Revolve Wealth Partners

Revolve Wealth Partners as of Dec. 31, 2023

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 159 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.7 $86M 364k 237.22
Ea Series Trust Intl Quan Value (IVAL) 5.2 $27M 1.1M 25.05
Ishares Tr Core Msci Eafe (IEFA) 4.7 $24M 345k 70.35
RBB Us Treas 3 Mnth (TBIL) 4.4 $23M 458k 49.86
Spdr Ser Tr Nuveen Bloomberg (HYMB) 3.9 $20M 791k 25.30
Ea Series Trust Us Quan Momentum (QMOM) 3.4 $18M 355k 49.86
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.4 $18M 262k 67.57
Ea Series Trust Sparkline Intang (ITAN) 3.3 $17M 646k 26.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $17M 452k 36.96
Wisdomtree Tr Us Largecap Divd (DLN) 2.8 $15M 219k 66.38
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $15M 308k 47.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $13M 272k 46.62
Ishares Tr National Mun Etf (MUB) 2.3 $12M 112k 108.41
Apple (AAPL) 2.3 $12M 62k 192.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $9.9M 176k 56.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $9.8M 118k 82.96
Wisdomtree Tr Intl Qulty Div (IQDG) 1.8 $9.5M 261k 36.27
Ishares Tr Core S&p500 Etf (IVV) 1.7 $9.0M 19k 477.63
Microsoft Corporation (MSFT) 1.7 $8.9M 24k 376.03
Vaneck Etf Trust High Yld Munietf (HYD) 1.6 $8.5M 166k 51.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $8.3M 92k 89.80
Amazon (AMZN) 1.2 $6.2M 41k 151.94
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $5.4M 56k 96.85
Amgen (AMGN) 1.0 $5.0M 18k 288.02
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $4.3M 238k 18.13
Vanguard Index Fds Growth Etf (VUG) 0.8 $4.3M 14k 310.88
UnitedHealth (UNH) 0.7 $3.5M 6.6k 526.43
NVIDIA Corporation (NVDA) 0.7 $3.5M 7.0k 495.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.5M 60k 57.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $3.1M 41k 75.32
Meta Platforms Cl A (META) 0.6 $3.1M 8.6k 353.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.9M 60k 47.90
Visa Com Cl A (V) 0.5 $2.8M 11k 260.36
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.7M 12k 232.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.5M 5.3k 475.28
Ishares Tr Core Msci Total (IXUS) 0.5 $2.5M 38k 64.93
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.4M 22k 108.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.4M 51k 47.24
Colgate-Palmolive Company (CL) 0.4 $2.2M 28k 79.71
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.2M 11k 200.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.2M 7.3k 303.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.1M 27k 76.13
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.0M 9.5k 213.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.0M 7.3k 277.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $2.0M 3.9k 507.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M 5.6k 356.64
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M 14k 139.69
Mastercard Incorporated Cl A (MA) 0.4 $1.9M 4.5k 426.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.9M 4.7k 409.55
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 11k 170.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 4.2k 436.84
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.4M 28k 52.10
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 9.5k 140.93
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.3M 18k 69.47
Tesla Motors (TSLA) 0.2 $1.2M 5.0k 248.47
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $1.2M 14k 91.05
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $1.2M 24k 48.72
Advanced Micro Devices (AMD) 0.2 $1.1M 7.2k 147.42
Johnson & Johnson (JNJ) 0.2 $1.0M 6.6k 156.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.0M 7.0k 145.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $947k 19k 51.05
Uber Technologies (UBER) 0.2 $937k 15k 61.57
Procter & Gamble Company (PG) 0.2 $929k 6.3k 146.53
Ishares Tr New York Mun Etf (NYF) 0.2 $896k 17k 54.09
Dimensional Etf Trust International (DFSI) 0.2 $872k 27k 32.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $831k 7.9k 105.43
Home Depot (HD) 0.2 $819k 2.4k 346.50
Eli Lilly & Co. (LLY) 0.1 $756k 1.3k 582.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $751k 7.2k 104.46
Adobe Systems Incorporated (ADBE) 0.1 $731k 1.2k 596.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $714k 6.1k 116.29
Exxon Mobil Corporation (XOM) 0.1 $700k 7.0k 99.98
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $695k 16k 42.33
Servicenow (NOW) 0.1 $665k 941.00 706.49
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $647k 31k 20.89
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $646k 22k 29.12
Blackstone Group Inc Com Cl A (BX) 0.1 $642k 4.9k 130.92
Broadcom (AVGO) 0.1 $636k 570.00 1116.41
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $626k 16k 39.10
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $580k 5.8k 99.25
Costco Wholesale Corporation (COST) 0.1 $578k 876.00 660.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $574k 3.4k 170.39
Air Products & Chemicals (APD) 0.1 $568k 2.1k 273.80
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $561k 18k 31.54
McDonald's Corporation (MCD) 0.1 $560k 1.9k 296.51
Micron Technology (MU) 0.1 $553k 6.5k 85.34
Pfizer (PFE) 0.1 $550k 19k 28.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $548k 2.5k 219.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $543k 14k 40.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $540k 7.7k 70.10
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $516k 14k 35.91
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $504k 9.4k 53.88
Merck & Co (MRK) 0.1 $491k 4.5k 109.01
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $488k 7.6k 63.88
salesforce (CRM) 0.1 $475k 1.8k 263.14
Chevron Corporation (CVX) 0.1 $453k 3.0k 149.15
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $439k 22k 20.45
Coca-Cola Company (KO) 0.1 $438k 7.4k 58.93
Abbvie (ABBV) 0.1 $434k 2.8k 154.97
Bank of America Corporation (BAC) 0.1 $432k 13k 33.67
Walt Disney Company (DIS) 0.1 $426k 4.7k 90.29
Wal-Mart Stores (WMT) 0.1 $413k 2.6k 157.66
Comcast Corp Cl A (CMCSA) 0.1 $411k 9.4k 43.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $404k 7.3k 55.67
Netflix (NFLX) 0.1 $401k 823.00 486.68
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $393k 14k 28.88
Intuitive Surgical Com New (ISRG) 0.1 $384k 1.1k 337.36
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $382k 5.1k 75.54
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $373k 2.1k 175.22
Intel Corporation (INTC) 0.1 $372k 7.4k 50.25
Oracle Corporation (ORCL) 0.1 $364k 3.5k 105.43
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $357k 2.9k 124.97
Pepsi (PEP) 0.1 $339k 2.0k 169.88
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $333k 12k 27.14
Waste Management (WM) 0.1 $328k 1.8k 179.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $315k 774.00 406.78
Duke Energy Corp Com New (DUK) 0.1 $312k 3.2k 97.04
Honeywell International (HON) 0.1 $306k 1.5k 209.72
Boeing Company (BA) 0.1 $304k 1.2k 260.74
Ishares Tr Russell 3000 Etf (IWV) 0.1 $303k 1.1k 273.74
Verizon Communications (VZ) 0.1 $295k 7.8k 37.70
Gilead Sciences (GILD) 0.1 $292k 3.6k 81.00
Kenvue (KVUE) 0.1 $291k 14k 21.53
Consolidated Edison (ED) 0.1 $281k 3.1k 90.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $278k 5.6k 49.37
RBB Us Treas 3 Yr Nt (UTRE) 0.1 $277k 5.6k 49.43
RBB Us Treasy 2 Yr (UTWO) 0.1 $276k 5.7k 48.34
Linde SHS (LIN) 0.1 $273k 665.00 410.71
Dex (DXCM) 0.1 $266k 2.1k 124.09
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $265k 2.5k 104.09
Goldman Sachs (GS) 0.0 $259k 670.00 385.78
Vanguard Index Fds Value Etf (VTV) 0.0 $257k 1.7k 149.50
Cisco Systems (CSCO) 0.0 $255k 5.0k 50.52
Zoetis Cl A (ZTS) 0.0 $253k 1.3k 197.37
Accenture Plc Ireland Shs Class A (ACN) 0.0 $250k 712.00 350.91
Ishares Tr U.s. Tech Etf (IYW) 0.0 $242k 2.0k 122.75
International Business Machines (IBM) 0.0 $241k 1.5k 163.54
CVS Caremark Corporation (CVS) 0.0 $239k 3.0k 78.97
Chipotle Mexican Grill (CMG) 0.0 $236k 103.00 2286.96
Raymond James Financial (RJF) 0.0 $234k 2.1k 111.50
Union Pacific Corporation (UNP) 0.0 $233k 949.00 245.63
Nextera Energy (NEE) 0.0 $230k 3.8k 60.74
American Express Company (AXP) 0.0 $228k 1.2k 187.34
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $222k 588.00 376.96
Paypal Holdings (PYPL) 0.0 $221k 3.6k 61.41
Qualcomm (QCOM) 0.0 $221k 1.5k 144.64
RBB Us Treas 5 Yr Nt (UFIV) 0.0 $217k 4.4k 49.21
General Dynamics Corporation (GD) 0.0 $216k 831.00 259.67
General Electric Com New (GE) 0.0 $214k 1.7k 127.63
Select Sector Spdr Tr Energy (XLE) 0.0 $212k 2.5k 83.85
Prologis (PLD) 0.0 $209k 1.6k 133.30
Lululemon Athletica (LULU) 0.0 $209k 408.00 511.29
Analog Devices (ADI) 0.0 $209k 1.1k 198.56
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $208k 1.8k 114.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $207k 2.6k 79.22
Novanta (NOVT) 0.0 $206k 1.2k 168.41
Abbott Laboratories (ABT) 0.0 $203k 1.8k 110.07
Veeva Sys Cl A Com (VEEV) 0.0 $202k 1.0k 192.52
Thermo Fisher Scientific (TMO) 0.0 $200k 378.00 530.12