0001085146-17-001661.txt : 20170807 0001085146-17-001661.hdr.sgml : 20170807 20170807162206 ACCESSION NUMBER: 0001085146-17-001661 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170807 DATE AS OF CHANGE: 20170807 EFFECTIVENESS DATE: 20170807 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: 171011763 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 true false 0001682733 XXXXXXXX 06-30-2017 06-30-2017 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 08-04-2017 0 47 142084 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 207 218 SH SOLE 0 0 218 ALPS ETF TR ALERIAN MLP 00162Q866 207 17441 SH SOLE 0 0 17441 APPLE INC COM 037833100 571 3939 SH SOLE 0 0 3939 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340 1995 SH SOLE 0 0 1995 BOEING CO COM 097023105 293 1438 SH SOLE 0 0 1438 CVS HEALTH CORP COM 126650100 233 2987 SH SOLE 0 0 2987 DISNEY WALT CO COM DISNEY 254687106 286 2765 SH SOLE 0 0 2765 EXXON MOBIL CORP COM 30231G102 354 4415 SH SOLE 0 0 4415 FEDEX CORP COM 31428X106 254 1162 SH SOLE 0 0 1162 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 463 14798 SH SOLE 0 0 14798 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 6631 119987 SH SOLE 0 0 119987 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9245 184762 SH SOLE 0 0 184762 FIRST TR MULTI CP VAL ALPHA COM SHS 33733C108 296 5695 SH SOLE 0 0 5695 GENERAL ELECTRIC CO COM 369604103 254 9745 SH SOLE 0 0 9745 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 22179 461002 SH SOLE 0 0 461002 HOME DEPOT INC COM 437076102 368 2432 SH SOLE 0 0 2432 ISHARES GOLD TRUST ISHARES 464285105 292 25003 SH SOLE 0 0 25003 ISHARES TR CORE S&P MCP ETF 464287507 1084 6239 SH SOLE 0 0 6239 ISHARES TR CORE S&P500 ETF 464287200 11397 46720 SH SOLE 0 0 46720 ISHARES TR MSCI EAFE ETF 464287465 1156 17791 SH SOLE 0 0 17791 ISHARES TR MSCI EMG MKT ETF 464287234 759 18281 SH SOLE 0 0 18281 ISHARES TR MSCI INDIA ETF 46429B598 402 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 1602 11883 SH SOLE 0 0 11883 ISHARES TR RUS 1000 GRW ETF 464287614 209 1749 SH SOLE 0 0 1749 ISHARES TR RUSSELL 2000 ETF 464287655 364 2601 SH SOLE 0 0 2601 ISHARES TR S&P 500 GRWT ETF 464287309 2896 21061 SH SOLE 0 0 21061 ISHARES TR SP SMCP600GR ETF 464287887 514 3312 SH SOLE 0 0 3312 ISHARES TR U.S. MED DVC ETF 464288810 232 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 290 8372 SH SOLE 0 0 8372 ISHARES TR US OIL EQ&SV ETF 464288844 573 17295 SH SOLE 0 0 17295 JOHNSON & JOHNSON COM 478160104 590 4482 SH SOLE 0 0 4482 JPMORGAN CHASE & CO COM 46625H100 306 3283 SH SOLE 0 0 3283 ORACLE CORP COM 68389X105 349 7033 SH SOLE 0 0 7033 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 1334 36668 SH SOLE 0 0 36668 PROCTER AND GAMBLE CO COM 742718109 340 3909 SH SOLE 0 0 3909 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 32882 1037605 SH SOLE 0 0 1037605 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 7255 210299 SH SOLE 0 0 210299 SELECT SECTOR SPDR TR ENERGY 81369Y506 340 5296 SH SOLE 0 0 5296 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3359 42483 SH SOLE 0 0 42483 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4467 40132 SH SOLE 0 0 40132 VANGUARD INDEX FDS MID CAP ETF 922908629 18360 128635 SH SOLE 0 0 128635 VANGUARD INDEX FDS REIT ETF 922908553 291 3584 SH SOLE 0 0 3584 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3912 17578 SH SOLE 0 0 17578 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1899 46426 SH SOLE 0 0 46426 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1930 20842 SH SOLE 0 0 20842 VANGUARD WORLD FDS INF TECH ETF 92204A702 270 1893 SH SOLE 0 0 1893 WINTRUST FINL CORP COM 97650W108 249 3215 SH SOLE 0 0 3215