0001085146-18-000598.txt : 20180213 0001085146-18-000598.hdr.sgml : 20180213 20180213081900 ACCESSION NUMBER: 0001085146-18-000598 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 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: 18599194 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 12-31-2017 12-31-2017 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 02-12-2018 0 47 160301 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 216 205 SH SOLE 0 0 205 ALPS ETF TR ALERIAN MLP 00162Q866 195 18046 SH SOLE 0 0 18046 APPLE INC COM 037833100 674 3989 SH SOLE 0 0 3989 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 382 1929 SH SOLE 0 0 1929 BOEING CO COM 097023105 366 1239 SH SOLE 0 0 1239 CVS HEALTH CORP COM 126650100 211 2915 SH SOLE 0 0 2915 DISNEY WALT CO COM DISNEY 254687106 202 1865 SH SOLE 0 0 1865 EXXON MOBIL CORP COM 30231G102 371 4431 SH SOLE 0 0 4431 FEDEX CORP COM 31428X106 227 899 SH SOLE 0 0 899 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 464 13233 SH SOLE 0 0 13233 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 3901 63827 SH SOLE 0 0 63827 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9235 169030 SH SOLE 0 0 169030 FIRST TR MULTI CP VAL ALPHA COM SHS 33733C108 227 3958 SH SOLE 0 0 3958 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 28027 525268 SH SOLE 0 0 525268 HOME DEPOT INC COM 437076102 424 2231 SH SOLE 0 0 2231 ISHARES GOLD TRUST ISHARES 464285105 314 25003 SH SOLE 0 0 25003 ISHARES TR CORE S&P MCP ETF 464287507 1175 6196 SH SOLE 0 0 6196 ISHARES TR CORE S&P500 ETF 464287200 12327 45860 SH SOLE 0 0 45860 ISHARES TR MSCI EAFE ETF 464287465 1209 17187 SH SOLE 0 0 17187 ISHARES TR MSCI EMG MKT ETF 464287234 829 17595 SH SOLE 0 0 17595 ISHARES TR MSCI INDIA ETF 46429B598 437 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 1786 12021 SH SOLE 0 0 12021 ISHARES TR RUS 1000 GRW ETF 464287614 236 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 398 2610 SH SOLE 0 0 2610 ISHARES TR S&P 500 GRWT ETF 464287309 3862 25242 SH SOLE 0 0 25242 ISHARES TR S&P SML 600 GWT 464287887 573 3346 SH SOLE 0 0 3346 ISHARES TR U.S. MED DVC ETF 464288810 243 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 366 8372 SH SOLE 0 0 8372 JOHNSON & JOHNSON COM 478160104 621 4474 SH SOLE 0 0 4474 JPMORGAN CHASE & CO COM 46625H100 352 3298 SH SOLE 0 0 3298 ORACLE CORP COM 68389X105 348 7316 SH SOLE 0 0 7316 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 1437 37034 SH SOLE 0 0 37034 PROCTER AND GAMBLE CO COM 742718109 331 3630 SH SOLE 0 0 3630 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 37769 1108565 SH SOLE 0 0 1108565 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 8615 227226 SH SOLE 0 0 227226 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3527 42682 SH SOLE 0 0 42682 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 974 15263 SH SOLE 0 0 15263 VANGUARD INDEX FDS GROWTH ETF 922908736 2113 15027 SH SOLE 0 0 15027 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4887 39865 SH SOLE 0 0 39865 VANGUARD INDEX FDS MID CAP ETF 922908629 20855 134706 SH SOLE 0 0 134706 VANGUARD INDEX FDS REIT ETF 922908553 322 3892 SH SOLE 0 0 3892 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4329 17672 SH SOLE 0 0 17672 VANGUARD INDEX FDS SMALL CP ETF 922908751 216 1466 SH SOLE 0 0 1466 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2075 45180 SH SOLE 0 0 45180 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2084 20423 SH SOLE 0 0 20423 VANGUARD WORLD FDS INF TECH ETF 92204A702 312 1895 SH SOLE 0 0 1895 WINTRUST FINL CORP COM 97650W108 257 3123 SH SOLE 0 0 3123