0001085146-19-001534.txt : 20190514 0001085146-19-001534.hdr.sgml : 20190514 20190514142429 ACCESSION NUMBER: 0001085146-19-001534 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 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: 19822105 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 03-31-2019 03-31-2019 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 05-14-2019 0 63 207258 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1551 8814 SH SOLE 8814 0 0 ALPHABET INC CAP STK CL A 02079K305 217 184 SH SOLE 184 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 196 19506 SH SOLE 19506 0 0 AMAZON COM INC COM 023135106 233 131 SH SOLE 131 0 0 APPLE INC COM 037833100 883 4650 SH SOLE 4650 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 365 1815 SH SOLE 1815 0 0 BOEING CO COM 097023105 220 577 SH SOLE 577 0 0 EXXON MOBIL CORP COM 30231G102 356 4409 SH SOLE 4409 0 0 FEDEX CORP COM 31428X106 202 1111 SH SOLE 1111 0 0 FIDELITY MSCI RL EST ETF 316092857 6292 242262 SH SOLE 242262 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 268 6986 SH SOLE 6986 0 0 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 2271 33915 SH SOLE 33915 0 0 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9355 181404 SH SOLE 181404 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 4157 148209 SH SOLE 148209 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 30883 543432 SH SOLE 543432 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 290 1510 SH SOLE 1510 0 0 HOME DEPOT INC COM 437076102 432 2250 SH SOLE 2250 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1418 40047 SH SOLE 40047 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 384 8091 SH SOLE 8091 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 1022 19415 SH SOLE 19415 0 0 ISHARES GOLD TRUST ISHARES 464285105 310 25003 SH SOLE 25003 0 0 ISHARES INC CORE MSCI EMKT 46434G103 267 5162 SH SOLE 5162 0 0 ISHARES TR CORE S&P500 ETF 464287200 12861 45197 SH SOLE 45197 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 746 17386 SH SOLE 17386 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3884 22536 SH SOLE 22536 0 0 ISHARES TR MSCI EAFE ETF 464287465 1128 17399 SH SOLE 17399 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1267 6690 SH SOLE 6690 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 266 1756 SH SOLE 1756 0 0 ISHARES TR RUS 1000 ETF 464287622 1920 12205 SH SOLE 12205 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 965 6305 SH SOLE 6305 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4394 56960 SH SOLE 56960 0 0 ISHARES TR S&P SML 600 GWT 464287887 819 4591 SH SOLE 4591 0 0 ISHARES TR NATIONAL MUN ETF 464288414 313 2811 SH SOLE 2811 0 0 ISHARES TR MBS ETF 464288588 857 8053 SH SOLE 8053 0 0 ISHARES TR US HOME CONS ETF 464288752 295 8372 SH SOLE 8372 0 0 ISHARES TR U.S. MED DVC ETF 464288810 324 1400 SH SOLE 1400 0 0 ISHARES TR MSCI INDIA ETF 46429B598 427 12117 SH SOLE 12117 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 1803 16076 SH SOLE 16076 0 0 ISHARES TR MULTIFACTOR INTL 46434V274 2015 76542 SH SOLE 76542 0 0 ISHARES US ETF TR INT RT HDG C B 46431W705 345 3695 SH SOLE 3695 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 723 14437 SH SOLE 14437 0 0 JOHNSON & JOHNSON COM 478160104 534 3819 SH SOLE 3819 0 0 JPMORGAN CHASE & CO COM 46625H100 324 3198 SH SOLE 3198 0 0 MASTERCARD INC CL A 57636Q104 240 1018 SH SOLE 1018 0 0 MICROSOFT CORP COM 594918104 218 1851 SH SOLE 1851 0 0 ORACLE CORP COM 68389X105 381 7089 SH SOLE 7089 0 0 PROCTER AND GAMBLE CO COM 742718109 312 3000 SH SOLE 3000 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 8801 236337 SH SOLE 236337 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 32006 1022223 SH SOLE 1022223 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4602 50163 SH SOLE 50163 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1230 16621 SH SOLE 16621 0 0 VANGUARD GROUP DIV APP ETF 921908844 2037 18580 SH SOLE 18580 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10456 40287 SH SOLE 40287 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 332 3820 SH SOLE 3820 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 28219 175546 SH SOLE 175546 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5742 44239 SH SOLE 44239 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2972 18999 SH SOLE 18999 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 450 2943 SH SOLE 2943 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 444 8850 SH SOLE 8850 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1911 44973 SH SOLE 44973 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8439 206484 SH SOLE 206484 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 393 1958 SH SOLE 1958 0 0 WINTRUST FINL CORP COM 97650W108 291 4328 SH SOLE 4328 0 0