RVW Wealth

RVW Wealth as of March 31, 2019

Portfolio Holdings for RVW Wealth

RVW Wealth holds 64 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P SmallCap 600 Index (IJR) 9.0 $35M 458k 77.15
WisdomTree MidCap Earnings Fund (EZM) 8.0 $31M 796k 39.34
Ishares Tr ibnd dec23 etf 5.1 $20M 799k 25.01
J P Morgan Exchange Traded F ultra shrt (JPST) 5.0 $20M 390k 50.30
wisdomtreetrusdivd.. (DGRW) 4.6 $18M 421k 43.06
Ishares Msci Usa Quality Facto invalid (QUAL) 4.4 $17M 194k 88.55
Ishares Tr Ibonds December 2022 Corp Etf 4.1 $16M 639k 24.91
Invesco Buyback Achievers Etf equities (PKW) 4.0 $16M 266k 59.63
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 3.8 $15M 460k 32.58
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 3.7 $15M 177k 82.37
SPDR S&P MidCap 400 ETF (MDY) 3.5 $14M 39k 345.41
Ishares Tr ibnd dec21 etf 3.2 $12M 501k 24.72
First Trust Value Line Dividend Indx Fnd (FVD) 2.9 $11M 345k 32.47
J P Morgan Exchange Traded F div rtn int eq (JPIN) 2.9 $11M 203k 55.29
iShares Dow Jones US Financial Svc. (IYG) 2.9 $11M 90k 124.81
Invesco Exchng Traded Fd Tr intl buyback (IPKW) 2.6 $10M 328k 31.69
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 2.5 $9.7M 178k 54.37
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 2.5 $9.6M 177k 54.24
Ishares Tr 2.3 $8.9M 357k 24.86
Ishares Tr Dec 2020 2.3 $8.9M 352k 25.24
Ishares Tr ibnd dec24 etf (IBDP) 2.1 $8.4M 339k 24.88
Wisdomtree Tr us multifactor (USMF) 1.9 $7.6M 263k 28.98
Vanguard Total Stock Market ETF (VTI) 1.4 $5.4M 38k 144.70
Alps Etf Tr barrons 400 etf (BFOR) 1.4 $5.4M 136k 40.05
Invesco Qqq Trust Series 1 (QQQ) 1.4 $5.4M 30k 179.67
Vanguard FTSE All-World ex-US ETF (VEU) 1.4 $5.3M 105k 50.15
Bscm etf 1.3 $5.2M 248k 21.12
Invesco S&p 500 Equal Weight Etf (RSP) 1.3 $5.0M 48k 104.43
Schwab U S Broad Market ETF (SCHB) 1.2 $4.6M 68k 68.05
Invesco Bulletshares 2021 Corp 1.0 $4.1M 193k 21.03
Apple (AAPL) 0.9 $3.7M 120k 30.57
Invesco Bulletshares 2019 Corp 0.6 $2.2M 106k 21.07
Invesco Bulletshares 2020 Corp 0.5 $2.0M 94k 21.22
Intuit (INTU) 0.4 $1.5M 5.6k 261.39
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.4 $1.5M 71k 20.79
Ishares Inc msci india index (INDA) 0.3 $1.3M 38k 35.26
Berkshire Hathaway (BRK.B) 0.3 $1.1M 5.4k 200.96
Allergan 0.2 $843k 5.8k 146.48
iShares Barclays TIPS Bond Fund (TIP) 0.2 $802k 7.1k 113.12
iShares Dow Jones US Real Estate (IYR) 0.2 $738k 8.5k 87.07
Stryker Corporation (SYK) 0.2 $705k 3.6k 197.53
Amazon (AMZN) 0.2 $659k 370.00 1781.08
SPDR Barclays Capital Convertible SecETF (CWB) 0.2 $661k 13k 52.28
Nushares Etf Tr short term reit (NURE) 0.2 $648k 23k 28.60
First Tr Exchange-traded Fd cmn (HYLS) 0.2 $639k 13k 47.80
Walt Disney Company (DIS) 0.1 $572k 5.1k 111.09
Ishares Tr ibonds dec2026 (IBDR) 0.1 $544k 23k 24.23
Ishares Tr ibnd dec25 etf (IBDQ) 0.1 $515k 21k 24.89
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.1 $524k 2.7k 197.44
Facebook Inc cl a (META) 0.1 $433k 2.6k 166.60
iShares Morningstar Large Growth (ILCG) 0.1 $385k 2.1k 182.64
D First Tr Exchange-traded (FPE) 0.1 $395k 21k 19.05
Invesco Exchange Traded Fd Tr etf (PEY) 0.1 $391k 22k 17.87
Netflix (NFLX) 0.1 $360k 1.0k 356.08
Berkshire Hathaway (BRK.A) 0.1 $301k 1.00 301000.00
Amc Entmt Hldgs Inc Cl A 0.1 $283k 19k 14.84
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.1 $289k 9.7k 29.87
Vanguard Dividend Appreciation ETF (VIG) 0.1 $223k 2.0k 109.53
iShares S&P 1500 Index Fund (ITOT) 0.1 $222k 3.5k 64.33
Ishares Tr core div grwth (DGRO) 0.1 $223k 6.1k 36.77
Ishares Tr fctsl msci int (INTF) 0.1 $248k 9.4k 26.37
Ishares Tr usa min vo (USMV) 0.1 $214k 3.6k 58.90
Alps Etf sectr div dogs (SDOG) 0.1 $206k 4.8k 42.82
Alphabet Inc Class A cs (GOOGL) 0.1 $201k 171.00 1175.44