RVW Wealth

RVW Wealth as of Dec. 31, 2019

Portfolio Holdings for RVW Wealth

RVW Wealth holds 75 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P SmallCap 600 Index (IJR) 8.1 $37M 440k 83.85
WisdomTree MidCap Earnings Fund (EZM) 7.0 $32M 761k 42.09
Ishares Tr ibnd dec23 etf 4.9 $22M 869k 25.56
wisdomtreetrusdivd.. (DGRW) 4.5 $21M 425k 48.47
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 4.1 $19M 519k 36.29
Ishares Msci Usa Quality Facto invalid (QUAL) 4.1 $19M 186k 101.00
Invesco Buyback Achievers Etf equities (PKW) 4.0 $18M 262k 68.98
J P Morgan Exchange Traded F ultra shrt (JPST) 3.9 $18M 355k 50.43
Ishares Tr ibnd dec24 etf (IBDP) 3.9 $18M 691k 25.69
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 3.8 $17M 172k 100.10
Ishares Tr Ibonds December 2022 Corp Etf 3.7 $17M 673k 25.29
SPDR S&P MidCap 400 ETF (MDY) 3.4 $16M 41k 375.38
Ishares Tr ibnd dec21 etf 3.2 $15M 584k 24.96
First Trust Value Line Dividend Indx Fnd (FVD) 3.0 $14M 380k 36.03
iShares Dow Jones US Financial Svc. (IYG) 2.9 $13M 86k 151.81
Invesco Exchng Traded Fd Tr intl buyback (IPKW) 2.4 $11M 324k 33.77
Ishares Tr Dec 2020 2.4 $11M 426k 25.30
Wisdomtree Tr us multifactor (USMF) 2.2 $10M 322k 31.94
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) 2.2 $10M 180k 55.64
J P Morgan Exchange Traded F div rtn int eq (JPIN) 2.2 $10M 175k 57.09
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 2.2 $9.9M 173k 57.00
Ishares Tr ibnd dec25 etf (IBDQ) 2.1 $9.8M 380k 25.94
Apple (AAPL) 1.5 $6.7M 23k 293.64
Invesco Qqq Trust Series 1 (QQQ) 1.4 $6.5M 30k 212.61
Vanguard Total Stock Market ETF (VTI) 1.4 $6.4M 39k 163.61
Invesco S&p 500 Equal Weight Etf (RSP) 1.2 $5.4M 47k 115.71
Schwab U S Broad Market ETF (SCHB) 1.1 $5.1M 66k 76.89
Alps Etf Tr barrons 400 etf (BFOR) 1.1 $5.0M 116k 42.74
Bscm etf 1.1 $4.8M 225k 21.51
Vanguard FTSE All-World ex-US ETF (VEU) 1.0 $4.5M 83k 53.75
Ishares Tr fctsl msci int (INTF) 0.8 $3.9M 142k 27.05
Invesco Bulletshares 2021 Corp 0.8 $3.5M 166k 21.24
J P Morgan Exchange Traded F fund (JPSE) 0.8 $3.5M 106k 32.57
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $3.3M 50k 65.24
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) 0.4 $2.0M 40k 50.47
WisdomTree MidCap Dividend Fund (DON) 0.4 $2.0M 52k 38.03
Invesco Bulletshares 2020 Corp 0.4 $1.8M 84k 21.29
Intuit (INTU) 0.3 $1.5M 5.6k 261.93
iShares Dow Jones US Real Estate (IYR) 0.3 $1.4M 16k 93.10
iShares S&P MidCap 400 Index (IJH) 0.3 $1.4M 6.8k 205.86
SPDR Barclays Capital Convertible SecETF (CWB) 0.3 $1.3M 24k 55.48
WisdomTree Emerging Markets Eq (DEM) 0.3 $1.3M 30k 45.76
First Tr Exchange-traded Fd cmn (HYLS) 0.3 $1.3M 26k 48.78
Nushares Etf Tr short term reit (NURE) 0.3 $1.2M 41k 30.24
iShares Russell 3000 Index (IWV) 0.3 $1.2M 6.2k 188.49
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.2 $1.1M 53k 21.31
D First Tr Exchange-traded (FPE) 0.2 $1.1M 53k 20.07
Allergan 0.2 $1.0M 5.4k 191.21
Berkshire Hathaway (BRK.B) 0.2 $1.0M 4.5k 226.55
Invesco unit investment (PID) 0.2 $975k 57k 17.06
Ishares Inc msci india index (INDA) 0.2 $857k 24k 35.16
iShares Barclays TIPS Bond Fund (TIP) 0.2 $814k 7.0k 116.52
Walt Disney Company (DIS) 0.2 $788k 5.5k 144.56
Stryker Corporation (SYK) 0.2 $749k 3.6k 209.86
Amazon (AMZN) 0.2 $710k 384.00 1848.96
First Trust Morningstar Divid Ledr (FDL) 0.1 $656k 20k 32.60
Ishares Tr ibonds dec2026 (IBDR) 0.1 $624k 24k 25.58
Spdr Ser Tr fund 0.1 $575k 7.8k 73.72
Facebook Inc cl a (META) 0.1 $531k 2.6k 205.34
Invesco Exch-traded Fd Tr Div etf (PFM) 0.1 $489k 16k 30.72
iShares Morningstar Large Growth (ILCG) 0.1 $443k 2.1k 210.15
FLEXSHARES TR MORNSTAR usmkt (TILT) 0.1 $407k 3.2k 126.95
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.1 $434k 12k 36.60
SPDR KBW Bank (KBE) 0.1 $375k 7.9k 47.32
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.1 $355k 9.9k 35.90
Berkshire Hathaway (BRK.A) 0.1 $340k 1.00 340000.00
Netflix (NFLX) 0.1 $327k 1.0k 323.44
Invesco Exchange Traded Fd Tr etf (PEY) 0.1 $337k 18k 19.01
iShares Russell 1000 Index (IWB) 0.1 $273k 1.5k 178.66
Vanguard Dividend Appreciation ETF (VIG) 0.1 $254k 2.0k 124.75
Ishares Tr core div grwth (DGRO) 0.1 $259k 6.2k 42.06
Alphabet Inc Class A cs (GOOGL) 0.1 $214k 160.00 1337.50
Intel Corporation (INTC) 0.0 $202k 3.4k 59.98
iShares S&P 500 Index (IVV) 0.0 $205k 633.00 323.85
Amc Entmt Hldgs Inc Cl A 0.0 $138k 19k 7.23