RVW Wealth

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

Portfolio Holdings for RVW Wealth

Companies in the RVW Wealth portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt (JPST) 6.89 593.54k +67% 49.67
American Centy Etf Tr Us Eqt Etf (AVUS) 4.94 517.30k NEW 40.89
SPDR DJ Wilshire Small Cap (SLY) 4.70 415.34k NEW 48.43
Ishares Tr ibnd dec23 etf (IBDO) 4.42 756.16k -12% 25.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.33 466.63k NEW 39.73
Invesco S&p Midcap 400 Revenue Etf etf (RWK) 3.85 401.19k NEW 41.10
Ishares Tr ibnd dec24 etf (IBDP) 3.38 584.79k -15% 24.72
Ishares Tr Ibonds December 2022 Corp Etf (IBDN) 3.22 556.28k -17% 24.79
Ishares Tr ibnd dec21 etf (IBDM) 2.88 500.28k -14% 24.65
iShares S&P SmallCap 600 Index (IJR) 2.71 206.54k -53% 56.11
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 2.44 408.10k +4026% 25.63
Invesco S&p 500 High Div, Low V equities (SPHD) 2.43 346.77k NEW 30.01
Ishares Tr ibnd dec25 etf (IBDQ) 2.38 408.71k +7% 24.97
Flexshares Tr qlt div def idx (QDEF) 2.36 277.08k NEW 36.41
J P Morgan Exchange Traded F fund (JPME) 2.23 191.25k NEW 49.83
First Trust Tech AlphaDEX Fnd (FXL) 2.00 143.98k NEW 59.40
*wisdomtreetrusdiv.. (DGRW) 1.83 201.04k -52% 38.91
iShares MSCI EAFE Index Fund (EFA) 1.73 138.45k NEW 53.46
WisdomTree MidCap Earnings Fund (EZM) 1.71 276.49k -63% 26.42
Ishares Tr (LRGF) 1.71 276.47k NEW 26.45
Wisdomtree Tr intk mltifactr (DWMF) 1.70 346.39k NEW 20.96
Ishares Tr us divid bybck (DIVB) 1.67 310.35k NEW 23.00
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 1.65 83.63k -51% 84.52
American Centy Etf Tr avantis emgmkt (AVEM) 1.64 177.16k NEW 39.72
WisdomTree LargeCap Value Fund (QSY) 1.63 107.61k NEW 64.73
Ishares Msci Usa Quality Facto invalid (QUAL) 1.52 80.12k -56% 81.04
Ishares Tr Dec 2020 (IBDL) 1.48 251.11k -41% 25.21
First Trust Financials AlphaDEX Fd (FXO) 1.23 249.99k NEW 21.14
Apple (AAPL) 1.20 20.12k -11% 254.31
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 1.19 203.86k NEW 24.99
J P Morgan Exchange Traded F div rtn eu etf (JPEU) 1.19 112.97k NEW 45.23
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 1.18 193.40k -62% 26.20
Bscm etf (BSCM) 1.18 238.66k +6% 21.18
Invesco Buyback Achievers Etf equities (PKW) 1.01 89.27k -65% 48.46
SPDR S&P MidCap 400 ETF (MDY) 1.00 16.22k -60% 262.87
First Trust Value Line Dividend Indx Fnd (FVD) 0.99 153.56k -59% 27.68
Wisdomtree Tr blmbrg fl trfd (USFR) 0.98 167.88k NEW 25.11
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.96 95.35k -45% 43.24
Invesco S&p 500 Equal Weight Etf (RSP) 0.85 43.23k -7% 84.02
iShares Dow Jones US Financial Svc. (IYG) 0.83 34.54k -59% 102.67
Vanguard Total Stock Market ETF (VTI) 0.82 27.09k -30% 128.91
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 0.78 83.57k -53% 39.82
Wisdomtree Tr us multifactor (USMF) 0.74 129.31k -59% 24.52
Invesco Qqq Trust Series 1 (QQQ) 0.72 16.15k -46% 190.39
Invesco Bulletshares 2021 Corp (BSCL) 0.72 147.22k -11% 20.97
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.62 66.53k -61% 39.69
Invesco Exchng Traded Fd Tr intl buyback (IPKW) 0.57 103.68k -67% 23.47
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) 0.47 39.70k 50.43
Bsco etf (BSCO) 0.44 90.19k NEW 20.65
Guggenheim Bulletshrs 2023 Corp Bd Etf (BSCN) 0.44 90.87k +72% 20.72
Vanguard FTSE All-World ex-US ETF (VEU) 0.39 40.27k -51% 41.03
Invesco Bulletshares 2020 Corp (BSCK) 0.34 69.77k -17% 21.01
Intuit (INTU) 0.30 5.55k 230.06
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.30 32.66k NEW 39.16
Schwab U S Broad Market ETF (SCHB) 0.30 21.43k -67% 60.42
First Tr Exchange Traded Fd senior ln fd (FTSL) 0.30 30.29k NEW 41.79
Real Estate Select Sect Spdr (XLRE) 0.30 41.60k NEW 31.01
Flexshares Tr hig yld vl etf (HYGV) 0.29 30.58k NEW 40.98
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) 0.28 58.22k NEW 20.58
D First Tr Exchange-traded Fd (FPE) 0.24 61.67k +16% 16.39
Kraft Heinz (KHC) 0.23 40.00k NEW 24.75
Allergan 0.22 5.39k 177.11
Berkshire Hathaway (BRK.B) 0.21 4.88k +8% 182.90
Amazon (AMZN) 0.21 461 +20% 1950.11
Citigroup Inc (C) 0.20 20.04k NEW 42.12
iShares Barclays TIPS Bond Fund (TIP) 0.19 6.92k 117.97
Alps Etf Tr barrons 400 etf (BFOR) 0.17 23.49k -79% 31.20
iShares S&P MidCap 400 Index (IJH) 0.16 4.72k -30% 143.92
Stryker Corporation (SYK) 0.14 3.57k 166.43
WisdomTree MidCap Dividend Fund (DON) 0.14 24.68k -52% 24.15
Walt Disney Company (DIS) 0.13 5.58k +2% 96.59
Netflix (NFLX) 0.13 1.44k +42% 375.43
Invesco unit investment (PID) 0.12 45.16k -20% 11.36
Ishares Tr ibonds dec2026 (IBDR) 0.11 19.27k -21% 24.55
J P Morgan Exchange Traded F fund (JPSE) 0.11 22.66k -78% 21.54
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.10 8.51k -83% 49.94
iShares Russell 3000 Index (IWV) 0.09 2.58k -58% 148.16
Facebook Inc cl a (FB) 0.09 2.44k -5% 166.74
Ishares Tr fctsl msci int (INTF) 0.08 17.90k -87% 20.28
Invesco Exchange Traded Fd Tr etf (PEY) 0.07 22.88k +29% 12.94
Berkshire Hathaway (BRK.A) 0.06 1 272000.00
iShares S&P 500 Index (IVV) 0.06 998 +57% 258.52
iShares Russell 1000 Index (IWB) 0.06 1.85k +21% 141.32
Vanguard REIT ETF (VNQ) 0.06 3.88k NEW 69.79
WisdomTree Emerging Markets Eq (DEM) 0.06 7.95k -72% 32.31
Microsoft Corporation (MSFT) 0.05 1.45k NEW 157.60
Tesla Motors (TSLA) 0.05 425 NEW 524.71
Ishares Tr core div grwth (DGRO) 0.05 6.99k +13% 32.63
Alphabet Inc Class A cs (GOOGL) 0.05 176 +10% 1164.77
Northern Oil & Gas (NOG) 0.01 68.30k NEW 0.66
Amc Entmt Hldgs Inc Cl A (AMC) 0.01 19.07k 3.15
Adamis Pharmaceuticals Corp Com Stk (ADMP) 0.00 19.00k NEW 0.37
Citigroup Global Mkts Hldgs leveragd etn s p 0.00 35.00k NEW 0.17

Past Filings by RVW Wealth

View past SEC 13F filings by RVW Wealth

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