RVW Wealth, LLC Diversified Active

CIK: 0001756543 · Show all filings

Period: Q1 2019 (Next →)

Filing Date: Apr 24, 2019

Total Value ($000): $391,880 (100.0% shares, 0.0% debt)

Holdings (64)

IJR Ishares Tr S&P Smallcap 9.0%
Value ($000) $35,335 Shares 458,007 Est. Cost $77.15 Unrealized
EZM Wisdomtree TRUST Midcap 8.0%
Value ($000) $31,331 Shares 796,408 Est. Cost $39.34 Unrealized
Ishares Ibonds Dec 2023 5.1%
Value ($000) $19,977 Shares 798,761 Est. Cost $25.01 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 5.0%
Value ($000) $19,612 Shares 389,905 Est. Cost $50.30 Unrealized
DGRW Wisdomtree US Divid Etf 4.6%
Value ($000) $18,119 Shares 420,785 Est. Cost $43.06 Unrealized
QUAL Ishares Etf 4.4%
Value ($000) $17,137 Shares 193,531 Est. Cost $88.55 Unrealized
Ishares Ibonds Dec 2022 4.1%
Value ($000) $15,923 Shares 639,212 Est. Cost $24.91 Unrealized
PKW Powershs Exch Trad Fd Tr 4.1%
Value ($000) $15,880 Shares 266,309 Est. Cost $59.63 Unrealized
DEUS Dutsch X Trck Rusl 1000 3.8%
Value ($000) $14,996 Shares 460,284 Est. Cost $32.58 Unrealized
QTEC First Tr Nasdaq 100 Fund 3.7%
Value ($000) $14,546 Shares 176,596 Est. Cost $82.37 Unrealized
MDY Mid Cap SPDR 3.5%
Value ($000) $13,578 Shares 39,310 Est. Cost $345.41 Unrealized
ISHARES TRUST IBONDS DEC 2021 TERM CORP ETF 3.2%
Value ($000) $12,394 Shares 501,370 Est. Cost $24.72 Unrealized
JPIN Jpmorgan Dvrsfd Rtrn 2.9%
Value ($000) $11,203 Shares 202,626 Est. Cost $55.29 Unrealized
FVD First TRUST Value 2.9%
Value ($000) $11,194 Shares 344,736 Est. Cost $32.47 Unrealized
IYG Ishares US Financial Ser 2.9%
Value ($000) $11,187 Shares 89,634 Est. Cost $124.81 Unrealized
IPKW Powershares Etf Fd Tr II 2.6%
Value ($000) $10,381 Shares 327,580 Est. Cost $31.69 Unrealized
FDT First Trust Developed Mkts Ex US 2.5%
Value ($000) $9,684 Shares 178,105 Est. Cost $54.37 Unrealized
JPEM Jpmrg Dvsfd Retn Emrg 2.4%
Value ($000) $9,601 Shares 177,015 Est. Cost $54.24 Unrealized
ISHARES TRUST IBONDS DEC 2019 TERM CORP ETF 2.3%
Value ($000) $8,883 Shares 357,337 Est. Cost $24.86 Unrealized
ISHARES TRUST IBONDS DEC 2020 TERM CORP ETF 2.3%
Value ($000) $8,870 Shares 351,483 Est. Cost $25.24 Unrealized
ISHARES TRUST IBONDS DEC24 ETF 2.2%
Value ($000) $8,428 Shares 338,728 Est. Cost $24.88 Unrealized
USMF Wisdomtree US 1.9%
Value ($000) $7,625 Shares 263,088 Est. Cost $28.98 Unrealized
BFOR Alps TRUST Etf 1.4%
Value ($000) $5,449 Shares 136,055 Est. Cost $40.05 Unrealized
VTI Vanguard Total Stock Mkt 1.4%
Value ($000) $5,440 Shares 37,594 Est. Cost $144.70 Unrealized
QQQ Powershs Qqq TRUST Ser 1.4%
Value ($000) $5,388 Shares 29,988 Est. Cost $179.67 Unrealized
VEU Vanguard Intl Eqty Index 1.3%
Value ($000) $5,279 Shares 105,269 Est. Cost $50.15 Unrealized
Guggenheim Bullet 2022 1.3%
Value ($000) $5,245 Shares 248,345 Est. Cost $21.12 Unrealized
RSP Rydex Etf TRUST 1.3%
Value ($000) $5,042 Shares 48,280 Est. Cost $104.43 Unrealized
SCHB Schw US Brd Mkt Etf 1.2%
Value ($000) $4,646 Shares 68,270 Est. Cost $68.05 Unrealized
Guggenheim Bullet 2021 1.0%
Value ($000) $4,057 Shares 192,916 Est. Cost $21.03 Unrealized
AAPL Apple Computer Inc 0.9%
Value ($000) $3,675 Shares 120,224 Est. Cost $40.43 Unrealized 0.0%
Guggenheim Etf 0.6%
Value ($000) $2,227 Shares 105,710 Est. Cost $21.07 Unrealized
Guggenheim Etf 0.5%
Value ($000) $1,998 Shares 94,175 Est. Cost $21.22 Unrealized
INVESCO BULSHS 2023 CB ETF 0.4%
Value ($000) $1,468 Shares 70,596 Est. Cost $20.79 Unrealized
INTU Intuit Inc 0.4%
Value ($000) $1,452 Shares 5,555 Est. Cost $221.02 Unrealized 0.0%
INDA Ishares Msci India Index 0.3%
Value ($000) $1,323 Shares 37,523 Est. Cost $35.26 Unrealized
BRK/B Berkshire Hathaway Cl B 0.3%
Value ($000) $1,083 Shares 5,389 Est. Cost $201.85 Unrealized 0.0%
Allergan Inc 0.2%
Value ($000) $843 Shares 5,755 Est. Cost $146.48 Unrealized
TIP Ishares Tr Lehman Tips 0.2%
Value ($000) $802 Shares 7,090 Est. Cost $113.12 Unrealized
IYR Ishares Tr Dow Jones Re 0.2%
Value ($000) $738 Shares 8,476 Est. Cost $87.07 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $705 Shares 3,569 Est. Cost $167.09 Unrealized 0.0%
CWB Spdr Barclays Cnv 0.2%
Value ($000) $661 Shares 12,643 Est. Cost $52.28 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $659 Shares 370 Est. Cost $83.22 Unrealized 0.0%
NURE NUVEEN ESG NUVEEN SHRT TERM RE IT ETF 0.2%
Value ($000) $648 Shares 22,659 Est. Cost $28.60 Unrealized
HYLS First TRUST Tactcl High 0.2%
Value ($000) $639 Shares 13,368 Est. Cost $47.80 Unrealized
DIS Disney Walt Co 0.1%
Value ($000) $572 Shares 5,149 Est. Cost $107.88 Unrealized 0.0%
IBDR ISHARES TRUST IBONDS DEC2026 E TF 0.1%
Value ($000) $544 Shares 22,452 Est. Cost $24.23 Unrealized
RSPH Rydex Etf TRUST 0.1%
Value ($000) $524 Shares 2,654 Est. Cost $197.44 Unrealized
ISHARES TRUST IBONDS DEC25 ETF 0.1%
Value ($000) $515 Shares 20,692 Est. Cost $24.89 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $433 Shares 2,599 Est. Cost $157.93 Unrealized 0.0%
FPE First TRUST Preferred 0.1%
Value ($000) $395 Shares 20,736 Est. Cost $19.05 Unrealized
PEY Powershares High Yield 0.1%
Value ($000) $391 Shares 21,879 Est. Cost $17.87 Unrealized
ILCG Ishares Mrnstar Lrg Cap 0.1%
Value ($000) $385 Shares 2,108 Est. Cost $182.64 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $360 Shares 1,011 Est. Cost $34.67 Unrealized 0.0%
BRK/A Berkshire Hathaway 0.1%
Value ($000) $301 Shares 1 Est. Cost $302764.90 Unrealized 0.0%
RDVY First Trst Nasdaq Rsng 0.1%
Value ($000) $289 Shares 9,676 Est. Cost $29.87 Unrealized
Amc Entertainment 0.1%
Value ($000) $283 Shares 19,075 Est. Cost $14.84 Unrealized
INTF ISHARES TRUST MULTIFACTOR INTL ETF 0.1%
Value ($000) $248 Shares 9,406 Est. Cost $26.37 Unrealized
VIG Vanguard Div Apprciation 0.1%
Value ($000) $223 Shares 2,036 Est. Cost $109.53 Unrealized
DGRO Ishares Core Dividend 0.1%
Value ($000) $223 Shares 6,064 Est. Cost $36.77 Unrealized
ITOT ISHARES CORE S&P TTL STK ETF 0.1%
Value ($000) $222 Shares 3,451 Est. Cost $64.33 Unrealized
USMV Ishares Msci Etf 0.1%
Value ($000) $214 Shares 3,633 Est. Cost $58.90 Unrealized
SDOG Alps TRUST Etf 0.1%
Value ($000) $206 Shares 4,811 Est. Cost $42.82 Unrealized
GOOGL Google Inc Class A 0.1%
Value ($000) $201 Shares 171 Est. Cost $56.03 Unrealized 0.0%