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| Name: |
Revolve Wealth Partners LLC |
| City: |
Hackensack |
| State: |
NJ |
| Zip: |
047601 |
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data |
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| Holdings
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36 |
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Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$262.57 |
$94,661,000 |
364,219 |
16.17% |
8,211,000 |
-209 |
0.037 |
Closed - End Fund - E... |
|
|
TBIL |
Us Treasury 3 Month Bill Etf |
5 |
- |
$0.00 |
$22,369,000 |
447,118 |
3.82% |
-451,000 |
-10,557 |
0.497 |
N/A |
|
|
DLN |
WisdomTree LargeCap Dividen... |
10 |
- |
$70.09 |
$15,759,000 |
218,300 |
2.69% |
1,207,000 |
-919 |
0.092 |
Closed - End Fund - E... |
|
|
SCHF |
Schwab Strategic Trust |
11 |
- |
$39.75 |
$14,495,000 |
371,480 |
2.48% |
-2,215,000 |
-80,621 |
0.041 |
Closed - End Fund - Debt |
|
|
SCHX |
Schwab Strategic Trust |
16 |
- |
$62.86 |
$10,923,000 |
176,001 |
1.87% |
988,000 |
-159 |
0.006 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
17 |
- |
$191.04 |
$10,475,000 |
61,085 |
1.79% |
-1,484,000 |
-1,029 |
0 |
Personal Computers |
|
|
IVV |
iShares Core S&P 500 Etf |
19 |
- |
$532.75 |
$9,880,000 |
18,793 |
1.69% |
856,000 |
-100 |
0 |
Closed - End Fund - E... |
|
|
AMGN |
Amgen Inc |
24 |
- |
$314.54 |
$4,936,000 |
17,359 |
0.84% |
-91,000 |
-94 |
0.003 |
Biotechnology |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
25 |
- |
$0.00 |
$4,824,000 |
46,474 |
0.82% |
-576,000 |
-9,284 |
0.005 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
26 |
- |
$352.48 |
$4,669,000 |
13,565 |
0.8% |
384,000 |
-218 |
0.005 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
28 |
- |
$468.84 |
$4,141,000 |
8,528 |
0.71% |
1,081,000 |
-118 |
0 |
Internet Service Prov... |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
30 |
- |
$80.54 |
$3,277,000 |
40,248 |
0.56% |
165,000 |
-1,064 |
0.032 |
N/A |
|
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VO |
Vanguard Mid Cap VIPERS |
33 |
- |
$248.87 |
$2,898,000 |
11,597 |
0.5% |
163,000 |
-158 |
0.006 |
Closed - End Fund - E... |
|
|
IXUS |
Ishares Core Msci Total Int... |
34 |
- |
$70.04 |
$2,548,000 |
37,553 |
0.44% |
71,000 |
-593 |
0.001 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
36 |
- |
$48.82 |
$2,483,000 |
50,429 |
0.42% |
89,000 |
-240 |
0.004 |
Closed - End Fund - Debt |
|
|
CL |
Colgate Palmolive Co |
39 |
- |
$94.39 |
$2,446,000 |
27,160 |
0.42% |
226,000 |
-691 |
0.003 |
Personal Products |
|
|
IWF |
iShares Russell 1000 Growth |
40 |
- |
$344.73 |
$2,393,000 |
7,101 |
0.41% |
185,000 |
-183 |
0.003 |
Closed - End Fund - E... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
48 |
- |
$79.68 |
$2,183,000 |
27,078 |
0.37% |
116,000 |
-75 |
0.009 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
51 |
- |
$517.23 |
$2,019,000 |
4,081 |
0.34% |
-157,000 |
-52 |
0 |
Health Care Plans |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
54 |
- |
$0.00 |
$1,472,000 |
27,053 |
0.25% |
35,000 |
-523 |
0.001 |
Closed - End Fund - E... |
|
|
XOM |
Exxon Mobil Corp |
73 |
- |
$118.67 |
$812,000 |
6,986 |
0.14% |
112,000 |
-17 |
0 |
Integrated Oil & Gas |
|
|
TSLA |
Tesla Motors Inc |
74 |
- |
$177.81 |
$807,000 |
4,590 |
0.14% |
-439,000 |
-426 |
0 |
Auto Manufacturers |
|
|
VIG |
Vanguard Dividend Appreciat... |
92 |
- |
$183.52 |
$598,000 |
3,274 |
0.1% |
24,000 |
-97 |
0.001 |
Closed - End Fund - Debt |
|
|
SCHV |
Schwab Strategic Trust |
95 |
- |
$75.51 |
$570,000 |
7,507 |
0.1% |
30,000 |
-201 |
0.006 |
Closed - End Fund - Debt |
|
|
AGG |
iShares Barclays Agency Bond |
99 |
- |
$96.68 |
$520,000 |
5,312 |
0.09% |
-60,000 |
-532 |
0 |
Closed - End Fund - E... |
|
|
PFE |
Pfizer Inc |
103 |
- |
$28.53 |
$498,000 |
17,945 |
0.09% |
-52,000 |
-1,172 |
0 |
Drug Manufacturers - ... |
|
|
APD |
Air Products & Chemicals Inc |
104 |
- |
$266.21 |
$494,000 |
2,037 |
0.08% |
-74,000 |
-39 |
0.001 |
Diversified Chemicals |
|
|
SCHB |
Schwab Strategic Trust |
109 |
- |
$61.70 |
$442,000 |
7,241 |
0.08% |
38,000 |
-11 |
0.004 |
Closed - End Fund - Debt |
|
|
XSOE |
Wisdomtree Emerging Markets... |
117 |
- |
$31.02 |
$359,000 |
12,187 |
0.06% |
-34,000 |
-1,409 |
0.01 |
N/A |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
124 |
- |
$81.94 |
$320,000 |
4,007 |
0.05% |
-62,000 |
-1,054 |
0 |
N/A |
|
|
HON |
Honeywell International Inc |
132 |
- |
$204.62 |
$295,000 |
1,435 |
0.05% |
-11,000 |
-24 |
0 |
Conglomerates |
|
|
VZ |
Verizon Communications Inc |
136 |
- |
$40.12 |
$286,000 |
6,808 |
0.05% |
-9,000 |
-1,015 |
0 |
Telecom Services - Do... |
|
|
GILD |
Gilead Sciences Inc |
145 |
- |
$67.90 |
$257,000 |
3,505 |
0.04% |
-35,000 |
-102 |
0 |
Biotechnology |
|
|
VTV |
Vanguard Value VIPERS |
156 |
- |
$162.95 |
$241,000 |
1,482 |
0.04% |
-16,000 |
-237 |
0 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
163 |
- |
$90.69 |
$220,000 |
2,416 |
0.04% |
13,000 |
-193 |
0.002 |
Closed - End Fund - E... |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
171 |
- |
$117.38 |
$213,000 |
1,804 |
0.04% |
5,000 |
-21 |
0 |
Closed - End Fund - E... |
|
