$547 Million is the total value of RVW Wealth, LLC's 93 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OGIG | New | OSI ETF TRUST OSHS GBL INTER E TF | $20,249,000 | – | 534,569 | +100.0% | 3.70% | – |
| SPTM | New | SPDR SERIES TRUST PORTFOLIO TL STK ETFportfoli s&p1500 | $19,034,000 | – | 503,808 | +100.0% | 3.48% | – |
| JQUA | New | JP MORGAN ETF TRUST US QUALTY FCTR ETFus qualty fctr | $13,216,000 | – | 434,298 | +100.0% | 2.42% | – |
| TILT | New | Flexshares Morningstarmornstar usmkt | $11,290,000 | – | 99,449 | +100.0% | 2.06% | – |
| NULG | New | NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETFnuveen esg lrgcp | $11,047,000 | – | 240,776 | +100.0% | 2.02% | – |
| XITK | New | SPDR SERIES TRUST FACTST INV E TFfactst inv etf | $10,762,000 | – | 73,985 | +100.0% | 1.97% | – |
| ICSH | New | ISHARES TRUST ULTR SH TRM BD E TFultr sh trm bd | $9,975,000 | – | 197,283 | +100.0% | 1.82% | – |
| RWL | New | INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETFs&p 500 revenue | $9,167,000 | – | 179,212 | +100.0% | 1.68% | – |
| PGX | New | Powershs Exch Trad Fd Trpfd etf | $946,000 | – | 66,999 | +100.0% | 0.17% | – |
| TRI | New | Thomson Reuters Corp | $889,000 | – | 13,073 | +100.0% | 0.16% | – |
| CWB | New | Spdr Barclays Cnvblmbrg brc cnvrt | $550,000 | – | 9,089 | +100.0% | 0.10% | – |
| ABBV | New | Abbvie Inc | $487,000 | – | 4,956 | +100.0% | 0.09% | – |
| HYLS | New | First TRUST Tactcl Highfirst tr ta hiyl | $414,000 | – | 9,042 | +100.0% | 0.08% | – |
| IYR | New | Ishares Tr Dow Jones Reu.s. real es etf | $373,000 | – | 4,735 | +100.0% | 0.07% | – |
| NURE | New | NUVEEN ESG NUVEEN SHRT TERM RE IT ETFnuveen shrt term | $303,000 | – | 13,319 | +100.0% | 0.06% | – |
| SUSA | New | iShares MSCI USA ESG Select ETFmsci usa esg slc | $289,000 | – | 2,162 | +100.0% | 0.05% | – |
| ESGD | New | Ishares Esg Msci Eafeesg msci eafe | $281,000 | – | 4,634 | +100.0% | 0.05% | – |
| ESG | New | Flexsh Stoxx US Esgstox esg index | $262,000 | – | 3,506 | +100.0% | 0.05% | – |
| NUSC | New | Nuveen Esg Small Capnuveen esg smlcp | $218,000 | – | 7,937 | +100.0% | 0.04% | – |
| VIG | New | Vanguard Div Apprciationdiv app etf | $203,000 | – | 1,730 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
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.