0001085146-18-001446.txt : 20180515 0001085146-18-001446.hdr.sgml : 20180515 20180515102706 ACCESSION NUMBER: 0001085146-18-001446 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Towerpoint Wealth, LLC CENTRAL INDEX KEY: 0001731445 IRS NUMBER: 821598220 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18600 FILM NUMBER: 18833935 BUSINESS ADDRESS: STREET 1: 500 CAPITOL MALL, SUITE 2350 CITY: SACRAMENTO STATE: CA ZIP: 95814 BUSINESS PHONE: 916-405-9140 MAIL ADDRESS: STREET 1: 500 CAPITOL MALL, SUITE 2350 CITY: SACRAMENTO STATE: CA ZIP: 95814 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731445 XXXXXXXX 03-31-2018 03-31-2018 false Towerpoint Wealth, LLC

500 CAPITOL MALL, SUITE 2350 SACRAMENTO CA 95814

13F HOLDINGS REPORT 028-18600 N Alex Butters 310-275-7300 /s/ Alex Butters Beverly Hills CA 05-15-2018 0 31 90234 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 4433 26420 SH SOLE 26420 0 0 DELAWARE ENHANCED GBL DIV & COM 246060107 136 11791 SH SOLE 11791 0 0 DORCHESTER MINERALS LP COM UNIT 25820R105 265 16471 SH SOLE 16471 0 0 DST SYS INC DEL COM 233326107 870 10400 SH SOLE 10400 0 0 EXXON MOBIL CORP COM 30231G102 349 4673 SH SOLE 4673 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 665 11092 SH SOLE 11092 0 0 INTEL CORP COM 458140100 255 4896 SH SOLE 4896 0 0 ISHARES TR CALIF MUN BD ETF 464288356 1222 20935 SH SOLE 20935 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 850 16698 SH SOLE 16698 0 0 ISHARES TR IBOXX HI YD ETF 464288513 1501 17527 SH SOLE 17527 0 0 ISHARES TR MSCI EAFE ETF 464287465 1093 15692 SH SOLE 15692 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 6797 49944 SH SOLE 49944 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 6789 56592 SH SOLE 56592 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 539 2828 SH SOLE 2828 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 458 3760 SH SOLE 3760 0 0 ISHARES TR S&P 500 VAL ETF 464287408 415 3795 SH SOLE 3795 0 0 PFIZER INC COM 717081103 227 6399 SH SOLE 6399 0 0 PG&E CORP COM 69331C108 562 12792 SH SOLE 12792 0 0 PROCTER AND GAMBLE CO COM 742718109 627 7910 SH SOLE 7910 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1502 37489 SH SOLE 37489 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 5520 106853 SH SOLE 106853 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 10329 215323 SH SOLE 215323 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 1517 77420 SH SOLE 77420 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 5899 107784 SH SOLE 107784 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3936 27744 SH SOLE 27744 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3993 52905 SH SOLE 52905 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4909 37929 SH SOLE 37929 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5194 31682 SH SOLE 31682 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 4252 41205 SH SOLE 41205 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6718 79188 SH SOLE 79188 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8412 190108 SH SOLE 190108 0 0