RVW Wealth, LLC Diversified Active

CIK: 0001756543 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $1,062,187 (100.0% shares, 0.0% debt)

Holdings (160)

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 10.0%
Value ($000) $106,656 Shares 2,774,616 Est. Cost $33.66 Unrealized
AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF 7.8%
Value ($000) $82,427 Shares 892,262 Est. Cost $59.98 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 6.4%
Value ($000) $67,750 Shares 996,174 Est. Cost $60.23 Unrealized
DGRW Wisdomtree US Divid Etf 6.3%
Value ($000) $66,511 Shares 832,847 Est. Cost $53.93 Unrealized
QGRW WISDOMTREE US QUALITY GROWTH ETF 5.1%
Value ($000) $54,071 Shares 1,231,692 Est. Cost $40.78 Unrealized
JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF 4.7%
Value ($000) $49,850 Shares 882,769 Est. Cost $38.99 Unrealized
DFAI Dimensional International Cr Eq Mkt ETF 4.5%
Value ($000) $47,428 Shares 1,518,680 Est. Cost $26.74 Unrealized
IQLT ISHARES TRUST INTL QLTY FACTOR ETF 3.5%
Value ($000) $36,965 Shares 931,352 Est. Cost $34.73 Unrealized
RDVY First Trst Nasdaq Rsng 3.2%
Value ($000) $33,688 Shares 575,463 Est. Cost $34.20 Unrealized
AAPL Apple Computer Inc 2.6%
Value ($000) $27,734 Shares 124,856 Est. Cost $143.42 Unrealized +60.9%
VFLO VictoryShares Free Cash Flow ETF 2.6%
Value ($000) $27,437 Shares 800,370 Est. Cost $34.03 Unrealized
IBDR ISHARES TRUST IBONDS DEC2026 E TF 2.3%
Value ($000) $24,735 Shares 1,021,682 Est. Cost $24.46 Unrealized
ISHARES TRUST IBONDS DEC25 ETF 2.3%
Value ($000) $24,240 Shares 963,807 Est. Cost $25.35 Unrealized
DFAE Dimensional Emerging Core Equity Mkt ETF 2.2%
Value ($000) $23,589 Shares 911,129 Est. Cost $22.53 Unrealized
IBDS iShares iBonds Dec 2027 Term Corp ETF 2.2%
Value ($000) $23,404 Shares 967,922 Est. Cost $23.52 Unrealized
IBDT ISHARES TRUST IBDS DEC28 ETF 2.1%
Value ($000) $22,464 Shares 889,298 Est. Cost $25.09 Unrealized
AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF 2.0%
Value ($000) $21,417 Shares 323,171 Est. Cost $45.45 Unrealized
QUAL Ishares Etf 2.0%
Value ($000) $21,100 Shares 123,472 Est. Cost $101.56 Unrealized
IBDU ISHARES TRUST IBONDS DEC 29 ET F 1.8%
Value ($000) $19,216 Shares 830,776 Est. Cost $22.84 Unrealized
SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF 1.7%
Value ($000) $18,548 Shares 200,451 Est. Cost $92.11 Unrealized
QTEC First Tr Nasdaq 100 Fund 1.5%
Value ($000) $15,651 Shares 90,174 Est. Cost $107.31 Unrealized
TILT Flexshares Morningstar 1.4%
Value ($000) $14,986 Shares 72,841 Est. Cost $127.02 Unrealized
RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET 1.4%
Value ($000) $14,857 Shares 137,720 Est. Cost $43.08 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 1.2%
Value ($000) $13,227 Shares 241,537 Est. Cost $49.30 Unrealized
EFA Ishares Tr Msci Eafe Fd 1.2%
Value ($000) $12,594 Shares 154,093 Est. Cost $61.64 Unrealized
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 1.1%
Value ($000) $11,164 Shares 142,613 Est. Cost $51.91 Unrealized
IYW iShares U.S. Technology ETF 1.0%
Value ($000) $10,677 Shares 76,025 Est. Cost $141.30 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 1.0%
Value ($000) $10,386 Shares 78,536 Est. Cost $99.57 Unrealized
QQQ Powershs Qqq TRUST Ser 0.9%
Value ($000) $9,747 Shares 20,787 Est. Cost $263.37 Unrealized
SPSM SPDR SERIES TRUST PORTFOLIO SM ETF 0.8%
Value ($000) $8,159 Shares 200,168 Est. Cost $38.84 Unrealized
RSP Rydex Etf TRUST 0.7%
Value ($000) $7,483 Shares 43,200 Est. Cost $107.57 Unrealized
JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF 0.7%
Value ($000) $6,960 Shares 69,200 Est. Cost $52.49 Unrealized
QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF 0.6%
Value ($000) $6,151 Shares 88,014 Est. Cost $40.24 Unrealized
VTI Vanguard Total Stock Mkt 0.5%
Value ($000) $5,711 Shares 20,781 Est. Cost $168.67 Unrealized
ESGD Ishares Esg Msci Eafe 0.5%
Value ($000) $5,679 Shares 69,523 Est. Cost $65.78 Unrealized
SCHD SCHWAB US DIVIDEND EQ ETF 0.5%
Value ($000) $5,270 Shares 188,493 Est. Cost $43.36 Unrealized
DEUS Dutsch X Trck Rusl 1000 0.4%
Value ($000) $4,744 Shares 88,431 Est. Cost $33.96 Unrealized
RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF 0.4%
Value ($000) $4,527 Shares 45,567 Est. Cost $54.74 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $3,726 Shares 34,378 Est. Cost $103.11 Unrealized +22.9%
BRK/B Berkshire Hathaway Inc B 0.3%
Value ($000) $3,375 Shares 6,337 Est. Cost $342.42 Unrealized +42.0%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.3%
Value ($000) $3,356 Shares 38,495 Est. Cost $79.50 Unrealized
VUG Vanguard Growth 0.3%
Value ($000) $3,035 Shares 8,184 Est. Cost $318.78 Unrealized
SCHB Schw US Brd Mkt Etf 0.3%
Value ($000) $2,924 Shares 135,798 Est. Cost $34.45 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $2,825 Shares 4,601 Est. Cost $404.46 Unrealized +47.7%
LRGF ISHARES TRUST MULTIFACTOR USA ETF 0.2%
Value ($000) $2,627 Shares 45,380 Est. Cost $26.45 Unrealized
XLK Sector Spdr Tech Select 0.2%
Value ($000) $2,598 Shares 12,580 Est. Cost $215.10 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $2,413 Shares 6,429 Est. Cost $283.38 Unrealized +42.9%
IJR Ishares Tr S&P Smallcap 0.2%
Value ($000) $2,385 Shares 22,807 Est. Cost $81.15 Unrealized
MDY Mid Cap SPDR 0.2%
Value ($000) $2,303 Shares 4,316 Est. Cost $442.79 Unrealized
ESG Flexsh Stoxx US Esg 0.2%
Value ($000) $2,185 Shares 16,263 Est. Cost $87.43 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF 0.2%
Value ($000) $2,164 Shares 32,626 Est. Cost $42.62 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $1,942 Shares 7,494 Est. Cost $252.86 Unrealized +31.8%
V Visa Inc Cl A 0.2%
Value ($000) $1,623 Shares 4,631 Est. Cost $324.46 Unrealized +3.7%
BRK/A Berkshire Hathaway Inc A 0.2%
Value ($000) $1,597 Shares 2 Est. Cost $519394.47 Unrealized +40.4%
DIS Disney Walt Co 0.1%
Value ($000) $1,580 Shares 16,008 Est. Cost $122.56 Unrealized -13.3%
AMZN Amazon Com Inc 0.1%
Value ($000) $1,559 Shares 8,193 Est. Cost $167.72 Unrealized +29.4%
SYK Stryker Corp 0.1%
Value ($000) $1,329 Shares 3,571 Est. Cost $225.90 Unrealized +66.9%
COST Costco Whsl Corp New 0.1%
Value ($000) $1,328 Shares 1,404 Est. Cost $796.53 Unrealized +21.8%
VIG Vanguard Div Apprciation 0.1%
Value ($000) $1,217 Shares 6,272 Est. Cost $149.34 Unrealized
GOOG Google Inc Class C 0.1%
Value ($000) $1,159 Shares 7,419 Est. Cost $179.01 Unrealized +1.9%
ABBV Abbvie Inc 0.1%
Value ($000) $1,149 Shares 5,483 Est. Cost $89.89 Unrealized +110.7%
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF 0.1%
Value ($000) $1,148 Shares 55,525 Est. Cost $20.28 Unrealized
AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF 0.1%
Value ($000) $1,085 Shares 18,028 Est. Cost $57.42 Unrealized
FVD First TRUST Value 0.1%
Value ($000) $1,082 Shares 24,265 Est. Cost $35.78 Unrealized
EZM Wisdomtree TRUST Midcap 0.1%
Value ($000) $1,046 Shares 17,558 Est. Cost $39.40 Unrealized
XOM Exxon Mobil Corporation 0.1%
Value ($000) $992 Shares 8,343 Est. Cost $77.96 Unrealized +37.5%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $978 Shares 3,988 Est. Cost $229.81 Unrealized +9.2%
OEF Ishares Tr S&P 100 Index 0.1%
Value ($000) $944 Shares 3,486 Est. Cost $264.30 Unrealized
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $915 Shares 1,780 Est. Cost $464.18 Unrealized
JPIN Jpmorgan Dvrsfd Rtrn 0.1%
Value ($000) $813 Shares 14,233 Est. Cost $53.78 Unrealized
META Meta Platforms, Inc. 0.1%
Value ($000) $805 Shares 1,397 Est. Cost $294.80 Unrealized +118.2%
WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF 0.1%
Value ($000) $787 Shares 9,582 Est. Cost $67.80 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.1%
Value ($000) $774 Shares 21,037 Est. Cost $33.61 Unrealized
NUSC Nuveen Esg Small Cap 0.1%
Value ($000) $725 Shares 18,921 Est. Cost $41.28 Unrealized
IUS Invesco RAFI Strategic US ETF 0.1%
Value ($000) $711 Shares 14,402 Est. Cost $37.84 Unrealized
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1%
Value ($000) $703 Shares 18,003 Est. Cost $37.32 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $701 Shares 752 Est. Cost $82.78 Unrealized +14.9%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $681 Shares 1,246 Est. Cost $383.84 Unrealized +53.9%
BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF 0.1%
Value ($000) $638 Shares 32,763 Est. Cost $20.00 Unrealized
NUMV Nuveen Esg Mid Cap Value 0.1%
Value ($000) $624 Shares 18,247 Est. Cost $73.56 Unrealized
SPHD Pwrshr S&P500 Hidiv 0.1%
Value ($000) $599 Shares 11,920 Est. Cost $31.18 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $589 Shares 3,523 Est. Cost $99.52 Unrealized +51.2%
EIS iShares MSCI Israel ETF 0.1%
Value ($000) $583 Shares 7,842 Est. Cost $57.46 Unrealized
FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF 0.1%
Value ($000) $575 Shares 15,475 Est. Cost $27.93 Unrealized
Nuveen Preferred Income 0.1%
Value ($000) $565 Shares 70,922 Est. Cost $6.80 Unrealized
MCD Mc Donalds Corp 0.1%
Value ($000) $532 Shares 1,704 Est. Cost $280.98 Unrealized +4.2%
IVV Ishares TRUST S&P 0.0%
Value ($000) $523 Shares 930 Est. Cost $472.38 Unrealized
NUVEEN GLOBAL HIGH INCM FD SHS 0.0%
Value ($000) $515 Shares 39,379 Est. Cost $11.42 Unrealized
IEFA Ishares Core Msci Eafe 0.0%
Value ($000) $509 Shares 6,729 Est. Cost $68.03 Unrealized
IBTG ISHARES IBONDS TERM TREASURY ETF 0.0%
Value ($000) $507 Shares 22,090 Est. Cost $22.81 Unrealized
ISHARES IBONDS 2025 TERM TREASURY ETF 0.0%
Value ($000) $505 Shares 21,622 Est. Cost $23.42 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $501 Shares 4,969 Est. Cost $100.70 Unrealized 0.0%
MA Mastercard Inc 0.0%
Value ($000) $501 Shares 914 Est. Cost $456.80 Unrealized +18.7%
GOOGL Google Inc Class A 0.0%
Value ($000) $498 Shares 3,221 Est. Cost $122.49 Unrealized +47.5%
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $497 Shares 8,201 Est. Cost $50.82 Unrealized
SPY S P D R TRUST Unit SR 0.0%
Value ($000) $496 Shares 887 Est. Cost $697.27 Unrealized
IWV Ishares Russell 3000 0.0%
Value ($000) $465 Shares 1,464 Est. Cost $187.63 Unrealized
GBTC Bitcoin Investment Ord 0.0%
Value ($000) $460 Shares 7,059 Est. Cost $53.53 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $457 Shares 5,210 Est. Cost $92.95 Unrealized 0.0%
D Dominion Res Inc Va New 0.0%
Value ($000) $438 Shares 7,815 Est. Cost $62.01 Unrealized -15.0%
JNJ Johnson & Johnson 0.0%
Value ($000) $433 Shares 2,612 Est. Cost $154.00 Unrealized -1.0%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $432 Shares 9,229 Est. Cost $52.96 Unrealized
ASML Asml Hldgs Nv 0.0%
Value ($000) $429 Shares 648 Est. Cost $662.63 Unrealized
CWB Spdr Barclays Cnv 0.0%
Value ($000) $422 Shares 5,512 Est. Cost $60.71 Unrealized
ISRA Vaneck Vectors Israel ETF 0.0%
Value ($000) $414 Shares 9,816 Est. Cost $34.73 Unrealized
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $410 Shares 1,681 Est. Cost $223.35 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $406 Shares 3,479 Est. Cost $125.91 Unrealized 0.0%
VO Vanguard Mid Cap 0.0%
Value ($000) $406 Shares 1,568 Est. Cost $247.11 Unrealized
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $396 Shares 20,803 Est. Cost $30.25 Unrealized
FTSL FIRST TRUST SENIOR LN FD ETF 0.0%
Value ($000) $396 Shares 8,668 Est. Cost $44.81 Unrealized
DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF 0.0%
Value ($000) $383 Shares 14,616 Est. Cost $33.19 Unrealized
IQDF FlexShares Intl Qual Div ETF 0.0%
Value ($000) $370 Shares 14,849 Est. Cost $23.08 Unrealized
NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF 0.0%
Value ($000) $359 Shares 8,862 Est. Cost $35.83 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $355 Shares 4,529 Est. Cost $77.67 Unrealized 0.0%
HYGV FLEXSHARES TRUST HIG YLD VL ET F 0.0%
Value ($000) $348 Shares 8,614 Est. Cost $45.07 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $342 Shares 40,349 Est. Cost $8.41 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $333 Shares 1,338 Est. Cost $185.82 Unrealized +28.8%
REZ Ishares Ftse Nareit Res 0.0%
Value ($000) $330 Shares 3,824 Est. Cost $251.10 Unrealized
USRT ISHARES TRUST CRE U S REIT ETF 0.0%
Value ($000) $329 Shares 5,717 Est. Cost $39.51 Unrealized
XLRE Real Estate Select Sctr 0.0%
Value ($000) $328 Shares 7,846 Est. Cost $31.23 Unrealized
First TRUST Intermediate 0.0%
Value ($000) $328 Shares 17,849 Est. Cost $16.42 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $327 Shares 3,525 Est. Cost $58.50 Unrealized
Western Asset High Yld Def Opp 0.0%
Value ($000) $327 Shares 27,623 Est. Cost $11.93 Unrealized
BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF 0.0%
Value ($000) $326 Shares 16,633 Est. Cost $20.70 Unrealized
NUMG Nuveen Esg Mid Cap 0.0%
Value ($000) $323 Shares 7,514 Est. Cost $36.17 Unrealized
AON A O N Plc 0.0%
Value ($000) $319 Shares 800 Est. Cost $381.59 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $316 Shares 600 Est. Cost $344.75 Unrealized +69.8%
HD Home Depot Inc 0.0%
Value ($000) $306 Shares 834 Est. Cost $380.72 Unrealized 0.0%
VGT Vanguard Info Technology 0.0%
Value ($000) $305 Shares 563 Est. Cost $458.33 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $303 Shares 1,366 Est. Cost $213.04 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $302 Shares 695 Est. Cost $481.84 Unrealized -18.2%
NUEM Nuveen Esg Emerging 0.0%
Value ($000) $299 Shares 10,232 Est. Cost $25.88 Unrealized
SUSL iShares ESG MSCI USA Leaders ETF 0.0%
Value ($000) $298 Shares 3,112 Est. Cost $95.81 Unrealized
IJH Ishares Tr S&P Midcap 0.0%
Value ($000) $297 Shares 5,090 Est. Cost $89.99 Unrealized
PEP Pepsico Incorporated 0.0%
Value ($000) $284 Shares 1,895 Est. Cost $159.69 Unrealized -10.2%
IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR 0.0%
Value ($000) $284 Shares 13,680 Est. Cost $20.35 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $281 Shares 2,190 Est. Cost $125.12 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $280 Shares 1,389 Est. Cost $212.91 Unrealized 0.0%
VTV Vanguard Value 0.0%
Value ($000) $279 Shares 1,617 Est. Cost $134.56 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $274 Shares 11,314 Est. Cost $22.39 Unrealized
TDY Teledyne Technologie 0.0%
Value ($000) $270 Shares 543 Est. Cost $494.63 Unrealized 0.0%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $258 Shares 2,000 Est. Cost $119.51 Unrealized
COF Capital One Financial Cp 0.0%
Value ($000) $256 Shares 1,426 Est. Cost $140.59 Unrealized +32.9%
VHT Vanguard Health Care 0.0%
Value ($000) $253 Shares 957 Est. Cost $249.95 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $251 Shares 2,248 Est. Cost $111.48 Unrealized
GE General Electric Company 0.0%
Value ($000) $249 Shares 1,246 Est. Cost $195.73 Unrealized 0.0%
PG Procter & Gamble 0.0%
Value ($000) $248 Shares 1,456 Est. Cost $164.19 Unrealized -0.1%
EMR Emerson Electric Co 0.0%
Value ($000) $244 Shares 2,225 Est. Cost $118.79 Unrealized 0.0%
ITEQ BlueStar Israel Technology ETF 0.0%
Value ($000) $233 Shares 4,772 Est. Cost $45.86 Unrealized
IWF Ishares Tr Russell 0.0%
Value ($000) $233 Shares 645 Est. Cost $235.68 Unrealized
FRI FIRST TRUST PORTFOLIOS COM ETF 0.0%
Value ($000) $231 Shares 8,399 Est. Cost $78.38 Unrealized
DGRO Ishares Core Dividend 0.0%
Value ($000) $225 Shares 3,644 Est. Cost $46.10 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $220 Shares 1,658 Est. Cost $125.48 Unrealized 0.0%
BSCT INVSC BLTSHRS 2029 CORP BND ETF 0.0%
Value ($000) $220 Shares 11,859 Est. Cost $18.53 Unrealized
DON Wisdomtree Midcap Divdnd 0.0%
Value ($000) $219 Shares 4,428 Est. Cost $44.36 Unrealized
AVDV AVANTIS INTERNATNL SML CP VL ETF 0.0%
Value ($000) $212 Shares 3,039 Est. Cost $65.08 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $203 Shares 666 Est. Cost $295.41 Unrealized 0.0%
BFOR Alps TRUST Etf 0.0%
Value ($000) $201 Shares 2,899 Est. Cost $67.92 Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $133 Shares 16,752 Est. Cost $8.57 Unrealized
CohBar Inc 0.0%
Value ($000) $74 Shares 181,490 Est. Cost $0.74 Unrealized