0001085146-18-001770.txt : 20180727 0001085146-18-001770.hdr.sgml : 20180727 20180727162206 ACCESSION NUMBER: 0001085146-18-001770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180727 DATE AS OF CHANGE: 20180727 EFFECTIVENESS DATE: 20180727 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: 18975047 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 06-30-2018 06-30-2018 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 07-27-2018 0 56 179916 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1488 9095 SH SOLE 0 0 9095 ALPHABET INC CAP STK CL A 02079K305 283 251 SH SOLE 0 0 251 ALPHABET INC CAP STK CL C 02079K107 231 207 SH SOLE 0 0 207 ALPS ETF TR ALERIAN MLP 00162Q866 188 18660 SH SOLE 0 0 18660 AMAZON COM INC COM 023135106 352 207 SH SOLE 0 0 207 APPLE INC COM 037833100 856 4626 SH SOLE 0 0 4626 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 448 2401 SH SOLE 0 0 2401 BOEING CO COM 097023105 418 1247 SH SOLE 0 0 1247 EXXON MOBIL CORP COM 30231G102 372 4501 SH SOLE 0 0 4501 FEDEX CORP COM 31428X106 217 956 SH SOLE 0 0 956 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 242 6816 SH SOLE 0 0 6816 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 1520 23039 SH SOLE 0 0 23039 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9018 172356 SH SOLE 0 0 172356 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 31424 573959 SH SOLE 0 0 573959 GOLDMAN SACHS GROUP INC COM 38141G104 345 1565 SH SOLE 0 0 1565 HOME DEPOT INC COM 437076102 437 2238 SH SOLE 0 0 2238 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1401 39281 SH SOLE 0 0 39281 ISHARES GOLD TRUST ISHARES 464285105 301 25003 SH SOLE 0 0 25003 ISHARES TR CORE S&P MCP ETF 464287507 1282 6581 SH SOLE 0 0 6581 ISHARES TR CORE S&P SCP ETF 464287804 1695 20308 SH SOLE 0 0 20308 ISHARES TR CORE S&P500 ETF 464287200 12338 45188 SH SOLE 0 0 45188 ISHARES TR MBS ETF 464288588 809 7764 SH SOLE 0 0 7764 ISHARES TR MSCI EAFE ETF 464287465 1171 17480 SH SOLE 0 0 17480 ISHARES TR MSCI EMG MKT ETF 464287234 752 17356 SH SOLE 0 0 17356 ISHARES TR MSCI INDIA ETF 46429B598 403 12117 SH SOLE 0 0 12117 ISHARES TR MULTIFACTOR INTL 46434V274 2117 76611 SH SOLE 0 0 76611 ISHARES TR RUS 1000 ETF 464287622 1832 12053 SH SOLE 0 0 12053 ISHARES TR RUS 1000 GRW ETF 464287614 252 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 648 3958 SH SOLE 0 0 3958 ISHARES TR S&P 500 GRWT ETF 464287309 4347 26730 SH SOLE 0 0 26730 ISHARES TR S&P SML 600 GWT 464287887 760 4022 SH SOLE 0 0 4022 ISHARES TR U.S. MED DVC ETF 464288810 281 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 319 8372 SH SOLE 0 0 8372 ISHARES TR USA MOMENTUM FCT 46432F396 2633 24000 SH SOLE 0 0 24000 JOHNSON & JOHNSON COM 478160104 632 5213 SH SOLE 0 0 5213 JPMORGAN CHASE & CO COM 46625H100 397 3807 SH SOLE 0 0 3807 MASTERCARD INCORPORATED CL A 57636Q104 206 1047 SH SOLE 0 0 1047 MICROSOFT CORP COM 594918104 322 3267 SH SOLE 0 0 3267 ORACLE CORP COM 68389X105 353 8005 SH SOLE 0 0 8005 PFIZER INC COM 717081103 229 6314 SH SOLE 0 0 6314 PROCTER AND GAMBLE CO COM 742718109 325 4168 SH SOLE 0 0 4168 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 38744 1172299 SH SOLE 0 0 1172299 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 10383 260164 SH SOLE 0 0 260164 SELECT SECTOR SPDR TR ENERGY 81369Y506 604 7953 SH SOLE 0 0 7953 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4158 49816 SH SOLE 0 0 49816 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 489 7043 SH SOLE 0 0 7043 VANGUARD GROUP DIV APP ETF 921908844 2082 20487 SH SOLE 0 0 20487 VANGUARD INDEX FDS GROWTH ETF 922908736 2890 19294 SH SOLE 0 0 19294 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5168 41425 SH SOLE 0 0 41425 VANGUARD INDEX FDS MID CAP ETF 922908629 24003 152266 SH SOLE 0 0 152266 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 322 3957 SH SOLE 0 0 3957 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4588 18390 SH SOLE 0 0 18390 VANGUARD INDEX FDS SMALL CP ETF 922908751 345 2219 SH SOLE 0 0 2219 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1893 44849 SH SOLE 0 0 44849 VANGUARD WORLD FDS INF TECH ETF 92204A702 354 1953 SH SOLE 0 0 1953 WINTRUST FINL CORP COM 97650W108 249 2859 SH SOLE 0 0 2859