0001085146-19-002205.txt : 20190812 0001085146-19-002205.hdr.sgml : 20190812 20190812171233 ACCESSION NUMBER: 0001085146-19-002205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190812 DATE AS OF CHANGE: 20190812 EFFECTIVENESS DATE: 20190812 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: 191017424 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 06-30-2019 06-30-2019 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 08-10-2019 0 64 219399 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1629 8814 SH SOLE 8814 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 195 19798 SH SOLE 19798 0 0 AMAZON COM INC COM 023135106 242 128 SH SOLE 128 0 0 APPLE INC COM 037833100 921 4654 SH SOLE 4654 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 387 1815 SH SOLE 1815 0 0 BOEING CO COM 097023105 211 578 SH SOLE 578 0 0 DISNEY WALT CO COM DISNEY 254687106 317 2267 SH SOLE 2267 0 0 EXXON MOBIL CORP COM 30231G102 349 4558 SH SOLE 4558 0 0 FIDELITY MSCI RL EST ETF 316092857 6566 250792 SH SOLE 250792 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 289 7415 SH SOLE 7415 0 0 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 2387 33940 SH SOLE 33940 0 0 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 9175 175969 SH SOLE 175969 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 4738 165203 SH SOLE 165203 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 33274 566180 SH SOLE 566180 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 309 1510 SH SOLE 1510 0 0 HOME DEPOT INC COM 437076102 469 2254 SH SOLE 2254 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 602 12454 SH SOLE 12454 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1485 40292 SH SOLE 40292 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 1440 26165 SH SOLE 26165 0 0 ISHARES GOLD TRUST ISHARES 464285105 338 25003 SH SOLE 25003 0 0 ISHARES INC CORE MSCI EMKT 46434G103 358 6960 SH SOLE 6960 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1207 6214 SH SOLE 6214 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4925 62910 SH SOLE 62910 0 0 ISHARES TR CORE S&P500 ETF 464287200 13349 45288 SH SOLE 45288 0 0 ISHARES TR MBS ETF 464288588 876 8143 SH SOLE 8143 0 0 ISHARES TR MSCI EAFE ETF 464287465 1164 17709 SH SOLE 17709 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 759 17686 SH SOLE 17686 0 0 ISHARES TR MSCI INDIA ETF 46429B598 428 12117 SH SOLE 12117 0 0 ISHARES TR MULTIFACTOR INTL 46434V274 2025 77122 SH SOLE 77122 0 0 ISHARES TR NATIONAL MUN ETF 464288414 390 3452 SH SOLE 3452 0 0 ISHARES TR RUS 1000 ETF 464287622 1994 12249 SH SOLE 12249 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 276 1756 SH SOLE 1756 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 981 6310 SH SOLE 6310 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3832 21380 SH SOLE 21380 0 0 ISHARES TR S&P SML 600 GWT 464287887 411 2252 SH SOLE 2252 0 0 ISHARES TR U.S. MED DVC ETF 464288810 337 1400 SH SOLE 1400 0 0 ISHARES TR US HOME CONS ETF 464288752 320 8372 SH SOLE 8372 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 1752 14774 SH SOLE 14774 0 0 ISHARES US ETF TR INT RT HDG C B 46431W705 685 7281 SH SOLE 7281 0 0 ISHARES US ETF TR SHT MAT MUN ETF 46431W838 772 15398 SH SOLE 15398 0 0 JOHNSON & JOHNSON COM 478160104 520 3732 SH SOLE 3732 0 0 JPMORGAN CHASE & CO COM 46625H100 248 2219 SH SOLE 2219 0 0 MASTERCARD INC CL A 57636Q104 248 938 SH SOLE 938 0 0 MICROSOFT CORP COM 594918104 232 1733 SH SOLE 1733 0 0 ORACLE CORP COM 68389X105 405 7107 SH SOLE 7107 0 0 PROCTER AND GAMBLE CO COM 742718109 331 3018 SH SOLE 3018 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 34149 1064170 SH SOLE 1064170 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 9312 247067 SH SOLE 247067 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4733 51090 SH SOLE 51090 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1253 16055 SH SOLE 16055 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 204 1556 SH SOLE 1556 0 0 VANGUARD GROUP DIV APP ETF 921908844 2298 19955 SH SOLE 19955 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3433 21014 SH SOLE 21014 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 6049 44900 SH SOLE 44900 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 30050 179771 SH SOLE 179771 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 336 3845 SH SOLE 3845 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10648 39563 SH SOLE 39563 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 461 2943 SH SOLE 2943 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 457 8968 SH SOLE 8968 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1919 45115 SH SOLE 45115 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8810 211219 SH SOLE 211219 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 413 1959 SH SOLE 1959 0 0 WINTRUST FINL CORP COM 97650W108 301 4113 SH SOLE 4113 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 425 6540 SH SOLE 6540 0 0