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CIK: 0001756543
Total reported value
$1.5B
$1.5B
151 檔
20.1%
In Q2 2024, RVW Wealth, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 151 disclosed stock positions.
During Q2 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 20.1% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.75% | +0.02% | -2.65% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.40% | -0.38% | +3.14% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.18% | -0.27% | +6.63% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.65% | +0.15% | +0.29% | |
| 5 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.42% | +0.23% | +38.37% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 4.41% | -0.19% | +7.78% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.31% | -0.04% | +3.81% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.03% | +0.14% | +2.38% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.38% | +0.09% | -0.29% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.65% | -0.20% | -5.13% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 2.65% | +0.15% | +5.57% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.63% | +0.10% | +6.31% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.49% | -0.01% | +5.53% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.31% | -0.05% | -5.27% | |
| 15 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.28% | — | +37.95% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.11% | -0.04% | -4.04% | |
| 17 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.99% | +0.43% | -4.96% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.90% | -0.27% | +11.99% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.90% | — | +4.38% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.90% | -0.29% | +8.27% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.81% | -0.28% | +12.79% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.17% | +0.64% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.75% | -0.13% | -4.96% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.72% | -0.02% | +3.42% | |
| 25 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.71% | +0.07% | -7.37% | |
| 26 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.63% | -0.04% | -5.08% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.27% | +0.11% | -2.83% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | +0.08% | -14.51% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.07% | +11.42% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.00% | -0.02% | -11.51% | |
| 31 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.74% | -0.03% | -12.21% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | +0.18% | -3.02% | |
| 33 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.71% | -0.05% | -2.75% | |
| 34 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.61% | — | -18.77% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.13% | +2.98% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.55% | — | -8.51% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.02% | +941.61% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | -16.11% | |
| 39 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.39% | — | -5.25% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.07% | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.36% | — | -9.27% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.34% | -0.01% | -28.27% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | — | -0.73% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.01% | +139.17% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.04% | +20.95% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.06% | +810.74% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.01% | +0.14% | |
| 48 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.27% | -0.01% | -4.77% | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | -4.63% | |
| 50 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.22% | — | +0.18% |
According to official SEC Form 13F filings, RVW Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 151 disclosed positions in Q2 2024.
During Q2 2024, RVW Wealth, LLC's top holdings by market value included AVUS (9.8%)、DGRW (6.4%)、DFAI (5.2%). The largest single position, AVUS, represented 9.8% of total portfolio value.
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In Q2 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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