$668 Million is the total value of RVW Wealth, LLC's 95 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AER | Exit | Aercap Holdings Nv | $0 | – | -8,000 | -100.0% | -0.03% | – |
| MSI | Exit | Motorola Solutions | $0 | – | -1,432 | -100.0% | -0.04% | – |
| SCHV | Exit | SCHWAB STRATEGIC TR US LCAP VA ETFus lcap gr etf | $0 | – | -4,863 | -100.0% | -0.04% | – |
| NURE | Exit | NUVEEN ESG NUVEEN SHRT TERM RE IT ETFnuveen shrt term | $0 | – | -13,753 | -100.0% | -0.05% | – |
| IYR | Exit | Ishares Tr Dow Jones Reu.s. real es etf | $0 | – | -4,820 | -100.0% | -0.06% | – |
| CVX | Exit | Chevron Corporation | $0 | – | -8,890 | -100.0% | -0.11% | – |
| BSCK | Exit | Guggenheim Etf | $0 | – | -45,840 | -100.0% | -0.16% | – |
| IBDL | Exit | ISHARES TRUST IBONDS DEC 2020 TERM CORP ETFibonds dec20 etf | $0 | – | -191,106 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-11
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.