Revolve Wealth Partners

Revolve Wealth Partners as of Sept. 30, 2024

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 191 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.1 $106M 373k 283.16
Ishares Tr Core Msci Eafe (IEFA) 6.3 $42M 532k 78.05
Ea Series Trust Intl Quan Value (IVAL) 4.8 $32M 1.2M 25.79
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.2 $28M 1.0M 26.27
RBB Us Treas 3 Mnth (TBIL) 3.7 $24M 481k 50.04
Ea Series Trust Us Quan Momentum (QMOM) 3.6 $24M 371k 64.19
Ea Series Trust Sparkline Intang (ITAN) 3.2 $21M 700k 30.28
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.2 $21M 291k 72.37
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.9 $19M 411k 46.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $18M 425k 41.12
Wisdomtree Tr Us Largecap Divd (DLN) 2.6 $17M 220k 78.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $16M 343k 47.52
Apple (AAPL) 2.3 $15M 64k 233.00
Wisdomtree Tr Intl Qulty Div (IQDG) 2.1 $14M 360k 39.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $13M 122k 104.18
Ishares Tr National Mun Etf (MUB) 1.9 $12M 112k 108.63
Microsoft Corporation (MSFT) 1.7 $11M 26k 430.30
Ishares Tr Core S&p500 Etf (IVV) 1.6 $11M 18k 576.81
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $10M 107k 95.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $10M 148k 67.85
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $9.6M 180k 53.07
NVIDIA Corporation (NVDA) 1.4 $9.1M 75k 121.44
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $5.5M 298k 18.54
Amgen (AMGN) 0.8 $5.4M 17k 322.21
Vanguard Index Fds Growth Etf (VUG) 0.8 $5.4M 14k 383.92
Meta Platforms Cl A (META) 0.7 $4.9M 8.6k 572.44
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $4.8M 45k 107.65
Amazon (AMZN) 0.7 $4.5M 24k 186.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $4.4M 84k 52.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.1M 63k 64.74
UnitedHealth (UNH) 0.6 $3.9M 6.7k 584.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.6M 6.3k 573.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.2M 39k 83.09
Visa Com Cl A Put Option (V) 0.5 $3.0M 11k 274.95
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.9M 11k 263.82
Colgate-Palmolive Company (CL) 0.4 $2.7M 26k 103.81
JPMorgan Chase & Co. (JPM) 0.4 $2.6M 13k 210.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.5M 49k 51.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.5M 5.1k 488.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M 5.4k 460.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.5M 4.7k 527.64
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 14k 165.85
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.4M 11k 220.89
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.4M 20k 116.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.4M 6.3k 375.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.3M 4.0k 569.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.1M 25k 84.53
Ishares Tr Core Msci Total (IXUS) 0.3 $2.1M 28k 72.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M 33k 62.32
Mastercard Incorporated Cl A (MA) 0.3 $2.0M 4.1k 493.75
Dimensional Etf Trust International (DFSI) 0.3 $1.9M 54k 35.74
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.9M 8.0k 237.22
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.9M 23k 82.63
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.8M 11k 167.19
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.8M 17k 108.79
Johnson & Johnson (JNJ) 0.3 $1.7M 10k 162.07
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.6M 27k 57.53
Shopify Cl A (SHOP) 0.2 $1.4M 17k 80.14
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.4M 33k 41.72
Advanced Micro Devices (AMD) 0.2 $1.3M 8.0k 164.08
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.4k 885.94
Broadcom (AVGO) 0.2 $1.2M 7.2k 172.50
Procter & Gamble Company (PG) 0.2 $1.2M 7.1k 173.19
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.2M 11k 108.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.2M 7.3k 167.66
Ishares Tr New York Mun Etf (NYF) 0.2 $1.2M 22k 54.33
Tesla Motors (TSLA) 0.2 $1.1M 4.4k 261.62
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.1M 26k 42.84
RBB Us Trsry 6 Mnth (XBIL) 0.2 $1.1M 22k 50.20
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.1M 17k 60.58
Exxon Mobil Corporation (XOM) 0.2 $1.1M 9.0k 117.22
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.0M 15k 72.04
Blackstone Group Inc Com Cl A (BX) 0.2 $1.0M 6.6k 153.13
Home Depot (HD) 0.2 $1.0M 2.5k 405.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 20k 51.12
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $982k 22k 44.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $889k 4.5k 198.08
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $886k 24k 36.84
Costco Wholesale Corporation (COST) 0.1 $880k 993.00 886.52
Oracle Corporation (ORCL) 0.1 $854k 5.0k 170.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $843k 7.2k 117.29
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $835k 6.3k 132.25
Abbvie (ABBV) 0.1 $832k 4.2k 197.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $831k 7.8k 106.19
Servicenow (NOW) 0.1 $758k 847.00 894.39
Union Pacific Corporation (UNP) 0.1 $733k 3.0k 246.48
Uber Technologies (UBER) 0.1 $709k 9.4k 75.16
American Express Company (AXP) 0.1 $702k 2.6k 271.20
Adobe Systems Incorporated (ADBE) 0.1 $695k 1.3k 517.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $689k 22k 30.80
Micron Technology (MU) 0.1 $685k 6.6k 103.71
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $677k 2.8k 243.44
Wal-Mart Stores (WMT) 0.1 $675k 8.4k 80.75
Bank of America Corporation (BAC) 0.1 $633k 16k 39.68
Chevron Corporation (CVX) 0.1 $624k 4.2k 147.27
Netflix (NFLX) 0.1 $623k 879.00 709.27
Honeywell International (HON) 0.1 $623k 3.0k 206.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $620k 14k 45.86
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $616k 6.1k 101.27
Coca-Cola Company (KO) 0.1 $611k 8.5k 71.86
RBB Us Treasry 12 Mt (OBIL) 0.1 $607k 12k 50.26
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $601k 11k 54.68
Air Products & Chemicals (APD) 0.1 $596k 2.0k 297.74
United Parcel Service CL B (UPS) 0.1 $593k 4.3k 136.34
McDonald's Corporation (MCD) 0.1 $576k 1.9k 304.51
Walt Disney Company (DIS) 0.1 $572k 5.9k 96.19
Raytheon Technologies Corp (RTX) 0.1 $571k 4.7k 121.16
International Business Machines (IBM) 0.1 $568k 2.6k 221.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $559k 7.0k 80.37
CSX Corporation (CSX) 0.1 $556k 16k 34.53
Intuitive Surgical Com New (ISRG) 0.1 $555k 1.1k 491.27
Merck & Co (MRK) 0.1 $545k 4.8k 113.57
Danaher Corporation (DHR) 0.1 $541k 1.9k 278.02
Oneok (OKE) 0.1 $513k 5.6k 91.13
Analog Devices (ADI) 0.1 $500k 2.2k 230.17
Pfizer (PFE) 0.1 $483k 17k 28.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $481k 7.2k 66.52
IDEXX Laboratories (IDXX) 0.1 $468k 927.00 505.22
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $468k 22k 21.12
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $468k 2.1k 220.05
Dex (DXCM) 0.1 $445k 6.6k 67.04
salesforce (CRM) 0.1 $444k 1.6k 273.71
Mettler-Toledo International (MTD) 0.1 $421k 281.00 1499.70
Airbnb Com Cl A (ABNB) 0.1 $415k 3.3k 126.81
Goldman Sachs (GS) 0.1 $411k 830.00 495.12
Ge Aerospace Com New (GE) 0.1 $396k 2.1k 188.58
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $390k 7.7k 50.50
Nextera Energy (NEE) 0.1 $385k 4.6k 84.53
Waste Management (WM) 0.1 $382k 1.8k 207.61
Comcast Corp Cl A (CMCSA) 0.1 $381k 9.1k 41.77
Duke Energy Corp Com New (DUK) 0.1 $378k 3.3k 115.31
Qualcomm (QCOM) 0.1 $375k 2.2k 170.06
Ameriprise Financial (AMP) 0.1 $371k 790.00 469.81
Insulet Corporation (PODD) 0.1 $368k 1.6k 232.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $366k 787.00 465.08
Abbott Laboratories (ABT) 0.1 $362k 3.2k 114.01
Ishares Tr Russell 3000 Etf (IWV) 0.1 $361k 1.1k 326.73
Cisco Systems (CSCO) 0.1 $356k 6.7k 53.22
Amphenol Corp Cl A (APH) 0.1 $350k 5.4k 65.16
Pepsi (PEP) 0.1 $347k 2.0k 170.09
Verizon Communications (VZ) 0.1 $343k 7.6k 44.91
Consolidated Edison (ED) 0.1 $342k 3.3k 104.13
At&t (T) 0.1 $340k 16k 22.00
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $336k 10k 33.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $334k 2.5k 131.93
Linde SHS (LIN) 0.0 $325k 681.00 476.86
Accenture Plc Ireland Shs Class A (ACN) 0.0 $315k 891.00 353.48
Ishares Tr Rus 1000 Etf (IWB) 0.0 $304k 967.00 314.39
3M Company (MMM) 0.0 $304k 2.2k 136.71
Ishares Tr U.s. Tech Etf (IYW) 0.0 $299k 2.0k 151.62
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $293k 14k 20.65
Thermo Fisher Scientific (TMO) 0.0 $291k 471.00 617.94
Lockheed Martin Corporation (LMT) 0.0 $288k 493.00 584.71
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $279k 5.6k 49.96
RBB Us Treasy 2 Yr (UTWO) 0.0 $278k 5.7k 48.76
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $276k 2.2k 128.20
Vanguard Index Fds Large Cap Etf (VV) 0.0 $273k 1.0k 263.29
Gilead Sciences (GILD) 0.0 $273k 3.3k 83.84
Novo-nordisk A S Adr (NVO) 0.0 $273k 2.3k 119.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $268k 5.3k 50.28
BlackRock 0.0 $268k 282.00 949.60
Kenvue (KVUE) 0.0 $267k 12k 23.13
Chipotle Mexican Grill (CMG) 0.0 $265k 4.6k 57.62
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $263k 710.00 370.32
Southern Company (SO) 0.0 $260k 2.9k 90.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $258k 3.1k 84.18
Eaton Corp SHS (ETN) 0.0 $258k 777.00 331.44
Raymond James Financial (RJF) 0.0 $257k 2.1k 122.46
General Dynamics Corporation (GD) 0.0 $254k 840.00 302.20
Caterpillar (CAT) 0.0 $249k 637.00 391.32
Wells Fargo & Company (WFC) 0.0 $248k 4.4k 56.49
Vanguard Index Fds Value Etf (VTV) 0.0 $245k 1.4k 174.55
Philip Morris International (PM) 0.0 $244k 2.0k 121.39
Zoetis Cl A (ZTS) 0.0 $241k 1.2k 195.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $239k 566.00 422.78
S&p Global (SPGI) 0.0 $239k 463.00 516.62
Emerson Electric (EMR) 0.0 $238k 2.2k 109.37
MercadoLibre (MELI) 0.0 $232k 113.00 2051.96
TJX Companies (TJX) 0.0 $228k 1.9k 117.54
Lennar Corp Cl A (LEN) 0.0 $227k 1.2k 187.48
Lowe's Companies (LOW) 0.0 $222k 819.00 270.85
RBB Us Treas 5 Yr Nt (UFIV) 0.0 $219k 4.4k 49.73
Novanta (NOVT) 0.0 $219k 1.2k 178.92
Tractor Supply Company (TSCO) 0.0 $216k 742.00 290.93
Rockwell Automation (ROK) 0.0 $215k 799.00 268.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $212k 1.7k 123.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $211k 2.3k 91.93
Texas Instruments Incorporated (TXN) 0.0 $210k 1.0k 206.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $208k 2.8k 75.12
Intuit (INTU) 0.0 $206k 331.00 621.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $201k 2.1k 97.42