0001085146-17-000469.txt : 20170210 0001085146-17-000469.hdr.sgml : 20170210 20170210160422 ACCESSION NUMBER: 0001085146-17-000469 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 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: 17593191 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 12-31-2016 12-31-2016 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 02-10-2017 0 41 123197 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 216 16932 SH SOLE 0 0 16932 APPLE INC COM 037833100 489 4080 SH SOLE 0 0 4080 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 314 1954 SH SOLE 0 0 1954 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 215 7250 SH SOLE 0 0 7250 BOEING CO COM 097023105 228 1434 SH SOLE 0 0 1434 DISNEY WALT CO COM DISNEY 254687106 346 3191 SH SOLE 0 0 3191 EXXON MOBIL CORP COM 30231G102 313 3637 SH SOLE 0 0 3637 FEDEX CORP COM 31428X106 214 1160 SH SOLE 0 0 1160 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 441 14615 SH SOLE 0 0 14615 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 9349 185688 SH SOLE 0 0 185688 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 8700 183983 SH SOLE 0 0 183983 FIRST TR MULTI CP VAL ALPHA COM SHS 33733C108 298 5858 SH SOLE 0 0 5858 GENERAL ELECTRIC CO COM 369604103 264 8586 SH SOLE 0 0 8586 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 16457 366658 SH SOLE 0 0 366658 HOME DEPOT INC COM 437076102 354 2615 SH SOLE 0 0 2615 ISHARES GOLD TRUST ISHARES 464285105 291 25003 SH SOLE 0 0 25003 ISHARES TR CORE S&P MCP ETF 464287507 1038 6226 SH SOLE 0 0 6226 ISHARES TR CORE S&P500 ETF 464287200 10913 47833 SH SOLE 0 0 47833 ISHARES TR MSCI EAFE ETF 464287465 1041 17557 SH SOLE 0 0 17557 ISHARES TR MSCI EMG MKT ETF 464287234 664 18213 SH SOLE 0 0 18213 ISHARES TR RUS 1000 ETF 464287622 1496 11832 SH SOLE 0 0 11832 ISHARES TR RUSSELL 2000 ETF 464287655 349 2598 SH SOLE 0 0 2598 ISHARES TR SP SMCP600GR ETF 464287887 478 3223 SH SOLE 0 0 3223 ISHARES TR US HOME CONS ETF 464288752 233 8372 SH SOLE 0 0 8372 ISHARES TR US OIL EQ&SV ETF 464288844 809 17240 SH SOLE 0 0 17240 JOHNSON & JOHNSON COM 478160104 466 4080 SH SOLE 0 0 4080 JPMORGAN CHASE & CO COM 46625H100 289 3465 SH SOLE 0 0 3465 ORACLE CORP COM 68389X105 216 5408 SH SOLE 0 0 5408 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 1331 39162 SH SOLE 0 0 39162 PROCTER AND GAMBLE CO COM 742718109 211 2436 SH SOLE 0 0 2436 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 27626 969014 SH SOLE 0 0 969014 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6102 178864 SH SOLE 0 0 178864 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2597 37172 SH SOLE 0 0 37172 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 659 8870 SH SOLE 0 0 8870 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4212 40533 SH SOLE 0 0 40533 VANGUARD INDEX FDS MID CAP ETF 922908629 16662 123964 SH SOLE 0 0 123964 VANGUARD INDEX FDS REIT ETF 922908553 294 3526 SH SOLE 0 0 3526 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3228 15504 SH SOLE 0 0 15504 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1747 47203 SH SOLE 0 0 47203 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1810 20991 SH SOLE 0 0 20991 VANGUARD WORLD FDS INF TECH ETF 92204A702 237 1891 SH SOLE 0 0 1891