0001085146-21-002345.txt : 20210810 0001085146-21-002345.hdr.sgml : 20210810 20210810165429 ACCESSION NUMBER: 0001085146-21-002345 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210810 DATE AS OF CHANGE: 20210810 EFFECTIVENESS DATE: 20210810 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: 211160676 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 06-30-2021 06-30-2021 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 08-09-2021 0 82 361662 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 831 7374 SH SOLE 0 0 7374 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6775 22982 SH SOLE 0 0 22982 ALEXION PHARMACEUTICALS INC COM 015351109 204 1109 SH SOLE 0 0 1109 ALPHABET INC CAP STK CL A 02079K305 569 233 SH SOLE 0 0 233 ALPHABET INC CAP STK CL C 02079K107 288 115 SH SOLE 0 0 115 AMAZON COM INC COM 023135106 1269 369 SH SOLE 0 0 369 APPLE INC COM 037833100 2271 16582 SH SOLE 0 0 16582 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 629 2263 SH SOLE 0 0 2263 BROADCOM INC COM 11135F101 316 662 SH SOLE 0 0 662 CISCO SYS INC COM 17275R102 426 8042 SH SOLE 0 0 8042 CVS HEALTH CORP COM 126650100 336 4027 SH SOLE 0 0 4027 DEERE & CO COM 244199105 346 980 SH SOLE 0 0 980 DISNEY WALT CO COM 254687106 494 2812 SH SOLE 0 0 2812 EQUITY RESIDENTIAL SH BEN INT 29476L107 712 9245 SH SOLE 0 0 9245 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 12453 409226 SH SOLE 0 0 409226 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 923 16100 SH SOLE 0 0 16100 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 295 4493 SH SOLE 0 0 4493 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 1468 13370 SH SOLE 0 0 13370 FLEXSHARES TR M STAR DEV MKT 33939L803 686 9400 SH SOLE 0 0 9400 FLEXSHARES TR QUALT DIVD IDX 33939L860 4128 73530 SH SOLE 0 0 73530 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 1842 45147 SH SOLE 0 0 45147 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 8131 232776 SH SOLE 0 0 232776 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 61319 712766 SH SOLE 0 0 712766 GOLDMAN SACHS GROUP INC COM 38141G104 781 2057 SH SOLE 0 0 2057 HOME DEPOT INC COM 437076102 515 1615 SH SOLE 0 0 1615 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1639 22008 SH SOLE 0 0 22008 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1914 43128 SH SOLE 0 0 43128 ISHARES GOLD TR ISHARES NEW 464285204 441 13073 SH SOLE 0 0 13073 ISHARES INC CORE MSCI EMKT 46434G103 632 9429 SH SOLE 0 0 9429 ISHARES TR CORE S&P MCP ETF 464287507 9288 34564 SH SOLE 0 0 34564 ISHARES TR CORE S&P SCP ETF 464287804 4079 36107 SH SOLE 0 0 36107 ISHARES TR CORE S&P500 ETF 464287200 17955 41763 SH SOLE 0 0 41763 ISHARES TR MBS ETF 464288588 1277 11795 SH SOLE 177 0 11618 ISHARES TR MSCI INDIA ETF 46429B598 536 12117 SH SOLE 0 0 12117 ISHARES TR MSCI INTL MOMENT 46434V449 2822 72960 SH SOLE 0 0 72960 ISHARES TR MSCI INTL MULTFT 46434V274 1985 66070 SH SOLE 0 0 66070 ISHARES TR NATIONAL MUN ETF 464288414 1343 11462 SH SOLE 0 0 11462 ISHARES TR RUS 1000 ETF 464287622 3037 12547 SH SOLE 0 0 12547 ISHARES TR RUS 1000 GRW ETF 464287614 477 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1344 5860 SH SOLE 0 0 5860 ISHARES TR S&P 500 GRWT ETF 464287309 5096 70070 SH SOLE 0 0 70070 ISHARES TR U.S. MED DVC ETF 464288810 505 1400 SH SOLE 0 0 1400 ISHARES TR US HOME CONS ETF 464288752 773 11172 SH SOLE 0 0 11172 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 1347 26840 SH SOLE 769 0 26071 J P MORGAN EXCHANGE-TRADED F BETBULD MSCI 46641Q738 600 6266 SH SOLE 0 0 6266 JOHNSON & JOHNSON COM 478160104 570 3460 SH SOLE 0 0 3460 JPMORGAN CHASE & CO COM 46625H100 321 2062 SH SOLE 0 0 2062 KRAFT HEINZ CO COM 500754106 354 8680 SH SOLE 0 0 8680 MICROSOFT CORP COM 594918104 1651 6094 SH SOLE 0 0 6094 NIKE INC CL B 654106103 295 1907 SH SOLE 0 0 1907 ORACLE CORP COM 68389X105 426 5474 SH SOLE 0 0 5474 PFIZER INC COM 717081103 500 12764 SH SOLE 0 0 12764 PROCTER AND GAMBLE CO COM 742718109 373 2766 SH SOLE 0 0 2766 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 31502 798537 SH SOLE 0 0 798537 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 23301 428400 SH SOLE 0 0 428400 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1513 14549 SH SOLE 0 0 14549 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 352 5027 SH SOLE 0 0 5027 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8031 63766 SH SOLE 0 0 63766 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1451 9829 SH SOLE 0 0 9829 SKYWORKS SOLUTIONS INC COM 83088M102 220 1150 SH SOLE 0 0 1150 SPDR SER TR PRTFLO S&P500 VL 78464A508 6281 158848 SH SOLE 0 0 158848 SPDR SER TR S&P 600 SMCP GRW 78464A201 850 9579 SH SOLE 0 0 9579 STRYKER CORPORATION COM 863667101 397 1528 SH SOLE 0 0 1528 T-MOBILE US INC COM 872590104 229 1582 SH SOLE 0 0 1582 UDR INC COM 902653104 736 15026 SH SOLE 0 0 15026 UNITED PARCEL SERVICE INC CL B 911312106 220 1055 SH SOLE 0 0 1055 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 817 4490 SH SOLE 0 0 4490 VANGUARD INDEX FDS GROWTH ETF 922908736 7752 27027 SH SOLE 0 0 27027 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8302 41356 SH SOLE 0 0 41356 VANGUARD INDEX FDS MID CAP ETF 922908629 41348 174206 SH SOLE 0 0 174206 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 314 3081 SH SOLE 0 0 3081 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14577 37042 SH SOLE 0 0 37042 VANGUARD INDEX FDS SMALL CP ETF 922908751 2013 8936 SH SOLE 0 0 8936 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 583 9200 SH SOLE 0 0 9200 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2643 48670 SH SOLE 0 0 48670 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1099 13352 SH SOLE 0 0 13352 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3079 19888 SH SOLE 0 0 19888 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 32657 633873 SH SOLE 0 0 633873 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 234 947 SH SOLE 0 0 947 VANGUARD WORLD FDS INF TECH ETF 92204A702 784 1965 SH SOLE 0 0 1965 VENTAS INC COM 92276F100 436 7640 SH SOLE 0 0 7640 WILLIS TOWERS WATSON PLC LTD SHS G96629103 354 1538 SH SOLE 0 0 1538