$103 Million is the total value of RF&L WEALTH MANAGEMENT, LLC's 50 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RVNC | New | REVANCE THERAPEUTICS INC | $644,200 | – | 20,000 | +100.0% | 0.62% | – |
| NVDA | New | NVIDIA CORPORATION | $330,824 | – | 1,191 | +100.0% | 0.32% | – |
| TSLA | New | TESLA INC | $252,064 | – | 1,215 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 7.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.6% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 6.2% |
| APPLE INC | 7 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.2% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.5% |
View RF&L WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
View RF&L 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.