RVW Wealth, LLC Diversified Active

CIK: 0001756543 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $1,076,557 (100.0% shares, 0.0% debt)

Holdings (155)

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF 9.4%
Value ($000) $101,000 Shares 1,061,480 Est. Cost $59.98 Unrealized
DGRW Wisdomtree US Divid Etf 6.4%
Value ($000) $69,087 Shares 830,277 Est. Cost $53.63 Unrealized
DFAI Dimensional International Cr Eq Mkt ETF 5.4%
Value ($000) $58,032 Shares 1,826,043 Est. Cost $26.70 Unrealized
QGRW WISDOMTREE US QUALITY GROWTH ETF 4.8%
Value ($000) $51,381 Shares 1,126,151 Est. Cost $40.22 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 4.7%
Value ($000) $51,075 Shares 1,286,851 Est. Cost $27.88 Unrealized
IQLT ISHARES TRUST INTL QLTY FACTOR ETF 4.5%
Value ($000) $48,859 Shares 1,177,607 Est. Cost $34.73 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 4.2%
Value ($000) $45,395 Shares 784,980 Est. Cost $49.30 Unrealized
JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF 4.1%
Value ($000) $44,445 Shares 785,662 Est. Cost $36.81 Unrealized
RDVY First Trst Nasdaq Rsng 3.5%
Value ($000) $37,477 Shares 632,945 Est. Cost $33.95 Unrealized
DFAE Dimensional Emerging Core Equity Mkt ETF 2.6%
Value ($000) $28,425 Shares 1,037,014 Est. Cost $22.53 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 2.6%
Value ($000) $27,854 Shares 200,900 Est. Cost $99.57 Unrealized
AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF 2.6%
Value ($000) $27,680 Shares 412,945 Est. Cost $45.45 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 2.4%
Value ($000) $25,423 Shares 264,959 Est. Cost $79.50 Unrealized
QUAL Ishares Etf 2.2%
Value ($000) $24,006 Shares 133,889 Est. Cost $101.56 Unrealized
ISHARES TRUST IBONDS DEC25 ETF 2.0%
Value ($000) $21,734 Shares 865,912 Est. Cost $25.38 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 2.0%
Value ($000) $21,606 Shares 308,392 Est. Cost $42.80 Unrealized
IBDR ISHARES TRUST IBONDS DEC2026 E TF 2.0%
Value ($000) $21,394 Shares 880,423 Est. Cost $24.52 Unrealized
IBDS iShares iBonds Dec 2027 Term Corp ETF 2.0%
Value ($000) $21,345 Shares 875,857 Est. Cost $23.47 Unrealized
IBDT ISHARES TRUST IBDS DEC28 ETF 1.9%
Value ($000) $20,596 Shares 806,740 Est. Cost $25.11 Unrealized
ISHARES TRUST IBONDS DEC24 ETF 1.9%
Value ($000) $20,299 Shares 805,215 Est. Cost $25.44 Unrealized
AAPL Apple Computer Inc 1.8%
Value ($000) $19,648 Shares 84,328 Est. Cost $99.93 Unrealized +122.1%
SCHD SCHWAB US DIVIDEND EQ ETF 1.8%
Value ($000) $19,194 Shares 227,073 Est. Cost $73.65 Unrealized
QTEC First Tr Nasdaq 100 Fund 1.8%
Value ($000) $18,944 Shares 99,024 Est. Cost $107.31 Unrealized
EFA Ishares Tr Msci Eafe Fd 1.7%
Value ($000) $18,355 Shares 219,479 Est. Cost $61.64 Unrealized
RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET 1.7%
Value ($000) $17,976 Shares 154,541 Est. Cost $43.08 Unrealized
TILT Flexshares Morningstar 1.6%
Value ($000) $17,011 Shares 79,923 Est. Cost $127.02 Unrealized
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 1.2%
Value ($000) $12,854 Shares 155,565 Est. Cost $51.91 Unrealized
SPSM SPDR SERIES TRUST PORTFOLIO SM ETF 1.1%
Value ($000) $11,687 Shares 256,799 Est. Cost $38.84 Unrealized
QQQ Powershs Qqq TRUST Ser 1.0%
Value ($000) $10,356 Shares 21,219 Est. Cost $263.37 Unrealized
ESGD Ishares Esg Msci Eafe 1.0%
Value ($000) $10,269 Shares 122,002 Est. Cost $65.78 Unrealized
DEUS Dutsch X Trck Rusl 1000 0.7%
Value ($000) $7,839 Shares 143,144 Est. Cost $33.96 Unrealized
RSP Rydex Etf TRUST 0.7%
Value ($000) $7,836 Shares 43,739 Est. Cost $107.57 Unrealized
JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF 0.7%
Value ($000) $7,707 Shares 73,372 Est. Cost $52.49 Unrealized
QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF 0.6%
Value ($000) $6,544 Shares 91,512 Est. Cost $40.24 Unrealized
VTI Vanguard Total Stock Mkt 0.6%
Value ($000) $6,462 Shares 22,819 Est. Cost $168.67 Unrealized
NVDA Nvidia Corp 0.5%
Value ($000) $5,830 Shares 48,005 Est. Cost $95.23 Unrealized +24.0%
RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF 0.5%
Value ($000) $5,056 Shares 51,554 Est. Cost $54.74 Unrealized
ICSH ISHARES TRUST ULTR SH TRM BD E TF 0.4%
Value ($000) $4,797 Shares 94,533 Est. Cost $50.44 Unrealized
SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF 0.4%
Value ($000) $4,073 Shares 44,937 Est. Cost $89.62 Unrealized
VFLO VictoryShares Free Cash Flow ETF 0.4%
Value ($000) $3,895 Shares 116,957 Est. Cost $32.63 Unrealized
FVD First TRUST Value 0.3%
Value ($000) $3,674 Shares 80,759 Est. Cost $35.78 Unrealized
IJR Ishares Tr S&P Smallcap 0.3%
Value ($000) $3,599 Shares 30,769 Est. Cost $81.15 Unrealized
MDY Mid Cap SPDR 0.3%
Value ($000) $3,591 Shares 6,303 Est. Cost $442.79 Unrealized
INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF 0.3%
Value ($000) $3,546 Shares 167,889 Est. Cost $20.65 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $3,452 Shares 5,559 Est. Cost $404.46 Unrealized +56.5%
VUG Vanguard Growth 0.3%
Value ($000) $3,244 Shares 8,449 Est. Cost $318.78 Unrealized
XLK Sector Spdr Tech Select 0.3%
Value ($000) $3,025 Shares 13,397 Est. Cost $215.10 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $2,871 Shares 6,673 Est. Cost $281.69 Unrealized +50.2%
SCHB Schw US Brd Mkt Etf 0.3%
Value ($000) $2,852 Shares 42,881 Est. Cost $60.09 Unrealized
LRGF ISHARES TRUST MULTIFACTOR USA ETF 0.3%
Value ($000) $2,817 Shares 47,931 Est. Cost $26.45 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF 0.2%
Value ($000) $2,462 Shares 36,600 Est. Cost $42.62 Unrealized
ESG Flexsh Stoxx US Esg 0.2%
Value ($000) $2,301 Shares 16,936 Est. Cost $87.43 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $2,044 Shares 7,813 Est. Cost $252.13 Unrealized -9.6%
BRK/B Berkshire Hathaway Inc B 0.2%
Value ($000) $1,708 Shares 3,712 Est. Cost $245.33 Unrealized +80.2%
IBDU ISHARES TRUST IBONDS DEC 29 ET F 0.1%
Value ($000) $1,602 Shares 68,137 Est. Cost $23.24 Unrealized
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1%
Value ($000) $1,549 Shares 36,640 Est. Cost $37.32 Unrealized
FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF 0.1%
Value ($000) $1,442 Shares 35,100 Est. Cost $27.93 Unrealized
AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF 0.1%
Value ($000) $1,349 Shares 20,885 Est. Cost $57.38 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $1,289 Shares 3,569 Est. Cost $225.90 Unrealized +50.7%
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF 0.1%
Value ($000) $1,286 Shares 62,272 Est. Cost $20.28 Unrealized
VIG Vanguard Div Apprciation 0.1%
Value ($000) $1,235 Shares 6,234 Est. Cost $149.34 Unrealized
IUS Invesco RAFI Strategic US ETF 0.1%
Value ($000) $1,191 Shares 23,681 Est. Cost $37.84 Unrealized
EZM Wisdomtree TRUST Midcap 0.1%
Value ($000) $1,098 Shares 17,617 Est. Cost $39.40 Unrealized
JPIN Jpmorgan Dvrsfd Rtrn 0.1%
Value ($000) $1,052 Shares 17,510 Est. Cost $53.78 Unrealized
NUSC Nuveen Esg Small Cap 0.1%
Value ($000) $1,013 Shares 23,641 Est. Cost $41.28 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,010 Shares 5,113 Est. Cost $82.69 Unrealized +116.1%
AMZN Amazon Com Inc 0.1%
Value ($000) $987 Shares 5,297 Est. Cost $138.80 Unrealized +31.4%
OEF Ishares Tr S&P 100 Index 0.1%
Value ($000) $965 Shares 3,486 Est. Cost $264.30 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.1%
Value ($000) $948 Shares 25,174 Est. Cost $33.61 Unrealized
EIS iShares MSCI Israel ETF 0.1%
Value ($000) $789 Shares 11,681 Est. Cost $57.46 Unrealized
WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF 0.1%
Value ($000) $788 Shares 9,845 Est. Cost $67.80 Unrealized
VEU Vanguard Intl Eqty Index 0.1%
Value ($000) $783 Shares 12,424 Est. Cost $50.82 Unrealized
HYGV FLEXSHARES TRUST HIG YLD VL ET F 0.1%
Value ($000) $767 Shares 18,404 Est. Cost $45.07 Unrealized
DGRO Ishares Core Dividend 0.1%
Value ($000) $740 Shares 11,806 Est. Cost $46.10 Unrealized
BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF 0.1%
Value ($000) $733 Shares 37,499 Est. Cost $20.00 Unrealized
USRT ISHARES TRUST CRE U S REIT ETF 0.1%
Value ($000) $733 Shares 11,911 Est. Cost $39.51 Unrealized
NUMV Nuveen Esg Mid Cap Value 0.1%
Value ($000) $695 Shares 18,877 Est. Cost $73.56 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $691 Shares 1 Est. Cost $309458.20 Unrealized +114.5%
META Meta Platforms, Inc. 0.1%
Value ($000) $643 Shares 1,123 Est. Cost $218.53 Unrealized +134.3%
COST Costco Whsl Corp New 0.1%
Value ($000) $641 Shares 723 Est. Cost $624.46 Unrealized +38.0%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $623 Shares 5,315 Est. Cost $61.32 Unrealized +79.4%
SPHD Pwrshr S&P500 Hidiv 0.1%
Value ($000) $615 Shares 12,163 Est. Cost $31.18 Unrealized
ISHARES IBONDS 2025 TERM TREASURY ETF 0.1%
Value ($000) $614 Shares 26,199 Est. Cost $23.42 Unrealized
IBTE ISHARES IBONDS 2024 TERM TREASURY ETF 0.1%
Value ($000) $614 Shares 25,565 Est. Cost $24.00 Unrealized
XLRE Real Estate Select Sctr 0.1%
Value ($000) $597 Shares 13,363 Est. Cost $31.23 Unrealized
IEFA Ishares Core Msci Eafe 0.1%
Value ($000) $588 Shares 7,536 Est. Cost $68.03 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $584 Shares 1,180 Est. Cost $372.27 Unrealized +27.6%
DIS Disney Walt Co 0.1%
Value ($000) $579 Shares 6,023 Est. Cost $150.07 Unrealized -39.6%
ISRA Vaneck Vectors Israel ETF 0.1%
Value ($000) $563 Shares 14,394 Est. Cost $34.73 Unrealized
DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF 0.1%
Value ($000) $542 Shares 20,067 Est. Cost $33.19 Unrealized
FTSL FIRST TRUST SENIOR LN FD ETF 0.0%
Value ($000) $530 Shares 11,547 Est. Cost $43.13 Unrealized
IQDF FlexShares Intl Qual Div ETF 0.0%
Value ($000) $524 Shares 19,924 Est. Cost $23.08 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $482 Shares 3,273 Est. Cost $92.53 Unrealized +51.3%
IWV Ishares Russell 3000 0.0%
Value ($000) $478 Shares 1,464 Est. Cost $187.63 Unrealized
VGT Vanguard Info Technology 0.0%
Value ($000) $477 Shares 813 Est. Cost $458.33 Unrealized
IVV Ishares TRUST S&P 0.0%
Value ($000) $474 Shares 821 Est. Cost $449.69 Unrealized
Nuveen Preferred Income 0.0%
Value ($000) $472 Shares 58,500 Est. Cost $6.58 Unrealized
GOOGL Google Inc Class A 0.0%
Value ($000) $472 Shares 2,844 Est. Cost $114.92 Unrealized +45.1%
VO Vanguard Mid Cap 0.0%
Value ($000) $466 Shares 1,768 Est. Cost $247.11 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $461 Shares 933 Est. Cost $452.28 Unrealized +2.1%
D Dominion Res Inc Va New 0.0%
Value ($000) $446 Shares 7,725 Est. Cost $62.12 Unrealized -17.6%
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $432 Shares 20,803 Est. Cost $30.25 Unrealized
NUVEEN GLOBAL HIGH INCM FD SHS 0.0%
Value ($000) $427 Shares 31,900 Est. Cost $11.09 Unrealized
CWB Spdr Barclays Cnv 0.0%
Value ($000) $419 Shares 5,474 Est. Cost $60.71 Unrealized
VOO Vanguard S&P 500 Etf 0.0%
Value ($000) $412 Shares 781 Est. Cost $377.41 Unrealized
REZ Ishares Ftse Nareit Res 0.0%
Value ($000) $390 Shares 4,389 Est. Cost $251.10 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $387 Shares 1,633 Est. Cost $211.04 Unrealized
IJH Ishares Tr S&P Midcap 0.0%
Value ($000) $377 Shares 6,057 Est. Cost $89.99 Unrealized
JPM Jpmorgan Chase & Co 0.0%
Value ($000) $371 Shares 1,761 Est. Cost $193.47 Unrealized +5.9%
VTV Vanguard Value 0.0%
Value ($000) $363 Shares 2,080 Est. Cost $134.56 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $361 Shares 695 Est. Cost $481.84 Unrealized +8.1%
NUEM Nuveen Esg Emerging 0.0%
Value ($000) $354 Shares 11,417 Est. Cost $25.84 Unrealized
NUMG Nuveen Esg Mid Cap 0.0%
Value ($000) $353 Shares 7,881 Est. Cost $36.17 Unrealized
GBTC Bitcoin Investment Ord 0.0%
Value ($000) $351 Shares 6,959 Est. Cost $53.24 Unrealized
SPY S P D R TRUST Unit SR 0.0%
Value ($000) $343 Shares 597 Est. Cost $764.85 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $338 Shares 3,525 Est. Cost $58.50 Unrealized
ITEQ BlueStar Israel Technology ETF 0.0%
Value ($000) $328 Shares 6,847 Est. Cost $45.86 Unrealized
GOOG Google Inc Class C 0.0%
Value ($000) $328 Shares 1,959 Est. Cost $168.76 Unrealized -0.3%
BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF 0.0%
Value ($000) $318 Shares 16,136 Est. Cost $20.73 Unrealized
INSM Insmed Inc 0.0%
Value ($000) $309 Shares 4,239 Est. Cost $38.78 Unrealized +90.3%
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $305 Shares 12,451 Est. Cost $22.39 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $295 Shares 1,045 Est. Cost $249.95 Unrealized
NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF 0.0%
Value ($000) $293 Shares 7,026 Est. Cost $34.65 Unrealized
MNKD Mannkind Corp 0.0%
Value ($000) $290 Shares 46,151 Est. Cost $3.77 Unrealized +52.4%
PEP Pepsico Incorporated 0.0%
Value ($000) $284 Shares 1,667 Est. Cost $161.39 Unrealized +0.9%
iShares iBonds Dec 2024 Term Muni Bond 0.0%
Value ($000) $281 Shares 10,765 Est. Cost $25.93 Unrealized
IWF Ishares Tr Russell 0.0%
Value ($000) $266 Shares 708 Est. Cost $235.68 Unrealized
CRUS Cirrus Logic Inc 0.0%
Value ($000) $258 Shares 2,078 Est. Cost $104.88 Unrealized +26.2%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $257 Shares 2,000 Est. Cost $119.51 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $256 Shares 29,037 Est. Cost $8.21 Unrealized
FRI FIRST TRUST PORTFOLIOS COM ETF 0.0%
Value ($000) $249 Shares 8,399 Est. Cost $78.38 Unrealized
First TRUST Intermediate 0.0%
Value ($000) $248 Shares 12,700 Est. Cost $15.78 Unrealized
FPE First TRUST Preferred 0.0%
Value ($000) $245 Shares 13,557 Est. Cost $19.42 Unrealized
DON Wisdomtree Midcap Divdnd 0.0%
Value ($000) $242 Shares 4,728 Est. Cost $44.36 Unrealized
Western Asset High Yld Def Opp 0.0%
Value ($000) $241 Shares 19,500 Est. Cost $11.98 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $240 Shares 600 Est. Cost $344.75 Unrealized 0.0%
MCD Mc Donalds Corp 0.0%
Value ($000) $235 Shares 773 Est. Cost $266.70 Unrealized 0.0%
HYLS First TRUST Tactcl High 0.0%
Value ($000) $234 Shares 5,573 Est. Cost $45.50 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $230 Shares 1,421 Est. Cost $155.29 Unrealized -1.7%
V Visa Inc Cl A 0.0%
Value ($000) $230 Shares 835 Est. Cost $270.83 Unrealized -1.2%
GE General Electric Company 0.0%
Value ($000) $225 Shares 1,194 Est. Cost $167.93 Unrealized 0.0%
IBM Intl Business Machines 0.0%
Value ($000) $224 Shares 1,012 Est. Cost $172.03 Unrealized +9.8%
PGX Powershs Exch Trad Fd Tr 0.0%
Value ($000) $222 Shares 17,938 Est. Cost $11.19 Unrealized
BFOR Alps TRUST Etf 0.0%
Value ($000) $220 Shares 3,068 Est. Cost $67.92 Unrealized
JPEM Jpmrg Dvsfd Retn Emrg 0.0%
Value ($000) $215 Shares 3,788 Est. Cost $49.46 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $213 Shares 1,230 Est. Cost $164.23 Unrealized 0.0%
COF Capital One Financial Cp 0.0%
Value ($000) $210 Shares 1,404 Est. Cost $139.87 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $205 Shares 1,350 Est. Cost $171.47 Unrealized 0.0%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $204 Shares 5,957 Est. Cost $34.29 Unrealized
CWI Spdr Msci Acwi Ex-Us 0.0%
Value ($000) $202 Shares 6,651 Est. Cost $30.44 Unrealized
PFE Pfizer Incorporated 0.0%
Value ($000) $200 Shares 6,919 Est. Cost $24.77 Unrealized +7.7%
Lions Gate Entertainment Corp 0.0%
Value ($000) $116 Shares 16,752 Est. Cost $8.57 Unrealized
CohBar Inc 0.0%
Value ($000) $89 Shares 181,490 Est. Cost $0.74 Unrealized
Kezar Life Sciences Inc 0.0%
Value ($000) $18 Shares 23,765 Est. Cost $0.60 Unrealized
AAGR AFRICAN AGRICULTURE HOLDINGS ORD 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.36 Unrealized -59.6%