$428 Million is the total value of RVW Wealth, LLC's 93 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | Exit | Intel Corp | $0 | – | -3,368 | -100.0% | -0.04% | – |
| VIG | Exit | Vanguard Div Apprciationdiv app etf | $0 | – | -2,036 | -100.0% | -0.06% | – |
| KBE | Exit | Spdr S&P Bank Etfs&p bk etf | $0 | – | -7,924 | -100.0% | -0.08% | – |
| TILT | Exit | Flexshares Morningstarmornstar usmkt | $0 | – | -3,206 | -100.0% | -0.09% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETFs&p500 quality | $0 | – | -11,859 | -100.0% | -0.10% | – |
| ILCG | Exit | Ishares Mrnstar Lrg Capmrngstr lg-cp gr | $0 | – | -2,108 | -100.0% | -0.10% | – |
| PFM | Exit | Powershs Exch Trad Fd Trdivid achievev | $0 | – | -15,920 | -100.0% | -0.11% | – |
| SPYB | Exit | SPDR SERIES TRUST S&P 500 BUYB CK ETFs&p 500 buybck | $0 | – | -7,800 | -100.0% | -0.13% | – |
| FDL | Exit | First TRUST Morningstar | $0 | – | -20,124 | -100.0% | -0.14% | – |
| INDA | Exit | Ishares Msci India Indexmsci india etf | $0 | – | -24,376 | -100.0% | -0.19% | – |
| NURE | Exit | NUVEEN ESG NUVEEN SHRT TERM RE IT ETFnuveen shrt term | $0 | – | -41,274 | -100.0% | -0.27% | – |
| HYLS | Exit | First TRUST Tactcl Highfirst tr ta hiyl | $0 | – | -26,365 | -100.0% | -0.28% | – |
| CWB | Exit | Spdr Barclays Cnvblmbrg brc cnvrt | $0 | – | -24,007 | -100.0% | -0.29% | – |
| IYR | Exit | Ishares Tr Dow Jones Reu.s. real es etf | $0 | – | -15,457 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Wisdomtree US Divid Etf | 20 | Q4 2023 | 5.9% |
| Ishares Etf | 20 | Q4 2023 | 4.4% |
| First Tr Nasdaq 100 Fund | 20 | Q4 2023 | 3.8% |
| ISHARES TRUST IBONDS DEC24 ETF | 20 | Q4 2023 | 3.9% |
| Dutsch X Trck Rusl 1000 | 20 | Q4 2023 | 4.2% |
| ISHARES TRUST IBONDS DEC25 ETF | 20 | Q4 2023 | 3.4% |
| Ishares Tr S&P Smallcap | 20 | Q4 2023 | 9.0% |
| First Trst Nasdaq Rsng | 20 | Q4 2023 | 3.5% |
| JP MORGAN ETF TRUST ULTRA SHRT INC ETF | 20 | Q4 2023 | 6.9% |
| First TRUST Value | 20 | Q4 2023 | 3.1% |
View RVW Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-07 |
| 13F-HR/A | 2022-01-14 |
View RVW Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.