Revolve Wealth Partners

Revolve Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 130 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 10.3 $31M 556k 55.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.8 $23M 554k 42.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.3 $22M 389k 55.81
Ea Series Trust Intl Quan Value (IVAL) 5.4 $16M 798k 20.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $13M 467k 28.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $10M 276k 37.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.4 $10M 170k 60.53
Ishares Tr Core S&p500 Etf (IVV) 3.2 $9.5M 27k 358.64
Vaneck Etf Trust High Yld Munietf (HYD) 3.1 $9.2M 185k 49.93
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.0 $8.8M 184k 47.92
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.9 $8.7M 197k 43.99
Apple (AAPL) 2.8 $8.3M 60k 138.19
Ishares Tr National Mun Etf (MUB) 2.7 $8.1M 79k 102.58
Ishares Tr Core Msci Eafe (IEFA) 2.2 $6.5M 124k 52.67
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $5.9M 131k 45.31
Microsoft Corporation (MSFT) 1.6 $4.9M 21k 232.91
Tesla Motors (TSLA) 1.5 $4.4M 17k 265.23
Amazon (AMZN) 1.5 $4.4M 39k 113.01
Amgen (AMGN) 1.4 $4.3M 19k 225.42
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $3.8M 17k 219.25
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $3.8M 52k 72.56
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.7M 43k 87.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $3.2M 66k 48.14
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $3.0M 16k 188.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $2.5M 54k 45.77
UnitedHealth (UNH) 0.8 $2.3M 4.5k 504.98
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.2M 14k 164.91
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.1M 13k 170.88
Colgate-Palmolive Company (CL) 0.7 $2.1M 30k 70.23
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.7 $2.0M 122k 16.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.0M 5.6k 357.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.9M 53k 36.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.9M 9.0k 210.38
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M 8.7k 213.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $1.7M 4.1k 401.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.6M 24k 66.44
Ishares Tr Core Msci Total (IXUS) 0.5 $1.6M 32k 50.93
Visa Com Cl A Put Option (V) 0.5 $1.5M 8.7k 177.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.4M 5.4k 267.33
Mastercard Incorporated Cl A (MA) 0.5 $1.4M 4.9k 284.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 4.1k 328.22
Johnson & Johnson (JNJ) 0.4 $1.3M 8.2k 163.33
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.3M 26k 50.30
Wisdomtree Tr Intl Qulty Div (IQDG) 0.4 $1.3M 48k 26.32
Meta Platforms Cl A (META) 0.4 $1.2M 9.1k 135.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 102.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 4.3k 267.04
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 11k 104.47
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 11k 95.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.0M 26k 38.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $984k 8.1k 121.77
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $964k 10k 96.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $883k 4.9k 179.54
Pfizer (PFE) 0.3 $871k 20k 43.75
Everest Re Group (EG) 0.3 $796k 3.0k 262.53
Ishares Tr Eafe Value Etf (EFV) 0.3 $793k 21k 38.53
Procter & Gamble Company (PG) 0.3 $787k 6.2k 126.20
NVIDIA Corporation (NVDA) 0.3 $753k 6.2k 121.33
Exxon Mobil Corporation (XOM) 0.2 $683k 7.8k 87.32
Alphabet Cap Stk Cl C (GOOG) 0.2 $673k 7.0k 96.21
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $655k 6.8k 96.11
Chevron Corporation (CVX) 0.2 $619k 4.3k 143.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $597k 7.6k 78.40
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $573k 4.2k 135.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $548k 9.4k 58.46
Home Depot (HD) 0.2 $519k 1.9k 276.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $516k 4.1k 127.22
Coca-Cola Company (KO) 0.2 $508k 9.1k 56.00
Walt Disney Company (DIS) 0.2 $503k 5.3k 94.34
Blackstone Group Inc Com Cl A (BX) 0.2 $496k 5.9k 83.64
CVS Caremark Corporation (CVS) 0.2 $494k 5.2k 95.39
McDonald's Corporation (MCD) 0.2 $481k 2.1k 230.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $473k 14k 34.87
Servicenow (NOW) 0.2 $473k 1.3k 377.49
Advanced Micro Devices (AMD) 0.2 $466k 7.4k 63.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $463k 2.7k 170.60
Paypal Holdings Put Option (PYPL) 0.1 $441k 5.1k 85.71
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $424k 6.3k 67.01
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $406k 8.8k 46.06
Duke Energy Corp Com New (DUK) 0.1 $381k 4.1k 93.02
Adobe Systems Incorporated (ADBE) 0.1 $353k 1.3k 275.35
Abbvie (ABBV) 0.1 $351k 2.6k 134.38
Pepsi (PEP) 0.1 $335k 2.1k 163.18
Wal-Mart Stores (WMT) 0.1 $331k 2.6k 129.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $328k 7.8k 42.01
Qualcomm (QCOM) 0.1 $328k 2.9k 113.10
Ark Etf Tr Innovation Etf (ARKK) 0.1 $314k 8.3k 37.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $311k 14k 22.43
salesforce (CRM) 0.1 $309k 2.1k 143.99
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $308k 9.4k 32.94
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $306k 2.7k 111.68
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $303k 13k 23.48
Micron Technology (MU) 0.1 $300k 6.0k 50.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $288k 6.0k 47.65
Verizon Communications (VZ) 0.1 $285k 7.5k 38.03
Eli Lilly & Co. (LLY) 0.1 $283k 874.00 323.80
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $276k 11k 24.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $273k 3.8k 71.24
Merck & Co (MRK) 0.1 $272k 3.2k 86.02
Bank of America Corporation (BAC) 0.1 $269k 8.9k 30.21
Netflix (NFLX) 0.1 $259k 1.1k 235.24
Lululemon Athletica (LULU) 0.1 $258k 923.00 279.52
Veeva Sys Cl A Com (VEEV) 0.1 $257k 1.6k 164.85
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $254k 2.1k 119.30
Consolidated Edison (ED) 0.1 $250k 2.9k 85.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.6k 94.77
Intuitive Surgical Com New (ISRG) 0.1 $249k 1.3k 187.50
Chipotle Mexican Grill (CMG) 0.1 $246k 164.00 1500.00
Ishares Core Msci Emkt (IEMG) 0.1 $233k 5.4k 43.02
Citigroup Com New (C) 0.1 $231k 5.5k 41.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $229k 3.1k 74.23
Hawaiian Electric Industries (HE) 0.1 $227k 6.6k 34.60
Waste Management (WM) 0.1 $224k 1.4k 160.23
Ishares Tr Russell 3000 Etf (IWV) 0.1 $224k 1.1k 207.02
Dex (DXCM) 0.1 $218k 2.7k 80.44
Costco Wholesale Corporation (COST) 0.1 $217k 460.00 471.74
General Motors Company (GM) 0.1 $215k 6.7k 32.02
Edwards Lifesciences (EW) 0.1 $211k 2.6k 82.45
Gilead Sciences (GILD) 0.1 $207k 3.3k 61.83
Bristol Myers Squibb (BMY) 0.1 $206k 2.9k 71.21
Tractor Supply Company (TSCO) 0.1 $206k 1.1k 186.26
Ishares Tr New York Mun Etf (NYF) 0.1 $204k 4.0k 50.63
Intel Corporation (INTC) 0.1 $202k 7.8k 25.83
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $200k 7.0k 28.44
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $200k 692.00 289.02
At&t (T) 0.1 $161k 11k 15.36
Vodafone Group Sponsored Adr (VOD) 0.1 $156k 14k 11.35
iStar Financial 0.0 $148k 16k 9.24
Lumen Technologies (LUMN) 0.0 $125k 17k 7.30
Gran Tierra Energy 0.0 $13k 11k 1.21