Revolve Wealth Partners

Revolve Wealth Partners as of March 31, 2024

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 181 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.1 $95M 364k 259.90
Ishares Tr Core Msci Eafe (IEFA) 6.4 $37M 503k 74.22
Ea Series Trust Intl Quan Value (IVAL) 5.2 $31M 1.1M 26.98
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.1 $24M 928k 25.69
RBB Us Treas 3 Mnth (TBIL) 3.8 $22M 447k 50.03
Ea Series Trust Us Quan Momentum (QMOM) 3.6 $21M 363k 59.11
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.4 $20M 270k 73.27
Ea Series Trust Sparkline Intang (ITAN) 3.3 $19M 662k 29.00
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $16M 352k 46.48
Wisdomtree Tr Us Largecap Divd (DLN) 2.7 $16M 218k 72.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $15M 372k 39.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $13M 282k 46.00
Ishares Tr National Mun Etf (MUB) 2.1 $12M 115k 107.60
Wisdomtree Tr Intl Qulty Div (IQDG) 2.1 $12M 319k 38.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $11M 119k 92.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $11M 176k 62.06
Apple (AAPL) 1.8 $11M 61k 171.48
Microsoft Corporation (MSFT) 1.7 $9.9M 24k 420.72
Ishares Tr Core S&p500 Etf (IVV) 1.7 $9.9M 19k 525.72
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $9.0M 96k 93.71
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $8.9M 170k 52.26
Amazon (AMZN) 1.3 $7.5M 42k 180.38
NVIDIA Corporation (NVDA) 1.2 $7.0M 7.8k 903.55
Amgen (AMGN) 0.8 $4.9M 17k 284.32
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $4.8M 47k 103.79
Vanguard Index Fds Growth Etf (VUG) 0.8 $4.7M 14k 344.20
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $4.4M 243k 18.13
Meta Platforms Cl A (META) 0.7 $4.1M 8.5k 485.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.7M 61k 60.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $3.3M 40k 81.43
UnitedHealth (UNH) 0.6 $3.3M 6.6k 494.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 6.2k 523.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $3.1M 63k 50.17
Visa Com Cl A (V) 0.5 $3.0M 11k 279.08
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.9M 12k 249.85
Ishares Tr Core Msci Total (IXUS) 0.4 $2.5M 38k 67.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.5M 50k 49.24
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.5M 23k 110.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M 5.9k 420.50
Colgate-Palmolive Company (CL) 0.4 $2.4M 27k 90.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.4M 7.1k 337.05
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.3M 11k 210.30
JPMorgan Chase & Co. (JPM) 0.4 $2.3M 11k 200.29
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.3M 9.9k 228.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $2.2M 4.0k 556.40
Mastercard Incorporated Cl A (MA) 0.4 $2.2M 4.6k 481.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.2M 5.0k 444.03
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.2M 15k 150.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.2M 27k 80.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.2M 36k 60.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.0M 4.3k 480.67
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M 10k 152.26
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.5M 20k 76.28
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.5M 27k 54.40
Shopify Cl A (SHOP) 0.2 $1.4M 19k 77.17
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $1.4M 14k 100.81
Advanced Micro Devices (AMD) 0.2 $1.3M 7.3k 180.50
Dimensional Etf Trust International (DFSI) 0.2 $1.3M 38k 33.67
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $1.3M 24k 53.34
Uber Technologies (UBER) 0.2 $1.2M 15k 76.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.1M 7.3k 155.92
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.4k 777.96
Johnson & Johnson (JNJ) 0.2 $1.1M 6.7k 158.20
Procter & Gamble Company (PG) 0.2 $1.1M 6.5k 162.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 20k 50.60
Ishares Tr New York Mun Etf (NYF) 0.2 $1.0M 19k 53.81
Home Depot (HD) 0.2 $989k 2.6k 383.60
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $972k 25k 38.86
Broadcom (AVGO) 0.2 $961k 725.00 1325.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $842k 7.4k 114.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $825k 7.9k 104.73
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $820k 20k 41.59
Exxon Mobil Corporation (XOM) 0.1 $812k 7.0k 116.24
Tesla Motors (TSLA) 0.1 $807k 4.6k 175.80
Servicenow Call Option (NOW) 0.1 $801k 1.1k 762.40
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $792k 6.3k 125.33
Micron Technology (MU) 0.1 $776k 6.6k 117.89
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $775k 17k 44.48
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $742k 13k 56.93
Costco Wholesale Corporation (COST) 0.1 $730k 996.00 732.63
RBB Us Trsry 6 Mnth (XBIL) 0.1 $724k 15k 50.11
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $724k 11k 68.13
Adobe Systems Incorporated (ADBE) 0.1 $703k 1.4k 504.60
Blackstone Group Inc Com Cl A (BX) 0.1 $687k 5.2k 131.37
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $673k 22k 30.10
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $673k 20k 34.20
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $650k 31k 20.97
Walt Disney Company Call Option (DIS) 0.1 $631k 5.2k 122.36
Oracle Corporation (ORCL) 0.1 $630k 5.0k 125.61
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $627k 2.7k 235.79
Merck & Co (MRK) 0.1 $625k 4.7k 131.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $598k 3.3k 182.60
Netflix (NFLX) 0.1 $572k 942.00 607.12
salesforce (CRM) 0.1 $572k 1.9k 301.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $570k 7.5k 75.98
Abbvie (ABBV) 0.1 $561k 3.1k 182.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $555k 14k 41.08
McDonald's Corporation (MCD) 0.1 $535k 1.9k 281.95
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $520k 5.3k 97.95
Airbnb Com Cl A (ABNB) 0.1 $515k 3.1k 164.96
Chevron Corporation (CVX) 0.1 $505k 3.2k 157.73
Wal-Mart Stores (WMT) 0.1 $500k 8.3k 60.17
Pfizer (PFE) 0.1 $498k 18k 27.75
Air Products & Chemicals (APD) 0.1 $494k 2.0k 242.27
Bank of America Corporation (BAC) 0.1 $489k 13k 37.92
CSX Corporation (CSX) 0.1 $477k 13k 37.07
Coca-Cola Company (KO) 0.1 $471k 7.7k 61.18
Intuitive Surgical Com New (ISRG) 0.1 $460k 1.2k 399.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $442k 7.2k 61.05
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $439k 22k 20.43
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $415k 2.1k 195.10
Comcast Corp Cl A (CMCSA) 0.1 $412k 9.5k 43.35
Waste Management (WM) 0.1 $397k 1.9k 213.16
Intel Corporation (INTC) 0.1 $395k 9.0k 44.17
Qualcomm (QCOM) 0.1 $390k 2.3k 169.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $375k 2.9k 131.24
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $359k 12k 29.46
Pepsi (PEP) 0.1 $355k 2.0k 175.05
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $350k 3.0k 117.23
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $346k 13k 27.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $334k 800.00 417.90
Ishares Tr Russell 3000 Etf (IWV) 0.1 $332k 1.1k 300.08
Linde SHS (LIN) 0.1 $322k 693.00 464.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $320k 4.0k 79.90
Duke Energy Corp Com New (DUK) 0.1 $316k 3.3k 96.71
International Business Machines (IBM) 0.1 $315k 1.6k 190.93
Dex (DXCM) 0.1 $307k 2.2k 138.70
Chipotle Mexican Grill (CMG) 0.1 $299k 103.00 2906.77
Consolidated Edison (ED) 0.1 $299k 3.3k 90.81
Goldman Sachs (GS) 0.1 $299k 715.00 417.70
American Express Company (AXP) 0.1 $297k 1.3k 227.69
General Electric Com New (GE) 0.1 $295k 1.7k 175.53
Honeywell International (HON) 0.1 $295k 1.4k 205.26
Cisco Systems (CSCO) 0.0 $294k 5.9k 49.91
Kenvue (KVUE) 0.0 $293k 14k 21.46
Verizon Communications (VZ) 0.0 $286k 6.8k 41.96
Nextera Energy (NEE) 0.0 $283k 4.4k 63.91
Ishares Tr Rus 1000 Etf (IWB) 0.0 $281k 977.00 288.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $277k 5.6k 49.19
RBB Us Treasy 2 Yr (UTWO) 0.0 $274k 5.7k 48.09
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $274k 5.6k 48.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $272k 2.2k 120.99
Raymond James Financial (RJF) 0.0 $271k 2.1k 128.42
Ishares Tr U.s. Tech Etf (IYW) 0.0 $266k 2.0k 135.06
Accenture Plc Ireland Shs Class A (ACN) 0.0 $265k 763.00 346.61
Gilead Sciences (GILD) 0.0 $257k 3.5k 73.24
Eaton Corp SHS (ETN) 0.0 $255k 815.00 312.68
Thermo Fisher Scientific (TMO) 0.0 $251k 433.00 580.57
Intuit (INTU) 0.0 $249k 383.00 650.00
Caterpillar (CAT) 0.0 $249k 678.00 366.61
General Dynamics Corporation (GD) 0.0 $248k 878.00 282.49
Select Sector Spdr Tr Energy (XLE) 0.0 $247k 2.6k 94.42
Union Pacific Corporation (UNP) 0.0 $246k 1.0k 245.94
Paypal Holdings Put Option (PYPL) 0.0 $245k 3.7k 66.99
Veeva Sys Cl A Com (VEEV) 0.0 $245k 1.1k 231.69
Raytheon Technologies Corp (RTX) 0.0 $244k 2.5k 97.53
CVS Caremark Corporation (CVS) 0.0 $242k 3.0k 79.76
Vanguard Index Fds Value Etf (VTV) 0.0 $241k 1.5k 162.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $234k 589.00 397.56
Rockwell Automation (ROK) 0.0 $233k 798.00 291.33
Emerson Electric (EMR) 0.0 $232k 2.0k 113.42
Wells Fargo & Company (WFC) 0.0 $229k 3.9k 57.96
Boeing Company (BA) 0.0 $228k 1.2k 193.05
Abbott Laboratories (ABT) 0.0 $222k 2.0k 113.66
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $221k 2.4k 91.25
Tractor Supply Company (TSCO) 0.0 $219k 835.00 261.72
Select Sector Spdr Tr Technology (XLK) 0.0 $217k 1.0k 208.27
Zoetis Cl A (ZTS) 0.0 $217k 1.3k 169.21
Alps Etf Tr Equal Sec Etf (EQL) 0.0 $216k 1.8k 117.99
Lowe's Companies (LOW) 0.0 $214k 839.00 254.73
RBB Us Treas 5 Yr Nt (UFIV) 0.0 $214k 4.4k 48.50
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $213k 1.8k 118.29
Novanta (NOVT) 0.0 $213k 1.2k 174.77
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $212k 703.00 301.44
Prologis (PLD) 0.0 $212k 1.6k 130.22
Analog Devices (ADI) 0.0 $211k 1.1k 197.79
Applied Materials (AMAT) 0.0 $208k 1.0k 206.23
Lennar Corp Cl A (LEN) 0.0 $208k 1.2k 171.98
Amphenol Corp Cl A (APH) 0.0 $208k 1.8k 115.35
At&t (T) 0.0 $205k 12k 17.60
Ameriprise Financial (AMP) 0.0 $204k 465.00 438.44