0001085146-22-001701.txt : 20220504 0001085146-22-001701.hdr.sgml : 20220504 20220503210232 ACCESSION NUMBER: 0001085146-22-001701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220504 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: 22889549 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 03-31-2022 03-31-2022 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 05-03-2022 0 46 288798 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 1223 7545 SH SOLE 0 0 7545 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7252 21506 SH SOLE 0 0 21506 ALPHABET INC CAP STK CL C 02079K107 260 93 SH SOLE 0 0 93 AMAZON COM INC COM 023135106 923 283 SH SOLE 0 0 283 APPLE INC COM 037833100 1894 10848 SH SOLE 0 0 10848 CISCO SYS INC COM 17275R102 327 5860 SH SOLE 0 0 5860 CVS HEALTH CORP COM 126650100 271 2673 SH SOLE 0 0 2673 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 14598 450692 SH SOLE 0 0 450692 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 56100 630050 SH SOLE 0 0 630050 GOLDMAN SACHS GROUP INC COM 38141G104 454 1374 SH SOLE 0 0 1374 HOME DEPOT INC COM 437076102 470 1570 SH SOLE 0 0 1570 ISHARES TR CORE S&P MCP ETF 464287507 9394 35008 SH SOLE 0 0 35008 ISHARES TR CORE S&P SCP ETF 464287804 961 8908 SH SOLE 0 0 8908 ISHARES TR CORE S&P500 ETF 464287200 18686 41188 SH SOLE 0 0 41188 ISHARES TR MSCI INDIA ETF 46429B598 540 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 3167 12666 SH SOLE 0 0 12666 ISHARES TR RUS 1000 GRW ETF 464287614 487 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1410 6868 SH SOLE 0 0 6868 ISHARES TR U.S. MED DVC ETF 464288810 512 8400 SH SOLE 0 0 8400 ISHARES TR US HOME CONS ETF 464288752 496 8372 SH SOLE 0 0 8372 JOHNSON & JOHNSON COM 478160104 622 3509 SH SOLE 0 0 3509 JPMORGAN CHASE & CO COM 46625H100 254 1860 SH SOLE 0 0 1860 LPL FINL HLDGS INC COM 50212V100 280 1532 SH SOLE 0 0 1532 MICROSOFT CORP COM 594918104 1394 4522 SH SOLE 0 0 4522 ORACLE CORP COM 68389X105 454 5483 SH SOLE 0 0 5483 PFIZER INC COM 717081103 570 11001 SH SOLE 0 0 11001 PROCTER AND GAMBLE CO COM 742718109 242 1582 SH SOLE 0 0 1582 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 31619 861071 SH SOLE 0 0 861071 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 24487 458049 SH SOLE 0 0 458049 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1582 29385 SH SOLE 0 0 29385 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5021 36649 SH SOLE 0 0 36649 SPDR SER TR MSCI USA STRTGIC 78468R812 837 6716 SH SOLE 0 0 6716 SPDR SER TR PRTFLO S&P500 VL 78464A508 2201 52723 SH SOLE 0 0 52723 STRYKER CORPORATION COM 863667101 247 924 SH SOLE 0 0 924 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8474 40645 SH SOLE 0 0 40645 VANGUARD INDEX FDS MID CAP ETF 922908629 33872 142414 SH SOLE 0 0 142414 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 363 3346 SH SOLE 0 0 3346 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14536 35012 SH SOLE 0 0 35012 VANGUARD INDEX FDS SMALL CP ETF 922908751 546 2570 SH SOLE 0 0 2570 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2344 50818 SH SOLE 0 0 50818 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3182 19625 SH SOLE 0 0 19625 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 34467 717619 SH SOLE 0 0 717619 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 243 954 SH SOLE 0 0 954 VANGUARD WORLD FDS INF TECH ETF 92204A702 858 2061 SH SOLE 0 0 2061 VENTAS INC COM 92276F100 315 5096 SH SOLE 0 0 5096 WILLIS TOWERS WATSON PLC LTD SHS G96629103 363 1539 SH SOLE 0 0 1539