Revolve Wealth Partners

Revolve Wealth Partners as of Sept. 30, 2023

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 145 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.5 $76M 358k 212.41
Ea Series Trust Intl Quan Value (IVAL) 5.5 $24M 1.0M 23.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $18M 521k 33.96
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.0 $17M 724k 23.82
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.5 $15M 247k 61.86
Ea Series Trust Sparkline Intang (ITAN) 3.3 $14M 618k 23.36
Ea Series Trust Us Quan Momentum (QMOM) 3.3 $14M 330k 43.12
Wisdomtree Tr Us Largecap Divd (DLN) 3.2 $14M 226k 61.49
Ishares Tr Core Msci Eafe (IEFA) 2.8 $12M 189k 64.35
Ishares Tr National Mun Etf (MUB) 2.7 $12M 115k 102.54
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.7 $12M 268k 43.70
Apple (AAPL) 2.5 $11M 63k 171.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $11M 243k 44.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $9.0M 178k 50.60
Microsoft Corporation (MSFT) 2.0 $8.7M 28k 315.75
Ishares Tr Core S&p500 Etf (IVV) 2.0 $8.6M 20k 429.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $8.6M 118k 72.72
Vaneck Etf Trust High Yld Munietf (HYD) 1.7 $7.4M 150k 49.07
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $7.3M 84k 86.30
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $6.6M 85k 77.95
Amazon (AMZN) 1.2 $5.1M 40k 127.12
Amgen (AMGN) 1.1 $4.7M 18k 268.76
Wisdomtree Tr Intl Qulty Div (IQDG) 1.1 $4.6M 143k 32.02
Tesla Motors (TSLA) 1.0 $4.2M 17k 250.21
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.9 $3.7M 219k 17.08
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.7M 14k 272.31
Visa Com Cl A (V) 0.8 $3.4M 15k 230.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.1M 58k 53.52
NVIDIA Corporation (NVDA) 0.7 $3.1M 7.1k 434.99
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.0M 14k 208.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $2.9M 43k 67.68
Meta Platforms Cl A (META) 0.6 $2.6M 8.7k 300.20
Equinix (EQIX) 0.6 $2.4M 3.4k 726.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $2.4M 55k 43.72
UnitedHealth (UNH) 0.5 $2.4M 4.7k 504.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.3M 5.4k 427.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.2M 54k 41.42
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.2M 23k 94.33
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.0M 12k 176.74
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.0M 11k 189.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.0M 7.5k 265.99
Colgate-Palmolive Company (CL) 0.5 $2.0M 28k 71.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.0M 5.6k 350.28
Ishares Tr Core Msci Total (IXUS) 0.4 $1.9M 32k 59.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.9M 7.8k 249.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.9M 5.4k 358.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.9M 27k 70.76
Mastercard Incorporated Cl A (MA) 0.4 $1.9M 4.8k 395.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.8M 4.0k 456.64
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.8M 14k 130.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.7M 4.2k 392.72
JPMorgan Chase & Co. (JPM) 0.4 $1.6M 11k 145.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.5M 32k 48.10
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.3M 27k 48.93
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 9.5k 131.85
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $1.0M 24k 43.79
Johnson & Johnson (JNJ) 0.2 $1.0M 6.7k 155.76
Procter & Gamble Company (PG) 0.2 $984k 6.7k 145.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $963k 7.4k 130.96
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $875k 41k 21.23
Exxon Mobil Corporation (XOM) 0.2 $831k 7.1k 117.58
Ishares Tr New York Mun Etf (NYF) 0.2 $816k 16k 51.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $810k 7.9k 102.86
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $780k 13k 59.97
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $759k 9.3k 81.41
Advanced Micro Devices (AMD) 0.2 $745k 7.2k 102.83
Home Depot (HD) 0.2 $738k 2.4k 302.20
Uber Technologies (UBER) 0.2 $693k 15k 45.99
Eli Lilly & Co. (LLY) 0.2 $673k 1.3k 537.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $658k 7.2k 91.35
Adobe Systems Incorporated (ADBE) 0.1 $644k 1.3k 509.91
Pfizer (PFE) 0.1 $643k 19k 33.17
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $642k 31k 20.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $640k 6.1k 104.34
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $636k 4.1k 155.37
Chevron Corporation (CVX) 0.1 $629k 3.7k 168.62
Air Products & Chemicals (APD) 0.1 $602k 2.1k 283.40
Paypal Holdings Put Option (PYPL) 0.1 $598k 10k 58.46
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $562k 22k 25.34
Servicenow (NOW) 0.1 $561k 1.0k 558.96
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $537k 5.7k 94.03
Blackstone Group Inc Com Cl A (BX) 0.1 $520k 4.9k 107.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $513k 14k 37.95
Merck & Co (MRK) 0.1 $506k 4.9k 102.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $503k 7.8k 64.46
McDonald's Corporation (MCD) 0.1 $498k 1.9k 263.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $484k 2.5k 194.78
Wal-Mart Stores (WMT) 0.1 $481k 3.0k 159.94
Costco Wholesale Corporation (COST) 0.1 $467k 827.00 564.96
Abbvie (ABBV) 0.1 $455k 3.1k 149.06
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $445k 12k 36.66
Broadcom (AVGO) 0.1 $440k 530.00 830.71
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $439k 17k 26.67
Micron Technology (MU) 0.1 $438k 6.4k 68.03
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $432k 22k 20.11
Comcast Corp Cl A (CMCSA) 0.1 $415k 9.4k 44.34
Coca-Cola Company (KO) 0.1 $411k 7.3k 55.98
Kenvue (KVUE) 0.1 $391k 20k 20.08
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $386k 5.6k 69.13
salesforce (CRM) 0.1 $368k 1.8k 202.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $366k 7.3k 49.85
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $360k 3.8k 94.83
Bank of America Corporation (BAC) 0.1 $356k 13k 27.38
Oracle Corporation (ORCL) 0.1 $354k 3.3k 105.92
Pepsi (PEP) 0.1 $353k 2.1k 169.48
Intuitive Surgical Com New (ISRG) 0.1 $341k 1.2k 292.29
Cisco Systems (CSCO) 0.1 $341k 6.3k 53.76
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $339k 12k 28.43
Netflix (NFLX) 0.1 $338k 896.00 377.46
Walt Disney Company (DIS) 0.1 $337k 4.2k 81.05
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $327k 2.1k 153.83
Consolidated Edison (ED) 0.1 $327k 3.8k 85.53
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $322k 12k 26.22
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $317k 9.1k 34.82
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $315k 2.7k 115.01
Duke Energy Corp Com New (DUK) 0.1 $313k 3.5k 88.26
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $274k 8.2k 33.45
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $271k 5.7k 47.83
Ishares Tr Russell 3000 Etf (IWV) 0.1 $271k 1.1k 245.06
Boeing Company (BA) 0.1 $271k 1.4k 191.73
Emerson Electric (EMR) 0.1 $266k 2.8k 96.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $263k 757.00 347.65
Gilead Sciences (GILD) 0.1 $261k 3.5k 74.93
Verizon Communications (VZ) 0.1 $256k 7.9k 32.41
Intel Corporation (INTC) 0.1 $255k 7.2k 35.55
CVS Caremark Corporation (CVS) 0.1 $252k 3.6k 69.82
Thermo Fisher Scientific (TMO) 0.1 $236k 467.00 506.25
Goldman Sachs (GS) 0.1 $235k 726.00 323.58
Veeva Sys Cl A Com (VEEV) 0.1 $233k 1.1k 203.45
Waste Management (WM) 0.1 $232k 1.5k 152.45
Linde SHS (LIN) 0.1 $229k 616.00 372.35
Select Sector Spdr Tr Energy (XLE) 0.1 $228k 2.5k 90.40
Vanguard World Fds Health Car Etf (VHT) 0.1 $227k 964.00 235.10
Raymond James Financial (RJF) 0.0 $215k 2.1k 100.43
Dex (DXCM) 0.0 $213k 2.3k 93.30
Zoetis Cl A (ZTS) 0.0 $212k 1.2k 173.98
Prologis (PLD) 0.0 $211k 1.9k 112.19
Accenture Plc Ireland Shs Class A (ACN) 0.0 $209k 681.00 307.11
Ishares Tr U.s. Tech Etf (IYW) 0.0 $207k 2.0k 104.92
Chipotle Mexican Grill (CMG) 0.0 $205k 112.00 1831.83
International Business Machines (IBM) 0.0 $205k 1.5k 140.29
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $204k 2.8k 72.24
Honeywell International (HON) 0.0 $203k 1.1k 184.75
Ford Motor Company (F) 0.0 $161k 13k 12.42
At&t (T) 0.0 $154k 10k 15.02