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CIK: 0001756543
Total reported value
$1.5B
$1.5B
144 檔
19.7%
As reported in its official Q1 2024 Form 13F filing, RVW Wealth, LLC's tracked investment portfolio stood at $1.5B with 144 total positions.
During Q1 2024, RVW Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, DGRW, DFAI) accounted for 19.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.24% | +0.02% | -1.23% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.24% | -0.38% | +4.83% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.09% | -0.27% | +4.68% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.65% | +0.15% | +1.21% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.56% | -0.04% | +5.98% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 4.28% | -0.19% | +5.32% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.05% | +0.14% | +2.34% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 3.58% | +0.09% | +0.80% | |
| 9 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 3.02% | +0.23% | +22.57% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.94% | -0.20% | -0.92% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 2.55% | +0.15% | +4.93% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.54% | -0.01% | +8.36% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.43% | +0.10% | +5.66% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.41% | -0.05% | -3.07% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.19% | -0.04% | -2.04% | |
| 16 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 2.09% | +0.43% | -2.53% | |
| 17 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.99% | +0.07% | -2.66% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.93% | -0.13% | -1.55% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.87% | — | -2.74% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.81% | -0.29% | -1.87% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | -0.02% | +5.77% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.76% | -0.04% | -2.55% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.75% | -0.27% | -1.85% | |
| 24 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.70% | — | +10.98% | |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.66% | -0.28% | +2.01% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.17% | -1.01% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.36% | +0.08% | -7.98% | |
| 28 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.27% | +0.11% | -2.35% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.18% | -0.02% | -3.47% | |
| 30 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.90% | -0.03% | -7.24% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.07% | -0.35% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | +0.18% | -0.32% | |
| 33 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.78% | -0.05% | -16.28% | |
| 34 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.76% | — | -12.03% | |
| 35 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | -5.24% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.62% | — | -4.75% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.13% | +7.33% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.51% | -0.01% | -31.73% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | — | -10.70% | |
| 40 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.42% | — | -10.74% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.02% | -7.98% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.37% | -0.07% | -0.30% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | — | -1.12% | |
| 44 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.28% | -0.01% | -1.27% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | -0.47% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | -4.60% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.04% | -4.57% | |
| 48 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.22% | — | -0.71% | |
| 49 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.21% | -0.01% | -1.01% | |
| 50 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.20% | — | -26.02% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 144 disclosed positions in Q1 2024.
During Q1 2024, RVW Wealth, LLC's top holdings by market value included AVUS (10.2%)、DGRW (6.2%)、DFAI (5.1%). The largest single position, AVUS, represented 10.2% of total portfolio value.
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In Q1 2024, RVW Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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