Rvw Wealth, LLC

CIK Number: 0001756543

1.06B
Market Value
137
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AVUS Avantis U.S. Eq...
97.61
-0.88% 1.04M -2.3% 100.52M 60.03 9.38%
2 DGRW WisdomTree U.S....
81.78
-0.76% 839.34K +1.09% 67.93M 54.07 6.34%
3 DFAU Dimensional US ...
40.94
-0.85% 1.45M +12.58% 58.66M 29.31 5.47%
4 QGRW Wisdomtree U.S....
50.29
-0.87% 1.18M +5.03% 58.27M 40.76 5.44%
5 DFAI Dimensional Int...
34.06
-1.2% 1.86M +1.71% 54.23M 26.86 5.06%
6 JQUA JPMorgan U.S. Q...
58.91
-0.68% 797.25K +1.47% 45.66M 37.1 4.26%
7 IQLT iShares MSCI In...
42.22
-1.18% 1.18M -0.1% 43.67M 34.73 4.07%
8 COWZ Pacer US Cash C...
54.70
-0.92% 762.67K -2.84% 43.08M 49.28 4.02%
9 RDVY First Trust Ris...
60.66
-0.85% 639.33K +1.01% 37.81M 34.42 3.53%
10 AAPL Apple Inc.
195.57
-1.44% 118.32K +40.31% 29.63M 120.27 2.76%
11 FXL First Trust Tec...
152.32
-0.38% 198.22K -1.34% 29.45M 99.68 2.75%
12 DFAE Dimensional Eme...
28.20
-1.28% 1.05M +0.87% 26.54M 22.56 2.48%
13 AVUV Avantis U.S. Sm...
89.36
-0.9% 259.92K -1.9% 25.09M 79.42 2.34%
14 AVDE Avantis Interna...
73.11
-1.12% 404.83K -1.96% 24.84M 45.51 2.32%
15 IBDQ iShares iBonds ...
25.12
-0.07% 956.19K +10.43% 23.95M 25.34 2.23%
16 IBDR iShares iBonds ...
24.18
+0.07% 959.59K +8.99% 23.1M 24.43 2.15%
17 IBDS iShares iBonds ...
24.14
+0.06% 956.04K +9.16% 22.91M 23.51 2.14%
18 QUAL iShares MSCI US...
177.75
-0.98% 128.23K -4.23% 22.84M 102.05 2.13%
19 SPTM SPDR Portfolio ...
72.45
-0.88% 315.91K +2.44% 22.57M 43.55 2.11%
20 IBDT iShares iBonds ...
25.23
+0.02% 869.5K +7.78% 21.65M 25.07 2.02%
21 IBDU iShares iBonds ...
23.14
+0.13% 811.88K +1.09K% 18.51M 22.84 1.73%
22 QTEC First Trust NAS...
204.26
-0.58% 95.79K -3.27% 18.03M 107.88 1.68%
23 SCHD Schwab U.S. Div...
26.70
-0.8% 655.77K +188.79% 17.92M 24.54 1.67%
24 RWK Invesco S&P Mid...
113.89
-0.87% 143.39K -7.21% 16.67M 43.93 1.55%
25 TILT FlexShares Morn...
216.69
-0.86% 75.97K -4.94% 16.41M 127.06 1.53%
26 EFA iShares MSCI EA...
86.94
-1.25% 210.38K -4.14% 15.91M 61.75 1.48%
27 NULG Nuveen ESG Larg...
89.55
-0.9% 148.49K -4.55% 12.75M 51.94 1.19%
28 SPSM SPDR Portfolio ...
41.43
-1.11% 248.71K -3.15% 11.17M 38.84 1.04%
29 QQQ Invesco QQQ Tru...
528.89
-1.01% 20.72K -2.34% 10.59M 263.8 0.99%
30 ESGD iShares ESG Awa...
86.59
-1.42% 120.83K -0.96% 9.2M 66.16 0.86%
31 RSP Invesco S&P 500...
177.26
-1.01% 43.74K 0.00% 7.66M 109.37 0.71%
32 JPME JPMorgan Divers...
101.95
-0.72% 72.81K -0.77% 7.46M 52.52 0.70%
33 DEUS Xtrackers Russe...
54.94
-0.63% 127.31K -11.07% 6.83M 34.02 0.64%
34 VTI Vanguard Total ...
293.93
-0.86% 22.24K -2.54% 6.45M 170.47 0.60%
35 QDEF FlexShares Qual...
72.26
-0.84% 89.62K -2.07% 6.29M 40.29 0.59%
36 SPMO Invesco S&P 500...
106.68
-0.86% 63.95K +42.32% 6.08M 91.34 0.57%
37 VFLO VictoryShares F...
35.01
-0.95% 174.11K +48.86% 5.94M 33.06 0.55%
38 RWL Invesco S&P 500...
101.81
-0.53% 50.04K -2.93% 4.9M 54.93 0.46%
39 INTU Intuit Inc.
764.51
-0.46% 5.56K +0.02% 3.49M 385.89 0.33%
40 NVDA NVIDIA Corporat...
144.07
-0.43% 25.77K -46.31% 3.46M 29.79 0.32%
41 VUG Vanguard Growth...
420.16
-0.82% 8.4K -0.62% 3.45M 320.35 0.32%
42 IJR iShares Core S&...
105.81
-1.09% 29.76K -3.28% 3.43M 81.87 0.32%
43 MDY SPDR S&P MIDCAP...
551.81
-0.9% 5.83K -7.58% 3.32M 442.79 0.31%
44 FVD First Trust Val...
44.25
-0.87% 74.48K -7.78% 3.25M 35.8 0.30%
45 TSLA Tesla, Inc.
316.28
-3.9% 7.89K +1.05% 3.19M 184.27 0.30%
46 XLK Technology Sele...
241.22
-0.75% 13.4K 0.00% 3.12M 216.63 0.29%
47 SCHB Schwab U.S. Bro...
23.02
-0.82% 128.78K +200.32% 2.92M 11.8 0.27%
48 LRGF iShares U.S. Eq...
61.66
-0.75% 47.65K -0.58% 2.88M 26.46 0.27%
49 MSFT Microsoft Corpo...
477.90
-0.26% 6.75K +1.21% 2.85M 291.23 0.27%
50 ESG FlexShares STOX...
142.03
-1.09% 16.78K -0.91% 2.31M 90.94 0.22%
51 SPHQ Invesco S&P 500...
69.88
-0.84% 33.32K -8.97% 2.23M 42.61 0.21%
52 BRK-B Berkshire Hatha...
483.43
-1.39% 4.4K +18.64% 2M 283.54 0.19%
53 XJH iShares ESG Scr...
40.31
-0.69% 35.86K -2.13% 1.5M 37.31 0.14%
54 FEMS First Trust Eme...
40.33
-0.68% 34.7K -1.14% 1.31M 27.94 0.12%
55 SYK Stryker Corpora...
373.25
-1.02% 3.57K 0.00% 1.29M 199.33 0.12%
56 AVEM Avantis Emergin...
67.03
-1.46% 21.55K +3.21% 1.27M 57.43 0.12%
57 BSCP Invesco BulletS...
20.73
+0.02% 60.51K -2.83% 1.25M 20.28 0.12%
58 VIG Vanguard Divide...
199.44
-0.85% 6.21K -0.35% 1.22M 143.13 0.11%
59 FTSL First Trust Sen...
45.98
+0.09% 25.1K +117.36% 1.16M 44.86 0.11%
60 AMZN Amazon.com, Inc...
214.87
-0.57% 5.16K -2.53% 1.13M 147.44 0.11%
61 EZM WisdomTree U.S....
60.30
-0.99% 17.62K 0.00% 1.1M 39.95 0.10%
62 IUS Invesco RAFI St...
50.48
-0.69% 21.51K -9.16% 1.07M 37.84 0.10%
63 OEF iShares S&P 100...
292.61
-0.97% 3.49K 0.00% 1.01M 266.03 0.09%
64 NUSC Nuveen ESG Smal...
39.65
-1.06% 23.85K +0.90% 999.01K 35.22 0.09%
65 JPIN JPMorgan Divers...
63.30
-1.17% 17.6K +0.49% 942.44K 54.22 0.09%
66 ABBV AbbVie Inc.
185.53
-2.8% 5.11K 0.00% 908.58K 110.28 0.08%
67 USHY iShares Broad U...
36.96
-0.16% 22.3K -11.43% 820.27K 33.62 0.08%
68 VOO Vanguard 500 In...
549.20
-0.88% 1.51K +93.47% 813.96K 472.53 0.08%
69 DIS The Walt Disney...
118.14
-1.12% 7.22K +19.89% 804.08K 148.84 0.07%
70 WTV WisdomTree U.S....
83.80
-1% 9.58K -2.67% 800.86K 45.45 0.07%
71 META Meta Platforms,...
697.17
-0.7% 1.29K +14.96% 755.7K 279.71 0.07%
72 VEU Vanguard FTSE A...
65.74
-1.28% 12.16K -2.11% 698.21K 51.4 0.07%
73 BSCQ Invesco BulletS...
19.54
-0.03% 35.39K -5.63% 687.55K 20 0.06%
74 BRK-A Berkshire Hatha...
725910.01
-1.36% 1 0.00% 680.92K 450662 0.06%
75 GS The Goldman Sac...
624.29
-0.57% 1.18K 0.00% 675.69K 413.51 0.06%
76 NUMV Nuveen ESG Mid-...
35.15
-1.08% 18.99K +0.62% 661.18K 34.43 0.06%
77 COST Costco Wholesal...
977.59
-0.69% 706 -2.35% 646.71K 651.3 0.06%
78 NFLX Netflix, Inc.
1220.70
-0.38% 724 +100.00% 645.32K 891.32 0.06%
79 AVDV Avantis Interna...
78.34
-0.7% 9.44K +100.00% 614.24K 65.08 0.06%
80 EIS iShares MSCI Is...
86.48
-0.25% 7.91K -32.25% 609.74K 57.47 0.06%
81 SPHD Invesco S&P 500...
47.05
-0.85% 12.16K 0.00% 587.6K 31.18 0.05%
82 XOM Exxon Mobil Cor...
114.00
+1.36% 5.32K +0.04% 571.95K 73.75 0.05%
83 IYW iShares U.S. Te...
164.89
-0.61% 3.41K +100.00% 544.44K 159.52 0.05%
84 GOOGL Alphabet Inc.
175.88
-0.51% 2.85K +0.21% 539.5K 137.28 0.05%
85 IEFA iShares Core MS...
80.91
-1.24% 7.54K 0.00% 529.63K 65.19 0.05%
86 GBTC Grayscale Bitco...
82.53
-3.65% 7.06K +1.44% 522.51K 56.34 0.05%
87 VGT Vanguard Inform...
629.24
-0.73% 813 0.00% 505.52K 458.13 0.05%
88 IBTG iShares iBonds ...
22.86
+0.01% 21.95K +100.00% 500.78K 22.81 0.05%
89 IBTF iShares iBonds ...
23.32
+0.02% 21.47K -18.04% 500.76K 23.42 0.05%
90 DFAX Dimensional Wor...
28.86
-1.27% 19.74K -1.65% 490.63K 25.02 0.05%
91 IWV iShares Russell...
338.70
-0.91% 1.46K 0.00% 489.34K 262.2 0.05%
92 IBIT iShares Bitcoin...
59.52
-3.69% 9.09K +100.00% 482.28K 53.05 0.04%
93 VO Vanguard Mid Ca...
271.50
-0.82% 1.77K 0.00% 466.98K 245.4 0.04%
94 MA Mastercard Inco...
569.23
+0.10% 868 -6.97% 457.24K 465.38 0.04%
95 IQDF FlexShares Inte...
26.85
-1.03% 19.48K -2.2% 453.42K 22.42 0.04%
96 CVX Chevron Corpora...
148.85
+1.93% 3.1K -5.35% 448.71K 121.46 0.04%
97 IVV iShares Core S&...
598.51
-0.87% 742 -9.62% 436.8K 449.74 0.04%
98 ISRA VanEck Israel E...
48.05
-0.81% 9.88K -31.33% 430.47K 34.73 0.04%
99 CWB SPDR Bloomberg ...
80.43
-0.56% 5.51K +0.69% 429.33K 61.18 0.04%
100 VB Vanguard Small ...
230.11
-0.97% 1.75K +7.35% 421.15K 212.33 0.04%
101 D Dominion Energy...
53.80
-1.7% 7.72K 0.00% 416.04K 72.66 0.04%
102 PFFD Global X U.S. P...
18.56
+0.03% 20.8K 0.00% 405.87K 25.29 0.04%
103 NUMG Nuveen ESG Mid-...
46.73
-1.22% 7.88K 0.00% 373.4K 36.25 0.03%
104 IJH iShares Core S&...
60.20
-0.88% 5.8K -4.21% 361.53K 55.97 0.03%
105 HYGV FlexShares High...
40.40
-0.19% 8.82K -52.08% 358.76K 44.32 0.03%
106 IVW iShares S&P 500...
105.37
-0.85% 3.52K 0.00% 357.89K 58.5 0.03%
107 AXON Axon Enterprise...
777.48
-0.4% 600 0.00% 356.59K 399.6 0.03%
108 GOOG Alphabet Inc.
177.16
-0.44% 1.87K -4.49% 356.27K 181.28 0.03%
109 JPM JPMorgan Chase ...
269.39
-0.36% 1.47K -16.81% 351.21K 206.92 0.03%
110 SPY SPDR S&P 500 ET...
597.40
-0.88% 595 -0.34% 348.72K 455.21 0.03%
111 VTV Vanguard Value ...
172.71
-0.87% 2K -3.94% 338.26K 134.59 0.03%
112 NUEM Nuveen ESG Emer...
31.93
-1.32% 11.59K +1.49% 336.25K 25.92 0.03%
113 USRT iShares Core U....
56.70
-0.23% 5.72K -52% 327.64K 39.54 0.03%
114 BSCR Invesco BulletS...
19.63
+0.03% 16.63K +3.08% 324.01K 20.7 0.03%
115 XLRE The Real Estate...
41.74
-0.45% 7.85K -41.29% 319.1K 31.29 0.03%
116 REZ iShares Residen...
81.83
+0.02% 3.82K -12.87% 309.82K 86.96 0.03%
117 VRP Invesco Variabl...
24.36
-0.06% 12.07K -3.04% 292.02K 22.39 0.03%
118 NULV Nuveen ESG Larg...
40.65
-0.89% 7.07K +0.68% 278.5K 34.71 0.03%
119 IBDW iShares iBonds ...
20.75
+0.22% 13.68K +100.00% 278.39K 20.35 0.03%
120 VHT Vanguard Health...
245.73
-1.56% 1.04K 0.00% 265.17K 249.74 0.02%
121 V Visa Inc.
357.69
+0.62% 839 +0.48% 265.16K 263.49 0.02%
122 PEP PepsiCo, Inc.
129.25
-1.64% 1.73K +3.96% 263.59K 177.05 0.02%
123 IWF iShares Russell...
406.54
-0.88% 645 -8.9% 259.02K 235.72 0.02%
124 ELV Elevance Health...
375.08
-0.38% 695 0.00% 256.39K 516 0.02%
125 IBM International B...
283.06
+0.44% 1.16K +15.02% 255.81K 192.73 0.02%
126 COF Capital One Fin...
193.76
-1.95% 1.4K 0.00% 250.36K 149.73 0.02%
127 MGV Vanguard Mega C...
128.10
-0.89% 2K 0.00% 249.82K 119.03 0.02%
128 ITEQ BlueStar Israel...
53.73
-0.43% 4.79K -29.97% 246.84K 45.54 0.02%
129 DGRO iShares Core Di...
62.20
-0.9% 3.76K -68.13% 230.82K 45.59 0.02%
130 FRI First Trust S&P...
27.32
-0.16% 8.4K 0.00% 229.88K 28.54 0.02%
131 DON WisdomTree U.S....
48.98
-0.77% 4.43K -6.35% 225.69K 44.36 0.02%
132 MCD McDonald's Corp...
292.33
-1.33% 775 +0.26% 224.66K 304.47 0.02%
133 BFOR Barron's 400 ET...
74.14
-0.86% 3.07K 0.00% 223.28K 67.54 0.02%
134 AIQ Global X Artifi...
41.90
-0.99% 5.49K +100.00% 212.06K 38.64 0.02%
135 PG The Procter & G...
158.46
-1.5% 1.23K 0.00% 206.24K 173.2 0.02%
136 DFAC Dimensional U.S...
34.70
-0.89% 5.96K 0.00% 206.05K 34.29 0.02%
137 JNJ Johnson & Johns...
152.38
-1.83% 1.42K +0.07% 205.7K 173.56 0.02%