$347 Million is the total value of Revolve Wealth Partners, LLC's 151 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLN | New | WISDOMTREE TRus largecap divd | $35,505,000 | – | 537,629 | +100.0% | 10.22% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $28,897,000 | – | 253,881 | +100.0% | 8.32% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $17,676,000 | – | 107,945 | +100.0% | 5.09% | – |
| IVAL | New | ALPHA ARCHITECT ETF TRintl quan value | $14,851,000 | – | 564,461 | +100.0% | 4.27% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $14,661,000 | – | 377,182 | +100.0% | 4.22% | – |
| HYMB | New | SPDR SER TRnuveen bloomberg | $13,569,000 | – | 225,845 | +100.0% | 3.90% | – |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $13,101,000 | – | 253,258 | +100.0% | 3.77% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $12,712,000 | – | 158,054 | +100.0% | 3.66% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $12,347,000 | – | 25,885 | +100.0% | 3.55% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $11,951,000 | – | 116,709 | +100.0% | 3.44% | – |
| AAPL | New | APPLE INC | $10,361,000 | – | 58,349 | +100.0% | 2.98% | – |
| IEFA | New | ISHARES TRcore msci eafe | $8,411,000 | – | 112,686 | +100.0% | 2.42% | – |
| AMGN | New | AMGEN INC | $6,417,000 | – | 28,524 | +100.0% | 1.85% | – |
| AMZN | New | AMAZON COM INC | $6,167,000 | – | 1,849 | +100.0% | 1.78% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $6,130,000 | – | 120,052 | +100.0% | 1.76% | – |
| MSFT | New | MICROSOFT CORP | $6,074,000 | – | 18,060 | +100.0% | 1.75% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $5,863,000 | – | 108,775 | +100.0% | 1.69% | – |
| TSLA | New | TESLA INC | $5,459,000 | – | 5,165 | +100.0% | 1.57% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $4,475,000 | – | 15,808 | +100.0% | 1.29% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $4,442,000 | – | 38,787 | +100.0% | 1.28% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $3,427,000 | – | 53,904 | +100.0% | 0.99% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,415,000 | – | 13,404 | +100.0% | 0.98% | – |
| MUB | New | ISHARES TRnational mun etf | $3,382,000 | – | 29,081 | +100.0% | 0.97% | – |
| EFG | New | ISHARES TReafe grwth etf | $3,217,000 | – | 29,170 | +100.0% | 0.93% | – |
| FB | New | META PLATFORMS INCcl a | $3,102,000 | – | 9,224 | +100.0% | 0.89% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,796,000 | – | 54,758 | +100.0% | 0.80% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $2,670,000 | – | 8,738 | +100.0% | 0.77% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $2,595,000 | – | 11,666 | +100.0% | 0.75% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,574,000 | – | 15,049 | +100.0% | 0.74% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,380,000 | – | 5,012 | +100.0% | 0.68% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $2,343,000 | – | 10,366 | +100.0% | 0.67% | – |
| IXUS | New | ISHARES TRcore msci total | $2,286,000 | – | 32,231 | +100.0% | 0.66% | – |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $2,273,000 | – | 36,409 | +100.0% | 0.65% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,237,000 | – | 5,624 | +100.0% | 0.64% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,153,000 | – | 4,288 | +100.0% | 0.62% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,984,000 | – | 3,833 | +100.0% | 0.57% | – |
| V | New | VISA INC | $1,978,000 | – | 9,127 | +100.0% | 0.57% | – |
| PHB | New | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $1,921,000 | – | 98,894 | +100.0% | 0.55% | – |
| NVDA | New | NVIDIA CORPORATION | $1,893,000 | – | 6,438 | +100.0% | 0.54% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,790,000 | – | 4,982 | +100.0% | 0.52% | – |
| VOO | New | VANGUARD INDEX FDS | $1,785,000 | – | 4,088 | +100.0% | 0.51% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,725,000 | – | 5,375 | +100.0% | 0.50% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,466,000 | – | 9,749 | +100.0% | 0.42% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $1,414,000 | – | 17,492 | +100.0% | 0.41% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $1,389,000 | – | 27,923 | +100.0% | 0.40% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,275,000 | – | 8,055 | +100.0% | 0.37% | – |
| PFE | New | PFIZER INC | $1,277,000 | – | 21,622 | +100.0% | 0.37% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,266,000 | – | 437 | +100.0% | 0.36% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $1,225,000 | – | 11,410 | +100.0% | 0.35% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,223,000 | – | 4,089 | +100.0% | 0.35% | – |
| NYF | New | ISHARES TRnew york mun etf | $1,202,000 | – | 20,734 | +100.0% | 0.35% | – |
| AGG | New | ISHARES TRcore us aggbd et | $1,195,000 | – | 10,475 | +100.0% | 0.34% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,112,000 | – | 22,021 | +100.0% | 0.32% | – |
| PYPL | New | PAYPAL HLDGS INC | $1,050,000 | – | 5,570 | +100.0% | 0.30% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,046,000 | – | 4,333 | +100.0% | 0.30% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,044,000 | – | 7,258 | +100.0% | 0.30% | – |
| EFV | New | ISHARES TReafe value etf | $1,039,000 | – | 20,612 | +100.0% | 0.30% | – |
| PG | New | PROCTER AND GAMBLE CO | $982,000 | – | 6,000 | +100.0% | 0.28% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $917,000 | – | 7,955 | +100.0% | 0.26% | – |
| NOW | New | SERVICENOW INC | $894,000 | – | 1,377 | +100.0% | 0.26% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $867,000 | – | 7,082 | +100.0% | 0.25% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $816,000 | – | 5,014 | +100.0% | 0.24% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $800,000 | – | 1,411 | +100.0% | 0.23% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $790,000 | – | 273 | +100.0% | 0.23% | – |
| ARKK | New | ARK ETF TRinnovation etf | $749,000 | – | 7,922 | +100.0% | 0.22% | – |
| SHOP | New | SHOPIFY INCcl a | $733,000 | – | 532 | +100.0% | 0.21% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $723,000 | – | 2,839 | +100.0% | 0.21% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $713,000 | – | 9,741 | +100.0% | 0.20% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $680,000 | – | 13,918 | +100.0% | 0.20% | – |
| DIS | New | DISNEY WALT CO | $672,000 | – | 4,339 | +100.0% | 0.19% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $636,000 | – | 3,701 | +100.0% | 0.18% | – |
| NFLX | New | NETFLIX INC | $606,000 | – | 1,006 | +100.0% | 0.17% | – |
| CRM | New | SALESFORCE COM INC | $597,000 | – | 2,348 | +100.0% | 0.17% | – |
| BX | New | BLACKSTONE INC | $570,000 | – | 4,402 | +100.0% | 0.16% | – |
| RE | New | EVEREST RE GROUP LTD | $563,000 | – | 2,055 | +100.0% | 0.16% | – |
| HD | New | HOME DEPOT INC | $563,000 | – | 1,356 | +100.0% | 0.16% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $562,000 | – | 18,961 | +100.0% | 0.16% | – |
| MU | New | MICRON TECHNOLOGY INC | $550,000 | – | 5,903 | +100.0% | 0.16% | – |
| STAR | New | ISTAR INC | $514,000 | – | 19,903 | +100.0% | 0.15% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $471,000 | – | 15,192 | +100.0% | 0.14% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $469,000 | – | 1,305 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $453,000 | – | 3,858 | +100.0% | 0.13% | – |
| KO | New | COCA COLA CO | $443,000 | – | 7,484 | +100.0% | 0.13% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $442,000 | – | 673 | +100.0% | 0.13% | – |
| VEEV | New | VEEVA SYS INC | $437,000 | – | 1,711 | +100.0% | 0.13% | – |
| CVS | New | CVS HEALTH CORP | $434,000 | – | 4,209 | +100.0% | 0.12% | – |
| DUK | New | DUKE ENERGY CORP NEW | $413,000 | – | 3,939 | +100.0% | 0.12% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $409,000 | – | 7,413 | +100.0% | 0.12% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $410,000 | – | 7,465 | +100.0% | 0.12% | – |
| SAFE | New | SAFEHOLD INC | $407,000 | – | 5,101 | +100.0% | 0.12% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $398,000 | – | 3,519 | +100.0% | 0.12% | – |
| LULU | New | LULULEMON ATHLETICA INC | $391,000 | – | 1,000 | +100.0% | 0.11% | – |
| DXCM | New | DEXCOM INC | $380,000 | – | 708 | +100.0% | 0.11% | – |
| BAC | New | BK OF AMERICA CORP | $370,000 | – | 8,326 | +100.0% | 0.11% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $360,000 | – | 7,159 | +100.0% | 0.10% | – |
| INTC | New | INTEL CORP | $363,000 | – | 7,039 | +100.0% | 0.10% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $358,000 | – | 6,895 | +100.0% | 0.10% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $350,000 | – | 2,703 | +100.0% | 0.10% | – |
| BURL | New | BURLINGTON STORES INC | $347,000 | – | 1,189 | +100.0% | 0.10% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $346,000 | – | 3,123 | +100.0% | 0.10% | – |
| QCOM | New | QUALCOMM INC | $332,000 | – | 1,813 | +100.0% | 0.10% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $327,000 | – | 4,426 | +100.0% | 0.09% | – |
| SQ | New | BLOCK INCcl a | $321,000 | – | 1,987 | +100.0% | 0.09% | – |
| SDY | New | SPDR SER TRs&p divid etf | $310,000 | – | 2,398 | +100.0% | 0.09% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $309,000 | – | 4,503 | +100.0% | 0.09% | – |
| GM | New | GENERAL MTRS CO | $307,000 | – | 5,244 | +100.0% | 0.09% | – |
| XOM | New | EXXON MOBIL CORP | $305,000 | – | 4,988 | +100.0% | 0.09% | – |
| MELI | New | MERCADOLIBRE INC | $297,000 | – | 220 | +100.0% | 0.08% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $294,000 | – | 168 | +100.0% | 0.08% | – |
| TSCO | New | TRACTOR SUPPLY CO | $294,000 | – | 1,234 | +100.0% | 0.08% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $283,000 | – | 6,819 | +100.0% | 0.08% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $277,000 | – | 3,248 | +100.0% | 0.08% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $275,000 | – | 10,863 | +100.0% | 0.08% | – |
| IYW | New | ISHARES TRu.s. tech etf | $274,000 | – | 2,383 | +100.0% | 0.08% | – |
| C | New | CITIGROUP INC | $271,000 | – | 4,490 | +100.0% | 0.08% | – |
| PEP | New | PEPSICO INC | $268,000 | – | 1,543 | +100.0% | 0.08% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $265,000 | – | 12,088 | +100.0% | 0.08% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $264,000 | – | 12,081 | +100.0% | 0.08% | – |
| ABBV | New | ABBVIE INC | $264,000 | – | 1,952 | +100.0% | 0.08% | – |
| ZTS | New | ZOETIS INCcl a | $265,000 | – | 1,085 | +100.0% | 0.08% | – |
| NUMG | New | NUSHARES ETF TRnuveen esg midcp | $262,000 | – | 5,316 | +100.0% | 0.08% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $258,000 | – | 12,021 | +100.0% | 0.07% | – |
| T | New | AT&T INC | $252,000 | – | 10,224 | +100.0% | 0.07% | – |
| ASML | New | ASML HOLDING N V | $252,000 | – | 316 | +100.0% | 0.07% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $251,000 | – | 5,078 | +100.0% | 0.07% | – |
| MRK | New | MERCK & CO INC | $245,000 | – | 3,194 | +100.0% | 0.07% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $248,000 | – | 11,617 | +100.0% | 0.07% | – |
| WMT | New | WALMART INC | $244,000 | – | 1,683 | +100.0% | 0.07% | – |
| ED | New | CONSOLIDATED EDISON INC | $244,000 | – | 2,863 | +100.0% | 0.07% | – |
| BSMO | New | INVESCO EXCH TRD SLF IDX FD | $237,000 | – | 9,209 | +100.0% | 0.07% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $238,000 | – | 8,469 | +100.0% | 0.07% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $237,000 | – | 2,801 | +100.0% | 0.07% | – |
| GILD | New | GILEAD SCIENCES INC | $229,000 | – | 3,156 | +100.0% | 0.07% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $227,000 | – | 9,778 | +100.0% | 0.06% | – |
| LEN | New | LENNAR CORPcl a | $226,000 | – | 1,949 | +100.0% | 0.06% | – |
| EMR | New | EMERSON ELEC CO | $223,000 | – | 2,399 | +100.0% | 0.06% | – |
| MGA | New | MAGNA INTL INC | $222,000 | – | 2,743 | +100.0% | 0.06% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $220,000 | – | 730 | +100.0% | 0.06% | – |
| PODD | New | INSULET CORP | $220,000 | – | 825 | +100.0% | 0.06% | – |
| WM | New | WASTE MGMT INC DEL | $215,000 | – | 1,288 | +100.0% | 0.06% | – |
| NOVT | New | NOVANTA INC | $215,000 | – | 1,217 | +100.0% | 0.06% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $213,000 | – | 944 | +100.0% | 0.06% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $208,000 | – | 3,337 | +100.0% | 0.06% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $205,000 | – | 307 | +100.0% | 0.06% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $203,000 | – | 5,217 | +100.0% | 0.06% | – |
| NEWR | New | NEW RELIC INC | $200,000 | – | 1,815 | +100.0% | 0.06% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $194,000 | – | 15,489 | +100.0% | 0.06% | – |
| V | New | VISA INCput | $152,000 | – | 700 | +100.0% | 0.04% | – |
| PYPL | New | PAYPAL HLDGS INCput | $132,000 | – | 700 | +100.0% | 0.04% | – |
| DHF | New | BNY MELLON HIGH YIELD STRATEsh ben int | $34,000 | – | 11,093 | +100.0% | 0.01% | – |
| GTE | New | GRAN TIERRA ENERGY INC | $10,000 | – | 13,285 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 8 | Q3 2023 | 10.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 17.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.3% |
| EA SERIES TRUST | 8 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.7% |
| SPDR SER TR | 8 | Q3 2023 | 4.0% |
| SPDR SER TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.6% |
| APPLE INC | 8 | Q3 2023 | 3.2% |
View Revolve Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-04 |
View Revolve Wealth Partners, 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.