0001398344-21-009732.txt : 20210505 0001398344-21-009732.hdr.sgml : 20210505 20210505144457 ACCESSION NUMBER: 0001398344-21-009732 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210505 DATE AS OF CHANGE: 20210505 EFFECTIVENESS DATE: 20210505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Running Point Capital Advisors, LLC CENTRAL INDEX KEY: 0001840629 IRS NUMBER: 843107632 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20558 FILM NUMBER: 21892713 BUSINESS ADDRESS: STREET 1: 101 N. PACIFIC COAST HIGHWAY STREET 2: SUITE 305 CITY: EL SEGUNDO STATE: CA ZIP: 90245 BUSINESS PHONE: 424-502-3500 MAIL ADDRESS: STREET 1: 101 N. PACIFIC COAST HIGHWAY STREET 2: SUITE 305 CITY: EL SEGUNDO STATE: CA ZIP: 90245 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001840629 XXXXXXXX 03-31-2021 03-31-2021 false Running Point Capital Advisors, LLC

101 N. PACIFIC COAST HIGHWAY SUITE 305 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20558 N James Schlager 424-502-3501 /s/ James Schlager El Segundo CA 05-05-2021 0 138 181216 INFORMATION TABLE 2 fp0064331_13fhr-table.xml 13F INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q452 424 13915 SH SOLE 13915 0 0 AMAZON COM INC COM 023135106 944 305 SH SOLE 305 0 0 APPLE INC COM 037833100 1997 16351 SH SOLE 16350 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1340 5246 SH SOLE 5246 0 0 BK OF AMERICA CORP COM 060505104 242 6251 SH SOLE 6250 0 0 BOEING CO COM 097023105 641 2518 SH SOLE 2517 0 0 CITIGROUP INC COM NEW 172967424 755 10379 SH SOLE 10379 0 0 COMCAST CORP NEW CL A 20030N101 525 9701 SH SOLE 9701 0 0 FACEBOOK INC CL A 30303M102 6257 21244 SH SOLE 21244 0 0 FIRST TR EXCH TRADED FD III CALIF MUN INCM 33739P863 636 11799 SH SOLE 11799 0 0 GLOBAL X FDS GLBX MSCI COLUM 37954Y327 5 158 SH SOLE 157 0 0 GLOBAL X FDS MSCI PAKISTAN 37954Y335 5 175 SH SOLE 174 0 0 GLOBAL X FDS GLBL X MLP ETF 37954Y343 7 218 SH SOLE 218 0 0 GLOBAL X FDS US PFD ETF 37954Y657 384 15046 SH SOLE 15046 0 0 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 51 50000 PRN SOLE 50000 0 0 INNOVATOR ETFS TR II S&P INVSTMNT GRD 45783G201 203 8361 SH SOLE 8361 0 0 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 1323 47801 SH SOLE 47801 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 13 218 SH SOLE 218 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 261 9764 SH SOLE 9764 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 407 11246 SH SOLE 11246 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 252 1919 SH SOLE 1919 0 0 INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 46138G847 399 12470 SH SOLE 12470 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 20 120 SH SOLE 120 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 0 1 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 594 31440 SH SOLE 31440 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 18159 56902 SH SOLE 56901 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 67 2000 SH SOLE 2000 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 100 1015 SH SOLE 1015 0 0 ISHARES INC MSCI CHILE ETF 464286640 6 170 SH SOLE 170 0 0 ISHARES INC MSCI EQUAL WEITE 464286681 9210 117535 SH SOLE 117535 0 0 ISHARES INC MSCI TURKEY ETF 464286715 5 197 SH SOLE 197 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2899 45050 SH SOLE 45050 0 0 ISHARES INC MSCI EMERG MKT 46434G889 5 105 SH SOLE 105 0 0 ISHARES TR CORE S&P TTL STK 464287150 86 934 SH SOLE 934 0 0 ISHARES TR CORE S&P500 ETF 464287200 4974 12504 SH SOLE 12504 0 0 ISHARES TR CORE US AGGBD ET 464287226 3730 32767 SH SOLE 32767 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 0 0 SH SOLE 0 0 0 ISHARES TR IBOXX INV CP ETF 464287242 1276 9808 SH SOLE 9808 0 0 ISHARES TR 20 YR TR BD ETF 464287432 533 3933 SH SOLE 3933 0 0 ISHARES TR MSCI EAFE ETF 464287465 133 1753 SH SOLE 1753 0 0 ISHARES TR RUS MID CAP ETF 464287499 30 400 SH SOLE 400 0 0 ISHARES TR CORE S&P MCP ETF 464287507 29 113 SH SOLE 113 0 0 ISHARES TR EXPANDED TECH 464287515 99 289 SH SOLE 289 0 0 ISHARES TR NASDAQ BIOTECH 464287556 39 260 SH SOLE 260 0 0 ISHARES TR RUS 1000 ETF 464287622 59 262 SH SOLE 262 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 0 1 SH SOLE 0 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 5918 24948 SH SOLE 24948 0 0 ISHARES TR U.S. REAL ES ETF 464287739 807 8775 SH SOLE 8775 0 0 ISHARES TR CORE S&P SCP ETF 464287804 6 52 SH SOLE 52 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 358 3320 SH SOLE 3320 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 73 3000 SH SOLE 3000 0 0 ISHARES TR EAFE SML CP ETF 464288273 188 2620 SH SOLE 2620 0 0 ISHARES TR JPMORGAN USD EMG 464288281 913 8385 SH SOLE 8385 0 0 ISHARES TR GLB INFRASTR ETF 464288372 250 5550 SH SOLE 5550 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4488 38669 SH SOLE 38669 0 0 ISHARES TR IBOXX HI YD ETF 464288513 64 731 SH SOLE 731 0 0 ISHARES TR CRE U S REIT ETF 464288521 16 299 SH SOLE 299 0 0 ISHARES TR RESIDENTIAL MULT 464288562 10 132 SH SOLE 132 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 442 7454 SH SOLE 7454 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 445 8144 SH SOLE 8144 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 708 5447 SH SOLE 5447 0 0 ISHARES TR PFD AND INCM SEC 464288687 2 49 SH SOLE 49 0 0 ISHARES TR A RATE CP BD ETF 46429B291 1071 19323 SH SOLE 19323 0 0 ISHARES TR MSCI CHINA ETF 46429B671 1 13 SH SOLE 13 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2910 39867 SH SOLE 39867 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 11262 162771 SH SOLE 162771 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 9210 75629 SH SOLE 75629 0 0 ISHARES TR MSCI USA VALUE 46432F388 15 145 SH SOLE 145 0 0 ISHARES TR MSCI USA MMENTM 46432F396 8 49 SH SOLE 49 0 0 ISHARES TR CORE MSCI EAFE 46432F842 32 443 SH SOLE 442 0 0 ISHARES TR CORE MSCI INTL 46435G326 548 8480 SH SOLE 8480 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 2 93 SH SOLE 93 0 0 ISHARES TR MSCI USA SMCP MN 46435G433 1 40 SH SOLE 40 0 0 J P MORGAN EXCHANGE-TRADED F INTERNL GWT 46641Q324 21 283 SH SOLE 283 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1491 29377 SH SOLE 29376 0 0 MICROSOFT CORP COM 594918104 868 3682 SH SOLE 3682 0 0 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 282 19000 SH SOLE 19000 0 0 REDWOOD TR INC COM 758075402 250 23996 SH SOLE 23996 0 0 SALESFORCE COM INC COM 79466L302 519 2450 SH SOLE 2450 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 950 9888 SH SOLE 9887 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 61 472 SH SOLE 471 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 484 6506 SH SOLE 6506 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 178 1787 SH SOLE 1787 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 709 22321 SH SOLE 22321 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5 75 SH SOLE 75 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 208 5532 SH SOLE 5532 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 107 1992 SH SOLE 1992 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1146 27897 SH SOLE 27896 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 37 600 SH SOLE 600 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 188 4767 SH SOLE 4767 0 0 SPDR GOLD TR GOLD SHS 78463V107 671 4193 SH SOLE 4193 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4521 103259 SH SOLE 103258 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 429 7744 SH SOLE 7744 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 25 659 SH SOLE 659 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2657 75152 SH SOLE 75152 0 0 SPDR SER TR NUVEEN BBG BRCLY 78464A284 30 501 SH SOLE 501 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 89 740 SH SOLE 740 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 77 2599 SH SOLE 2599 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1696 37070 SH SOLE 37070 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 523 11226 SH SOLE 11226 0 0 STARBUCKS CORP COM 855244109 253 2316 SH SOLE 2315 0 0 SUN LIFE FINANCIAL INC. COM 866796105 261 5157 SH SOLE 5157 0 0 TESLA INC COM 88160R101 241 361 SH SOLE 361 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 39 1206 SH SOLE 1206 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 268 10578 SH SOLE 10578 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 793 8940 SH SOLE 8940 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 278 3387 SH SOLE 3387 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2330 27507 SH SOLE 27506 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 7138 124972 SH SOLE 124972 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 124 341 SH SOLE 341 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8145 88664 SH SOLE 88664 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2251 10171 SH SOLE 10170 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1001 5404 SH SOLE 5404 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 25 119 SH SOLE 118 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3370 16306 SH SOLE 16305 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4327 77596 SH SOLE 77596 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 908 9331 SH SOLE 9330 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10862 208681 SH SOLE 208680 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1230 22505 SH SOLE 22505 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 35 420 SH SOLE 420 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 8 82 SH SOLE 82 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 375 4528 SH SOLE 4528 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3374 36272 SH SOLE 36272 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5430 110563 SH SOLE 110563 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 370 3663 SH SOLE 3663 0 0 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 8170 105424 SH SOLE 105424 0 0 VANGUARD WORLD FD EXTENDED DUR 921910709 45 357 SH SOLE 357 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 245 4000 SH SOLE 4000 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 6 40 SH SOLE 40 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 85 1000 SH SOLE 1000 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 298 832 SH SOLE 832 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 33 237 SH SOLE 237 0 0 VISA INC COM CL A 92826C839 244 1151 SH SOLE 1151 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 828 16141 SH SOLE 16140 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 209 4721 SH SOLE 4721 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 135 3335 SH SOLE 3335 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 101 3256 SH SOLE 3256 0 0 WISDOMTREE TR INTL LRGCAP DV 97717W794 286 6038 SH SOLE 6038 0 0