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RVW Wealth

Latest statistics and disclosures from RVW Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, DGRW, DFAI, DFAU, COWZ, and represent 30.78% of RVW Wealth's stock portfolio.
Added to shares of these 10 stocks: QGRW (+$5.4M), DGRW, COWZ, DFAI, IQLT, AVUV, IBDP, DFAE, FXL, SCHD.
Started 11 new stock positions in IBM, COF, OMC, VO, GS, MGV, BFOR, ELV, INTC, VXUS. MA.
Reduced shares in these 10 stocks: CWBR, FVD, JPME, IWD, IWF, AVUS, SPSM, VIG, QDEF, QUAL.
Sold out of its positions in AAGR, CCD, Etf Managers Tr bluestar ta big, TIP, EEM, IWD, KZR, VEA, VNQ.
RVW Wealth was a net seller of stock by $-207k.
RVW Wealth has $973M in assets under management (AUM), dropping by 6.90%.
Central Index Key (CIK): 0001756543

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Portfolio Holdings for RVW Wealth

RVW Wealth holds 144 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
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)	10.2	$100M		1.1M	89.50	View chart
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)	6.2	$61M	+4%	797k	76.19	View chart
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)	5.1	$50M	+4%	1.6M	30.22	View chart
Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)	4.7	$45M		1.2M	36.54	View chart
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	4.6	$44M	+5%	764k	58.11	View chart
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)	4.3	$42M	+5%	1.0M	39.66	View chart
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)	4.0	$39M	+2%	745k	52.87	View chart
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)	3.6	$35M		620k	56.17	View chart
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)	3.0	$29M	+22%	715k	41.10	View chart
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)	2.9	$29M		450k	63.74	View chart
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)	2.6	$25M	+4%	184k	134.82	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	2.5	$25M	+8%	263k	93.71	View chart
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)	2.4	$24M	+5%	956k	24.72	View chart
Ishares Etf Msci Usa Qlt Fct (QUAL)	2.4	$24M	-3%	143k	164.35	View chart
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)	2.2	$21M	-2%	332k	64.15	View chart
First Tr Nasdaq 100 Fund SHS (QTEC)	2.1	$20M	-2%	106k	190.68	View chart
Invesco Exchange Traded Fund T S&p Mdcp 400 Rev Et S&p Mdcp 400 Rev (RWK)	2.0	$19M	-2%	169k	115.10	View chart
Ishares Tr Msci Eafe Msci Eafe Etf (EFA)	1.9	$19M		235k	79.86	View chart
Ishares Trust Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)	1.9	$18M	-2%	732k	24.81	View chart
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR)	1.8	$18M		737k	23.85	View chart
Schwab Us Dividend Eq Etf Us Dividend Eq (SCHD)	1.8	$17M	+5%	215k	80.63	View chart
Flexshares Morningstar Mornstar Usmkt (TILT)	1.8	$17M	-2%	86k	198.39	View chart
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS)	1.8	$17M		717k	23.80	View chart
Ishares Trust Ibonds Dec24 Etf Ibonds Dec24 Etf (IBDP)	1.7	$17M	+10%	660k	25.05	View chart
Ishares Trust Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	1.7	$16M	+2%	648k	24.91	View chart
Apple (AAPL)	1.5	$14M		84k	171.48	View chart
Spdr Series Trust Portfolio Sm Etf Portfolio S&p600 (SPSM)	1.4	$13M	-7%	308k	43.04	View chart
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrgcp (NULG)	1.3	$12M	-2%	162k	76.28	View chart
Ishares Esg Msci Eafe Esg Aw Msci Eafe (ESGD)	1.2	$12M	-3%	144k	79.91	View chart
Dutsch X Trck Rusl 1000 Xtrackers Russel (DEUS)	0.9	$8.7M	-7%	168k	52.17	View chart
Powershs Qqq TRUST Ser Unit Ser 1 (QQQ)	0.9	$8.5M		19k	444.01	View chart
Rydex Etf TRUST S&p500 Eql Wgt (RSP)	0.8	$7.6M		45k	169.37	View chart
Jp Morgan Etf Trust Diversfed Rtrn Etf Diversfed Rtrn (JPME)	0.8	$7.6M	-16%	77k	99.14	View chart
Flexshares Trust Qlt Div Def I Dx Etf Qlt Div Def Idx (QDEF)	0.8	$7.4M	-12%	115k	64.21	View chart
Invesco Exchange Traded Fund T S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.6	$6.0M	-5%	64k	93.73	View chart
Ishares Trust Ultr Sh Trm Bd E Tf Blackrock Ultra (ICSH)	0.6	$6.0M	-4%	118k	50.56	View chart
Vanguard Total Stock Mkt Total Stk Mkt (VTI)	0.6	$5.6M	+7%	21k	259.90	View chart
First TRUST Value SHS (FVD)	0.5	$5.0M	-31%	118k	42.23	View chart
Mid Cap SPDR Utser1 S&pdcrp (MDY)	0.4	$4.1M	-10%	7.4k	556.39	View chart
Invesco Exchange Traded Self I Bulshs 2024 Cb Etf Bulshs 2024 Cb (BSCO)	0.4	$4.1M	-10%	193k	20.97	View chart
NVIDIA Corporation (NVDA)	0.4	$3.8M	-7%	4.2k	903.64	View chart
Intuit (INTU)	0.4	$3.6M		5.6k	650.00	View chart
Ishares Tr S&P Smallcap Core S&p Scp Etf (IJR)	0.4	$3.5M		31k	110.52	View chart
Ishares Trust Multifactor Usa Etf U S Equity Factr (LRGF)	0.3	$2.7M		50k	53.81	View chart
Schw US Brd Mkt Etf Us Brd Mkt Etf (SCHB)	0.3	$2.6M		43k	61.05	View chart
Invesco Exchange Traded Fd Tr S&p500 Quality Etf S&p500 Quality (SPHQ)	0.2	$2.4M	-4%	40k	60.42	View chart
Microsoft Corporation (MSFT)	0.2	$2.4M	-4%	5.6k	420.71	View chart
Flexsh Stoxx US Esg Stox Us Esg Slct (ESG)	0.2	$2.1M		17k	126.59	View chart
Wisdomtree Trust Wisdomtree Us Value Fund Etf Wisdomtree Us Va (WTV)	0.2	$2.0M		27k	75.60	View chart
iShares ESG Screened S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH)	0.2	$2.0M	-26%	48k	41.08	View chart
Berkshire Hathaway Inc B Cl B New (BRK.B)	0.2	$1.7M	+8%	4.0k	420.52	View chart
First Trust Exchange-traded Al Em Sml Cp Alph Etf Em Sml Cp Alph (FEMS)	0.2	$1.5M	-5%	39k	38.71	View chart
Tesla Motors (TSLA)	0.1	$1.4M		7.9k	175.79	View chart
Invesco Exchange Traded Self I Bulshs 2025 Cb Etf Bulshs 2025 Cb (BSCP)	0.1	$1.4M	-9%	68k	20.43	View chart
Invesco RAFI Strategic US ETF Rafi Stratgic Us (IUS)	0.1	$1.4M	-8%	29k	47.46	View chart
American Century Investments A Vantis Emgmkt Etf Aventis Emgmkt (AVEM)	0.1	$1.3M	-3%	22k	57.96	View chart
Stryker Corporation (SYK)	0.1	$1.3M		3.6k	357.87	View chart
Vanguard Growth Growth Etf (VUG)	0.1	$1.2M	-4%	3.5k	344.20	View chart
Wisdomtree TRUST Midcap Us Midcap Fund (EZM)	0.1	$1.2M	-5%	19k	61.02	View chart
Vanguard Div Apprciation Div App Etf (VIG)	0.1	$1.2M	-49%	6.4k	182.61	View chart
FlexShares Intl Qual Div ETF Intl Qltdv Idx (IQDF)	0.1	$1.1M	-5%	47k	24.10	View chart
First Trust Senior Ln Fd Etf Senior Ln Fd (FTSL)	0.1	$1.1M	-13%	25k	46.21	View chart
Real Estate Select Sctr Rl Est Sel Sec (XLRE)	0.1	$1.1M		28k	39.53	View chart
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.1	$1.1M	-2%	20k	53.80	View chart
Pwrshr S&P500 Hidiv S&p500 Hdl Vol (SPHD)	0.1	$1.0M	-7%	24k	44.40	View chart
iShares Broad USD High Yield Corp Bd ETF Broad Usd High (USHY)	0.1	$1.0M	-9%	28k	36.59	View chart
Jpmorgan Dvrsfd Rtrn Div Rtn Int Eq (JPIN)	0.1	$987k		18k	56.33	View chart
Nuveen Esg Small Cap Nuveen Esg Smlcp (NUSC)	0.1	$978k		24k	41.59	View chart
Walt Disney Company (DIS)	0.1	$977k	+15%	8.0k	122.35	View chart
Abbvie (ABBV)	0.1	$931k		5.1k	182.10	View chart
Invesco Exchange Traded Self I Bulshs 2026 Cb Etf Bulshs 2026 Cb (BSCQ)	0.1	$889k	-9%	46k	19.21	View chart
iShares MSCI Israel ETF Msci Israel Etf (EIS)	0.1	$885k		14k	63.77	View chart
Flexshares Trust Hig Yld Vl Et F Hig Yld Vl Etf (HYGV)	0.1	$874k		21k	41.11	View chart
Amazon (AMZN)	0.1	$831k	+21%	4.6k	180.38	View chart
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Inc (JPST)	0.1	$782k	-4%	16k	50.45	View chart
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD)	0.1	$781k		39k	20.16	View chart
Spdr Portfolio Emg Mk Etf Portfolio Emg Mk (SPEM)	0.1	$745k	-9%	21k	36.19	View chart
Vanguard Intl Eqty Index Allwrld Ex Us (VEU)	0.1	$728k	+7%	12k	58.65	View chart
Ishares Core Dividend Core Div Grwth (DGRO)	0.1	$686k	+12%	12k	58.06	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.1	$676k	-4%	29k	23.77	View chart
Nuveen Esg Mid Cap Value Nuveen Esg Midvl (NUMV)	0.1	$644k		19k	34.20	View chart
Vaneck Vectors Israel ETF Israel Etf (ISRA)	0.1	$635k		17k	37.53	View chart
Berkshire Hathaway Inc A Cl A (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$616k	-5%	5.3k	116.24	View chart
At&t (T)	0.1	$577k	-28%	33k	17.60	View chart
Ishares Core Msci Eafe Core Msci Eafe (IEFA)	0.1	$559k		7.5k	74.22	View chart
Dimensional Wld Ex Us Cr Eq 2 Etf World Ex Us Core (DFAX)	0.1	$514k	-4%	20k	25.44	View chart
Chevron Corporation (CVX)	0.1	$500k	-8%	3.2k	157.74	View chart
Costco Wholesale Corporation (COST)	0.1	$499k	+90%	681.00	732.42	View chart
Goldman Sachs (GS)	0.1	$493k	NEW	1.2k	417.69	View chart
Meta Platforms Cl A (META)	0.1	$490k	+8%	1.0k	485.58	View chart
ProShares Ultra Silver Ultra Silver New (AGQ)	0.1	$489k		17k	28.74	View chart
Ishares Tr Russell Rus 1000 Grw Etf (IWF)	0.0	$464k	-74%	1.4k	337.05	View chart
First TRUST Tactcl High First Tr Ta Hiyl (HYLS)	0.0	$453k		11k	41.23	View chart
Ishares Russell 3000 Russell 3000 Etf (IWV)	0.0	$441k	-5%	1.5k	300.08	View chart
Vanguard Info Technology Inf Tech Etf (VGT)	0.0	$426k		813.00	524.34	View chart
Ishares TRUST S&P Core S&p500 Etf (IVV)	0.0	$425k		808.00	525.73	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$421k		59k	7.19	View chart
Nuveen Global High Incm SHS (JGH)	0.0	$408k		32k	12.78	View chart
Spdr Barclays Cnv Bbg Conv Sec Etf (CWB)	0.0	$402k		5.5k	73.04	View chart
Ishares Trust Ibonds Dec 29 Et F Ibonds Dec 29 (IBDU)	0.0	$392k		17k	22.82	View chart
Ishares Ftse Nareit Res Residential Mult (REZ)	0.0	$386k	-7%	5.4k	72.07	View chart
Dominion Resources (D)	0.0	$380k		7.7k	49.19	View chart
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)	0.0	$375k	+27%	781.00	480.51	View chart
Google Inc Class A Cl A Com (GOOGL)	0.0	$375k	-11%	2.5k	150.93	View chart
iShares iBonds Dec 2024 Term Muni Bond Ibonds Dec (IBMM)	0.0	$362k	+19%	14k	25.95	View chart
Anthem (ELV)	0.0	$361k	NEW	696.00	518.54	View chart
Nuveen Esg Mid Cap Nuveen Esg Midcp (NUMG)	0.0	$347k		7.8k	44.48	View chart
Vanguard Value Value Etf (VTV)	0.0	$345k		2.1k	162.86	View chart
First TRUST Preferred Pfd Secs Inc Etf (FPE)	0.0	$330k		19k	17.32	View chart
Ishares Tr S&P Midcap Core S&p Mcp Etf (IJH)	0.0	$325k	+360%	5.3k	60.74	View chart
Powershs Exch Trad Fd Tr Pfd Etf (PGX)	0.0	$324k	-19%	27k	11.88	View chart
Mastercard Cl A (MA)	0.0	$314k	NEW	651.00	481.82	View chart
Nuveen Esg Emerging Nuveen Esg Emrgn (NUEM)	0.0	$313k		11k	27.50	View chart
Sector Spdr Tech Select Technology (XLK)	0.0	$306k		1.5k	208.27	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.0	$302k	NEW	5.0k	60.30	View chart
Invesco Exchange Traded Self I Bulshs 2027 Cb Etf Bulshs 2027 Cb (BSCR)	0.0	$301k		16k	19.29	View chart
S P D R TRUST Unit SR Tr Unit (SPY)	0.0	$301k		575.00	523.07	View chart
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW)	0.0	$298k		3.5k	84.44	View chart
Virtus Allianzgi Diversified (ACV)	0.0	$290k		12k	23.95	View chart
Vanguard Mid Cap Mid Cap Etf (VO)	0.0	$285k	NEW	1.1k	249.86	View chart
Vanguard Health Care Health Car Etf (VHT)	0.0	$283k	+9%	1.0k	270.58	View chart
Vanguard Small Cap Small Cp Etf (VB)	0.0	$280k	+29%	1.2k	228.54	View chart
Intel Corporation (INTC)	0.0	$277k	NEW	6.3k	44.17	View chart
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrgvl (NULV)	0.0	$273k		7.0k	38.86	View chart
Spdr Blackstone Gso Blackstone Senr (SRLN)	0.0	$266k		6.3k	42.11	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$254k		29k	8.73	View chart
Ishares Russell Midcap Rus Md Cp Gr Etf (IWP)	0.0	$240k		2.1k	114.15	View chart
Vanguard Mega Cap Value ETF Mega Cap Val Etf (MGV)	0.0	$239k	NEW	2.0k	119.51	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.0	$233k		20k	11.96	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$233k		9.0k	25.99	View chart
Wisdomtree Midcap Divdnd Us Midcap Divid (DON)	0.0	$231k	-16%	4.7k	48.77	View chart
Powershs Exch Trad Fd Tr Buyback Achiev (PKW)	0.0	$229k		2.1k	108.23	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.0	$228k		13k	17.92	View chart
Johnson & Johnson (JNJ)	0.0	$225k	-4%	1.4k	158.17	View chart
International Business Machines (IBM)	0.0	$222k	NEW	1.2k	190.91	View chart
Pepsi (PEP)	0.0	$220k	-2%	1.3k	175.01	View chart
McDonald's Corporation (MCD)	0.0	$218k		773.00	281.95	View chart
Mannkind Corp Com New (MNKD)	0.0	$209k		46k	4.53	View chart
Capital One Financial (COF)	0.0	$209k	NEW	1.4k	148.89	View chart
Alps TRUST Etf Barrons 400 Etf (BFOR)	0.0	$208k	NEW	3.1k	67.92	View chart
Jpmrg Dvsfd Retn Emrg Div Rtn Em Eqt (JPEM)	0.0	$203k		3.8k	53.45	View chart
Omni (OMC)	0.0	$202k	NEW	2.1k	96.75	View chart
CohBar Com New (CWBR)	0.0	$160k	-96%	182k	0.88	View chart

Past Filings by RVW Wealth

SEC 13F filings are viewable for RVW Wealth going back to 2019

RVW Wealth 2024 Q1 filed April 8, 2024
RVW Wealth 2023 Q4 filed Jan. 8, 2024
RVW Wealth 2023 Q3 filed Oct. 12, 2023
RVW Wealth 2023 Q2 filed July 7, 2023
RVW Wealth 2023 Q1 filed April 11, 2023
RVW Wealth 2022 Q4 filed Jan. 13, 2023
RVW Wealth 2022 Q3 filed Oct. 13, 2022
RVW Wealth 2022 Q2 filed July 13, 2022
RVW Wealth 2022 Q1 filed April 7, 2022
RVW Wealth 2021 Q4 restated filed Jan. 14, 2022
RVW Wealth 2021 Q4 filed Jan. 11, 2022
RVW Wealth 2021 Q3 filed Oct. 7, 2021
RVW Wealth 2021 Q2 filed July 8, 2021
RVW Wealth 2021 Q1 filed April 2, 2021
RVW Wealth 2020 Q4 filed Jan. 11, 2021
RVW Wealth 2020 Q3 filed Oct. 9, 2020

View all past filings

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