$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UWT | Exit | Cg Vlctshr 3x Lng Cr Oil | $0 | – | -35,000 | -100.0% | -0.00% | – |
| DEM | Exit | Wisdomtree Emerging Mktsemer mkt high fd | $0 | – | -7,954 | -100.0% | -0.06% | – |
| IVV | Exit | Ishares TRUST S&Pcore s&p500 etf | $0 | – | -998 | -100.0% | -0.06% | – |
| IWB | Exit | Ishares Tr Russellrus 1000 etf | $0 | – | -1,854 | -100.0% | -0.06% | – |
| VNQ | Exit | Vanguard Reitreal estate etf | $0 | – | -3,883 | -100.0% | -0.06% | – |
| INTF | Exit | ISHARES TRUST MULTIFACTOR INTL ETFmultifactor intl | $0 | – | -17,898 | -100.0% | -0.08% | – |
| JPSE | Exit | JP MORGAN DIVERSFD EQT ETFdiversfd eqt etf | $0 | – | -22,659 | -100.0% | -0.11% | – |
| PID | Exit | Powershares Intl Dvdndintl divi achi | $0 | – | -45,159 | -100.0% | -0.12% | – |
| IJH | Exit | Ishares Tr S&P Midcapcore s&p mcp etf | $0 | – | -4,725 | -100.0% | -0.16% | – |
| AGN | Exit | Allergan Inc | $0 | – | -5,392 | -100.0% | -0.22% | – |
| JMST | Exit | JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETFultra sht muncpl | $0 | – | -39,700 | -100.0% | -0.47% | – |
| IPKW | Exit | Powershares Etf Fd Tr IIintl buyback | $0 | – | -103,684 | -100.0% | -0.57% | – |
| USMF | Exit | Wisdomtree USus multifactor | $0 | – | -129,310 | -100.0% | -0.74% | – |
| FDT | Exit | First Trust Developed Mkts Ex USdev mrk ex us | $0 | – | -83,570 | -100.0% | -0.78% | – |
| IYG | Exit | Ishares US Financial Seru.s. fin svc etf | $0 | – | -34,538 | -100.0% | -0.83% | – |
| MDY | Exit | Mid Cap SPDRutser1 s&pdcrp | $0 | – | -16,221 | -100.0% | -1.00% | – |
| PKW | Exit | Powershs Exch Trad Fd Trbuyback achiev | $0 | – | -89,267 | -100.0% | -1.01% | – |
| JPEU | Exit | Jpmorgan Divesifd Rtrndiv rtn eu etf | $0 | – | -112,966 | -100.0% | -1.19% | – |
| FXO | Exit | First TRUST Financialsfinls alphadex | $0 | – | -249,993 | -100.0% | -1.24% | – |
| DIVB | Exit | ISHARES TRUST US DIVID BYBCK E TFus divid bybck | $0 | – | -310,345 | -100.0% | -1.67% | – |
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.