0001085146-17-002315.txt : 20171113 0001085146-17-002315.hdr.sgml : 20171110 20171113111518 ACCESSION NUMBER: 0001085146-17-002315 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171194184 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 09-30-2017 09-30-2017 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 11-13-2017 0 50 152236 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 226 226 SH SOLE 0 0 226 ALPS ETF TR ALERIAN MLP 00162Q866 201 17740 SH SOLE 0 0 17740 APPLE INC COM 037833100 630 4041 SH SOLE 0 0 4041 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 384 2050 SH SOLE 0 0 2050 BOEING CO COM 097023105 360 1400 SH SOLE 0 0 1400 CELGENE CORP COM 151020104 212 1519 SH SOLE 0 0 1519 CVS HEALTH CORP COM 126650100 228 3072 SH SOLE 0 0 3072 DISNEY WALT CO COM DISNEY 254687106 283 2851 SH SOLE 0 0 2851 EXXON MOBIL CORP COM 30231G102 362 4422 SH SOLE 0 0 4422 FEDEX CORP COM 31428X106 265 1202 SH SOLE 0 0 1202 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 484 14766 SH SOLE 0 0 14766 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 3910 66816 SH SOLE 0 0 66816 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9463 184481 SH SOLE 0 0 184481 FIRST TR MULTI CP VAL ALPHA COM SHS 33733C108 215 3982 SH SOLE 0 0 3982 GENERAL ELECTRIC CO COM 369604103 216 9245 SH SOLE 0 0 9245 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 24400 483965 SH SOLE 0 0 483965 HOME DEPOT INC COM 437076102 403 2433 SH SOLE 0 0 2433 ISHARES GOLD TRUST ISHARES 464285105 308 25003 SH SOLE 0 0 25003 ISHARES TR CORE S&P MCP ETF 464287507 1129 6246 SH SOLE 0 0 6246 ISHARES TR CORE S&P500 ETF 464287200 11916 46609 SH SOLE 0 0 46609 ISHARES TR MSCI EAFE ETF 464287465 1217 17792 SH SOLE 0 0 17792 ISHARES TR MSCI EMG MKT ETF 464287234 813 17818 SH SOLE 0 0 17818 ISHARES TR MSCI INDIA ETF 46429B598 406 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 1697 11989 SH SOLE 0 0 11989 ISHARES TR RUS 1000 GRW ETF 464287614 223 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 390 2607 SH SOLE 0 0 2607 ISHARES TR S&P 500 GRWT ETF 464287309 3547 24403 SH SOLE 0 0 24403 ISHARES TR S&P SML 600 GWT 464287887 550 3314 SH SOLE 0 0 3314 ISHARES TR U.S. MED DVC ETF 464288810 236 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 313 8372 SH SOLE 0 0 8372 ISHARES TR US OIL EQ&SV ETF 464288844 585 16832 SH SOLE 0 0 16832 JOHNSON & JOHNSON COM 478160104 605 4537 SH SOLE 0 0 4537 JPMORGAN CHASE & CO COM 46625H100 327 3393 SH SOLE 0 0 3393 ORACLE CORP COM 68389X105 348 7170 SH SOLE 0 0 7170 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 1398 36842 SH SOLE 0 0 36842 PROCTER AND GAMBLE CO COM 742718109 359 3920 SH SOLE 0 0 3920 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 36425 1087911 SH SOLE 0 0 1087911 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 7873 215462 SH SOLE 0 0 215462 SELECT SECTOR SPDR TR ENERGY 81369Y506 357 5228 SH SOLE 0 0 5228 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3516 42641 SH SOLE 0 0 42641 VANGUARD INDEX FDS GROWTH ETF 922908736 2152 16011 SH SOLE 0 0 16011 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4669 40022 SH SOLE 0 0 40022 VANGUARD INDEX FDS MID CAP ETF 922908629 19497 131635 SH SOLE 0 0 131635 VANGUARD INDEX FDS REIT ETF 922908553 311 3738 SH SOLE 0 0 3738 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4093 17545 SH SOLE 0 0 17545 VANGUARD INDEX FDS SMALL CP ETF 922908751 209 1465 SH SOLE 0 0 1465 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2051 46306 SH SOLE 0 0 46306 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1937 20332 SH SOLE 0 0 20332 VANGUARD WORLD FDS INF TECH ETF 92204A702 293 1894 SH SOLE 0 0 1894 WINTRUST FINL CORP COM 97650W108 244 3119 SH SOLE 0 0 3119