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| Name: |
Revolve Wealth Partners LLC |
| City: |
Hackensack |
| State: |
NJ |
| Zip: |
047601 |
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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 |
|
IEFA |
Ishares Core Msci Eafe |
2 |
- |
$0.00 |
$37,321,000 |
502,840 |
6.38% |
13,030,000 |
157,553 |
0.004 |
N/A |
|
|
IVAL |
Alpha Architect Internation... |
3 |
- |
$0.00 |
$30,508,000 |
1,130,762 |
5.21% |
3,340,000 |
46,005 |
3.59 |
N/A |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
4 |
- |
$25.46 |
$23,833,000 |
927,730 |
4.07% |
3,823,000 |
136,817 |
0.434 |
N/A |
|
|
QMOM |
Alpha Architect Us Quantita... |
6 |
- |
$0.00 |
$21,431,000 |
362,555 |
3.66% |
3,715,000 |
7,210 |
1.45 |
N/A |
|
|
SYLD |
Cambria Shareholder Yield |
7 |
- |
$0.00 |
$19,780,000 |
269,955 |
3.38% |
2,103,000 |
8,342 |
0.528 |
N/A |
|
|
ITAN |
Sparkline Intangible Value Etf |
8 |
- |
$0.00 |
$19,184,000 |
661,548 |
3.28% |
1,948,000 |
15,679 |
7.351 |
N/A |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
9 |
- |
$45.80 |
$16,362,000 |
352,025 |
2.8% |
1,895,000 |
44,226 |
0.055 |
Closed - End Fund - E... |
|
|
SCHZ |
Schwab Us Aggregate Bond |
12 |
- |
$45.40 |
$12,950,000 |
281,529 |
2.21% |
283,000 |
9,823 |
0.187 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
13 |
- |
$106.47 |
$12,372,000 |
114,983 |
2.11% |
232,000 |
3,002 |
0.007 |
Closed - End Fund - E... |
|
|
IQDG |
Wisdomtree International Qu... |
14 |
- |
$0.00 |
$12,131,000 |
318,721 |
2.07% |
2,656,000 |
57,489 |
0.461 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
15 |
- |
$95.28 |
$11,035,000 |
119,012 |
1.89% |
1,213,000 |
617 |
0.011 |
Closed - End Fund - Debt |
|
|
MSFT |
Microsoft Corp |
18 |
- |
$425.34 |
$9,924,000 |
23,588 |
1.7% |
1,444,000 |
1,036 |
0 |
Application Software |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
20 |
- |
$93.30 |
$9,035,000 |
96,420 |
1.54% |
767,000 |
4,346 |
0.107 |
N/A |
|
|
HYD |
VanEck Vectors High-Yield M... |
21 |
- |
$0.00 |
$8,895,000 |
170,211 |
1.52% |
353,000 |
4,758 |
0.352 |
Closed - End Fund - Debt |
|
|
AMZN |
Amazon.com Inc |
22 |
- |
$183.54 |
$7,507,000 |
41,616 |
1.28% |
1,283,000 |
654 |
0 |
Internet Software & S... |
|
|
NVDA |
NVIDIA Corporation |
23 |
- |
$947.80 |
$7,003,000 |
7,750 |
1.2% |
3,522,000 |
720 |
0 |
Semiconductor - Speci... |
|
|
PHB |
Invesco Fundamental Hi YldÃ... |
27 |
- |
$18.02 |
$4,412,000 |
243,351 |
0.75% |
98,000 |
5,427 |
0.548 |
Closed - End Fund - Debt |
|
|
VXUS |
Vanguard Total Internationa... |
29 |
- |
$62.21 |
$3,664,000 |
60,765 |
0.63% |
203,000 |
1,052 |
0.011 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
31 |
- |
$530.06 |
$3,241,000 |
6,197 |
0.55% |
715,000 |
882 |
0 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
32 |
- |
$49.56 |
$3,138,000 |
62,544 |
0.54% |
251,000 |
2,275 |
0.003 |
Closed - End Fund - F... |
|
|
V |
Visa Inc |
35 |
- |
$278.54 |
$2,489,000 |
8,919 |
0.43% |
230,000 |
244 |
0.001 |
Business Services |
|
|
IJR |
iShares Core S&P Small-Cap |
37 |
- |
$110.22 |
$2,482,000 |
22,461 |
0.42% |
59,000 |
80 |
0.004 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
38 |
- |
$413.00 |
$2,477,000 |
5,891 |
0.42% |
479,000 |
290 |
0 |
Property & Casualty I... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
41 |
- |
$208.54 |
$2,317,000 |
11,018 |
0.4% |
106,000 |
4 |
0 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
42 |
- |
$195.58 |
$2,274,000 |
11,354 |
0.39% |
378,000 |
208 |
0 |
Domestic Money Center... |
|
|
VB |
Vanguard Small Cap VIPERS |
43 |
- |
$225.86 |
$2,271,000 |
9,933 |
0.39% |
240,000 |
410 |
0.005 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
44 |
- |
$551.70 |
$2,244,000 |
4,033 |
0.38% |
244,000 |
91 |
0.01 |
Closed - End Fund - E... |
|
|
MA |
MasterCard Inc A |
45 |
- |
$459.66 |
$2,211,000 |
4,591 |
0.38% |
297,000 |
104 |
0.002 |
Business Services |
|
|
QQQ |
Invesco QQQ Trust Series I |
46 |
- |
$454.91 |
$2,211,000 |
4,979 |
0.38% |
299,000 |
310 |
0 |
Closed - End Fund - Debt |
|
|
GOOGL |
Alphabet Inc |
47 |
- |
$176.92 |
$2,190,000 |
14,510 |
0.37% |
229,000 |
470 |
0 |
Search Engines & Info... |
|
|
IJH |
iShares S&P MidCap 400 Index |
49 |
- |
$60.34 |
$2,174,000 |
35,793 |
0.37% |
163,000 |
28,538 |
0.015 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
50 |
- |
$487.17 |
$2,044,000 |
4,252 |
0.35% |
231,000 |
101 |
0 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
52 |
- |
$178.46 |
$1,561,000 |
10,250 |
0.27% |
222,000 |
747 |
0 |
Search Engines & Info... |
|
|
NULG |
Nushares Esg Large Cap Grow... |
53 |
- |
$0.00 |
$1,494,000 |
19,592 |
0.26% |
229,000 |
1,384 |
0.018 |
N/A |
|
|
DSI |
iShares KLD 400 Social Index |
56 |
- |
$101.32 |
$1,441,000 |
14,290 |
0.25% |
209,000 |
759 |
0.008 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
57 |
- |
$166.33 |
$1,314,000 |
7,281 |
0.22% |
250,000 |
63 |
0.001 |
Semiconductor- Broad... |
|
|
DFSI |
Dimensional Intl Sustainabi... |
58 |
- |
$0.00 |
$1,276,000 |
37,903 |
0.22% |
404,000 |
10,667 |
0.042 |
N/A |
|
|
UBER |
Uber Technologies, Inc |
60 |
- |
$64.65 |
$1,188,000 |
15,432 |
0.2% |
251,000 |
213 |
0.001 |
N/A |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
61 |
- |
$155.24 |
$1,130,000 |
7,250 |
0.19% |
113,000 |
240 |
0.008 |
Closed - End Fund - E... |
|
|
LLY |
Eli Lilly & Co |
62 |
- |
$783.18 |
$1,083,000 |
1,392 |
0.19% |
328,000 |
96 |
0 |
Drug Manufacturers - ... |
|
|
JNJ |
Johnson & Johnson |
63 |
- |
$151.27 |
$1,067,000 |
6,746 |
0.18% |
32,000 |
145 |
0 |
Drug Manufacturers - ... |
|
|
PG |
Procter & Gamble Co |
64 |
- |
$167.31 |
$1,052,000 |
6,487 |
0.18% |
123,000 |
148 |
0 |
Cleaning Products |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
65 |
- |
$50.04 |
$1,021,000 |
20,174 |
0.17% |
74,000 |
1,631 |
0.001 |
N/A |
|
|
NYF |
iShares S&P NY AMT-Free Mun... |
66 |
- |
$53.31 |
$1,015,000 |
18,868 |
0.17% |
120,000 |
2,313 |
0.227 |
N/A |
|
|
HD |
Home Depot Inc |
67 |
- |
$337.82 |
$989,000 |
2,577 |
0.17% |
170,000 |
213 |
0 |
Home Improvement Stores |
|
|
NULV |
Nushares Esg Large Cap Valu... |
68 |
- |
$0.00 |
$972,000 |
25,006 |
0.17% |
456,000 |
10,640 |
0.01 |
N/A |
|
|
AVGO |
Broadcom Limited |
69 |
- |
$1,414.03 |
$961,000 |
725 |
0.16% |
325,000 |
155 |
0 |
Semiconductor- Broad... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
70 |
- |
$112.29 |
$842,000 |
7,375 |
0.14% |
91,000 |
187 |
0.001 |
Closed - End Fund - E... |
|
|
NUSC |
Nushares Esg Small Cap Etf |
72 |
- |
$0.00 |
$820,000 |
19,717 |
0.14% |
194,000 |
3,697 |
0.087 |
N/A |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
75 |
- |
$124.59 |
$791,000 |
6,315 |
0.14% |
77,000 |
179 |
0.005 |
Closed - End Fund - E... |
|
|
MU |
Micron Technology Inc |
76 |
- |
$129.00 |
$776,000 |
6,582 |
0.13% |
223,000 |
98 |
0.001 |
Semiconductor - Memor... |
|
|
NUMG |
Nushares Esg Mid Cap Growth... |
77 |
- |
$0.00 |
$775,000 |
17,428 |
0.13% |
81,000 |
1,021 |
0.037 |
N/A |
|
|
AVSD |
Avantis Responsible Interna... |
78 |
- |
$0.00 |
$742,000 |
13,036 |
0.13% |
238,000 |
3,679 |
0.145 |
N/A |
|
|
COST |
Costco Wholesale Corp |
79 |
- |
$793.00 |
$730,000 |
996 |
0.12% |
152,000 |
120 |
0 |
Discount, Variety Stores |
|
|
NOW |
Servicenow, Inc. |
80 |
- |
$774.18 |
$725,000 |
951 |
0.12% |
60,000 |
10 |
0 |
Information Technolog... |
|
|
DMXF |
Ishares Esg Advanced Msci E... |
82 |
- |
$0.00 |
$723,000 |
10,619 |
0.12% |
235,000 |
2,981 |
0.118 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
83 |
- |
$484.69 |
$703,000 |
1,394 |
0.12% |
-28,000 |
168 |
0 |
Application Software |
|
|
BX |
Blackstone Group LP |
84 |
- |
$120.62 |
$687,000 |
5,231 |
0.12% |
45,000 |
324 |
0.001 |
Asset Management |
|
|
NUMV |
Nushares Esg Mid Cap Value Etf |
85 |
- |
$0.00 |
$673,000 |
19,675 |
0.11% |
112,000 |
1,877 |
0.051 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
86 |
- |
$0.00 |
$673,000 |
22,360 |
0.11% |
27,000 |
190 |
0 |
N/A |
|
|
ORCL |
Oracle Corp |
88 |
- |
$124.52 |
$630,000 |
5,015 |
0.11% |
266,000 |
1,563 |
0 |
Application Software |
|
|
VOT |
Van Kampen Municipal Opport... |
89 |
- |
$234.97 |
$627,000 |
2,661 |
0.11% |
79,000 |
165 |
0.006 |
Closed - End Fund - Debt |
|
|
MRK |
Merck & Co Inc |
90 |
- |
$131.20 |
$625,000 |
4,733 |
0.11% |
134,000 |
227 |
0 |
Drug Manufacturers - ... |
|
|
DIS |
Walt Disney Co |
91 |
- |
$102.90 |
$606,000 |
4,955 |
0.1% |
180,000 |
237 |
0 |
Entertainment - Diver... |
|
|
NFLX |
Netflix Inc |
94 |
- |
$640.82 |
$572,000 |
942 |
0.1% |
171,000 |
119 |
0 |
Music & Video Stores |
|
|
CRM |
Salesforce.com Inc |
93 |
- |
$287.07 |
$572,000 |
1,898 |
0.1% |
97,000 |
92 |
0 |
Internet Software & S... |
|
|
ABBV |
Abbvie Inc. |
96 |
- |
$164.56 |
$561,000 |
3,083 |
0.1% |
127,000 |
282 |
0 |
Drug Manufacturers - ... |
|
|
MCD |
McDonalds Corp |
98 |
- |
$267.87 |
$535,000 |
1,899 |
0.09% |
-25,000 |
12 |
0 |
Restaurants |
|
|
CVX |
Chevron Corp |
101 |
- |
$161.14 |
$505,000 |
3,204 |
0.09% |
52,000 |
168 |
0 |
Integrated Oil & Gas |
|
|
WMT |
Wal-Mart Stores Inc |
102 |
- |
$60.24 |
$500,000 |
8,310 |
0.09% |
87,000 |
5,688 |
0 |
Discount, Variety Stores |
|
|
BAC |
Bank of America Corp |
105 |
- |
$38.82 |
$489,000 |
12,897 |
0.08% |
57,000 |
72 |
0 |
Domestic Money Center... |
|
|
KO |
Coca-Cola Co |
107 |
- |
$62.57 |
$471,000 |
7,705 |
0.08% |
33,000 |
276 |
0 |
Beverage Soft Drinks... |
|
|
ISRG |
Intuitive Surgical Inc |
108 |
- |
$372.63 |
$460,000 |
1,152 |
0.08% |
76,000 |
15 |
0 |
Medical Appliances & ... |
|
|
CMCSA |
Comcast Corp |
112 |
- |
$39.21 |
$412,000 |
9,507 |
0.07% |
1,000 |
143 |
0 |
CATV Systems |
|
|
WM |
Waste Management Inc |
113 |
- |
$208.47 |
$396,000 |
1,860 |
0.07% |
68,000 |
30 |
0 |
Waste Management |
|
|
INTC |
Intel Corp |
114 |
- |
$32.10 |
$395,000 |
8,951 |
0.07% |
23,000 |
1,554 |
0 |
Semiconductor- Broad... |
|
|
QCOM |
QUALCOMM Inc |
115 |
- |
$197.76 |
$390,000 |
2,305 |
0.07% |
169,000 |
777 |
0 |
Communication Equipment |
|
|
PEP |
Pepsico Inc |
118 |
- |
$180.31 |
$355,000 |
2,027 |
0.06% |
16,000 |
31 |
0 |
Beverage Soft Drinks... |
|
|
IWZ |
iShares Russell 3000 Growth |
119 |
- |
$120.31 |
$350,000 |
2,985 |
0.06% |
85,000 |
440 |
0 |
Closed - End Fund - E... |
|
|
FNDE |
Schwab Fundamental Emerging... |
120 |
- |
$30.56 |
$346,000 |
12,462 |
0.06% |
13,000 |
189 |
0.001 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
121 |
- |
$445.87 |
$334,000 |
800 |
0.06% |
19,000 |
26 |
0 |
Drug Manufacturers - ... |
|
|
LIN |
Linde Plc |
123 |
- |
$432.61 |
$322,000 |
693 |
0.06% |
49,000 |
28 |
0 |
N/A |
|
|
DUK |
Duke Energy Corp |
125 |
- |
$103.66 |
$316,000 |
3,264 |
0.05% |
4,000 |
51 |
0 |
Electric Utilities |
|
|
IBM |
International Business Mach... |
126 |
- |
$169.92 |
$315,000 |
1,649 |
0.05% |
74,000 |
175 |
0 |
Diversified Computer ... |
|
|
DXCM |
DexCom Inc |
127 |
- |
$130.69 |
$307,000 |
2,215 |
0.05% |
41,000 |
69 |
0.001 |
Medical Instruments &... |
|
|
GS |
Goldman Sachs Group Inc |
128 |
- |
$462.94 |
$299,000 |
715 |
0.05% |
41,000 |
45 |
0.002 |
Investment Brokerage ... |
|
|
ED |
Consolidated Edison Inc |
130 |
- |
$96.51 |
$299,000 |
3,291 |
0.05% |
18,000 |
199 |
0 |
Multi Utilities |
|
|
AXP |
American Express Co |
131 |
- |
$242.30 |
$297,000 |
1,304 |
0.05% |
69,000 |
85 |
0 |
Credit Services |
|
|
GE |
General Electric Co |
133 |
- |
$159.28 |
$295,000 |
1,680 |
0.05% |
81,000 |
4 |
0 |
Conglomerates |
|
|
CSCO |
Cisco Systems Inc |
134 |
- |
$47.13 |
$294,000 |
5,882 |
0.05% |
39,000 |
837 |
0 |
Networking & Communic... |
|
|
KVUE |
Kenvue Inc. |
135 |
- |
$19.90 |
$293,000 |
13,665 |
0.05% |
3,000 |
174 |
0.001 |
N/A |
|
|
NEE |
NextEra Energy |
137 |
- |
$75.87 |
$283,000 |
4,431 |
0.05% |
53,000 |
640 |
0 |
Electric Utilities |
|
|
BNDX |
Vanguard Total Internationa... |
139 |
- |
$48.69 |
$277,000 |
5,639 |
0.05% |
-1,000 |
3 |
0.001 |
N/A |
|
|
RJF |
Raymond James Financial Inc |
142 |
- |
$125.13 |
$271,000 |
2,107 |
0.05% |
38,000 |
13 |
0.001 |
Investment Brokerage ... |
|
|
ACN |
Accenture Plc |
144 |
- |
$305.70 |
$264,000 |
763 |
0.05% |
14,000 |
51 |
0 |
Management Services |
|
|
TMO |
Thermo Fisher Scientific |
147 |
- |
$594.01 |
$251,000 |
433 |
0.04% |
51,000 |
55 |
0 |
Medical Laboratories ... |
|
|
GD |
General Dynamics Corp |
150 |
- |
$300.23 |
$248,000 |
878 |
0.04% |
32,000 |
47 |
0 |
Aerospace/Defense - M... |
|
|
XLE |
SPDR Energy Sector |
151 |
- |
$94.34 |
$247,000 |
2,612 |
0.04% |
35,000 |
83 |
0 |
Closed - End Fund - E... |
|
|
UNP |
Union Pacific Corp |
152 |
- |
$243.63 |
$246,000 |
1,002 |
0.04% |
13,000 |
53 |
0 |
Railroads |
|
|
VEEV |
Veeva Systems Inc |
153 |
- |
$209.96 |
$245,000 |
1,056 |
0.04% |
43,000 |
9 |
0.001 |
Healthcare Informatio... |
|
