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| Name: |
RVW Wealth LLC |
| City: |
LOS ANGELES |
| State: |
CA |
| Zip: |
90067 |
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| Holdings
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42 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DGRW |
Wisdomtree Us Dividend Grow... |
2 |
- |
$75.52 |
$60,690,000 |
796,557 |
6.24% |
7,287,000 |
36,693 |
0.6 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
3 |
- |
$0.00 |
$49,547,000 |
1,639,540 |
5.09% |
4,688,000 |
73,239 |
1.267 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
4 |
- |
$0.00 |
$45,293,000 |
1,239,538 |
4.65% |
4,571,000 |
14,810 |
1.377 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
5 |
- |
$0.00 |
$44,408,000 |
764,213 |
4.56% |
6,918,000 |
43,118 |
0.085 |
N/A |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
6 |
- |
$0.00 |
$41,624,000 |
1,049,509 |
4.28% |
4,194,000 |
52,978 |
0.109 |
N/A |
|
|
JQUA |
Jpmorgan Us Quality Factor Etf |
7 |
- |
$0.00 |
$39,369,000 |
744,640 |
4.05% |
4,545,000 |
17,009 |
0.827 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
8 |
- |
$55.24 |
$34,825,000 |
619,989 |
3.58% |
3,043,000 |
4,897 |
0.057 |
N/A |
|
|
QGRW |
Wisdomtree Us Quality Growt... |
9 |
- |
$0.00 |
$29,373,000 |
714,683 |
3.02% |
8,043,000 |
131,583 |
7.941 |
N/A |
|
|
FXL |
First Trust Technology Alph... |
11 |
- |
$131.40 |
$24,844,000 |
184,274 |
2.55% |
2,353,000 |
8,659 |
0.779 |
Closed - End Fund - Debt |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
12 |
- |
$92.43 |
$24,688,000 |
263,449 |
2.54% |
2,855,000 |
20,325 |
0.293 |
N/A |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
13 |
- |
$0.00 |
$23,643,000 |
956,449 |
2.43% |
1,818,000 |
51,233 |
0.159 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
21 |
- |
$79.30 |
$17,327,000 |
214,896 |
1.78% |
1,860,000 |
11,728 |
0.072 |
N/A |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
24 |
- |
$25.04 |
$16,543,000 |
660,417 |
1.7% |
1,720,000 |
65,359 |
0.167 |
N/A |
|
|
IBDT |
Ishares Ibonds Dec 2028 Ter... |
25 |
- |
$24.44 |
$16,131,000 |
647,711 |
1.66% |
200,000 |
12,756 |
0.906 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
37 |
- |
$258.05 |
$5,574,000 |
21,448 |
0.57% |
833,000 |
1,464 |
0.002 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
51 |
- |
$412.05 |
$1,684,000 |
4,005 |
0.17% |
367,000 |
313 |
0 |
Property & Casualty I... |
|
|
NUSC |
Nushares Esg Small Cap Etf |
68 |
- |
$0.00 |
$978,000 |
23,522 |
0.1% |
65,000 |
176 |
0.103 |
N/A |
|
|
DIS |
Walt Disney Co |
69 |
- |
$105.79 |
$977,000 |
7,983 |
0.1% |
353,000 |
1,077 |
0 |
Entertainment - Diver... |
|
|
ABBV |
Abbvie Inc. |
70 |
- |
$160.75 |
$931,000 |
5,113 |
0.1% |
140,000 |
10 |
0 |
Drug Manufacturers - ... |
|
|
AMZN |
Amazon.com Inc |
74 |
- |
$187.48 |
$830,000 |
4,604 |
0.09% |
253,000 |
806 |
0 |
Internet Software & S... |
|
|
PFFD |
Global X Us Preferred Etf |
76 |
- |
$0.00 |
$781,000 |
38,746 |
0.08% |
32,000 |
160 |
0.044 |
N/A |
|
|
VEU |
Vanguard FTSE All-World ETF |
78 |
- |
$57.31 |
$728,000 |
12,418 |
0.07% |
81,000 |
893 |
0.003 |
Closed - End Fund - F... |
|
|
DGRO |
iShares Core Dividend Growth |
79 |
- |
$57.77 |
$686,000 |
11,808 |
0.07% |
121,000 |
1,307 |
0.004 |
N/A |
|
|
COST |
Costco Wholesale Corp |
89 |
- |
$787.19 |
$499,000 |
681 |
0.05% |
263,000 |
324 |
0 |
Discount, Variety Stores |
|
|
FB |
Meta Platforms Inc |
92 |
- |
$476.20 |
$489,000 |
1,008 |
0.05% |
160,000 |
79 |
0 |
Internet Service Prov... |
|
|
CWB |
SPDR Barclays Capital Conve... |
100 |
- |
$71.46 |
$402,000 |
5,506 |
0.04% |
7,000 |
28 |
0.007 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
104 |
- |
$478.74 |
$375,000 |
781 |
0.04% |
107,000 |
167 |
0 |
Closed - End Fund - E... |
|
|
IBMM |
Ishares Ibonds Dec 2024 Ter... |
105 |
- |
$0.00 |
$362,000 |
13,947 |
0.04% |
60,000 |
2,311 |
0.021 |
N/A |
|
|
NUMG |
Nushares Esg Mid Cap Growth... |
107 |
- |
$0.00 |
$347,000 |
7,807 |
0.04% |
20,000 |
87 |
0.017 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
110 |
- |
$59.81 |
$325,000 |
5,345 |
0.03% |
3,000 |
4,184 |
0.002 |
Closed - End Fund - E... |
|
|
MA |
MasterCard Inc A |
112 |
- |
$456.98 |
$314,000 |
651 |
0.03% |
314,000 |
651 |
0 |
Business Services |
|
|
NUEM |
Nushares Esg Emerging Marke... |
113 |
- |
$0.00 |
$313,000 |
11,366 |
0.03% |
13,000 |
219 |
0.06 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
120 |
- |
$245.74 |
$285,000 |
1,141 |
0.03% |
285,000 |
1,141 |
0.001 |
Closed - End Fund - E... |
|
|
VHT |
Vanguard Health Care Vipers |
121 |
- |
$262.19 |
$283,000 |
1,045 |
0.03% |
43,000 |
88 |
0.002 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
122 |
- |
$222.54 |
$280,000 |
1,223 |
0.03% |
78,000 |
275 |
0.001 |
Closed - End Fund - E... |
|
|
INTC |
Intel Corp |
123 |
- |
$29.85 |
$277,000 |
6,275 |
0.03% |
277,000 |
6,275 |
0 |
Semiconductor- Broad... |
|
|
NULV |
Nushares Esg Large Cap Valu... |
124 |
- |
$0.00 |
$273,000 |
7,024 |
0.03% |
22,000 |
41 |
0.003 |
N/A |
|
|
SRLN |
SPDR Blackstone/GSO Senior ... |
125 |
- |
$41.94 |
$266,000 |
6,326 |
0.03% |
2,000 |
19 |
0.004 |
N/A |
|
|
IBM |
International Business Mach... |
135 |
- |
$167.15 |
$222,000 |
1,162 |
0.02% |
222,000 |
1,162 |
0 |
Diversified Computer ... |
|
|
COF |
Capital One Financial Corp |
138 |
- |
$142.56 |
$209,000 |
1,404 |
0.02% |
209,000 |
1,404 |
0.02 |
Credit Services |
|
|
BFOR |
Barrons 400 |
140 |
- |
$66.83 |
$208,000 |
3,068 |
0.02% |
208,000 |
3,068 |
0.12 |
N/A |
|
|
OMC |
Omnicom Group Inc |
141 |
- |
$95.82 |
$202,000 |
2,085 |
0.02% |
202,000 |
2,085 |
0.083 |
Advertising Agencies |
|
