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 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