$111 Million is the total value of Revisor Wealth Management LLC's 158 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -532 | -100.0% | -0.20% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -7,069 | -100.0% | -0.21% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,661 | -100.0% | -0.24% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -719 | -100.0% | -0.25% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -6,098 | -100.0% | -0.28% | – |
| T | Exit | AT&T INC | $0 | – | -16,078 | -100.0% | -0.28% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -28,593 | -100.0% | -0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 3 | Q3 2023 | 8.6% |
| SPDR SER TR | 3 | Q3 2023 | 5.7% |
| ISHARES TR | 3 | Q3 2023 | 3.8% |
| VANGUARD WHITEHALL FDS | 3 | Q3 2023 | 4.1% |
| ISHARES INC | 3 | Q3 2023 | 4.7% |
| SPDR SER TR | 3 | Q3 2023 | 2.9% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q3 2023 | 4.0% |
| DBX ETF TR | 3 | Q3 2023 | 2.5% |
| INVESCO EXCH TRADED FD TR II | 3 | Q3 2023 | 2.1% |
| SPDR INDEX SHS FDS | 3 | Q3 2023 | 2.4% |
View Revisor Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-21 |
| 13F-HR | 2023-11-21 |
| 13F-HR | 2023-11-16 |
View Revisor Wealth Management 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.