0001085146-19-000662.txt : 20190213 0001085146-19-000662.hdr.sgml : 20190213 20190213133547 ACCESSION NUMBER: 0001085146-19-000662 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19595936 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 false false 0001682733 XXXXXXXX 12-31-2018 12-31-2018 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 02-13-2019 0 65 180128 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1267 8987 SH SOLE 0 0 8987 ALPHABET INC CAP STK CL A 02079K305 270 259 SH SOLE 0 0 259 ALPHABET INC CAP STK CL C 02079K107 209 202 SH SOLE 0 0 202 ALPS ETF TR ALERIAN MLP 00162Q866 167 19213 SH SOLE 0 0 19213 AMAZON COM INC COM 023135106 263 172 SH SOLE 0 0 172 APPLE INC COM 037833100 795 5041 SH SOLE 0 0 5041 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 462 2273 SH SOLE 0 0 2273 BOEING CO COM 097023105 296 918 SH SOLE 0 0 918 CVS HEALTH CORP COM 126650100 227 3468 SH SOLE 0 0 3468 DISNEY WALT CO COM DISNEY 254687106 244 2211 SH SOLE 0 0 2211 EXXON MOBIL CORP COM 30231G102 284 4173 SH SOLE 0 0 4173 FIDELITY MSCI RL EST ETF 316092857 5346 238838 SH SOLE 0 0 238838 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 226 6835 SH SOLE 0 0 6835 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 1932 33715 SH SOLE 0 0 33715 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 8218 177667 SH SOLE 0 0 177667 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 3519 138854 SH SOLE 0 0 138854 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 25474 506599 SH SOLE 0 0 506599 GOLDMAN SACHS GROUP INC COM 38141G104 272 1621 SH SOLE 0 0 1621 HOME DEPOT INC COM 437076102 404 2359 SH SOLE 0 0 2359 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 328 7894 SH SOLE 0 0 7894 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1297 39740 SH SOLE 0 0 39740 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 888 19022 SH SOLE 0 0 19022 ISHARES GOLD TRUST ISHARES 464285105 307 25003 SH SOLE 0 0 25003 ISHARES INC CORE MSCI EMKT 46434G103 243 5162 SH SOLE 0 0 5162 ISHARES TR CORE S&P MCP ETF 464287507 2377 14308 SH SOLE 0 0 14308 ISHARES TR CORE S&P SCP ETF 464287804 4576 66006 SH SOLE 0 0 66006 ISHARES TR CORE S&P500 ETF 464287200 11346 45095 SH SOLE 0 0 45095 ISHARES TR MBS ETF 464288588 827 7919 SH SOLE 0 0 7919 ISHARES TR MSCI EAFE ETF 464287465 1023 17399 SH SOLE 0 0 17399 ISHARES TR MSCI EMG MKT ETF 464287234 686 17580 SH SOLE 0 0 17580 ISHARES TR MSCI INDIA ETF 46429B598 404 12117 SH SOLE 0 0 12117 ISHARES TR MULTIFACTOR INTL 46434V274 1865 78672 SH SOLE 0 0 78672 ISHARES TR NATIONAL MUN ETF 464288414 305 2799 SH SOLE 0 0 2799 ISHARES TR RUS 1000 ETF 464287622 1688 12172 SH SOLE 0 0 12172 ISHARES TR RUS 1000 GRW ETF 464287614 265 2027 SH SOLE 0 0 2027 ISHARES TR RUSSELL 2000 ETF 464287655 781 5831 SH SOLE 0 0 5831 ISHARES TR S&P 500 GRWT ETF 464287309 3336 22133 SH SOLE 0 0 22133 ISHARES TR S&P SML 600 GWT 464287887 724 4510 SH SOLE 0 0 4510 ISHARES TR U.S. MED DVC ETF 464288810 280 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 251 8372 SH SOLE 0 0 8372 ISHARES TR USA MOMENTUM FCT 46432F396 1606 16012 SH SOLE 0 0 16012 ISHARES US ETF TR INT RT HDG C B 46431W705 275 3032 SH SOLE 0 0 3032 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 721 14437 SH SOLE 0 0 14437 JOHNSON & JOHNSON COM 478160104 610 4734 SH SOLE 0 0 4734 JPMORGAN CHASE & CO COM 46625H100 340 3498 SH SOLE 0 0 3498 MICROSOFT CORP COM 594918104 341 3352 SH SOLE 0 0 3352 ORACLE CORP COM 68389X105 377 8322 SH SOLE 0 0 8322 PFIZER INC COM 717081103 269 6161 SH SOLE 0 0 6161 PROCTER AND GAMBLE CO COM 742718109 342 3723 SH SOLE 0 0 3723 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 26918 949520 SH SOLE 0 0 949520 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6433 195932 SH SOLE 0 0 195932 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4806 55526 SH SOLE 0 0 55526 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 697 11242 SH SOLE 0 0 11242 SPARTAN MTRS INC COM 846819100 103 14192 SH SOLE 0 0 14192 VANGUARD GROUP DIV APP ETF 921908844 1943 19813 SH SOLE 0 0 19813 VANGUARD INDEX FDS GROWTH ETF 922908736 2396 17825 SH SOLE 0 0 17825 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5134 44706 SH SOLE 0 0 44706 VANGUARD INDEX FDS MID CAP ETF 922908629 21872 158297 SH SOLE 0 0 158297 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 304 4033 SH SOLE 0 0 4033 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9328 40595 SH SOLE 0 0 40595 VANGUARD INDEX FDS SMALL CP ETF 922908751 389 2943 SH SOLE 0 0 2943 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 402 8818 SH SOLE 0 0 8818 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1713 44975 SH SOLE 0 0 44975 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8810 237545 SH SOLE 0 0 237545 VANGUARD WORLD FDS INF TECH ETF 92204A702 327 1957 SH SOLE 0 0 1957