Revolve Wealth Partners

Revolve Wealth Partners as of June 30, 2023

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 146 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.7 $76M 343k 220.28
Ea Series Trust Intl Quan Value (IVAL) 5.4 $23M 962k 23.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.5 $19M 544k 35.65
Wisdomtree Tr Us Largecap Divd (DLN) 3.5 $15M 237k 63.60
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.4 $14M 575k 25.01
Ea Series Trust Us Quan Momentum (QMOM) 3.2 $14M 298k 46.46
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.2 $14M 226k 61.17
Ea Series Trust Sparkline Intang (ITAN) 3.2 $14M 568k 24.22
Apple (AAPL) 2.8 $12M 61k 193.97
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $12M 255k 46.16
Ishares Tr National Mun Etf (MUB) 2.7 $12M 109k 106.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.3 $10M 191k 52.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $9.9M 214k 46.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $9.5M 127k 74.95
Ishares Tr Eafe Grwth Etf (EFG) 2.2 $9.2M 97k 95.41
Ishares Tr Core S&p500 Etf (IVV) 2.1 $8.9M 20k 445.72
Ishares Tr Core Msci Eafe (IEFA) 2.1 $8.8M 131k 67.50
Vaneck Etf Trust High Yld Munietf (HYD) 2.1 $8.8M 172k 51.34
Microsoft Corporation (MSFT) 1.8 $7.5M 22k 340.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $5.5M 71k 77.61
Amazon (AMZN) 1.2 $5.1M 39k 130.36
Tesla Motors (TSLA) 1.0 $4.2M 16k 261.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $4.1M 58k 71.03
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.9M 14k 282.96
Amgen (AMGN) 0.9 $3.8M 17k 222.02
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $3.4M 196k 17.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $3.2M 58k 56.08
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.1M 14k 220.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $3.0M 68k 43.80
NVIDIA Corporation (NVDA) 0.7 $3.0M 7.0k 423.02
Wisdomtree Tr Intl Qulty Div (IQDG) 0.6 $2.7M 77k 34.41
Equinix (EQIX) 0.6 $2.6M 3.4k 783.94
Meta Platforms Cl A (META) 0.6 $2.6M 9.1k 286.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.5M 54k 46.18
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.4M 24k 99.65
UnitedHealth (UNH) 0.5 $2.3M 4.7k 480.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.2M 5.0k 443.26
Colgate-Palmolive Company (CL) 0.5 $2.2M 28k 77.04
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.2M 11k 198.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $2.2M 8.2k 261.47
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.1M 12k 187.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.1M 7.5k 275.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $2.0M 28k 72.62
Ishares Tr Core Msci Total (IXUS) 0.5 $2.0M 32k 62.62
Visa Com Cl A Put Option (V) 0.5 $2.0M 8.4k 237.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.9M 4.0k 478.91
Mastercard Incorporated Cl A (MA) 0.4 $1.9M 4.8k 393.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.9M 4.5k 407.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.7M 4.5k 369.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 4.8k 340.98
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 13k 119.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M 28k 50.22
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 9.3k 145.44
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.3M 27k 48.94
Johnson & Johnson (JNJ) 0.3 $1.3M 7.7k 165.53
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.1M 24k 45.89
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 8.7k 120.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.0M 7.4k 138.38
Procter & Gamble Company (PG) 0.2 $1.0M 6.6k 151.73
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $873k 41k 21.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $820k 7.9k 104.04
Advanced Micro Devices (AMD) 0.2 $810k 7.1k 113.92
Ishares Tr New York Mun Etf (NYF) 0.2 $807k 15k 53.26
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $796k 13k 62.21
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $760k 9.0k 84.17
Pfizer (PFE) 0.2 $748k 20k 36.68
Exxon Mobil Corporation (XOM) 0.2 $695k 6.5k 107.25
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $695k 7.2k 96.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $674k 6.1k 109.84
Uber Technologies (UBER) 0.2 $644k 15k 43.17
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $639k 31k 20.57
Home Depot (HD) 0.1 $604k 1.9k 310.63
Adobe Systems Incorporated (ADBE) 0.1 $595k 1.2k 488.99
McDonald's Corporation (MCD) 0.1 $584k 2.0k 298.41
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $570k 22k 25.70
Servicenow (NOW) 0.1 $566k 1.0k 561.97
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $552k 3.4k 162.42
Eli Lilly & Co. (LLY) 0.1 $544k 1.2k 468.98
Chevron Corporation (CVX) 0.1 $540k 3.4k 157.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $534k 14k 39.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $525k 7.8k 67.09
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $510k 2.5k 205.77
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $498k 5.1k 97.95
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $477k 17k 27.95
Broadcom (AVGO) 0.1 $457k 527.00 867.57
Blackstone Group Inc Com Cl A (BX) 0.1 $445k 4.8k 92.97
Coca-Cola Company (KO) 0.1 $436k 7.2k 60.22
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $432k 22k 20.13
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $431k 11k 39.03
Merck & Co (MRK) 0.1 $429k 3.7k 115.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $427k 5.8k 72.93
Costco Wholesale Corporation (COST) 0.1 $422k 783.00 538.38
Intuitive Surgical Com New (ISRG) 0.1 $408k 1.2k 341.94
Pepsi (PEP) 0.1 $405k 2.2k 185.26
Micron Technology (MU) 0.1 $401k 6.3k 63.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $388k 7.5k 51.70
Shopify Cl A (SHOP) 0.1 $387k 6.0k 64.60
Wal-Mart Stores (WMT) 0.1 $378k 2.4k 157.19
salesforce (CRM) 0.1 $378k 1.8k 211.26
Abbvie (ABBV) 0.1 $377k 2.8k 134.73
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $352k 3.6k 97.65
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $337k 2.1k 158.56
Comcast Corp Cl A (CMCSA) 0.1 $336k 8.1k 41.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $336k 2.7k 122.58
Duke Energy Corp Com New (DUK) 0.1 $333k 3.7k 89.74
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $329k 12k 26.77
Netflix (NFLX) 0.1 $327k 742.00 440.29
Walt Disney Company (DIS) 0.1 $327k 3.7k 89.28
Dex (DXCM) 0.1 $314k 2.4k 128.51
Consolidated Edison (ED) 0.1 $314k 3.5k 90.40
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $303k 10k 29.63
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $288k 8.0k 35.82
Ishares Tr Russell 3000 Etf (IWV) 0.1 $282k 1.1k 254.48
Bank of America Corporation (BAC) 0.1 $278k 9.7k 28.69
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $267k 759.00 351.82
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $264k 7.1k 36.99
Waste Management (WM) 0.1 $264k 1.5k 173.43
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $262k 2.6k 99.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $261k 5.3k 48.88
CVS Caremark Corporation (CVS) 0.1 $260k 3.8k 69.14
Cisco Systems (CSCO) 0.1 $258k 5.0k 51.74
Gilead Sciences (GILD) 0.1 $253k 3.3k 77.06
Paypal Holdings Put Option (PYPL) 0.1 $251k 3.8k 66.73
Oracle Corporation (ORCL) 0.1 $244k 2.1k 119.10
Chipotle Mexican Grill (CMG) 0.1 $244k 114.00 2139.00
Emerson Electric (EMR) 0.1 $243k 2.7k 90.39
Bristol Myers Squibb (BMY) 0.1 $242k 3.8k 63.95
Hawaiian Electric Industries (HE) 0.1 $240k 6.6k 36.20
Honeywell International (HON) 0.1 $230k 1.1k 207.51
Goldman Sachs (GS) 0.1 $227k 704.00 322.55
Veeva Sys Cl A Com (VEEV) 0.1 $226k 1.1k 197.73
Novanta (NOVT) 0.1 $225k 1.2k 184.10
Prologis (PLD) 0.1 $220k 1.8k 122.63
Thermo Fisher Scientific (TMO) 0.1 $219k 421.00 521.15
Edwards Lifesciences (EW) 0.1 $217k 2.3k 94.33
Ishares Tr U.s. Tech Etf (IYW) 0.1 $215k 2.0k 108.87
Linde SHS (LIN) 0.0 $212k 555.00 381.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $210k 2.9k 72.69
Tractor Supply Company (TSCO) 0.0 $210k 948.00 221.10
Select Sector Spdr Tr Energy (XLE) 0.0 $208k 2.6k 81.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $206k 1.9k 107.13
Nextera Energy (NEE) 0.0 $205k 2.8k 74.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $205k 1.4k 149.68
Zoetis Cl A (ZTS) 0.0 $204k 1.2k 172.21
Accenture Plc Ireland Shs Class A (ACN) 0.0 $203k 657.00 308.58
Faraday Futre Intlgt Elctr I 0.0 $2.7k 13k 0.20