0001085146-20-001980.txt : 20200803 0001085146-20-001980.hdr.sgml : 20200803 20200803170516 ACCESSION NUMBER: 0001085146-20-001980 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200803 EFFECTIVENESS DATE: 20200803 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: 201069934 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 06-30-2020 06-30-2020 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 08-03-2020 0 71 256224 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VANGUARD INDEX FDS LARGE CAP ETF 922908637 6038 42223 SH SOLE 0 0 42223 FIDELITY COVINGTON TR MSCI RL EST ETF 316092857 6477 277012 SH SOLE 0 0 277012 ORACLE CORP COM 68389X105 300 5421 SH SOLE 0 0 5421 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 594 13064 SH SOLE 0 0 13064 ISHARES TR MULTIFACTOR INTL 46434V274 1461 63745 SH SOLE 0 0 63745 ALPHABET INC CAP STK CL A 02079K305 233 164 SH SOLE 0 0 164 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 13858 436891 SH SOLE 0 0 436891 ISHARES TR RUSSELL 2000 ETF 464287655 906 6330 SH SOLE 0 0 6330 VANGUARD WORLD FDS INF TECH ETF 92204A702 547 1962 SH SOLE 0 0 1962 MICROSOFT CORP COM 594918104 1493 7338 SH SOLE 0 0 7338 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6317 63129 SH SOLE 0 0 63129 VANGUARD INDEX FDS GROWTH ETF 922908736 5363 26540 SH SOLE 0 0 26540 VANGUARD INDEX FDS SMALL CP ETF 922908751 1037 7114 SH SOLE 0 0 7114 JOHNSON & JOHNSON COM 478160104 540 3837 SH SOLE 0 0 3837 ISHARES GOLD TRUST ISHARES 464285105 425 25003 SH SOLE 0 0 25003 ISHARES TR U.S. MED DVC ETF 464288810 371 1400 SH SOLE 0 0 1400 ISHARES TR USA MOMENTUM FCT 46432F396 1321 10087 SH SOLE 0 0 10087 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 21932 737200 SH SOLE 0 0 737200 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 6184 232567 SH SOLE 0 0 232567 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2264 57158 SH SOLE 0 0 57158 ISHARES TR NATIONAL MUN ETF 464288414 643 5568 SH SOLE 0 0 5568 ABBVIE INC COM 00287Y109 680 6925 SH SOLE 0 0 6925 FLEXSHARES TR M STAR DEV MKT 33939L803 1881 35218 SH SOLE 0 0 35218 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 686 16440 SH SOLE 0 0 16440 ISHARES TR RUS 1000 ETF 464287622 2128 12397 SH SOLE 0 0 12397 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7403 34477 SH SOLE 0 0 34477 VANGUARD INDEX FDS MID CAP ETF 922908629 28716 175195 SH SOLE 0 0 175195 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 1743 22748 SH SOLE 0 0 22748 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 24267 625590 SH SOLE 0 0 625590 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 830 27413 SH SOLE 0 0 27413 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1823 55019 SH SOLE 0 0 55019 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 44209 706214 SH SOLE 0 0 706214 ISHARES TR S&P 500 GRWT ETF 464287309 4124 19878 SH SOLE 0 0 19878 MASTERCARD INCORPORATED CL A 57636Q104 248 838 SH SOLE 0 0 838 WISDOMTREE TR INTL SMCAP DIV 97717W760 390 7018 SH SOLE 0 0 7018 PROCTER AND GAMBLE CO COM 742718109 408 3414 SH SOLE 0 0 3414 ISHARES TR CORE S&P SCP ETF 464287804 2442 35765 SH SOLE 0 0 35765 SPDR SER TR PRTFLO S&P500 VL 78464A508 3213 110873 SH SOLE 0 0 110873 ISHARES TR CORE S&P500 ETF 464287200 13378 43197 SH SOLE 0 0 43197 DISNEY WALT CO COM DISNEY 254687106 244 2191 SH SOLE 0 0 2191 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1004 18335 SH SOLE 0 0 18335 CISCO SYS INC COM 17275R102 327 7018 SH SOLE 0 0 7018 PFIZER INC COM 717081103 436 13346 SH SOLE 0 0 13346 ISHARES TR CORE S&P MCP ETF 464287507 6431 36167 SH SOLE 0 0 36167 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1182 11315 SH SOLE 0 0 11315 STRYKER CORPORATION COM 863667101 233 1291 SH SOLE 0 0 1291 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2386 20366 SH SOLE 0 0 20366 WILLIS TOWERS WATSON PLC LTD SHS G96629103 303 1536 SH SOLE 0 0 1536 ISHARES TR RUS 1000 GRW ETF 464287614 337 1756 SH SOLE 0 0 1756 ISHARES INC CORE MSCI EMKT 46434G103 265 5561 SH SOLE 0 0 5561 VENTAS INC COM 92276F100 273 7442 SH SOLE 0 0 7442 FLEXSHARES TR QUALT DIVD IDX 33939L860 3363 79609 SH SOLE 0 0 79609 APPLE INC COM 037833100 1700 4659 SH SOLE 0 0 4659 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1414 42164 SH SOLE 0 0 42164 ISHARES TR MBS ETF 464288588 1284 11600 SH SOLE 174 0 11426 ISHARES U S ETF TR INT RT HDG C B 46431W705 801 8910 SH SOLE 0 0 8910 ISHARES TR US HOME CONS ETF 464288752 493 11172 SH SOLE 0 0 11172 AMAZON COM INC COM 023135106 447 162 SH SOLE 0 0 162 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 236 3003 SH SOLE 0 0 3003 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 757 15098 SH SOLE 765 0 14333 ISHARES TR CORE MSCI EURO 46434V738 273 6381 SH SOLE 0 0 6381 ISHARES TR MSCI INDIA ETF 46429B598 352 12117 SH SOLE 0 0 12117 HOME DEPOT INC COM 437076102 467 1865 SH SOLE 0 0 1865 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11277 39786 SH SOLE 0 0 39786 GOLDMAN SACHS GROUP INC COM 38141G104 297 1505 SH SOLE 0 0 1505 CVS HEALTH CORP COM 126650100 223 3430 SH SOLE 0 0 3430 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 398 2229 SH SOLE 0 0 2229 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1075 14507 SH SOLE 0 0 14507 JPMORGAN CHASE & CO COM 46625H100 359 3816 SH SOLE 0 0 3816 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 276 2294 SH SOLE 0 0 2294 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 438 9200 SH SOLE 0 0 9200