RVW Wealth

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

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Positions held by RVW Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RVW Wealth

Companies in the RVW Wealth portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Eafe Msci Eafe Etf (EFA) 4.4 $34M +9% 453k 75.04
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW) 4.0 $31M +7% 540k 57.39
Invesco Exchange Traded Fund T S&p Mdcp 400 Rev Et S&p Mdcp 400 Rev (RWK) 4.0 $31M +2% 363k 85.53
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS) 4.0 $31M +9% 444k 69.80
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM) 3.9 $30M +17% 619k 48.50
Ishares Etf Usa Quality Fctr (QUAL) 3.8 $29M +5% 238k 121.94
Spdr S&P 600 Small Cap S&p 600 Sml Cap (SLY) 3.8 $29M +26% 311k 93.18
Osi Etf Trust Oshs Gbl Inter E Tf Oshs Gbl Inter (OGIG) 3.7 $28M 537k 52.13
Ishares Ibonds Dec 2023 Ibonds Dec23 Etf (IBDO) 3.3 $25M +3% 943k 26.52
Ishares Trust Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ) 3.3 $25M +11% 933k 26.79
First Tr Nasdaq 100 Fund SHS (QTEC) 3.3 $25M +5% 174k 144.01
Ishares Trust Ibonds Dec24 Etf Ibonds Dec24 Etf (IBDP) 3.1 $24M +10% 909k 26.39
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE) 3.0 $23M +5% 379k 60.62
Ishares Esg Msci Eafe Esg Msci Eafe (ESGD) 3.0 $23M +54% 303k 75.97

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Dutsch X Trck Rusl 1000 Xtrack Russ 1000 (DEUS) 3.0 $23M +6% 543k 42.39
Ishares Ibonds Dec 2022 Ibonds Dec22 Etf (IBDN) 2.6 $20M +5% 788k 25.38
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY) 2.6 $20M +3% 450k 44.49
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA) 2.5 $19M +8% 495k 38.42
Ishares Trust Ibonds Dec 2021 Term Corp Etf Ibonds Dec21 Etf (IBDM) 2.5 $19M +10% 764k 24.89
Flexshares Trust Qlt Div Def I Dx Etf Qlt Div Def Idx (QDEF) 2.2 $17M +5% 329k 51.63
Flexshares Morningstar Mornstar Usmkt (TILT) 2.2 $17M +4% 108k 157.01
Spdr Series Trust Factst Inv E Tf Factst Inv Etf (XITK) 2.1 $16M +3% 77k 207.18
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrgcp (NULG) 2.0 $15M +5% 264k 56.90
Invesco Exchange Traded Fund T S&p 500 Revenue Etf S&p 500 Revenue (RWL) 1.8 $14M +5% 200k 69.95
Jpmorgan Dvrsfd Rtrn Div Rtn Int Eq (JPIN) 1.8 $14M +7% 230k 60.79
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Inc (JPST) 1.8 $14M 274k 51.06
Spdr Portfolio Emg Mk Etf Portfolio Emg Mk (SPEM) 1.7 $13M NEW 298k 43.58
First TRUST Value SHS (FVD) 1.7 $13M +8% 335k 38.85
Jp Morgan Etf Trust Diversfed Rtrn Etf Diversfed Rtrn (JPME) 1.3 $10M -52% 117k 85.27
Apple (AAPL) 1.3 $10M +6% 83k 120.57
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL) 0.9 $7.0M 59k 118.70
Powershs Qqq TRUST Ser Unit Ser 1 (QQQ) 0.8 $6.0M 19k 314.33
Rydex Etf TRUST S&p500 Eql Wgt (RSP) 0.8 $6.0M 43k 141.19
Guggenheim Bullet 2022 Bulshs 2022 Cb (BSCM) 0.7 $5.0M -2% 211k 23.67
Ishares Trust Ultr Sh Trm Bd E Tf Ultr Sh Trm Bd (ICSH) 0.5 $4.0M 88k 45.31
Vanguard Total Stock Mkt Total Stk Mkt (VTI) 0.5 $4.0M 20k 204.46
Ishares Tr S&P Smallcap Core S&p Scp Etf (IJR) 0.5 $4.0M -14% 37k 107.41
Disney Walt Com Disney (DIS) 0.5 $4.0M +208% 22k 185.86
Guggenheim Bullet 2021 Bulshs 2021 Cb (BSCL) 0.4 $3.0M -2% 143k 20.98
First Trust Exchange-traded Al Em Sml Cp Alph Etf Em Sml Cp Alph (FEMS) 0.4 $3.0M 72k 41.80
Ishares Trust Multifactor Usa Etf Multifactor Usa (LRGF) 0.4 $3.0M 75k 40.21
Invesco Exchange Traded Self I Bulshs 2024 Cb Etf Bulshs 2024 Cb (BSCO) 0.3 $2.0M 79k 25.19
Invesco Bulshs 2023 Cb Etf Bulshs 2023 Cb (BSCN) 0.3 $2.0M 90k 22.14
Flexshares Trust Hig Yld Vl Et F Hig Yld Vl Etf (HYGV) 0.3 $2.0M +5% 36k 55.16
Flexsh Stoxx US Esg Stox Esg Index (ESG) 0.3 $2.0M +20% 17k 117.39
Kraft Heinz (KHC) 0.3 $2.0M 40k 49.70
Amazon (AMZN) 0.3 $2.0M +2% 489.00 4089.98
Tesla Motors (TSLA) 0.3 $2.0M 2.6k 773.69
Ishares Trust Cre U S Reit Etf Cre U S Reit Etf (USRT) 0.3 $2.0M 31k 64.57
Wisdomtree Trust Us Qlt Shrhd Yld Etf Us Qlt Shrhd Yld (QSY) 0.3 $2.0M 15k 136.12
Schw US Brd Mkt Etf Us Brd Mkt Etf (SCHB) 0.3 $2.0M 22k 89.19
American Century Investments A Vantis Emgmkt Etf Avantis Emgmkt (AVEM) 0.3 $2.0M 26k 76.78
Wisdomtree TRUST Midcap Us Midcap Fund (EZM) 0.3 $2.0M -40% 32k 63.33
Pwrshr S&P500 Hidiv S&p500 Hdl Vol (SPHD) 0.3 $2.0M -2% 36k 55.62
Real Estate Select Sctr Rl Est Sel Sec (XLRE) 0.1 $1.0M 36k 27.80
First Trust Senior Ln Fd Etf Senior Ln Fd (FTSL) 0.1 $1.0M +2% 27k 36.81
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR) 0.1 $1.0M +38% 49k 20.62
Spdr Barclays Cnv BLMBRG BRC CNVRT (CWB) 0.1 $1.0M 9.1k 109.60
Adamis Pharmaceuticals Corp Com New (ADMP) 0.1 $1.0M 19k 52.63
Nuveen Esg Mid Cap Value Nuveen Esg Midvl (NUMV) 0.1 $1.0M +21% 11k 88.10
Wisdomtree Trust Intk Mltifact R Etf Intk Mltifactr (DWMF) 0.1 $1.0M -96% 9.1k 109.48
Nuveen Esg Small Cap Nuveen Esg Smlcp (NUSC) 0.1 $1.0M +15% 19k 53.75
Powershares High Yield Hig Yld Eq Div (PEY) 0.1 $1.0M 29k 34.90
Palantir Tech Inc Com Cl A Cl A (PLTR) 0.1 $1.0M NEW 12k 81.89
Ishares Tr Lehman Tips Tips Bd Etf (TIP) 0.1 $1.0M 6.9k 144.70
Powershs Exch Trad Fd Tr Pfd Etf (PGX) 0.1 $1.0M 67k 14.93
First TRUST Preferred Pfd Secs Inc Etf (FPE) 0.1 $1.0M 19k 52.43
Ares Capital Corporation (ARCC) 0.1 $1.0M NEW 13k 77.27
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS) 0.1 $1.0M NEW 14k 73.02
Jpmrg Dvsfd Retn Emrg Div Rtn Em Eqt (JPEM) 0.1 $1.0M -97% 5.0k 198.26
Ishares Core Dividend Core Div Grwth (DGRO) 0.1 $1.0M 11k 91.58
First Trust S&P REIT Index Fund (FRI) 0.1 $1.0M +21% 12k 81.06
Nuveen Esg Mid Cap Nuveen Esg Midcp (NUMG) 0.1 $1.0M NEW 4.2k 238.78
Alps TRUST Etf Barrons 400 Etf (BFOR) 0.1 $1.0M -8% 4.0k 252.08
Wisdomtree Midcap Divdnd Us Midcap Divid (DON) 0.1 $1.0M 7.1k 140.37
Amc Entertainment Cl A Com (AMC) 0.1 $1.0M +9% 33k 30.78
ARK Genomic Revolution ETF Genomic Rev Etf (ARKG) 0.1 $1.0M NEW 3.7k 270.27
Paypal Holdings (PYPL) 0.1 $1.0M 1.6k 617.28
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD) 0.1 $1.0M +103% 45k 22.11
Ishares Ftse Nareit Res Residential Mult (REZ) 0.1 $1.0M +25% 3.8k 266.31
Facebook Inc Class A Cl A (FB) 0.1 $1.0M -4% 2.1k 476.19
Boeing Company (BA) 0.1 $1.0M NEW 932.00 1072.96
Netflix (NFLX) 0.1 $1.0M +9% 1.2k 830.56
Google Inc Class A Cap Stk Cl A (GOOGL) 0.1 $1.0M 203.00 4926.11
S P D R TRUST Unit SR Tr Unit (SPY) 0.1 $1.0M NEW 664.00 1506.02
Aercap Holdings Nv SHS (AER) 0.1 $1.0M NEW 4.0k 250.00
Berkshire Hathaway Cl A (BRK.A) 0.1 $1.0M 1.00 1000000.00
Citigroup Com New (C) 0.1 $1.0M 20k 50.00
Vanguard Div Apprciation Div App Etf (VIG) 0.1 $1000k +29% 3.3k 302.94
Berkshire Hathaway Cl B Cl B New (BRK.B) 0.1 $1000k 3.3k 303.77
Ishares Core Msci Eafe Core Msci Eafe (IEFA) 0.1 $1000k 4.7k 213.95
Ishares Tr S&P Midcap Core S&p Mcp Etf (IJH) 0.1 $1000k 1.4k 720.98
Nuveen Esg Emerging Nuveen Esg Emrgn (NUEM) 0.1 $1000k +16% 7.7k 129.05
Microsoft Corporation (MSFT) 0.1 $1000k +16% 2.8k 356.25
Ishares Russell 3000 Russell 3000 Etf (IWV) 0.1 $1000k 1.9k 533.05
Abbvie (ABBV) 0.1 $1000k 5.0k 201.78
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrgvl (NULV) 0.1 $1000k NEW 6.2k 161.11
First TRUST Tactcl High First Tr Ta Hiyl (HYLS) 0.1 $1000k +37% 20k 50.96
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 0.1 $1000k -3% 12k 81.71
Thomson Reuters Corp Com New (TRI) 0.1 $1000k -33% 13k 76.49
Invesco Exchange Traded Self I Bulshs 2025 Cb Etf Bulshs 2025 Cb (BSCP) 0.1 $1000k -2% 48k 20.69
Spdr Blackstone Gso Blkstn Gsosrln (SRLN) 0.1 $1000k +92% 17k 58.92
FlexShares Intl Qual Div ETF Intl Qltdv Idx (IQDF) 0.1 $1000k +34% 31k 32.78

Past Filings by RVW Wealth

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