Revolve Wealth Partners

Revolve Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 149 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 10.2 $36M 538k 66.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.3 $29M 254k 113.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.1 $18M 108k 163.75
Alpha Architect Etf Tr Intl Quan Value (IVAL) 4.3 $15M 565k 26.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $15M 377k 38.87
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.9 $14M 226k 60.08
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.8 $13M 253k 51.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.7 $13M 158k 80.43
Ishares Tr Core S&p500 Etf (IVV) 3.6 $12M 26k 476.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $12M 117k 102.40
Apple (AAPL) 3.0 $10M 58k 177.57
Ishares Tr Core Msci Eafe (IEFA) 2.4 $8.4M 113k 74.64
Amgen (AMGN) 1.8 $6.4M 29k 224.97
Amazon (AMZN) 1.8 $6.2M 1.8k 3335.32
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.8 $6.1M 120k 51.06
Microsoft Corporation (MSFT) 1.7 $6.1M 18k 336.32
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $5.9M 109k 53.90
Tesla Motors (TSLA) 1.6 $5.5M 5.2k 1056.92
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $4.5M 16k 283.08
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $4.4M 39k 114.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $3.4M 54k 63.58
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $3.4M 13k 254.77
Ishares Tr National Mun Etf (MUB) 1.0 $3.4M 29k 116.30
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $3.2M 29k 110.28
Meta Platforms Cl A (META) 0.9 $3.1M 9.2k 336.30
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $2.8M 55k 51.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $2.7M 8.7k 305.56
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.6M 12k 222.44
Johnson & Johnson (JNJ) 0.7 $2.6M 15k 171.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.4M 5.0k 474.86
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.3M 10k 226.03
Ishares Tr Core Msci Total (IXUS) 0.7 $2.3M 32k 70.93
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $2.3M 36k 62.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.2M 5.6k 397.76
UnitedHealth (UNH) 0.6 $2.2M 4.3k 502.10
Visa Com Cl A Put Option (V) 0.6 $2.1M 9.8k 217.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $2.0M 3.8k 517.61
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.6 $1.9M 99k 19.42
NVIDIA Corporation (NVDA) 0.5 $1.9M 6.4k 294.04
Mastercard Incorporated Cl A (MA) 0.5 $1.8M 5.0k 359.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 4.1k 436.64
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.7M 5.4k 320.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.5M 9.7k 150.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.4M 18k 80.84
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $1.4M 28k 49.74
Pfizer (PFE) 0.4 $1.3M 22k 59.06
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 8.1k 158.29
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 437.00 2897.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 107.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 4.1k 299.10
Ishares Tr New York Mun Etf (NYF) 0.3 $1.2M 21k 57.97
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.2M 11k 114.08
Paypal Holdings Put Option (PYPL) 0.3 $1.2M 6.3k 188.57
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $1.1M 22k 50.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 4.3k 241.40
Advanced Micro Devices (AMD) 0.3 $1.0M 7.3k 143.84
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.0M 21k 50.41
Procter & Gamble Company (PG) 0.3 $982k 6.0k 163.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $917k 8.0k 115.27
Servicenow (NOW) 0.3 $894k 1.4k 649.24
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $867k 7.1k 122.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $816k 5.0k 162.74
Adobe Systems Incorporated (ADBE) 0.2 $800k 1.4k 566.97
Alphabet Cap Stk Cl C (GOOG) 0.2 $790k 273.00 2893.77
Ark Etf Tr Innovation Etf (ARKK) 0.2 $749k 7.9k 94.55
Shopify Cl A (SHOP) 0.2 $733k 532.00 1377.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $723k 2.8k 254.67
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $713k 9.7k 73.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $680k 14k 48.86
Walt Disney Company (DIS) 0.2 $672k 4.3k 154.87
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $636k 3.7k 171.85
Netflix (NFLX) 0.2 $606k 1.0k 602.39
salesforce (CRM) 0.2 $597k 2.3k 254.26
Blackstone Group Inc Com Cl A (BX) 0.2 $570k 4.4k 129.49
Home Depot (HD) 0.2 $563k 1.4k 415.19
Everest Re Group (EG) 0.2 $563k 2.1k 273.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $562k 19k 29.64
Micron Technology (MU) 0.2 $550k 5.9k 93.17
iStar Financial 0.1 $514k 20k 25.83
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $471k 15k 31.00
Intuitive Surgical Com New (ISRG) 0.1 $469k 1.3k 359.39
Chevron Corporation (CVX) 0.1 $453k 3.9k 117.42
Coca-Cola Company (KO) 0.1 $443k 7.5k 59.19
Align Technology (ALGN) 0.1 $442k 673.00 656.76
Veeva Sys Cl A Com (VEEV) 0.1 $437k 1.7k 255.41
CVS Caremark Corporation (CVS) 0.1 $434k 4.2k 103.11
Duke Energy Corp Com New (DUK) 0.1 $413k 3.9k 104.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $410k 7.5k 54.92
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $409k 7.4k 55.17
Safehold 0.1 $407k 5.1k 79.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $398k 3.5k 113.10
Lululemon Athletica (LULU) 0.1 $391k 1.0k 391.00
Dex (DXCM) 0.1 $380k 708.00 536.72
Bank of America Corporation (BAC) 0.1 $370k 8.3k 44.44
Intel Corporation (INTC) 0.1 $363k 7.0k 51.57
Comcast Corp Cl A (CMCSA) 0.1 $360k 7.2k 50.29
Verizon Communications (VZ) 0.1 $358k 6.9k 51.92
Edwards Lifesciences (EW) 0.1 $350k 2.7k 129.49
Burlington Stores (BURL) 0.1 $347k 1.2k 291.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $346k 3.1k 110.79
Qualcomm (QCOM) 0.1 $332k 1.8k 183.12
Berry Plastics (BERY) 0.1 $327k 4.4k 73.88
Block Cl A (SQ) 0.1 $321k 2.0k 161.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $310k 2.4k 129.27
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $309k 4.5k 68.62
General Motors Company (GM) 0.1 $307k 5.2k 58.54
Exxon Mobil Corporation (XOM) 0.1 $305k 5.0k 61.15
MercadoLibre (MELI) 0.1 $297k 220.00 1350.00
Tractor Supply Company (TSCO) 0.1 $294k 1.2k 238.25
Chipotle Mexican Grill (CMG) 0.1 $294k 168.00 1750.00
Hawaiian Electric Industries (HE) 0.1 $283k 6.8k 41.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $277k 3.2k 85.28
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $275k 11k 25.32
Ishares Tr U.s. Tech Etf (IYW) 0.1 $274k 2.4k 114.98
Citigroup Com New (C) 0.1 $271k 4.5k 60.36
Pepsi (PEP) 0.1 $268k 1.5k 173.69
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $265k 12k 21.92
Zoetis Cl A (ZTS) 0.1 $265k 1.1k 244.24
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $264k 12k 21.85
Abbvie (ABBV) 0.1 $264k 2.0k 135.25
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $262k 5.3k 49.29
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $258k 12k 21.46
At&t (T) 0.1 $252k 10k 24.65
Asml Holding N V N Y Registry Shs (ASML) 0.1 $252k 316.00 797.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $251k 5.1k 49.43
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $248k 12k 21.35
Merck & Co (MRK) 0.1 $245k 3.2k 76.71
Consolidated Edison (ED) 0.1 $244k 2.9k 85.23
Wal-Mart Stores (WMT) 0.1 $244k 1.7k 144.98
Liberty Global SHS CL C 0.1 $238k 8.5k 28.10
Invesco Exch Trd Slf Idx Bulshs 2024 Muni 0.1 $237k 9.2k 25.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $237k 2.8k 84.61
Gilead Sciences (GILD) 0.1 $229k 3.2k 72.56
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $227k 9.8k 23.22
Lennar Corp Cl A (LEN) 0.1 $226k 1.9k 115.96
Emerson Electric (EMR) 0.1 $223k 2.4k 92.96
Magna Intl Inc cl a (MGA) 0.1 $222k 2.7k 80.93
Insulet Corporation (PODD) 0.1 $220k 825.00 266.67
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $220k 730.00 301.37
Waste Management (WM) 0.1 $215k 1.3k 166.93
Novanta (NOVT) 0.1 $215k 1.2k 176.66
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $213k 944.00 225.64
Bristol Myers Squibb (BMY) 0.1 $208k 3.3k 62.33
Thermo Fisher Scientific (TMO) 0.1 $205k 307.00 667.75
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $203k 5.2k 38.91
New Relic 0.1 $200k 1.8k 110.19
Lumen Technologies (LUMN) 0.1 $194k 16k 12.53
Bny Mellon High Yield Strate Sh Ben Int (DHF) 0.0 $34k 11k 3.06
Gran Tierra Energy 0.0 $10k 13k 0.75