Revolve Wealth Partners

Revolve Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 143 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 9.3 $33M 526k 61.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.9 $24M 538k 45.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.2 $22M 391k 55.56
Ea Series Trust Intl Quan Value (IVAL) 5.4 $19M 860k 21.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $16M 508k 32.21
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.7 $13M 267k 48.97
Ishares Tr National Mun Etf (MUB) 3.4 $12M 111k 105.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $12M 175k 65.61
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.1 $11M 234k 45.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $11M 262k 40.51
Ishares Tr Core S&p500 Etf (IVV) 2.8 $9.9M 26k 384.21
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $9.3M 49k 191.19
Ishares Tr Core Msci Eafe (IEFA) 2.4 $8.4M 136k 61.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $8.0M 175k 45.65
Apple (AAPL) 2.3 $7.9M 61k 129.93
Vaneck Etf Trust High Yld Munietf (HYD) 2.1 $7.3M 145k 50.55
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $5.9M 70k 83.76
Microsoft Corporation (MSFT) 1.4 $5.0M 21k 239.82
Amgen (AMGN) 1.3 $4.6M 17k 262.64
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $3.6M 38k 94.64
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.5M 14k 241.90
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $3.4M 17k 203.81
Amazon (AMZN) 0.9 $3.2M 38k 84.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $3.0M 58k 51.72
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.0M 14k 213.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $2.9M 59k 49.49
Ea Series Trust Us Quan Momentum (QMOM) 0.8 $2.9M 62k 45.93
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.8 $2.8M 48k 59.31
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $2.7M 159k 17.12
UnitedHealth (UNH) 0.7 $2.5M 4.7k 530.13
Ea Series Trust Sparkline Intang (ITAN) 0.7 $2.4M 122k 20.06
Colgate-Palmolive Company (CL) 0.7 $2.4M 30k 78.79
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.3M 13k 183.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $2.3M 31k 75.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.2M 53k 41.97
Wisdomtree Tr Intl Qulty Div (IQDG) 0.6 $2.1M 70k 30.61
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.1M 12k 174.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.0M 5.3k 382.40
Tesla Motors (TSLA) 0.6 $1.9M 16k 123.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.8M 8.6k 214.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.8M 4.1k 442.79
Visa Com Cl A Put Option (V) 0.5 $1.8M 8.8k 207.76
Ishares Tr Core Msci Total (IXUS) 0.5 $1.8M 31k 57.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.7M 4.9k 351.35
Mastercard Incorporated Cl A (MA) 0.5 $1.7M 4.9k 347.72
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.6M 21k 74.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.5M 4.8k 308.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 5.3k 266.30
Johnson & Johnson (JNJ) 0.4 $1.4M 7.9k 176.66
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 9.2k 134.10
Pfizer (PFE) 0.3 $1.1M 22k 51.24
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.1M 24k 45.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.1M 26k 42.50
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.1M 22k 50.53
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.1M 7.9k 135.24
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 12k 88.23
NVIDIA Corporation (NVDA) 0.3 $971k 6.6k 146.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $954k 9.2k 104.27
Procter & Gamble Company (PG) 0.3 $953k 6.3k 151.55
Meta Platforms Cl A (META) 0.3 $903k 7.5k 120.34
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $860k 8.9k 96.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $818k 5.8k 141.25
Exxon Mobil Corporation (XOM) 0.2 $713k 6.5k 110.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $679k 6.4k 105.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $671k 7.6k 88.73
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $638k 30k 20.98
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $613k 4.0k 151.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $604k 7.2k 83.60
Home Depot (HD) 0.2 $595k 1.9k 315.87
Chevron Corporation (CVX) 0.2 $585k 3.3k 179.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $583k 8.8k 66.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $581k 15k 37.90
Coca-Cola Company (KO) 0.2 $568k 8.9k 63.61
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $545k 7.6k 71.79
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $538k 11k 48.89
Advanced Micro Devices (AMD) 0.1 $493k 7.6k 64.77
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $485k 24k 20.49
McDonald's Corporation (MCD) 0.1 $482k 1.8k 263.53
Abbvie (ABBV) 0.1 $476k 2.9k 161.61
Blackstone Group Inc Com Cl A (BX) 0.1 $467k 6.3k 74.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $456k 2.5k 179.76
Adobe Systems Incorporated (ADBE) 0.1 $450k 1.3k 336.53
Servicenow (NOW) 0.1 $439k 1.1k 388.27
Merck & Co (MRK) 0.1 $433k 3.9k 110.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $432k 6.0k 71.85
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $429k 16k 26.68
CVS Caremark Corporation (CVS) 0.1 $423k 4.5k 93.18
Wal-Mart Stores (WMT) 0.1 $401k 2.8k 141.80
Bank of America Corporation (BAC) 0.1 $399k 12k 33.12
Pepsi (PEP) 0.1 $395k 2.2k 180.70
Walt Disney Company (DIS) 0.1 $387k 4.5k 86.88
Eli Lilly & Co. (LLY) 0.1 $375k 1.0k 365.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $369k 8.2k 44.81
Duke Energy Corp Com New (DUK) 0.1 $369k 3.6k 102.99
Uber Technologies (UBER) 0.1 $354k 14k 24.73
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $346k 9.8k 35.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $343k 2.7k 125.11
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $331k 14k 23.31
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $328k 4.0k 81.52
Paypal Holdings Put Option (PYPL) 0.1 $322k 4.5k 71.22
Comcast Corp Cl A (CMCSA) 0.1 $321k 9.2k 34.97
Intuitive Surgical Com New (ISRG) 0.1 $319k 1.2k 265.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $318k 13k 23.67
Micron Technology (MU) 0.1 $315k 6.3k 49.98
Gilead Sciences (GILD) 0.1 $308k 3.6k 85.84
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $306k 12k 24.78
Costco Wholesale Corporation (COST) 0.1 $301k 660.00 456.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $300k 4.6k 65.75
Netflix (NFLX) 0.1 $297k 1.0k 294.78
Shopify Cl A (SHOP) 0.1 $292k 8.4k 34.71
Thermo Fisher Scientific (TMO) 0.1 $285k 518.00 550.18
Dex (DXCM) 0.1 $284k 2.5k 113.24
Consolidated Edison (ED) 0.1 $284k 3.0k 95.31
Qualcomm (QCOM) 0.1 $279k 2.5k 109.94
Hawaiian Electric Industries (HE) 0.1 $278k 6.6k 41.85
Emerson Electric (EMR) 0.1 $271k 2.8k 96.06
Bristol Myers Squibb (BMY) 0.1 $264k 3.7k 71.95
Ark Etf Tr Innovation Etf (ARKK) 0.1 $259k 8.3k 31.24
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $257k 2.1k 120.53
Lululemon Athletica (LULU) 0.1 $255k 796.00 320.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $251k 5.3k 47.43
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $250k 7.7k 32.23
Goldman Sachs (GS) 0.1 $247k 720.00 343.39
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $246k 8.3k 29.75
salesforce (CRM) 0.1 $245k 1.8k 132.59
Ishares Tr Russell 3000 Etf (IWV) 0.1 $239k 1.1k 220.68
General Dynamics Corporation (GD) 0.1 $236k 952.00 248.11
Select Sector Spdr Tr Energy (XLE) 0.1 $232k 2.6k 87.48
Waste Management (WM) 0.1 $229k 1.5k 156.89
Tractor Supply Company (TSCO) 0.1 $227k 1.0k 224.97
International Business Machines (IBM) 0.1 $225k 1.6k 140.86
Broadcom (AVGO) 0.1 $220k 394.00 559.25
Veeva Sys Cl A Com (VEEV) 0.1 $213k 1.3k 161.38
Nextera Energy (NEE) 0.1 $210k 2.5k 83.60
Oracle Corporation (ORCL) 0.1 $208k 2.5k 81.74
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $208k 719.00 288.70
Honeywell International (HON) 0.1 $206k 963.00 214.32
Cisco Systems (CSCO) 0.1 $205k 4.3k 47.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $204k 1.9k 108.21
Verizon Communications (VZ) 0.1 $202k 5.1k 39.40
Wells Fargo & Company (WFC) 0.1 $202k 4.9k 41.29
Ford Motor Company (F) 0.0 $158k 14k 11.63
Gran Tierra Energy 0.0 $11k 11k 0.99