$866 Million is the total value of RVW Wealth, LLC's 138 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 14.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUST PORTFOLIO TL STK ETFportfoli s&p1500 | $42,770,000 | -2.5% | 769,520 | +2.6% | 4.94% | +0.9% |
| AVUS | Buy | AMERICAN CENTURY INVESTMENTS U S EQT ETFus eqt etf | $42,104,000 | +1.6% | 546,098 | +5.6% | 4.86% | +5.0% |
| DGRW | Buy | Wisdomtree US Divid Etfus qtly div grt | $38,923,000 | -0.7% | 611,319 | +2.8% | 4.50% | +2.7% |
| QUAL | Buy | Ishares Etfcre u s reit etf | $37,096,000 | -4.8% | 275,542 | +2.9% | 4.28% | -1.6% |
| EFA | Sell | Ishares Tr Msci Eafe Fdmsci eafe etf | $34,802,000 | -7.5% | 472,849 | -1.2% | 4.02% | -4.4% |
| RWK | Buy | INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ETcap stk cl a | $33,804,000 | -2.2% | 366,723 | +0.4% | 3.90% | +1.1% |
| SLY | Buy | Spdr S&P 600 Small Capportfoli s&p1500 | $31,152,000 | -5.5% | 332,787 | +0.3% | 3.60% | -2.3% |
| QTEC | Buy | First Tr Nasdaq 100 Fundcl a | $31,071,000 | -8.9% | 203,756 | +4.6% | 3.59% | -5.8% |
| ESGD | Buy | Ishares Esg Msci Eafeultr sh trm bd | $29,150,000 | -4.0% | 395,367 | +3.5% | 3.37% | -0.7% |
| AVDE | Buy | AMERICAN CENTURY INVESTMENTS I NTL EQT ETFintl eqt etf | $24,850,000 | -3.9% | 411,850 | +1.0% | 2.87% | -0.6% |
| JQUA | Buy | JP MORGAN ETF TRUST US QUALTY FCTR ETFultr sh trm bd | $24,355,000 | -2.8% | 567,972 | +3.1% | 2.81% | +0.5% |
| RDVY | Buy | First Trst Nasdaq Rsng | $23,685,000 | -3.8% | 483,360 | +1.7% | 2.74% | -0.5% |
| IBDO | Sell | Ishares Ibonds Dec 2023cre u s reit etf | $23,453,000 | -2.2% | 927,716 | -0.7% | 2.71% | +1.1% |
| OGIG | Buy | OSI ETF TRUST OSHS GBL INTER E TF | $23,404,000 | -19.6% | 621,953 | +5.2% | 2.70% | -16.8% |
| IBDP | Sell | ISHARES TRUST IBONDS DEC24 ETFcre u s reit etf | $22,217,000 | -3.3% | 885,126 | -0.1% | 2.57% | +0.0% |
| IBDQ | Sell | ISHARES TRUST IBONDS DEC25 ETFcre u s reit etf | $21,879,000 | -5.9% | 866,501 | -1.6% | 2.53% | -2.7% |
| QDEF | Buy | FLEXSHARES TRUST QLT DIV DEF I DX ETFcap stk cl a | $20,937,000 | -3.4% | 370,501 | +1.3% | 2.42% | -0.0% |
| IBDN | Buy | Ishares Ibonds Dec 2022cre u s reit etf | $20,895,000 | +0.3% | 834,452 | +0.7% | 2.41% | +3.8% |
| NULG | Buy | NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF | $18,247,000 | -7.3% | 300,461 | +4.7% | 2.11% | -4.1% |
| IBDR | Buy | ISHARES TRUST IBONDS DEC2026 E TFultr sh trm bd | $18,191,000 | -4.2% | 737,984 | +1.3% | 2.10% | -0.9% |
| RWL | Buy | INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETFs&p 500 revenue | $18,098,000 | +1.7% | 224,343 | +0.8% | 2.09% | +5.2% |
| XJH | Buy | iShares ESG Screened S&P Mid-Cap ETFultr sh trm bd | $17,806,000 | +3.8% | 486,841 | +10.3% | 2.06% | +7.3% |
| TILT | Sell | Flexshares Morningstar | $17,381,000 | -7.6% | 99,810 | -3.2% | 2.01% | -4.5% |
| FVD | Buy | First TRUST Valuecl a | $16,613,000 | +2.5% | 392,751 | +4.3% | 1.92% | +6.0% |
| AAPL | Buy | Apple Computer Inc | $16,217,000 | +0.8% | 92,873 | +2.5% | 1.87% | +4.2% |
| XITK | Buy | SPDR SERIES TRUST FACTST INV E TFportfolio emg mk | $13,832,000 | -12.9% | 90,256 | +8.5% | 1.60% | -9.9% |
| SPEM | Buy | SPDR PORTFOLIO EMG MK ETFportfolio emg mk | $12,278,000 | +5.7% | 317,749 | +13.5% | 1.42% | +9.3% |
| JPIN | Sell | Jpmorgan Dvrsfd Rtrnultr sh trm bd | $12,180,000 | -10.6% | 215,568 | -6.4% | 1.41% | -7.6% |
| DEUS | Sell | Dutsch X Trck Rusl 1000xtrack russ 1000 | $12,111,000 | -7.8% | 265,704 | -2.3% | 1.40% | -4.7% |
| DFAI | Buy | Dimensional International Cr Eq Mkt ETFxtrack russ 1000 | $11,449,000 | +25.6% | 406,703 | +31.9% | 1.32% | +30.0% |
| JPME | Sell | JP MORGAN ETF TRUST DIVERSFED RTRN ETFdiversfed rtrn | $9,910,000 | -2.2% | 105,910 | -0.3% | 1.14% | +1.1% |
| ICSH | Buy | ISHARES TRUST ULTR SH TRM BD E TFcre u s reit etf | $8,657,000 | +6.1% | 172,613 | +6.6% | 1.00% | +9.8% |
| QQQ | Sell | Powershs Qqq TRUST Sercap stk cl a | $7,410,000 | -9.4% | 20,438 | -0.5% | 0.86% | -6.2% |
| RSP | Buy | Rydex Etf TRUSTcap stk cl a | $7,226,000 | -3.0% | 45,819 | +0.1% | 0.84% | +0.4% |
| FXL | Sell | FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETFcl a | $6,639,000 | -12.7% | 57,157 | -0.8% | 0.77% | -9.7% |
| AVEM | Sell | AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETFaventis emgmkt | $5,512,000 | -21.0% | 92,980 | -15.6% | 0.64% | -18.2% |
| BSCQ | Buy | INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | $5,138,000 | -5.3% | 257,264 | +0.4% | 0.59% | -2.0% |
| TSLA | Buy | Tesla Motors Inc | $4,854,000 | +31.6% | 4,504 | +29.1% | 0.56% | +36.2% |
| VTI | Sell | Vanguard Total Stock Mkttotal stk mkt | $4,402,000 | -5.9% | 19,335 | -0.2% | 0.51% | -2.5% |
| BSCM | Sell | Guggenheim Bullet 2022 | $4,263,000 | -2.5% | 200,524 | -1.9% | 0.49% | +0.8% |
| JPST | Sell | JP MORGAN ETF TRUST ULTRA SHRT INC ETFultr sh trm bd | $4,246,000 | -4.7% | 84,455 | -4.3% | 0.49% | -1.6% |
| IJR | Sell | Ishares Tr S&P Smallcapcore s&p scp etf | $3,857,000 | -6.0% | 35,754 | -0.2% | 0.45% | -2.6% |
| FEMS | Buy | FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETFcl a | $3,589,000 | +15.9% | 88,322 | +14.7% | 0.42% | +19.9% |
| AMZN | Sell | Amazon Com Inc | $3,368,000 | -4.0% | 1,033 | -1.8% | 0.39% | -0.8% |
| LRGF | ISHARES TRUST MULTIFACTOR USA ETFcre u s reit etf | $2,901,000 | -4.5% | 65,229 | 0.0% | 0.34% | -1.2% | |
| BSCO | Buy | INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF | $2,818,000 | -1.7% | 133,757 | +1.9% | 0.33% | +1.9% |
| BSCP | Buy | INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF | $2,721,000 | +6.1% | 130,132 | +11.1% | 0.31% | +9.4% |
| SRLN | Buy | Spdr Blackstone Gsoportfoli s&p1500 | $2,650,000 | +11.5% | 58,941 | +13.2% | 0.31% | +15.5% |
| BSCN | Buy | INVESCO BULSHS 2023 CB ETF | $2,610,000 | +2.7% | 123,697 | +4.4% | 0.30% | +6.0% |
| DIS | Sell | Disney Walt Coxtrack russ 1000 | $2,537,000 | -26.4% | 18,498 | -16.9% | 0.29% | -23.9% |
| SCHB | Buy | Schw US Brd Mkt Etfportfoli s&p1500 | $2,283,000 | -5.3% | 42,763 | +100.4% | 0.26% | -1.9% |
| HYGV | Buy | FLEXSHARES TRUST HIG YLD VL ET Fhig yld vl etf | $2,223,000 | -4.8% | 48,002 | +0.7% | 0.26% | -1.5% |
| AGG | New | Ishares Tr Lehman Bd Fdcore us aggbd et | $2,171,000 | – | 20,268 | +100.0% | 0.25% | – |
| IQDF | Buy | FlexShares Intl Qual Div ETFcap stk cl a | $1,916,000 | -4.7% | 80,250 | +2.1% | 0.22% | -1.8% |
| HYLS | Buy | First TRUST Tactcl Highfirst tr ta hiyl | $1,889,000 | -2.6% | 41,287 | +1.9% | 0.22% | +0.5% |
| PFFV | Buy | GLOBAL X FDS RATE PREFERRED ET Frate preferred | $1,715,000 | +150.0% | 65,747 | +165.7% | 0.20% | +157.1% |
| QSY | WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETFus qlt shrhd yld | $1,697,000 | -2.8% | 27,551 | 0.0% | 0.20% | +0.5% | |
| PFFD | Sell | GLOBAL X FDS US PFD ETFcap stk cl a | $1,613,000 | -38.3% | 68,640 | -32.4% | 0.19% | -36.3% |
| ESG | Buy | Flexsh Stoxx US Esgcap stk cl a | $1,601,000 | -3.2% | 14,602 | +2.6% | 0.18% | 0.0% |
| KHC | KRAFT HEINZ CO COM | $1,586,000 | +9.8% | 40,256 | 0.0% | 0.18% | +13.7% | |
| XLRE | Buy | Real Estate Select Sctrportfoli s&p1500 | $1,515,000 | -6.6% | 31,362 | +0.2% | 0.18% | -3.3% |
| USRT | ISHARES TRUST CRE U S REIT ETFcre u s reit etf | $1,461,000 | -4.4% | 22,602 | 0.0% | 0.17% | -1.2% | |
| TRI | Buy | Thomson Reuters Corp | $1,439,000 | -8.8% | 13,218 | +0.2% | 0.17% | -5.7% |
| IVV | New | Ishares TRUST S&Pcore s&p500 etf | $1,425,000 | – | 3,141 | +100.0% | 0.16% | – |
| EZM | Wisdomtree TRUST Midcapus qlt shrhd yld | $1,358,000 | -2.9% | 24,834 | 0.0% | 0.16% | +0.6% | |
| BRKB | Buy | Berkshire Hathaway Cl Bcl b new | $1,284,000 | +30.9% | 3,638 | +10.9% | 0.15% | +34.5% |
| MSFT | Buy | Microsoft Corp | $1,165,000 | +9.1% | 3,778 | +19.0% | 0.14% | +13.4% |
| FTSL | FIRST TRUST SENIOR LN FD ETFsenior ln fd | $1,151,000 | -1.8% | 24,463 | 0.0% | 0.13% | +1.5% | |
| SPHD | Pwrshr S&P500 Hidivcap stk cl a | $1,087,000 | +4.3% | 23,017 | 0.0% | 0.13% | +8.6% | |
| C | Sell | Citigroup Inc | $1,082,000 | -13.2% | 20,254 | -1.9% | 0.12% | -10.1% |
| IEFA | Buy | Ishares Core Msci Eafecre u s reit etf | $1,032,000 | +59.0% | 14,848 | +70.7% | 0.12% | +63.0% |
| ABBV | Sell | Abbvie Inc | $992,000 | +18.1% | 6,119 | -1.4% | 0.12% | +22.3% |
| TIP | Sell | Ishares Tr Lehman Tipstips bd etf | $873,000 | -4.1% | 7,011 | -0.4% | 0.10% | -1.0% |
| PGX | Sell | Powershs Exch Trad Fd Trcap stk cl a | $825,000 | -19.7% | 60,782 | -11.2% | 0.10% | -17.4% |
| NUSC | Buy | Nuveen Esg Small Capnuveen esg smlcp | $766,000 | +0.3% | 19,237 | +5.7% | 0.09% | +3.5% |
| REZ | Buy | Ishares Ftse Nareit Rescre u s reit etf | $718,000 | +3.8% | 7,484 | +6.2% | 0.08% | +7.8% |
| CWB | Buy | Spdr Barclays Cnvportfolio emg mk | $709,000 | -7.0% | 9,208 | +0.2% | 0.08% | -3.5% |
| FRI | Buy | FIRST TRUST PORTFOLIOS COM ETFcl a | $704,000 | -1.5% | 22,550 | +2.9% | 0.08% | +1.2% |
| CVX | Sell | Chevron Corporation | $697,000 | +33.3% | 4,278 | -4.0% | 0.08% | +39.7% |
| GOOGL | Buy | Google Inc Class A | $704,000 | +21.0% | 253 | +25.9% | 0.08% | +24.6% |
| DIMENSIONAL WLD EX US CR EQ 2 ETFxtrack russ 1000 | $693,000 | -4.4% | 27,757 | 0.0% | 0.08% | -1.2% | ||
| VEU | Sell | Vanguard Intl Eqty Indexallwrld ex us | $680,000 | -6.5% | 11,815 | -0.4% | 0.08% | -2.5% |
| D | Dominion Res Inc Va Newxtrack russ 1000 | $647,000 | +8.2% | 7,617 | 0.0% | 0.08% | +11.9% | |
| NVDA | Buy | Nvidia Corp | $631,000 | +73.4% | 2,312 | +86.6% | 0.07% | +78.0% |
| PEY | Powershares High Yieldcap stk cl a | $630,000 | +3.6% | 28,872 | 0.0% | 0.07% | +7.4% | |
| DGRO | Ishares Core Dividendcre u s reit etf | $590,000 | -3.9% | 11,045 | 0.0% | 0.07% | -1.4% | |
| NFLX | Buy | Netflix Inc | $545,000 | -36.7% | 1,454 | +1.7% | 0.06% | -34.4% |
| BSCR | INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | $534,000 | -6.2% | 26,412 | 0.0% | 0.06% | -3.1% | |
| VIG | Vanguard Div Apprciationdiv app etf | $533,000 | -5.7% | 3,289 | 0.0% | 0.06% | -1.6% | |
| BRKA | Berkshire Hathawaycl a | $529,000 | +17.3% | 1 | 0.0% | 0.06% | +22.0% | |
| ED | Consolidated Edison Inc | $476,000 | +11.0% | 5,030 | 0.0% | 0.06% | +14.6% | |
| FB | Buy | Facebook Inc Class Acl a | $478,000 | -32.9% | 2,151 | +1.6% | 0.06% | -31.2% |
| IWV | Ishares Russell 3000core s&p mcp etf | $470,000 | -5.4% | 1,792 | 0.0% | 0.05% | -3.6% | |
| NUMV | Buy | Nuveen Esg Mid Cap Valuenuveen esg midvl | $457,000 | +0.4% | 12,685 | +3.0% | 0.05% | +3.9% |
| IJH | Buy | Ishares Tr S&P Midcapcore s&p mcp etf | $450,000 | +13.1% | 1,676 | +19.2% | 0.05% | +18.2% |
| VGT | Buy | Vanguard Info Technologyallwrld ex us | $450,000 | -9.1% | 1,081 | +0.1% | 0.05% | -5.5% |
| FERG | FERGUSON PLCus qtly div grt | $451,000 | -25.3% | 3,365 | 0.0% | 0.05% | -22.4% | |
| DFAU | New | DIMENSIONAL US CORE EQUITY MARKT ETFus core eqt mkt | $437,000 | – | 13,854 | +100.0% | 0.05% | – |
| IWF | Ishares Tr Russellcore s&p mcp etf | $434,000 | -9.0% | 1,562 | 0.0% | 0.05% | -5.7% | |
| Sell | Bitcoin Investment Ordcap stk cl a | $431,000 | -33.8% | 14,121 | -25.8% | 0.05% | -31.5% | |
| AVUV | New | AVANTIS US SMALL CAP VALUE ETFus sml cp valu | $426,000 | – | 5,333 | +100.0% | 0.05% | – |
| SPY | Sell | S P D R TRUST Unit SRs&p500 hdl vol | $415,000 | -52.0% | 919 | -49.5% | 0.05% | -50.5% |
| COST | New | Costco Whsl Corp New | $403,000 | – | 700 | +100.0% | 0.05% | – |
| XOM | Buy | Exxon Mobil Corporationxtrack russ 1000 | $402,000 | +40.1% | 4,866 | +3.9% | 0.05% | +43.8% |
| VB | Vanguard Small Capallwrld ex us | $361,000 | -6.0% | 1,700 | 0.0% | 0.04% | -2.3% | |
| FPE | First TRUST Preferred | $363,000 | -6.4% | 19,072 | 0.0% | 0.04% | -2.3% | |
| IBDS | Buy | iShares iBonds Dec 2027 Term Corp ETFultr sh trm bd | $357,000 | +17.4% | 14,316 | +24.9% | 0.04% | +20.6% |
| IEMG | Buy | Ishares Etfcre u s reit etf | $341,000 | +49.6% | 6,140 | +60.9% | 0.04% | +56.0% |
| JEF | Buy | Jefferies Finl Group Inc | $334,000 | -14.8% | 10,182 | +0.9% | 0.04% | -11.4% |
| ABT | Sell | Abbott Laboratories | $300,000 | -20.2% | 2,538 | -5.0% | 0.04% | -16.7% |
| IBDT | Buy | ISHARES TRUST IBDS DEC28 ETFibds dec28 etf | $300,000 | +22.4% | 11,380 | +31.2% | 0.04% | +29.6% |
| BA | Sell | Boeing Co | $284,000 | -12.3% | 1,482 | -7.8% | 0.03% | -8.3% |
| New | BLACKSTONE SECURED LENDING CF | $276,000 | – | 9,909 | +100.0% | 0.03% | – | |
| JPEM | Jpmrg Dvsfd Retn Emrgultr sh trm bd | $270,000 | -2.2% | 4,851 | 0.0% | 0.03% | 0.0% | |
| DON | Sell | Wisdomtree Midcap Divdndus midcap divid | $264,000 | -16.5% | 5,953 | -16.4% | 0.03% | -14.3% |
| NUEM | Buy | Nuveen Esg Emergingnuveen esg smlcp | $254,000 | -1.9% | 8,351 | +3.9% | 0.03% | 0.0% |
| VOO | Sell | Vanguard S&P 500 Etfallwrld ex us | $246,000 | -6.1% | 592 | -1.3% | 0.03% | -3.4% |
| HD | Sell | Home Depot Inccap stk cl a | $241,000 | -30.5% | 806 | -3.6% | 0.03% | -28.2% |
| ARCC | Buy | Ares Capital Corp | $234,000 | +1.3% | 11,149 | +2.1% | 0.03% | +3.8% |
| ADBE | New | Adobe Systems Inc | $231,000 | – | 507 | +100.0% | 0.03% | – |
| JPM | Buy | Jpmorgan Chase & Co | $231,000 | -6.9% | 1,694 | +8.3% | 0.03% | -3.6% |
| SOXX | Ishares Phlx Sox Semi-core s&p mcp etf | $237,000 | -12.5% | 500 | 0.0% | 0.03% | -10.0% | |
| NUMG | Buy | Nuveen Esg Mid Cap | $227,000 | -6.2% | 5,173 | +5.2% | 0.03% | -3.7% |
| SDY | Buy | Spdr S&P Dividend Etfs&p divid etf | $226,000 | +9.7% | 1,764 | +10.8% | 0.03% | +13.0% |
| PYPL | Buy | Paypal Holdings Incos&p500 hdl vol | $226,000 | -34.3% | 1,958 | +7.4% | 0.03% | -31.6% |
| PFE | Buy | Pfizer Incorporated | $206,000 | -1.0% | 3,979 | +13.0% | 0.02% | +4.3% |
| BFOR | Alps TRUST Etfbarrons 400 etf | $211,000 | -7.9% | 3,555 | 0.0% | 0.02% | -7.7% | |
| IAU | New | Ishares Gold Etfishares new | $209,000 | – | 5,673 | +100.0% | 0.02% | – |
| NULV | Buy | NUVEEN ESG NUVEEN ESG LRG CAP VAL ETFnuveen esg lrgvl | $209,000 | +0.5% | 5,501 | +3.0% | 0.02% | +4.3% |
| T | New | A T & T Inc New | $200,000 | – | 8,465 | +100.0% | 0.02% | – |
| BSV | Buy | Vanguard Bond Index Fundshort trm bond | $202,000 | -2.4% | 2,589 | +0.9% | 0.02% | 0.0% |
| AER | Aercap Holdings Nvus qtly div grt | $201,000 | -23.3% | 4,000 | 0.0% | 0.02% | -20.7% | |
| ARES | ARES MANAGEMENT CORPORATION CO M CL A | $203,000 | 0.0% | 2,500 | 0.0% | 0.02% | 0.0% | |
| TLOFF | TALON METALS CORPORATION COMus qtly div grt | $67,000 | +39.6% | 100,000 | 0.0% | 0.01% | +60.0% | |
| AFDG | AFRICAN DISCOVERY GROUP ORD | $18,000 | -18.2% | 316,429 | 0.0% | 0.00% | 0.0% | |
| FCHS | First Choice Healthccl a | $8,000 | -20.0% | 201,129 | 0.0% | 0.00% | 0.0% | |
| ADMP | Adamis Pharmaceuticals Corp | $11,000 | 0.0% | 19,000 | 0.0% | 0.00% | 0.0% | |
| INND | Exit | INNERSCOPE HEARING TECH INC CO Mcap stk cl a | $0 | – | -33,000 | -100.0% | 0.00% | – |
| FUNFF | FANSUNITE ENTERTAINMENT INC CO Mcl a | $3,000 | -25.0% | 12,390 | 0.0% | 0.00% | – | |
| CRYFQ | Exit | Crystallex Intl Corp Xxx | $0 | – | -59,000 | -100.0% | 0.00% | – |
| Exit | Hon Hai Precsn Ind Ordus qtly div grt | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| CWI | Exit | Spdr Msci Acwi Ex-Usmsci acwi exus | $0 | – | -6,870 | -100.0% | -0.02% | – |
| PKW | Exit | Powershs Exch Trad Fd Trcap stk cl a | $0 | – | -2,151 | -100.0% | -0.02% | – |
| OMFS | Exit | INVESCO EXCHANGE TRADED SELF I RUSL 2000 DYNM ETFrusl 2000 dynm | $0 | – | -5,000 | -100.0% | -0.02% | – |
| XLK | Exit | Sector Spdr Tech Selecttechnology | $0 | – | -1,182 | -100.0% | -0.02% | – |
| INTC | Exit | Intel Corp | $0 | – | -4,113 | -100.0% | -0.02% | – |
| F | Exit | Ford Motor Company New | $0 | – | -11,969 | -100.0% | -0.03% | – |
| Exit | 1/100 Berkshire Htwy Clacl b new | $0 | – | -100 | -100.0% | -0.05% | – | |
| BTEK | Exit | BLACKROCK ETF TRUST FUTURE TEC H ETFfuture tech etf | $0 | – | -35,589 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-07
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.