0001085146-21-001048.txt : 20210223 0001085146-21-001048.hdr.sgml : 20210223 20210223125655 ACCESSION NUMBER: 0001085146-21-001048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210223 DATE AS OF CHANGE: 20210223 EFFECTIVENESS DATE: 20210223 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: 21664159 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 12-31-2020 12-31-2020 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 02-08-2021 0 81 316509 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 777 7249 SH SOLE 0 0 7249 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6674 25551 SH SOLE 0 0 25551 ALPHABET INC CAP STK CL A 02079K305 287 164 SH SOLE 0 0 164 ALPHABET INC CAP STK CL C 02079K107 201 115 SH SOLE 0 0 115 AMAZON COM INC COM 023135106 1335 410 SH SOLE 0 0 410 APPLE INC COM 037833100 2335 17600 SH SOLE 0 0 17600 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 511 2204 SH SOLE 0 0 2204 CISCO SYS INC COM 17275R102 318 7110 SH SOLE 0 0 7110 CVS HEALTH CORP COM 126650100 238 3483 SH SOLE 0 0 3483 DEERE & CO COM 244199105 264 980 SH SOLE 0 0 980 DISNEY WALT CO COM 254687106 397 2191 SH SOLE 0 0 2191 EQUITY RESIDENTIAL SH BEN INT 29476L107 548 9245 SH SOLE 0 0 9245 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 7705 303604 SH SOLE 0 0 303604 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 795 16061 SH SOLE 0 0 16061 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 233 4242 SH SOLE 0 0 4242 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 1582 16365 SH SOLE 0 0 16365 FLEXSHARES TR M STAR DEV MKT 33939L803 648 9824 SH SOLE 0 0 9824 FLEXSHARES TR QUALT DIVD IDX 33939L860 4103 82985 SH SOLE 0 0 82985 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 1141 29889 SH SOLE 0 0 29889 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 7862 246463 SH SOLE 0 0 246463 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 52253 690361 SH SOLE 0 0 690361 GOLDMAN SACHS GROUP INC COM 38141G104 488 1850 SH SOLE 0 0 1850 HOME DEPOT INC COM 437076102 496 1869 SH SOLE 0 0 1869 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1530 22635 SH SOLE 0 0 22635 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1648 42744 SH SOLE 0 0 42744 ISHARES GOLD TRUST ISHARES 464285105 453 25003 SH SOLE 0 0 25003 ISHARES INC CORE MSCI EMKT 46434G103 259 4180 SH SOLE 0 0 4180 ISHARES TR CORE S&P MCP ETF 464287507 8271 35986 SH SOLE 0 0 35986 ISHARES TR CORE S&P SCP ETF 464287804 3276 35653 SH SOLE 0 0 35653 ISHARES TR CORE S&P500 ETF 464287200 16083 42844 SH SOLE 0 0 42844 ISHARES TR MBS ETF 464288588 1258 11427 SH SOLE 176 0 11251 ISHARES TR MSCI INDIA ETF 46429B598 487 12117 SH SOLE 0 0 12117 ISHARES TR MSCI INTL MOMENT 46434V449 1756 46638 SH SOLE 0 0 46638 ISHARES TR MSCI INTL MULTFT 46434V274 2033 74804 SH SOLE 0 0 74804 ISHARES TR MSCI USA MMENTM 46432F396 1794 11125 SH SOLE 0 0 11125 ISHARES TR NATIONAL MUN ETF 464288414 648 5533 SH SOLE 0 0 5533 ISHARES TR RUS 1000 ETF 464287622 2643 12479 SH SOLE 0 0 12479 ISHARES TR RUS 1000 GRW ETF 464287614 423 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1243 6340 SH SOLE 0 0 6340 ISHARES TR S&P 500 GRWT ETF 464287309 5138 80500 SH SOLE 0 0 80500 ISHARES TR U.S. MED DVC ETF 464288810 458 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 623 11172 SH SOLE 0 0 11172 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 795 15822 SH SOLE 768 0 15054 ISHARES U S ETF TR INT RT HDG C B 46431W705 1242 13002 SH SOLE 0 0 13002 JOHNSON & JOHNSON COM 478160104 608 3864 SH SOLE 0 0 3864 JPMORGAN CHASE & CO COM 46625H100 423 3330 SH SOLE 0 0 3330 KRAFT HEINZ CO COM 500754106 296 8526 SH SOLE 0 0 8526 MASTERCARD INCORPORATED CL A 57636Q104 294 825 SH SOLE 0 0 825 MICROSOFT CORP COM 594918104 1640 7376 SH SOLE 0 0 7376 NIKE INC CL B 654106103 209 1476 SH SOLE 0 0 1476 ORACLE CORP COM 68389X105 352 5443 SH SOLE 0 0 5443 PFIZER INC COM 717081103 521 14159 SH SOLE 0 0 14159 PROCTER AND GAMBLE CO COM 742718109 479 3441 SH SOLE 0 0 3441 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 27949 776146 SH SOLE 0 0 776146 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 19470 453631 SH SOLE 0 0 453631 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1321 14521 SH SOLE 0 0 14521 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 391 5793 SH SOLE 0 0 5793 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7315 64479 SH SOLE 0 0 64479 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1404 10795 SH SOLE 0 0 10795 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1788 48895 SH SOLE 0 0 48895 SPDR SER TR PRTFLO S&P500 VL 78464A508 3751 109086 SH SOLE 0 0 109086 STRYKER CORPORATION COM 863667101 318 1299 SH SOLE 0 0 1299 UDR INC COM 902653104 577 15026 SH SOLE 0 0 15026 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 646 4152 SH SOLE 0 0 4152 VANGUARD INDEX FDS GROWTH ETF 922908736 6644 26226 SH SOLE 0 0 26226 VANGUARD INDEX FDS LARGE CAP ETF 922908637 7258 41302 SH SOLE 0 0 41302 VANGUARD INDEX FDS MID CAP ETF 922908629 36709 177536 SH SOLE 0 0 177536 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 259 3053 SH SOLE 0 0 3053 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12518 36422 SH SOLE 0 0 36422 VANGUARD INDEX FDS SMALL CP ETF 922908751 1502 7718 SH SOLE 0 0 7718 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 537 9200 SH SOLE 0 0 9200 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2684 53556 SH SOLE 0 0 53556 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 266 3337 SH SOLE 0 0 3337 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2790 19760 SH SOLE 0 0 19760 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 29642 627877 SH SOLE 0 0 627877 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 211 943 SH SOLE 0 0 943 VANGUARD WORLD FDS INF TECH ETF 92204A702 695 1964 SH SOLE 0 0 1964 VENTAS INC COM 92276F100 749 15272 SH SOLE 0 0 15272 WILLIS TOWERS WATSON PLC LTD SHS G96629103 324 1537 SH SOLE 0 0 1537 WINTRUST FINL CORP COM 97650W108 231 3786 SH SOLE 0 0 3786 WISDOMTREE TR INTL SMCAP DIV 97717W760 486 7141 SH SOLE 0 0 7141