804
4872
86831
SH
SOLE
0
0
86831
ISHARES TR
NATIONAL MUN ETF
464288414
552
4886
SH
SOLE
0
0
4886
ISHARES TR
MBS ETF
464288588
1253
11347
SH
SOLE
173
0
11174
ISHARES TR
US HOME CONS ETF
464288752
323
11172
SH
SOLE
0
0
11172
ISHARES TR
U.S. MED DVC ETF
464288810
315
1400
SH
SOLE
0
0
1400
ISHARES TR
MSCI INDIA ETF
46429B598
292
12117
SH
SOLE
0
0
12117
ISHARES TR
USA MOMENTUM FCT
46432F396
1997
18756
SH
SOLE
0
0
18756
ISHARES TR
MULTIFACTOR INTL
46434V274
2033
100326
SH
SOLE
0
0
100326
ISHARES TR
GLOBAL REIT ETF
46434V647
402
20981
SH
SOLE
0
0
20981
ISHARES U S ETF TR
INT RT HDG C B
46431W705
691
8321
SH
SOLE
0
0
8321
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
675
13563
SH
SOLE
762
0
12800
JOHNSON & JOHNSON
COM
478160104
502
3826
SH
SOLE
0
0
3826
JPMORGAN CHASE & CO
COM
46625H100
342
3802
SH
SOLE
0
0
3802
MASTERCARD INC
CL A
57636Q104
202
837
SH
SOLE
0
0
837
MICROSOFT CORP
COM
594918104
500
3172
SH
SOLE
0
0
3172
ORACLE CORP
COM
68389X105
382
7909
SH
SOLE
0
0
7909
PROCTER & GAMBLE CO
COM
742718109
374
3398
SH
SOLE
0
0
3398
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2822
46075
SH
SOLE
0
0
46075
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
7703
297739
SH
SOLE
0
0
297739
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
22243
860783
SH
SOLE
0
0
860783
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
5522
62344
SH
SOLE
0
0
62344
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
898
11170
SH
SOLE
0
0
11170
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
1644
53670
SH
SOLE
0
0
53670
SPDR SER TR
PRTFLO S&P500 VL
78464A508
2830
109539
SH
SOLE
0
0
109539
STRYKER CORP
COM
863667101
214
1288
SH
SOLE
0
0
1288
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
218
2237
SH
SOLE
0
0
2237
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9246
39040
SH
SOLE
0
0
39040
VANGUARD INDEX FDS
MID CAP ETF
922908629
22006
167156
SH
SOLE
0
0
167156
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
5960
50324
SH
SOLE
0
0
50324
VANGUARD INDEX FDS
GROWTH ETF
922908736
4034
25745
SH
SOLE
0
0
25745
VANGUARD INDEX FDS
SMALL CP ETF
922908751
562
4866
SH
SOLE
0
0
4866
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
375
9151
SH
SOLE
0
0
9151
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1934
57659
SH
SOLE
0
0
57659
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2106
20366
SH
SOLE
0
0
20366
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
16217
486403
SH
SOLE
0
0
486403
VANGUARD WORLD FDS
INF TECH ETF
92204A702
416
1961
SH
SOLE
0
0
1961
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
261
1536
SH
SOLE
0
0
1536
WISDOMTREE TR
INTL SMCAP DIV
97717W760
341
7087
SH
SOLE
0
0
7087