0001085146-21-001417.txt : 20210504 0001085146-21-001417.hdr.sgml : 20210504 20210503204555 ACCESSION NUMBER: 0001085146-21-001417 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210503 EFFECTIVENESS DATE: 20210504 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: 21885504 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 03-31-2021 03-31-2021 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 05-02-2021 0 78 330820 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 791 7314 SH SOLE 0 0 7314 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7058 25551 SH SOLE 0 0 25551 ALPHABET INC CAP STK CL A 02079K305 334 162 SH SOLE 0 0 162 ALPHABET INC CAP STK CL C 02079K107 238 115 SH SOLE 0 0 115 AMAZON COM INC COM 023135106 1058 342 SH SOLE 0 0 342 APPLE INC COM 037833100 1893 15501 SH SOLE 0 0 15501 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 481 1882 SH SOLE 0 0 1882 CISCO SYS INC COM 17275R102 369 7132 SH SOLE 0 0 7132 CVS HEALTH CORP COM 126650100 263 3490 SH SOLE 0 0 3490 DEERE & CO COM 244199105 367 980 SH SOLE 0 0 980 DISNEY WALT CO COM 254687106 401 2171 SH SOLE 0 0 2171 EQUITY RESIDENTIAL SH BEN INT 29476L107 662 9245 SH SOLE 0 0 9245 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 10687 388756 SH SOLE 0 0 388756 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 866 16037 SH SOLE 0 0 16037 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 285 4478 SH SOLE 0 0 4478 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 1306 13370 SH SOLE 0 0 13370 FLEXSHARES TR M STAR DEV MKT 33939L803 653 9332 SH SOLE 0 0 9332 FLEXSHARES TR QUALT DIVD IDX 33939L860 3958 74259 SH SOLE 0 0 74259 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 1756 44465 SH SOLE 0 0 44465 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 7650 231528 SH SOLE 0 0 231528 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 53382 674696 SH SOLE 0 0 674696 GOLDMAN SACHS GROUP INC COM 38141G104 604 1846 SH SOLE 0 0 1846 HOME DEPOT INC COM 437076102 492 1613 SH SOLE 0 0 1613 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1478 21709 SH SOLE 0 0 21709 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1832 42938 SH SOLE 0 0 42938 ISHARES GOLD TR ISHARES 464285105 425 26145 SH SOLE 0 0 26145 ISHARES INC CORE MSCI EMKT 46434G103 360 5600 SH SOLE 0 0 5600 ISHARES TR CORE S&P MCP ETF 464287507 9162 35199 SH SOLE 0 0 35199 ISHARES TR CORE S&P SCP ETF 464287804 3842 35399 SH SOLE 0 0 35399 ISHARES TR CORE S&P500 ETF 464287200 16775 42168 SH SOLE 0 0 42168 ISHARES TR MBS ETF 464288588 1238 11423 SH SOLE 176 0 11247 ISHARES TR MSCI INDIA ETF 46429B598 511 12117 SH SOLE 0 0 12117 ISHARES TR MSCI INTL MOMENT 46434V449 2725 72472 SH SOLE 0 0 72472 ISHARES TR MSCI INTL MULTFT 46434V274 1888 65768 SH SOLE 0 0 65768 ISHARES TR MSCI USA MMENTM 46432F396 1578 9812 SH SOLE 0 0 9812 ISHARES TR NATIONAL MUN ETF 464288414 800 6897 SH SOLE 0 0 6897 ISHARES TR RUS 1000 ETF 464287622 2802 12519 SH SOLE 0 0 12519 ISHARES TR RUS 1000 GRW ETF 464287614 427 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1294 5858 SH SOLE 0 0 5858 ISHARES TR S&P 500 GRWT ETF 464287309 4536 69671 SH SOLE 0 0 69671 ISHARES TR U.S. MED DVC ETF 464288810 463 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 758 11172 SH SOLE 0 0 11172 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 918 18275 SH SOLE 768 0 17507 ISHARES U S ETF TR INT RT HDG C B 46431W705 258 2675 SH SOLE 0 0 2675 J P MORGAN EXCHANGE-TRADED F BETBULD MSCI 46641Q738 417 4855 SH SOLE 0 0 4855 JOHNSON & JOHNSON COM 478160104 566 3444 SH SOLE 0 0 3444 JPMORGAN CHASE & CO COM 46625H100 353 2321 SH SOLE 0 0 2321 KRAFT HEINZ CO COM 500754106 344 8600 SH SOLE 0 0 8600 MICROSOFT CORP COM 594918104 1435 6086 SH SOLE 0 0 6086 ORACLE CORP COM 68389X105 383 5452 SH SOLE 0 0 5452 PFIZER INC COM 717081103 459 12668 SH SOLE 0 0 12668 PROCTER AND GAMBLE CO COM 742718109 373 2756 SH SOLE 0 0 2756 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 29260 777786 SH SOLE 0 0 777786 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 22093 436095 SH SOLE 0 0 436095 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1395 14525 SH SOLE 0 0 14525 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 347 5083 SH SOLE 0 0 5083 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7401 63396 SH SOLE 0 0 63396 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1315 9905 SH SOLE 0 0 9905 SPDR SER TR PRTFLO S&P500 VL 78464A508 5809 153274 SH SOLE 0 0 153274 SPDR SER TR S&P 600 SMCP GRW 78464A201 816 9501 SH SOLE 0 0 9501 STRYKER CORPORATION COM 863667101 316 1296 SH SOLE 0 0 1296 UDR INC COM 902653104 659 15026 SH SOLE 0 0 15026 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 771 4370 SH SOLE 0 0 4370 VANGUARD INDEX FDS GROWTH ETF 922908736 6180 24041 SH SOLE 0 0 24041 VANGUARD INDEX FDS LARGE CAP ETF 922908637 7647 41266 SH SOLE 0 0 41266 VANGUARD INDEX FDS MID CAP ETF 922908629 38321 173132 SH SOLE 0 0 173132 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 284 3089 SH SOLE 0 0 3089 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13188 36202 SH SOLE 0 0 36202 VANGUARD INDEX FDS SMALL CP ETF 922908751 1645 7683 SH SOLE 0 0 7683 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 558 9200 SH SOLE 0 0 9200 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2603 50006 SH SOLE 0 0 50006 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 464 5681 SH SOLE 0 0 5681 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2915 19817 SH SOLE 0 0 19817 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 31064 632539 SH SOLE 0 0 632539 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 216 945 SH SOLE 0 0 945 VANGUARD WORLD FDS INF TECH ETF 92204A702 704 1965 SH SOLE 0 0 1965 VENTAS INC COM 92276F100 543 10184 SH SOLE 0 0 10184 WILLIS TOWERS WATSON PLC LTD SHS G96629103 352 1537 SH SOLE 0 0 1537