Revolve Wealth Partners

Revolve Wealth Partners as of March 31, 2023

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 140 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.4 $45M 219k 204.10
Wisdomtree Tr Us Largecap Divd (DLN) 5.7 $22M 360k 61.86
Ea Series Trust Intl Quan Value (IVAL) 5.5 $22M 925k 23.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $19M 533k 34.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.3 $17M 347k 48.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $15M 236k 65.17
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.3 $13M 525k 25.04
Ishares Tr National Mun Etf (MUB) 3.1 $12M 112k 107.74
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.9 $12M 248k 46.82
Apple (AAPL) 2.5 $9.8M 60k 164.90
Ishares Tr Core S&p500 Etf (IVV) 2.4 $9.3M 23k 411.08
Ishares Tr Core Msci Eafe (IEFA) 2.3 $9.1M 136k 66.85
Vaneck Etf Trust High Yld Munietf (HYD) 2.3 $9.1M 175k 51.74
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $9.0M 191k 46.91
Ea Series Trust Us Quan Momentum (QMOM) 2.2 $8.6M 191k 45.08
Ea Series Trust Sparkline Intang (ITAN) 2.2 $8.5M 378k 22.46
Cambria Etf Tr Shshld Yield Etf (SYLD) 2.1 $8.4M 144k 58.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $8.1M 120k 67.85
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $8.0M 85k 93.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $6.8M 163k 41.93
Microsoft Corporation (MSFT) 1.6 $6.1M 21k 288.30
Amgen (AMGN) 1.1 $4.2M 17k 241.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $4.0M 54k 74.06
Amazon (AMZN) 1.0 $3.8M 37k 103.29
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.6M 15k 249.45
Tesla Motors (TSLA) 0.9 $3.6M 17k 207.46
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.3M 16k 210.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $3.2M 58k 55.21
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $3.1M 177k 17.51
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.8M 29k 96.70
Wisdomtree Tr Intl Qulty Div (IQDG) 0.7 $2.6M 78k 33.87
Equinix (EQIX) 0.7 $2.6M 3.6k 721.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.5M 56k 45.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.5M 10k 250.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $2.5M 34k 73.16
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.3M 12k 189.56
Colgate-Palmolive Company (CL) 0.6 $2.2M 29k 75.15
UnitedHealth (UNH) 0.5 $2.2M 4.6k 472.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.1M 5.2k 409.37
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.1M 12k 178.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.9M 7.9k 244.33
Ishares Tr Core Msci Total (IXUS) 0.5 $1.9M 31k 61.95
Meta Platforms Cl A (META) 0.5 $1.9M 9.0k 211.94
NVIDIA Corporation (NVDA) 0.5 $1.9M 6.8k 277.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.9M 4.1k 458.41
Visa Com Cl A Put Option (V) 0.5 $1.9M 8.2k 225.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.8M 4.7k 376.08
Mastercard Incorporated Cl A (MA) 0.4 $1.7M 4.7k 363.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.7M 5.3k 320.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.4M 28k 50.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M 4.6k 308.75
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 13k 103.73
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.3M 27k 48.53
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 9.1k 130.32
Johnson & Johnson (JNJ) 0.3 $1.1M 7.3k 155.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.1M 24k 43.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.1M 8.0k 134.07
Procter & Gamble Company (PG) 0.3 $989k 6.7k 148.68
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $962k 19k 50.79
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $897k 9.0k 99.64
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $869k 41k 21.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $825k 7.9k 104.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $818k 7.9k 104.00
Pfizer (PFE) 0.2 $785k 19k 40.80
Exxon Mobil Corporation (XOM) 0.2 $719k 6.6k 109.66
Advanced Micro Devices (AMD) 0.2 $712k 7.3k 98.02
Ishares Tr New York Mun Etf (NYF) 0.2 $682k 13k 53.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $669k 4.6k 144.61
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $661k 12k 55.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $655k 7.2k 91.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $652k 6.1k 106.20
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $639k 31k 20.59
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $639k 8.2k 77.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $604k 9.2k 65.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $593k 15k 39.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $568k 7.7k 73.83
McDonald's Corporation (MCD) 0.1 $528k 1.9k 279.61
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $527k 3.4k 154.00
Chevron Corporation (CVX) 0.1 $519k 3.2k 163.15
Home Depot (HD) 0.1 $505k 1.7k 295.03
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $494k 2.5k 194.89
Uber Technologies (UBER) 0.1 $472k 15k 31.70
Abbvie (ABBV) 0.1 $468k 2.9k 159.37
Coca-Cola Company (KO) 0.1 $464k 7.5k 62.03
Servicenow (NOW) 0.1 $453k 975.00 464.72
Adobe Systems Incorporated (ADBE) 0.1 $449k 1.2k 385.37
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $449k 16k 27.84
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $435k 22k 20.28
Blackstone Group Inc Com Cl A (BX) 0.1 $432k 4.9k 87.84
Shopify Cl A (SHOP) 0.1 $402k 8.4k 47.94
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $388k 10k 38.23
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $385k 16k 23.55
Merck & Co (MRK) 0.1 $381k 3.6k 106.39
Pepsi (PEP) 0.1 $379k 2.1k 182.34
Walt Disney Company (DIS) 0.1 $377k 3.8k 100.13
Micron Technology (MU) 0.1 $370k 6.1k 60.34
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $360k 5.0k 71.85
Costco Wholesale Corporation (COST) 0.1 $359k 723.00 496.87
Duke Energy Corp Com New (DUK) 0.1 $357k 3.7k 96.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $355k 7.4k 47.85
Wal-Mart Stores (WMT) 0.1 $349k 2.4k 147.46
Eli Lilly & Co. (LLY) 0.1 $348k 1.0k 343.42
salesforce (CRM) 0.1 $342k 1.7k 199.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $339k 2.7k 123.71
Ark Etf Tr Innovation Etf (ARKK) 0.1 $335k 8.3k 40.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $334k 6.8k 48.92
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $320k 12k 26.05
Comcast Corp Cl A (CMCSA) 0.1 $300k 7.9k 37.91
Paypal Holdings Put Option (PYPL) 0.1 $297k 3.9k 75.94
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $295k 2.1k 138.93
Bank of America Corporation (BAC) 0.1 $294k 10k 28.60
Consolidated Edison (ED) 0.1 $290k 3.0k 95.67
Broadcom (AVGO) 0.1 $284k 442.00 641.66
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $281k 3.2k 88.77
Intuitive Surgical Com New (ISRG) 0.1 $279k 1.1k 255.47
Gilead Sciences (GILD) 0.1 $279k 3.4k 82.96
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $277k 7.8k 35.47
Dex (DXCM) 0.1 $271k 2.3k 116.18
Thermo Fisher Scientific (TMO) 0.1 $266k 462.00 575.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $264k 11k 24.52
Cisco Systems (CSCO) 0.1 $260k 5.0k 52.28
Hawaiian Electric Industries (HE) 0.1 $256k 6.7k 38.40
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $255k 8.9k 28.70
Ishares Tr Russell 3000 Etf (IWV) 0.1 $255k 1.1k 235.41
CVS Caremark Corporation (CVS) 0.1 $248k 3.3k 74.30
Waste Management (WM) 0.1 $246k 1.5k 163.18
Emerson Electric (EMR) 0.1 $238k 2.7k 87.14
Netflix (NFLX) 0.1 $232k 672.00 345.31
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $227k 720.00 314.98
Goldman Sachs (GS) 0.1 $227k 693.00 327.12
Tractor Supply Company (TSCO) 0.1 $225k 958.00 235.04
Prologis (PLD) 0.1 $223k 1.8k 124.77
Verizon Communications (VZ) 0.1 $220k 5.6k 38.89
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $213k 6.0k 35.41
Select Sector Spdr Tr Energy (XLE) 0.1 $212k 2.6k 82.85
Veeva Sys Cl A Com (VEEV) 0.1 $211k 1.2k 183.79
Bristol Myers Squibb (BMY) 0.1 $210k 3.0k 69.31
MercadoLibre (MELI) 0.1 $202k 153.00 1318.06
Gran Tierra Energy 0.0 $9.5k 11k 0.88
Exela Technologies 0.0 $425.021400 11k 0.04