0001085146-19-001487.txt : 20190513 0001085146-19-001487.hdr.sgml : 20190513 20190513132536 ACCESSION NUMBER: 0001085146-19-001487 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190513 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: 19817748 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 03-31-2019 03-31-2019 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 05-09-2019 0 51 143263 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALTRIA GROUP INC COM 02209S103 427 7438 SH SOLE 7438 0 0 APPLE INC COM 037833100 444 2339 SH SOLE 2339 0 0 AT&T INC COM 00206R102 282 8979 SH SOLE 8979 0 0 CHEVRON CORP NEW COM 166764100 1801 14622 SH SOLE 14622 0 0 DELAWARE ENHANCED GBL DIV & COM 246060107 114 11791 SH SOLE 11791 0 0 DORCHESTER MINERALS LP COM UNIT 25820R105 297 16279 SH SOLE 16279 0 0 DOWDUPONT INC COM 26078J100 163 29236 SH SOLE 29236 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 258 2870 SH SOLE 2870 0 0 EXXON MOBIL CORP COM 30231G102 450 5575 SH SOLE 5575 0 0 FIRST TR EXCH TRD ALPHA FD I DEV MRK EX US 33737J174 270 4973 SH SOLE 4973 0 0 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 393 15911 SH SOLE 15911 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 364 7089 SH SOLE 7089 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 6494 108275 SH SOLE 108275 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1492 45957 SH SOLE 45957 0 0 GENERAL ELECTRIC CO COM 369604103 186 18660 SH SOLE 18660 0 0 INTEL CORP COM 458140100 317 16636 SH SOLE 16636 0 0 ISHARES TR MRNGSTR LG-CP GR 464287119 2082 11389 SH SOLE 11389 0 0 ISHARES TR S&P 500 VAL ETF 464287408 368 3265 SH SOLE 3265 0 0 ISHARES TR MSCI EAFE ETF 464287465 1934 29815 SH SOLE 29815 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2733 22134 SH SOLE 22134 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3379 22321 SH SOLE 22321 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 386 3220 SH SOLE 3220 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 398 2025 SH SOLE 2025 0 0 ISHARES TR MRNGSTR LG-CP VL 464288109 611 5792 SH SOLE 5792 0 0 ISHARES TR CALIF MUN BD ETF 464288356 4746 79650 SH SOLE 79650 0 0 ISHARES TR IBOXX HI YD ETF 464288513 5655 65402 SH SOLE 65402 0 0 ISHARES TR MRGSTR SM CP GR 464288604 435 2180 SH SOLE 2180 0 0 ISHARES TR MRNING SM CP ETF 464288703 576 4177 SH SOLE 4177 0 0 LILLY ELI & CO COM 532457108 464 3575 SH SOLE 3575 0 0 MICROSOFT CORP COM 594918104 277 2348 SH SOLE 2348 0 0 NUVEEN CALIF MUN VALUE FD COM 67062C107 96 10000 SH SOLE 10000 0 0 PFIZER INC COM 717081103 296 6969 SH SOLE 6969 0 0 PHILIP MORRIS INTL INC COM 718172109 352 3984 SH SOLE 3984 0 0 PROCTER AND GAMBLE CO COM 742718109 864 8299 SH SOLE 8299 0 0 SHIFTPIXY INC COM 82452L104 17 16750 SH SOLE 16750 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 3174 83467 SH SOLE 83467 0 0 SPDR SER TR KENSHO NEW ECO 78468R648 676 21541 SH SOLE 21541 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 6456 123564 SH SOLE 123564 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 610 16402 SH SOLE 16402 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 14384 297497 SH SOLE 297497 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 5479 164249 SH SOLE 164249 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 6654 119306 SH SOLE 119306 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5099 58675 SH SOLE 58675 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7929 44116 SH SOLE 44116 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7334 56975 SH SOLE 56975 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 8564 54750 SH SOLE 54750 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11358 105530 SH SOLE 105530 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16536 190349 SH SOLE 190349 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8590 210174 SH SOLE 210174 0 0 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 630 10346 SH SOLE 10346 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 369 6235 SH SOLE 6235 0 0