Revolve Wealth Partners

Revolve Wealth Partners as of March 31, 2022

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 147 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 10.0 $35M 530k 65.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.9 $27M 508k 53.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.1 $25M 329k 74.82
Alpha Architect Etf Tr Intl Quan Value (IVAL) 5.1 $18M 665k 26.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $15M 402k 36.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.9 $13M 176k 75.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $12M 257k 47.36
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.5 $12M 252k 47.88
Ishares Tr Core S&p500 Etf (IVV) 3.4 $12M 26k 453.69
Apple (AAPL) 3.2 $11M 63k 174.61
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.1 $11M 197k 55.15
Ishares Tr Core Msci Eafe (IEFA) 2.4 $8.2M 117k 69.51
Amazon (AMZN) 1.8 $6.1M 1.9k 3260.36
Ishares Tr National Mun Etf (MUB) 1.7 $6.0M 55k 109.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $5.8M 115k 50.57
Microsoft Corporation (MSFT) 1.7 $5.8M 19k 308.29
Vaneck Etf Trust High Yld Munietf (HYD) 1.6 $5.7M 99k 57.40
Tesla Motors (TSLA) 1.6 $5.7M 5.3k 1077.54
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.4 $4.7M 93k 50.63
Amgen (AMGN) 1.3 $4.6M 19k 241.84
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $4.4M 40k 107.88
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $4.2M 16k 268.33
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $4.0M 42k 96.26
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.2M 14k 237.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $3.2M 54k 59.73
Ishares Tr Core Msci Total (IXUS) 0.8 $2.6M 39k 66.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $2.5M 53k 48.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.4M 5.4k 451.69
Visa Com Cl A (V) 0.7 $2.4M 11k 221.77
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.4M 12k 205.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.3M 8.2k 277.65
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.2M 11k 212.51
UnitedHealth (UNH) 0.6 $2.2M 4.3k 510.02
Meta Platforms Cl A (META) 0.6 $2.1M 9.3k 222.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.0M 5.6k 362.62
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.6 $2.0M 111k 18.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $1.9M 3.9k 490.38
Mastercard Incorporated Cl A (MA) 0.5 $1.8M 5.0k 357.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.7M 22k 78.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.7M 4.1k 415.20
NVIDIA Corporation (NVDA) 0.5 $1.7M 6.2k 272.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.5M 4.3k 352.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 9.6k 149.63
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M 4.9k 287.66
Johnson & Johnson (JNJ) 0.4 $1.4M 7.7k 177.29
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $1.3M 28k 47.16
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 469.00 2778.25
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 8.9k 136.29
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M 11k 107.08
Pfizer (PFE) 0.3 $1.1M 22k 51.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 4.6k 227.71
Procter & Gamble Company (PG) 0.3 $963k 6.3k 152.86
Everest Re Group (EG) 0.3 $914k 3.0k 301.35
Ishares Tr Eafe Value Etf (EFV) 0.3 $888k 18k 50.27
Advanced Micro Devices (AMD) 0.2 $844k 7.7k 109.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $838k 300.00 2793.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $830k 5.3k 157.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $821k 6.9k 119.64
Paypal Holdings Put Option (PYPL) 0.2 $817k 7.1k 115.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $774k 7.7k 100.55
Servicenow (NOW) 0.2 $764k 1.4k 556.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $711k 10k 71.41
Ishares Tr New York Mun Etf (NYF) 0.2 $702k 13k 54.58
Adobe Systems Incorporated (ADBE) 0.2 $644k 1.4k 455.77
Chevron Corporation (CVX) 0.2 $635k 3.9k 162.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $627k 14k 45.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $625k 2.8k 222.74
Blackstone Group Inc Com Cl A (BX) 0.2 $620k 4.9k 126.84
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $601k 3.7k 162.26
Walt Disney Company (DIS) 0.2 $595k 4.3k 137.22
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $551k 17k 32.68
Ark Etf Tr Innovation Etf (ARKK) 0.2 $538k 8.1k 66.31
Coca-Cola Company (KO) 0.1 $491k 7.9k 62.06
salesforce (CRM) 0.1 $488k 2.3k 212.27
Micron Technology (MU) 0.1 $469k 6.0k 77.93
Exxon Mobil Corporation (XOM) 0.1 $467k 5.7k 82.63
Home Depot (HD) 0.1 $452k 1.5k 299.14
Duke Energy Corp Com New (DUK) 0.1 $444k 4.0k 111.78
Shopify Cl A (SHOP) 0.1 $441k 653.00 675.34
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $440k 15k 28.96
CVS Caremark Corporation (CVS) 0.1 $438k 4.3k 101.20
Qualcomm (QCOM) 0.1 $436k 2.9k 152.82
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $422k 4.0k 104.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $413k 15k 27.78
Abbvie (ABBV) 0.1 $413k 2.5k 162.22
Intuitive Surgical Com New (ISRG) 0.1 $395k 1.3k 301.99
iStar Financial 0.1 $393k 17k 23.43
Netflix (NFLX) 0.1 $390k 1.0k 374.64
Verizon Communications (VZ) 0.1 $389k 7.6k 50.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $384k 7.2k 53.43
Lululemon Athletica (LULU) 0.1 $364k 998.00 364.73
Dex (DXCM) 0.1 $362k 707.00 512.02
Veeva Sys Cl A Com (VEEV) 0.1 $354k 1.7k 212.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $345k 6.6k 52.45
Comcast Corp Cl A (CMCSA) 0.1 $342k 7.3k 46.82
Bank of America Corporation (BAC) 0.1 $338k 8.2k 41.17
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $338k 6.7k 50.29
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $323k 2.9k 109.71
Edwards Lifesciences (EW) 0.1 $317k 2.7k 117.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $314k 3.9k 79.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $307k 2.4k 128.02
Align Technology (ALGN) 0.1 $295k 677.00 435.75
Hawaiian Electric Industries (HE) 0.1 $289k 6.8k 42.38
Tractor Supply Company (TSCO) 0.1 $286k 1.2k 233.09
Pepsi (PEP) 0.1 $286k 1.7k 167.35
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $286k 4.7k 60.67
Chipotle Mexican Grill (CMG) 0.1 $285k 180.00 1583.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $278k 5.4k 51.52
Block Cl A (SQ) 0.1 $277k 2.0k 135.52
General Motors Company (GM) 0.1 $269k 6.2k 43.71
Consolidated Edison (ED) 0.1 $268k 2.8k 94.57
MercadoLibre (MELI) 0.1 $263k 221.00 1190.05
Select Sector Spdr Tr Energy (XLE) 0.1 $259k 3.4k 76.31
Citigroup Com New (C) 0.1 $257k 4.8k 53.31
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $256k 11k 24.47
Wal-Mart Stores (WMT) 0.1 $256k 1.7k 148.84
Intel Corporation (INTC) 0.1 $249k 5.0k 49.48
Safehold 0.1 $246k 4.4k 55.36
Emerson Electric (EMR) 0.1 $245k 2.5k 98.24
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $245k 5.6k 43.87
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $241k 11k 21.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $241k 3.1k 78.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $240k 5.2k 46.05
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $238k 11k 20.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $238k 3.1k 77.27
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $237k 11k 21.13
Vodafone Group Sponsored Adr (VOD) 0.1 $236k 14k 16.65
General Dynamics Corporation (GD) 0.1 $231k 956.00 241.63
At&t (T) 0.1 $231k 9.8k 23.63
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $230k 11k 21.26
Costco Wholesale Corporation (COST) 0.1 $229k 397.00 576.83
Liberty Global SHS CL C 0.1 $229k 8.8k 25.95
Insulet Corporation (PODD) 0.1 $218k 819.00 266.18
Magna Intl Inc cl a (MGA) 0.1 $217k 3.4k 64.22
Zoetis Cl A (ZTS) 0.1 $217k 1.2k 188.20
Bristol Myers Squibb (BMY) 0.1 $215k 3.0k 72.88
Asml Holding N V N Y Registry Shs (ASML) 0.1 $213k 319.00 667.71
Cisco Systems (CSCO) 0.1 $211k 3.8k 55.81
Prologis (PLD) 0.1 $209k 1.3k 161.14
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $208k 9.1k 22.90
Waste Management (WM) 0.1 $207k 1.3k 158.74
Ishares Tr U.s. Tech Etf (IYW) 0.1 $203k 2.0k 102.94
Eli Lilly & Co. (LLY) 0.1 $203k 710.00 285.92
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $202k 5.2k 38.72
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $201k 730.00 275.34
Lumen Technologies (LUMN) 0.1 $197k 18k 11.27
Gran Tierra Energy 0.0 $21k 13k 1.58