Revolve Wealth Partners

Revolve Wealth Partners as of June 30, 2022

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 137 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 10.6 $32M 547k 59.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.9 $24M 536k 44.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.8 $21M 357k 57.99
Ea Series Trust Intl Quan Value (IVAL) 5.4 $16M 731k 22.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $13M 423k 31.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $11M 171k 62.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $11M 271k 38.99
Ishares Tr Core S&p500 Etf (IVV) 3.2 $9.8M 26k 379.14
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.0 $9.0M 175k 51.38
Apple (AAPL) 2.8 $8.4M 62k 136.73
Vaneck Etf Trust High Yld Munietf (HYD) 2.6 $8.0M 148k 53.85
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.6 $7.8M 171k 45.86
Ishares Tr National Mun Etf (MUB) 2.5 $7.7M 73k 106.36
Ishares Tr Core Msci Eafe (IEFA) 2.4 $7.3M 125k 58.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $6.0M 125k 47.87
Microsoft Corporation (MSFT) 1.7 $5.2M 20k 256.84
Amgen (AMGN) 1.5 $4.6M 19k 243.32
Amazon (AMZN) 1.3 $4.1M 38k 106.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $4.0M 18k 226.24
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $3.9M 42k 92.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.6M 73k 49.92
Tesla Motors (TSLA) 1.2 $3.6M 5.4k 673.33
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $3.2M 16k 196.98
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $3.0M 37k 80.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.8M 55k 51.60
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.4M 48k 50.65
UnitedHealth (UNH) 0.8 $2.3M 4.5k 513.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.3M 6.0k 377.34
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.7 $2.2M 55k 40.79
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.2M 13k 176.13
Ishares Tr Core Msci Total (IXUS) 0.7 $2.1M 37k 57.04
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.1M 12k 169.32
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.6 $2.0M 117k 16.85
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.8M 8.0k 222.95
Visa Com Cl A Put Option (V) 0.6 $1.8M 9.0k 197.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $1.8M 4.2k 413.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 7.9k 218.69
Mastercard Incorporated Cl A (MA) 0.5 $1.6M 5.1k 315.54
Meta Platforms Cl A (META) 0.5 $1.6M 9.7k 161.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M 4.5k 346.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.5M 5.5k 280.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.5M 21k 71.61
Johnson & Johnson (JNJ) 0.5 $1.4M 8.0k 177.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 12k 104.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 4.1k 273.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.1M 8.5k 129.55
Pfizer (PFE) 0.4 $1.1M 21k 52.44
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M 11k 101.73
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 487.00 2176.59
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.0M 26k 39.67
JPMorgan Chase & Co. (JPM) 0.3 $988k 8.8k 112.66
NVIDIA Corporation (NVDA) 0.3 $933k 6.2k 151.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $896k 4.7k 188.71
Procter & Gamble Company (PG) 0.3 $891k 6.2k 143.80
Everest Re Group (EG) 0.3 $850k 3.0k 280.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $752k 5.6k 134.24
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $700k 6.9k 101.58
Servicenow (NOW) 0.2 $666k 1.4k 475.37
Alphabet Cap Stk Cl C (GOOG) 0.2 $652k 298.00 2187.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $615k 9.8k 62.46
Ishares Tr Eafe Value Etf (EFV) 0.2 $607k 14k 43.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $603k 7.6k 79.19
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $597k 20k 29.62
Advanced Micro Devices (AMD) 0.2 $591k 7.7k 76.49
Ishares Tr New York Mun Etf (NYF) 0.2 $545k 10k 52.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $544k 14k 40.10
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $532k 3.7k 143.51
Adobe Systems Incorporated (ADBE) 0.2 $531k 1.5k 366.21
Exxon Mobil Corporation (XOM) 0.2 $524k 6.1k 85.70
Coca-Cola Company (KO) 0.2 $501k 8.0k 62.92
Chevron Corporation (CVX) 0.2 $495k 3.4k 144.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $494k 2.8k 175.55
Blackstone Group Inc Com Cl A (BX) 0.2 $477k 5.2k 91.26
Walt Disney Company (DIS) 0.1 $439k 4.7k 94.31
Duke Energy Corp Com New (DUK) 0.1 $428k 4.0k 107.21
Paypal Holdings (PYPL) 0.1 $423k 6.0k 69.92
Home Depot (HD) 0.1 $422k 1.5k 274.20
Qualcomm (QCOM) 0.1 $413k 3.2k 127.78
salesforce (CRM) 0.1 $403k 2.4k 165.10
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $402k 16k 25.94
Abbvie (ABBV) 0.1 $399k 2.6k 153.05
CVS Caremark Corporation (CVS) 0.1 $389k 4.2k 92.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $388k 15k 25.38
McDonald's Corporation (MCD) 0.1 $381k 1.5k 246.60
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $373k 3.0k 125.34
Ark Etf Tr Innovation Etf (ARKK) 0.1 $361k 9.0k 39.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $355k 8.0k 44.24
Verizon Communications (VZ) 0.1 $343k 6.8k 50.78
Veeva Sys Cl A Com (VEEV) 0.1 $341k 1.7k 198.26
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $337k 6.7k 50.14
Micron Technology (MU) 0.1 $332k 6.0k 55.36
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $325k 2.7k 118.61
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $324k 11k 28.71
Ishares Core Msci Emkt (IEMG) 0.1 $313k 6.4k 49.03
Pepsi (PEP) 0.1 $306k 1.8k 166.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $297k 3.9k 75.25
Hawaiian Electric Industries (HE) 0.1 $279k 6.8k 40.92
Lululemon Athletica (LULU) 0.1 $277k 1.0k 272.64
Intuitive Surgical Com New (ISRG) 0.1 $276k 1.4k 200.87
Comcast Corp Cl A (CMCSA) 0.1 $276k 7.0k 39.20
Consolidated Edison (ED) 0.1 $273k 2.9k 95.22
Edwards Lifesciences (EW) 0.1 $265k 2.8k 94.91
Eli Lilly & Co. (LLY) 0.1 $263k 810.00 324.69
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $257k 5.3k 48.22
Bank of America Corporation (BAC) 0.1 $255k 8.2k 31.12
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $254k 2.7k 94.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $253k 5.1k 49.55
Intel Corporation (INTC) 0.1 $252k 6.7k 37.44
Citigroup Com New (C) 0.1 $248k 5.4k 45.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $243k 1.8k 137.68
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $242k 11k 22.95
Ishares Tr Russell 3000 Etf (IWV) 0.1 $240k 1.1k 217.00
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $238k 12k 20.76
Tractor Supply Company (TSCO) 0.1 $238k 1.2k 193.65
Chipotle Mexican Grill (CMG) 0.1 $238k 182.00 1307.69
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $235k 11k 20.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $235k 3.1k 76.17
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $230k 11k 21.22
At&t (T) 0.1 $226k 11k 20.96
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $226k 6.6k 34.32
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $225k 11k 20.40
Bristol Myers Squibb (BMY) 0.1 $224k 2.9k 77.11
Wal-Mart Stores (WMT) 0.1 $223k 1.8k 121.79
iStar Financial 0.1 $216k 16k 13.72
Select Sector Spdr Tr Energy (XLE) 0.1 $216k 3.0k 71.67
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $215k 3.0k 71.86
Dex (DXCM) 0.1 $214k 2.9k 74.54
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $211k 749.00 281.71
General Motors Company (GM) 0.1 $209k 6.6k 31.76
Merck & Co (MRK) 0.1 $207k 2.3k 91.15
FedEx Corporation (FDX) 0.1 $204k 902.00 226.16
Waste Management (WM) 0.1 $204k 1.3k 153.27
Shopify Cl A (SHOP) 0.1 $203k 6.5k 31.23
Vodafone Group Sponsored Adr (VOD) 0.1 $201k 13k 15.60
Lennar Corp Cl A (LEN) 0.1 $200k 2.8k 70.60
Lumen Technologies (LUMN) 0.1 $181k 17k 10.93
Gran Tierra Energy 0.0 $12k 11k 1.11