0001085146-22-002734.txt : 20220803 0001085146-22-002734.hdr.sgml : 20220803 20220802210211 ACCESSION NUMBER: 0001085146-22-002734 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220803 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: 221130663 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 06-30-2022 06-30-2022 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 08-02-2022 0 44 248419 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 1164 7597 SH SOLE 0 0 7597 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5971 21506 SH SOLE 0 0 21506 AMAZON COM INC COM 023135106 737 6940 SH SOLE 0 0 6940 APPLE INC COM 037833100 1471 10758 SH SOLE 0 0 10758 CISCO SYS INC COM 17275R102 252 5905 SH SOLE 0 0 5905 CVS HEALTH CORP COM 126650100 248 2674 SH SOLE 0 0 2674 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 12532 461431 SH SOLE 0 0 461431 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 48483 646964 SH SOLE 0 0 646964 GOLDMAN SACHS GROUP INC COM 38141G104 408 1374 SH SOLE 0 0 1374 HOME DEPOT INC COM 437076102 431 1573 SH SOLE 0 0 1573 ISHARES GOLD TR ISHARES NEW 464285204 449 13073 SH SOLE 0 0 13073 ISHARES TR CORE S&P MCP ETF 464287507 8323 36790 SH SOLE 0 0 36790 ISHARES TR CORE S&P SCP ETF 464287804 922 9979 SH SOLE 0 0 9979 ISHARES TR CORE S&P500 ETF 464287200 15634 41234 SH SOLE 0 0 41234 ISHARES TR MSCI INDIA ETF 46429B598 477 12117 SH SOLE 0 0 12117 ISHARES TR RUS 1000 ETF 464287622 2639 12704 SH SOLE 0 0 12704 ISHARES TR RUS 1000 GRW ETF 464287614 384 1756 SH SOLE 0 0 1756 ISHARES TR RUSSELL 2000 ETF 464287655 1164 6871 SH SOLE 0 0 6871 ISHARES TR U.S. MED DVC ETF 464288810 424 8400 SH SOLE 0 0 8400 ISHARES TR US HOME CONS ETF 464288752 440 8372 SH SOLE 0 0 8372 JOHNSON & JOHNSON COM 478160104 611 3444 SH SOLE 0 0 3444 JPMORGAN CHASE & CO COM 46625H100 211 1876 SH SOLE 0 0 1876 LPL FINL HLDGS INC COM 50212V100 283 1532 SH SOLE 0 0 1532 MICROSOFT CORP COM 594918104 1163 4530 SH SOLE 0 0 4530 ORACLE CORP COM 68389X105 384 5494 SH SOLE 0 0 5494 PFIZER INC COM 717081103 569 10851 SH SOLE 0 0 10851 PROCTER AND GAMBLE CO COM 742718109 228 1583 SH SOLE 0 0 1583 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 28209 896934 SH SOLE 0 0 896934 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 21096 466214 SH SOLE 0 0 466214 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1318 29503 SH SOLE 0 0 29503 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4713 36750 SH SOLE 0 0 36750 SPDR SER TR PRTFLO S&P500 VL 78464A508 1879 51042 SH SOLE 0 0 51042 VANGUARD INDEX FDS LARGE CAP ETF 922908637 7010 40672 SH SOLE 0 0 40672 VANGUARD INDEX FDS MID CAP ETF 922908629 28474 144559 SH SOLE 0 0 144559 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 301 3299 SH SOLE 0 0 3299 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12214 35211 SH SOLE 0 0 35211 VANGUARD INDEX FDS SMALL CP ETF 922908751 453 2571 SH SOLE 0 0 2571 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2102 50476 SH SOLE 0 0 50476 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2825 19692 SH SOLE 0 0 19692 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 30359 744087 SH SOLE 0 0 744087 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 225 956 SH SOLE 0 0 956 VANGUARD WORLD FDS INF TECH ETF 92204A702 673 2062 SH SOLE 0 0 2062 VENTAS INC COM 92276F100 262 5096 SH SOLE 0 0 5096 WILLIS TOWERS WATSON PLC LTD SHS G96629103 304 1539 SH SOLE 0 0 1539