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Legal Name: RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524805)
|
1,064,170 |
$34,149k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
566,180 |
$33,274k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
179,771 |
$30,050k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
45,288 |
$13,349k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
39,563 |
$10,648k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
247,067 |
$9,312k |
|
|
FIRST TR LRG CP VL ALPHADEX (33735J101)
|
175,969 |
$9,175k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
211,219 |
$8,810k |
|
|
FIDELITY (316092857)
|
250,792 |
$6,566k |
|
|
VANGUARD INDEX FDS (922908637)
|
44,900 |
$6,049k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
62,910 |
$4,925k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
165,203 |
$4,738k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
51,090 |
$4,733k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
21,380 |
$3,832k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
21,014 |
$3,433k |
|
|
FIRST TR LRG CP GRWTH ALPHAD (33735K108)
|
33,940 |
$2,387k |
|
|
VANGUARD GROUP (921908844)
|
19,955 |
$2,298k |
|
|
ISHARES TR (46434V274)
|
77,122 |
$2,025k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
12,249 |
$1,994k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
45,115 |
$1,919k |
|
|
ISHARES TR (46432F396)
|
14,774 |
$1,752k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
8,814 |
$1,629k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V738)
|
40,292 |
$1,485k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
26,165 |
$1,440k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
16,055 |
$1,253k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,214 |
$1,207k |
|
|
ISHARES (464287465)
|
17,709 |
$1,164k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,310 |
$981k |
|
|
Apple Inc (037833100)
|
4,654 |
$921k |
|
|
ISHARES TR (464288588)
|
8,143 |
$876k |
|
|
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (46431W838)
|
15,398 |
$772k |
|
|
ISHARES (464287234)
|
17,686 |
$759k |
|
|
ISHARES TRUST INT RT HDG C B ETF (46431W705)
|
7,281 |
$685k |
|
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
12,454 |
$602k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,732 |
$520k |
|
|
HOME DEPOT INC (437076102)
|
2,254 |
$469k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,943 |
$461k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
8,968 |
$457k |
|
|
I SHARES TR (46429B598)
|
12,117 |
$428k |
|
|
WISDOMTREE TR (97717W760)
|
6,540 |
$425k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,959 |
$413k |
|
|
ISHARES (464287887)
|
2,252 |
$411k |
|
|
ORACLE CORP (68389X105)
|
7,107 |
$405k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
3,452 |
$390k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,815 |
$387k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
6,960 |
$358k |
|
|
Exxon Mobil Corp (30231G102)
|
4,558 |
$349k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
25,003 |
$338k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
1,400 |
$337k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,845 |
$336k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,018 |
$331k |
|
|
ISHARES (464288752)
|
8,372 |
$320k |
|
|
DISNEY WALT CO (254687106)
|
2,267 |
$317k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,510 |
$309k |
|
|
WINTRUST FINL CORP (97650W108)
|
4,113 |
$301k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R118)
|
7,415 |
$289k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,756 |
$276k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,219 |
$248k |
|
|
MASTERCARD INC (57636Q104)
|
938 |
$248k |
|
|
Amazon.com Inc (023135106)
|
128 |
$242k |
|
|
MICROSOFT CORP (594918104)
|
1,733 |
$232k |
|
|
Boeing Co/The (097023105)
|
578 |
$211k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
1,556 |
$204k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
19,798 |
$195k |
|
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