0001085146-22-000873.txt : 20220211 0001085146-22-000873.hdr.sgml : 20220211 20220211163819 ACCESSION NUMBER: 0001085146-22-000873 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22621829 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 12-31-2021 12-31-2021 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 02-11-2022 0 45 294610 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 1014 7490 SH SOLE 0 0 7490 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8915 21506 SH SOLE 0 0 21506 ALPHABET INC CAP STK CL C 02079K107 315 109 SH SOLE 0 0 109 AMAZON COM INC COM 023135106 937 281 SH SOLE 0 0 281 APPLE INC COM 037833100 1924 10836 SH SOLE 0 0 10836 CISCO SYS INC COM 17275R102 369 5822 SH SOLE 0 0 5822 CVS HEALTH CORP COM 126650100 275 2670 SH SOLE 0 0 2670 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 15356 442270 SH SOLE 0 0 442270 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 55389 582184 SH SOLE 0 0 582184 GOLDMAN SACHS GROUP INC COM 38141G104 526 1374 SH SOLE 0 0 1374 HOME DEPOT INC COM 437076102 651 1567 SH SOLE 0 0 1567 ISHARES GOLD TR ISHARES NEW 464285204 455 13073 SH SOLE 0 0 13073 ISHARES TR CORE S&P MCP ETF 464287507 9601 33917 SH SOLE 0 0 33917 ISHARES TR CORE S&P SCP ETF 464287804 909 7934 SH SOLE 0 0 7934 ISHARES TR CORE S&P500 ETF 464287200 19668 41234 SH SOLE 0 0 41234 ISHARES TR MSCI INDIA ETF 46429B598 555 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 3339 12628 SH SOLE 0 0 12628 ISHARES TR RUS 1000 GRW ETF 464287614 537 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1305 5866 SH SOLE 0 0 5866 ISHARES TR U.S. MED DVC ETF 464288810 553 8400 SH SOLE 0 0 8400 ISHARES TR US HOME CONS ETF 464288752 694 8372 SH SOLE 0 0 8372 JOHNSON & JOHNSON COM 478160104 598 3493 SH SOLE 0 0 3493 LPL FINL HLDGS INC COM 50212V100 245 1532 SH SOLE 0 0 1532 MICROSOFT CORP COM 594918104 1518 4514 SH SOLE 0 0 4514 ORACLE CORP COM 68389X105 477 5474 SH SOLE 0 0 5474 PFIZER INC COM 717081103 644 10914 SH SOLE 0 0 10914 PROCTER AND GAMBLE CO COM 742718109 266 1627 SH SOLE 0 0 1627 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 32876 845792 SH SOLE 0 0 845792 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 24454 439738 SH SOLE 0 0 439738 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1667 14649 SH SOLE 0 0 14649 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5151 36557 SH SOLE 0 0 36557 SPDR SER TR PRTFLO S&P500 VL 78464A508 2207 52558 SH SOLE 0 0 52558 STRYKER CORPORATION COM 863667101 246 922 SH SOLE 0 0 922 VANGUARD INDEX FDS LARGE CAP ETF 922908637 9033 40867 SH SOLE 0 0 40867 VANGUARD INDEX FDS MID CAP ETF 922908629 34512 135465 SH SOLE 0 0 135465 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 388 3344 SH SOLE 0 0 3344 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14765 33821 SH SOLE 0 0 33821 VANGUARD INDEX FDS SMALL CP ETF 922908751 490 2168 SH SOLE 0 0 2168 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2482 50178 SH SOLE 0 0 50178 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3359 19556 SH SOLE 0 0 19556 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 34164 669099 SH SOLE 0 0 669099 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 254 952 SH SOLE 0 0 952 VANGUARD WORLD FDS INF TECH ETF 92204A702 901 1967 SH SOLE 0 0 1967 VENTAS INC COM 92276F100 261 5096 SH SOLE 0 0 5096 WILLIS TOWERS WATSON PLC LTD SHS G96629103 365 1538 SH SOLE 0 0 1538