$347 Million is the total value of Revolve Wealth Partners, LLC's 149 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLN | Sell | WISDOMTREE TRus largecap divd | $34,810,000 | -2.0% | 529,669 | -1.5% | 10.04% | -1.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $27,371,000 | -5.3% | 508,281 | +100.2% | 7.90% | -5.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $24,626,000 | +39.3% | 329,135 | +204.9% | 7.11% | +39.7% |
| IVAL | Buy | ALPHA ARCHITECT ETF TRintl quan value | $17,626,000 | +18.7% | 664,640 | +17.7% | 5.09% | +19.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $14,745,000 | +0.6% | 401,561 | +6.5% | 4.26% | +0.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $13,349,000 | +5.0% | 175,971 | +11.3% | 3.85% | +5.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $12,184,000 | +1.9% | 257,270 | +120.4% | 3.52% | +2.2% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $12,082,000 | -7.8% | 252,338 | -0.4% | 3.49% | -7.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $11,727,000 | -5.0% | 25,848 | -0.1% | 3.38% | -4.8% |
| AAPL | Buy | APPLE INC | $11,056,000 | +6.7% | 63,318 | +8.5% | 3.19% | +7.0% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $10,838,000 | -20.1% | 196,513 | -13.0% | 3.13% | -19.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $8,160,000 | -3.0% | 117,387 | +4.2% | 2.36% | -2.7% |
| AMZN | Buy | AMAZON COM INC | $6,136,000 | -0.5% | 1,882 | +1.8% | 1.77% | -0.2% |
| MUB | Buy | ISHARES TRnational mun etf | $6,003,000 | +77.5% | 54,754 | +88.3% | 1.73% | +78.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $5,836,000 | -0.5% | 115,412 | +6.1% | 1.68% | -0.2% |
| MSFT | Buy | MICROSOFT CORP | $5,815,000 | -4.3% | 18,862 | +4.4% | 1.68% | -4.0% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $5,688,000 | +150.2% | 99,095 | +172.2% | 1.64% | +150.9% |
| TSLA | Buy | TESLA INC | $5,684,000 | +4.1% | 5,275 | +2.1% | 1.64% | +4.4% |
| JMST | Sell | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $4,718,000 | -23.0% | 93,177 | -22.4% | 1.36% | -22.8% |
| AMGN | Sell | AMGEN INC | $4,555,000 | -29.0% | 18,835 | -34.0% | 1.31% | -28.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,354,000 | -2.0% | 40,359 | +4.1% | 1.26% | -1.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,202,000 | -6.1% | 15,660 | -0.9% | 1.21% | -5.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,025,000 | +25.1% | 41,814 | +43.3% | 1.16% | +25.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,226,000 | -5.5% | 13,562 | +1.2% | 0.93% | -5.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,223,000 | -6.0% | 53,957 | +0.1% | 0.93% | -5.7% |
| IXUS | Buy | ISHARES TRcore msci total | $2,599,000 | +13.7% | 39,041 | +21.1% | 0.75% | +14.0% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,543,000 | -9.0% | 52,955 | -3.3% | 0.73% | -8.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,417,000 | +1.6% | 5,351 | +6.8% | 0.70% | +1.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,357,000 | -9.2% | 11,482 | -1.6% | 0.68% | -9.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,272,000 | -14.9% | 8,183 | -6.4% | 0.66% | -14.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,249,000 | -4.0% | 10,583 | +2.1% | 0.65% | -3.7% |
| V | Buy | VISA INC | $2,221,000 | +12.3% | 10,015 | +9.7% | 0.64% | +12.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,215,000 | +2.9% | 4,343 | +1.3% | 0.64% | +3.1% |
| FB | Buy | META PLATFORMS INCcl a | $2,064,000 | -33.5% | 9,280 | +0.6% | 0.60% | -33.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,043,000 | -8.7% | 5,634 | +0.2% | 0.59% | -8.4% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $2,038,000 | +6.1% | 110,933 | +12.2% | 0.59% | +6.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,911,000 | -3.7% | 3,897 | +1.7% | 0.55% | -3.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,798,000 | +0.4% | 5,032 | +1.0% | 0.52% | +0.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,706,000 | +20.7% | 21,620 | +23.6% | 0.49% | +20.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,699,000 | -4.8% | 4,092 | +0.1% | 0.49% | -4.7% |
| NVDA | Sell | NVIDIA CORPORATION | $1,691,000 | -10.7% | 6,196 | -3.8% | 0.49% | -10.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,504,000 | +23.0% | 4,262 | +4.2% | 0.43% | +23.3% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,435,000 | -2.1% | 9,590 | -1.6% | 0.41% | -1.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,396,000 | -19.1% | 4,853 | -9.7% | 0.40% | -18.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,369,000 | -46.8% | 7,722 | -48.7% | 0.40% | -46.7% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,330,000 | -4.2% | 28,204 | +1.0% | 0.38% | -4.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,303,000 | +2.9% | 469 | +7.3% | 0.38% | +3.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,219,000 | -4.4% | 8,944 | +11.0% | 0.35% | -4.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,141,000 | -4.5% | 10,656 | +1.7% | 0.33% | -4.4% |
| PFE | Buy | PFIZER INC | $1,127,000 | -11.7% | 21,776 | +0.7% | 0.32% | -11.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,055,000 | +0.9% | 4,633 | +6.9% | 0.30% | +1.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $963,000 | -1.9% | 6,300 | +5.0% | 0.28% | -1.8% |
| RE | Buy | EVEREST RE GROUP LTD | $914,000 | +62.3% | 3,033 | +47.6% | 0.26% | +63.0% |
| EFV | Sell | ISHARES TReafe value etf | $888,000 | -14.5% | 17,665 | -14.3% | 0.26% | -14.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $844,000 | -19.2% | 7,719 | +6.4% | 0.24% | -18.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $838,000 | +6.1% | 300 | +9.9% | 0.24% | +6.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $830,000 | +1.7% | 5,264 | +5.0% | 0.24% | +2.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $821,000 | -5.3% | 6,862 | -3.1% | 0.24% | -5.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $774,000 | -15.6% | 7,698 | -3.2% | 0.22% | -15.5% |
| NOW | Sell | SERVICENOW INC | $764,000 | -14.5% | 1,372 | -0.4% | 0.22% | -14.4% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $711,000 | -0.3% | 9,956 | +2.2% | 0.20% | 0.0% |
| NYF | Sell | ISHARES TRnew york mun etf | $702,000 | -41.6% | 12,863 | -38.0% | 0.20% | -41.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $654,000 | -37.7% | 5,659 | +1.6% | 0.19% | -37.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $644,000 | -19.5% | 1,413 | +0.1% | 0.19% | -19.1% |
| CVX | Buy | CHEVRON CORP NEW | $635,000 | +40.2% | 3,900 | +1.1% | 0.18% | +40.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $627,000 | -7.8% | 13,879 | -0.3% | 0.18% | -7.7% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $625,000 | -13.6% | 2,806 | -1.2% | 0.18% | -13.5% |
| BX | Buy | BLACKSTONE INC | $620,000 | +8.8% | 4,888 | +11.0% | 0.18% | +9.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $601,000 | -5.5% | 3,704 | +0.1% | 0.17% | -5.5% |
| DIS | Sell | DISNEY WALT CO | $595,000 | -11.5% | 4,336 | -0.1% | 0.17% | -10.9% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $551,000 | – | 16,863 | +100.0% | 0.16% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $538,000 | -28.2% | 8,113 | +2.4% | 0.16% | -28.2% |
| KO | Buy | COCA COLA CO | $491,000 | +10.8% | 7,912 | +5.7% | 0.14% | +11.8% |
| CRM | Sell | SALESFORCE COM INC | $488,000 | -18.3% | 2,299 | -2.1% | 0.14% | -18.0% |
| XOM | Buy | EXXON MOBIL CORP | $467,000 | +53.1% | 5,652 | +13.3% | 0.14% | +53.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $469,000 | -14.7% | 6,018 | +1.9% | 0.14% | -14.6% |
| HD | Buy | HOME DEPOT INC | $452,000 | -19.7% | 1,511 | +11.4% | 0.13% | -19.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $444,000 | +7.5% | 3,972 | +0.8% | 0.13% | +7.6% |
| SHOP | Buy | SHOPIFY INCcl a | $441,000 | -39.8% | 653 | +22.7% | 0.13% | -39.8% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $440,000 | -6.6% | 15,192 | 0.0% | 0.13% | -6.6% | |
| CVS | Buy | CVS HEALTH CORP | $438,000 | +0.9% | 4,328 | +2.8% | 0.13% | +0.8% |
| QCOM | Buy | QUALCOMM INC | $436,000 | +31.3% | 2,853 | +57.4% | 0.13% | +31.2% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $422,000 | -65.6% | 4,034 | -64.6% | 0.12% | -65.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $413,000 | -26.5% | 14,865 | -21.6% | 0.12% | -26.5% |
| ABBV | Buy | ABBVIE INC | $413,000 | +56.4% | 2,546 | +30.4% | 0.12% | +56.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $395,000 | -15.8% | 1,308 | +0.2% | 0.11% | -15.6% |
| STAR | Sell | ISTAR INC | $393,000 | -23.5% | 16,772 | -15.7% | 0.11% | -23.6% |
| NFLX | Buy | NETFLIX INC | $390,000 | -35.6% | 1,041 | +3.5% | 0.11% | -35.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $389,000 | +8.7% | 7,630 | +10.7% | 0.11% | +8.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $384,000 | -3.5% | 7,187 | +104.2% | 0.11% | -3.5% |
| LULU | Sell | LULULEMON ATHLETICA INC | $364,000 | -6.9% | 998 | -0.2% | 0.10% | -7.1% |
| DXCM | Sell | DEXCOM INC | $362,000 | -4.7% | 707 | -0.1% | 0.10% | -4.6% |
| VEEV | Sell | VEEVA SYS INC | $354,000 | -19.0% | 1,668 | -2.5% | 0.10% | -19.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $345,000 | -15.6% | 6,578 | -11.3% | 0.10% | -15.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $342,000 | -5.0% | 7,304 | +2.0% | 0.10% | -4.8% |
| BAC | Sell | BK OF AMERICA CORP | $338,000 | -8.6% | 8,209 | -1.4% | 0.10% | -7.5% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $338,000 | -69.6% | 6,721 | -69.5% | 0.10% | -69.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $323,000 | -6.6% | 2,944 | -5.7% | 0.09% | -7.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $314,000 | +32.5% | 3,947 | +40.9% | 0.09% | +33.8% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $317,000 | -9.4% | 2,696 | -0.3% | 0.09% | -9.9% |
| SDY | SPDR SER TRs&p divid etf | $307,000 | -1.0% | 2,398 | 0.0% | 0.09% | 0.0% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $295,000 | -33.3% | 677 | +0.6% | 0.08% | -33.1% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $286,000 | -7.4% | 4,714 | +4.7% | 0.08% | -6.7% |
| TSCO | Sell | TRACTOR SUPPLY CO | $286,000 | -2.7% | 1,227 | -0.6% | 0.08% | -2.4% |
| PEP | Buy | PEPSICO INC | $286,000 | +6.7% | 1,709 | +10.8% | 0.08% | +7.8% |
| HE | HAWAIIAN ELEC INDUSTRIES | $289,000 | +2.1% | 6,819 | 0.0% | 0.08% | +2.5% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $285,000 | -3.1% | 180 | +7.1% | 0.08% | -3.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $278,000 | -32.2% | 5,396 | -27.7% | 0.08% | -32.2% |
| SQ | Buy | BLOCK INCcl a | $277,000 | -13.7% | 2,044 | +2.9% | 0.08% | -13.0% |
| GM | Buy | GENERAL MTRS CO | $269,000 | -12.4% | 6,154 | +17.4% | 0.08% | -11.4% |
| ED | Sell | CONSOLIDATED EDISON INC | $268,000 | +9.8% | 2,834 | -1.0% | 0.08% | +10.0% |
| MELI | Buy | MERCADOLIBRE INC | $263,000 | -11.4% | 221 | +0.5% | 0.08% | -10.6% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $259,000 | – | 3,394 | +100.0% | 0.08% | – |
| C | Buy | CITIGROUP INC | $257,000 | -5.2% | 4,821 | +7.4% | 0.07% | -5.1% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $256,000 | -6.9% | 10,460 | -3.7% | 0.07% | -6.3% |
| WMT | Buy | WALMART INC | $256,000 | +4.9% | 1,720 | +2.2% | 0.07% | +5.7% |
| INTC | Sell | INTEL CORP | $249,000 | -31.4% | 5,032 | -28.5% | 0.07% | -30.8% |
| SAFE | Sell | SAFEHOLD INC | $246,000 | -39.6% | 4,444 | -12.9% | 0.07% | -39.3% |
| EMR | Buy | EMERSON ELEC CO | $245,000 | +9.9% | 2,494 | +4.0% | 0.07% | +10.9% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $245,000 | -6.5% | 5,585 | +5.1% | 0.07% | -5.3% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $241,000 | – | 3,085 | +100.0% | 0.07% | – |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $241,000 | -8.7% | 11,430 | -5.4% | 0.07% | -7.9% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $238,000 | -14.1% | 3,080 | -5.2% | 0.07% | -13.8% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $238,000 | -10.2% | 11,391 | -5.8% | 0.07% | -9.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $240,000 | -4.4% | 5,212 | +2.6% | 0.07% | -4.2% |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $236,000 | – | 14,178 | +100.0% | 0.07% | – |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $237,000 | -8.1% | 11,214 | -6.7% | 0.07% | -8.1% |
| GD | New | GENERAL DYNAMICS CORP | $231,000 | – | 956 | +100.0% | 0.07% | – |
| T | Sell | AT&T INC | $231,000 | -8.3% | 9,774 | -4.4% | 0.07% | -8.2% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $229,000 | -3.8% | 8,824 | +4.2% | 0.07% | -2.9% |
| COST | New | COSTCO WHSL CORP NEW | $229,000 | – | 397 | +100.0% | 0.07% | – |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $230,000 | -7.3% | 10,816 | -6.9% | 0.07% | -7.0% |
| MGA | Buy | MAGNA INTL INC | $217,000 | -2.3% | 3,379 | +23.2% | 0.06% | -1.6% |
| PODD | Sell | INSULET CORP | $218,000 | -0.9% | 819 | -0.7% | 0.06% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $217,000 | -18.1% | 1,153 | +6.3% | 0.06% | -17.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $215,000 | +3.4% | 2,950 | -11.6% | 0.06% | +3.3% |
| ASML | Buy | ASML HOLDING N V | $213,000 | -15.5% | 319 | +0.9% | 0.06% | -16.4% |
| CSCO | New | CISCO SYS INC | $211,000 | – | 3,781 | +100.0% | 0.06% | – |
| WM | Buy | WASTE MGMT INC DEL | $207,000 | -3.7% | 1,304 | +1.2% | 0.06% | -3.2% |
| PLD | New | PROLOGIS INC. | $209,000 | – | 1,297 | +100.0% | 0.06% | – |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $208,000 | -8.4% | 9,082 | -7.1% | 0.06% | -7.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $203,000 | -25.9% | 1,972 | -17.2% | 0.06% | -25.3% |
| LLY | New | LILLY ELI & CO | $203,000 | – | 710 | +100.0% | 0.06% | – |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $202,000 | -0.5% | 5,217 | 0.0% | 0.06% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $201,000 | -8.6% | 730 | 0.0% | 0.06% | -7.9% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $197,000 | +1.5% | 17,479 | +12.8% | 0.06% | +1.8% |
| PYPL | Buy | PAYPAL HLDGS INCput | $162,000 | +22.7% | 1,400 | +100.0% | 0.05% | +23.7% |
| V | VISA INCput | $155,000 | +2.0% | 700 | 0.0% | 0.04% | +2.3% | |
| GTE | GRAN TIERRA ENERGY INC | $21,000 | +110.0% | 13,285 | 0.0% | 0.01% | +100.0% | |
| DHF | Exit | BNY MELLON HIGH YIELD STRATEsh ben int | $0 | – | -11,093 | -100.0% | -0.01% | – |
| NEWR | Exit | NEW RELIC INC | $0 | – | -1,815 | -100.0% | -0.06% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -307 | -100.0% | -0.06% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -944 | -100.0% | -0.06% | – |
| NOVT | Exit | NOVANTA INC | $0 | – | -1,217 | -100.0% | -0.06% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -1,949 | -100.0% | -0.06% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,156 | -100.0% | -0.07% | – |
| BSMO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,209 | -100.0% | -0.07% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,194 | -100.0% | -0.07% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC | $0 | – | -4,426 | -100.0% | -0.09% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -1,189 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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.