Rvw Wealth, LLC

CIK Number: 0001756543

1.18B
Market Value
153
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DFAU Dimensional US ...
44.28
-0.14% 2.77M +91.52% 106.66M 33.67 10.04% Share
2 AVUS Avantis U.S. Eq...
105.47
-0.15% 892.26K -13.96% 82.43M 60.03 7.76% Share
3 SPTM SPDR Portfolio ...
78.15
-0.06% 996.17K +215.33% 67.75M 60.25 6.38% Share
4 DGRW WisdomTree U.S....
87.19
-0.33% 832.85K -0.77% 66.51M 54.07 6.26% Share
5 QGRW Wisdomtree U.S....
55.05
+0.16% 1.23M +4.13% 54.07M 40.88 5.09% Share
6 JQUA JPMorgan U.S. Q...
61.52
-0.57% 882.77K +10.73% 49.85M 38.98 4.69% Share
7 DFAI Dimensional Int...
35.58
-0.15% 1.52M -18.23% 47.43M 26.86 4.47% Share
8 IQLT iShares MSCI In...
42.98
-0.14% 931.35K -20.83% 36.97M 34.73 3.48% Share
9 RDVY First Trust Ris...
65.38
-0.29% 575.46K -9.99% 33.69M 34.42 3.17% Share
10 AAPL Apple Inc.
232.81
-0.22% 124.86K +5.52% 27.73M 125.6 2.61% Share
11 VFLO VictoryShares F...
35.73
-0.68% 800.37K +359.70% 27.44M 34.01 2.58% Share
12 IBDR iShares iBonds ...
24.22
-0.01% 1.02M +6.47% 24.73M 24.42 2.33% Share
13 IBDQ iShares iBonds ...
25.12
-0.04% 963.81K +0.80% 24.24M 25.34 2.28% Share
14 DFAE Dimensional Eme...
29.97
-1.09% 911.13K -12.9% 23.59M 22.56 2.22% Share
15 IBDS iShares iBonds ...
24.26
-0.04% 967.92K +1.24% 23.4M 23.52 2.20% Share
16 IBDT iShares iBonds ...
25.42
-0.16% 889.3K +2.28% 22.46M 25.08 2.11% Share
17 AVDE Avantis Interna...
76.63
-0.18% 323.17K -20.17% 21.42M 45.51 2.02% Share
18 QUAL iShares MSCI US...
188.56
-0.07% 123.47K -3.71% 21.1M 102.05 1.99% Share
19 IBDU iShares iBonds ...
23.36
-0.15% 830.78K +2.33% 19.22M 22.84 1.81% Share
20 SPMO Invesco S&P 500...
118.08
+0.19% 200.45K +213.43% 18.55M 92.15 1.75% Share
21 QTEC First Trust NAS...
214.90
-0.78% 90.17K -5.86% 15.65M 107.88 1.47% Share
22 TILT FlexShares Morn...
234.10
-0.17% 72.84K -4.12% 14.99M 127.06 1.41% Share
23 RWK Invesco S&P Mid...
121.66
-1.24% 137.72K -3.96% 14.86M 43.93 1.40% Share
24 COWZ Pacer US Cash C...
56.69
-0.39% 241.54K -68.33% 13.23M 49.28 1.25% Share
25 EFA iShares MSCI EA...
91.66
+0.02% 154.09K -26.76% 12.59M 61.75 1.19% Share
26 NULG Nuveen ESG Larg...
97.76
-0.36% 142.61K -3.96% 11.16M 51.94 1.05% Share
27 IYW iShares U.S. Te...
184.93
-0.22% 76.03K +2.13K% 10.68M 141.3 1.01% Share
28 FXL First Trust Tec...
159.87
-0.94% 78.54K -60.38% 10.39M 99.68 0.98% Share
29 QQQ Invesco QQQ Tru...
579.86
-0.08% 20.79K +0.31% 9.75M 264.44 0.92% Share
30 SPSM SPDR Portfolio ...
44.89
-1.47% 200.17K -19.52% 8.16M 38.84 0.77% Share
31 RSP Invesco S&P 500...
186.31
-0.66% 43.2K -1.23% 7.48M 109.37 0.70% Share
32 JPME JPMorgan Divers...
106.17
-1.04% 69.2K -4.96% 6.96M 52.52 0.66% Share
33 QDEF FlexShares Qual...
77.94
-0.15% 88.01K -1.79% 6.15M 40.29 0.58% Share
34 VTI Vanguard Total ...
317.25
-0.13% 20.78K -6.56% 5.71M 170.47 0.54% Share
35 ESGD iShares ESG Awa...
91.05
-0.13% 69.52K -42.46% 5.68M 66.16 0.53% Share
36 SCHD Schwab U.S. Div...
27.34
-0.46% 188.49K -71.26% 5.27M 24.54 0.50% Share
37 DEUS Xtrackers Russe...
57.41
-0.67% 88.43K -30.54% 4.74M 34.02 0.45% Share
38 RWL Invesco S&P 500...
106.34
+0.06% 45.57K -8.94% 4.53M 54.93 0.43% Share
39 NVDA NVIDIA Corporat...
182.02
+0.24% 34.38K +33.39% 3.73M 49.47 0.35% Share
40 BRK-B Berkshire Hatha...
479.02
+0.36% 6.34K +43.89% 3.38M 359.5 0.32% Share
41 AVUV Avantis U.S. Sm...
96.21
-1.16% 38.49K -85.19% 3.36M 79.42 0.32% Share
42 VUG Vanguard Growth...
463.54
+0.15% 8.18K -2.54% 3.03M 320.35 0.29% Share
43 SCHB Schwab U.S. Bro...
24.87
-0.12% 135.8K +5.45% 2.92M 12.3 0.28% Share
44 INTU Intuit Inc.
710.55
-0.16% 4.6K -17.25% 2.82M 385.89 0.27% Share
45 LRGF iShares U.S. Eq...
66.72
-0.11% 45.38K -4.77% 2.63M 26.46 0.25% Share
46 XLK Technology Sele...
267.74
-0.21% 12.58K -6.1% 2.6M 216.63 0.24% Share
47 MSFT Microsoft Corpo...
522.28
+0.33% 6.43K -4.81% 2.41M 291.23 0.23% Share
48 IJR iShares Core S&...
115.17
-1.4% 22.81K -23.37% 2.38M 81.87 0.22% Share
49 MDY SPDR S&P MIDCAP...
583.00
-1.34% 4.32K -25.91% 2.3M 442.79 0.22% Share
50 ESG FlexShares STOX...
150.51
+0.07% 16.26K -3.09% 2.18M 90.94 0.21% Share
51 SPHQ Invesco S&P 500...
72.51
-0.6% 32.63K -2.07% 2.16M 42.61 0.20% Share
52 TSLA Tesla, Inc.
335.58
-1.12% 7.49K -5.08% 1.94M 184.27 0.18% Share
53 V Visa Inc.
345.40
+0.83% 4.63K +451.97% 1.62M 334.7 0.15% Share
54 BRK-A Berkshire Hatha...
718340.00
+0.40% 2 +100.00% 1.6M 624551.5 0.15% Share
55 DIS The Walt Disney...
116.33
-0.27% 16.01K +121.69% 1.58M 121.32 0.15% Share
56 AMZN Amazon.com, Inc...
230.94
+2.84% 8.19K +58.69% 1.56M 163.28 0.15% Share
57 SYK Stryker Corpora...
378.47
-0.13% 3.57K +0.06% 1.33M 199.43 0.13% Share
58 COST Costco Wholesal...
975.42
-0.35% 1.4K +98.87% 1.33M 797.7 0.13% Share
59 VIG Vanguard Divide...
210.08
+0.06% 6.27K +0.97% 1.22M 143.62 0.11% Share
60 GOOG Alphabet Inc.
203.77
+0.36% 7.42K +296.53% 1.16M 162.55 0.11% Share
61 ABBV AbbVie Inc.
204.72
+1.61% 5.48K +7.24% 1.15M 116.98 0.11% Share
62 BSCP Invesco BulletS...
20.72
-0.02% 55.52K -8.24% 1.15M 20.28 0.11% Share
63 AVEM Avantis Emergin...
71.01
-1.1% 18.03K -16.36% 1.08M 57.43 0.10% Share
64 FVD First Trust Val...
46.02
-0.56% 24.27K -67.42% 1.08M 35.8 0.10% Share
65 EZM WisdomTree U.S....
64.68
-1.04% 17.56K -0.33% 1.05M 39.95 0.10% Share
66 XOM Exxon Mobil Cor...
107.38
-0.21% 8.34K +56.91% 992.23K 90.13 0.09% Share
67 JPM JPMorgan Chase ...
294.09
+1.23% 3.99K +172.22% 978.29K 231.2 0.09% Share
68 OEF iShares S&P 100...
320.97
+0.14% 3.49K 0.00% 944.11K 266.03 0.09% Share
69 VOO Vanguard S&P 50...
592.77
-0.01% 1.78K +17.80% 914.73K 478.78 0.09% Share
70 JPIN JPMorgan Divers...
65.72
-0.45% 14.23K -19.11% 813.27K 54.22 0.08% Share
71 META Meta Platforms,...
781.96
+0.24% 1.4K +8.21% 805.42K 302.22 0.08% Share
72 WTV WisdomTree U.S....
89.30
-0.7% 9.58K 0.00% 787.35K 45.45 0.07% Share
73 USHY iShares Broad U...
37.39
-0.27% 21.04K -5.65% 774.37K 33.62 0.07% Share
74 NUSC Nuveen ESG Smal...
42.15
-1.29% 18.92K -20.68% 725.43K 35.22 0.07% Share
75 IUS Invesco RAFI St...
53.15
-0.15% 14.4K -33.05% 710.88K 37.84 0.07% Share
76 XJH iShares ESG Scr...
42.92
-1.22% 18K -49.8% 703.38K 37.31 0.07% Share
77 NFLX Netflix, Inc.
1230.56
+2.17% 752 +3.87% 701.26K 892.85 0.07% Share
78 GS The Goldman Sac...
746.99
+0.31% 1.25K +5.59% 680.68K 420.54 0.06% Share
79 BSCQ Invesco BulletS...
19.57
+0.03% 32.76K -7.41% 638.22K 20 0.06% Share
80 NUMV Nuveen ESG Mid-...
37.53
-0.81% 18.25K -3.93% 624.23K 34.43 0.06% Share
81 SPHD Invesco S&P 500...
48.66
-0.74% 11.92K -2% 598.74K 31.18 0.06% Share
82 CVX Chevron Corpora...
155.20
-0.43% 3.52K +13.72% 589.36K 126.99 0.06% Share
83 EIS iShares MSCI Is...
90.59
+0.43% 7.84K -0.91% 583.1K 57.47 0.05% Share
84 FEMS First Trust Eme...
42.68
-0.55% 15.47K -55.4% 575.22K 27.94 0.05% Share
85 MCD McDonald's Corp...
308.84
+1.24% 1.7K +119.87% 532.28K 308.78 0.05% Share
86 IVV iShares Core S&...
648.15
+0.01% 930 +25.34% 522.57K 472.41 0.05% Share
87 IEFA iShares Core MS...
85.61
-0.04% 6.73K -10.71% 509.05K 65.19 0.05% Share
88 IBTG iShares iBonds ...
22.89
-0.02% 22.09K +0.61% 506.75K 22.81 0.05% Share
89 IBTF iShares iBonds ...
23.32
-0.02% 21.62K +0.69% 505.32K 23.42 0.05% Share
90 BSX Boston Scientif...
104.16
+1.62% 4.97K +100.00% 501.27K 100.88 0.05% Share
91 MA Mastercard Inco...
583.65
+0.99% 914 +5.30% 501.17K 469.55 0.05% Share
92 GOOGL Alphabet Inc.
202.88
+0.46% 3.22K +13.02% 498.1K 139.28 0.05% Share
93 VEU Vanguard FTSE A...
69.23
-0.4% 8.2K -32.57% 497.47K 51.4 0.05% Share
94 SPY SPDR S&P 500 ET...
644.93
+0.01% 887 +49.08% 496.35K 489.51 0.05% Share
95 IWV iShares Russell...
366.48
-0.09% 1.46K 0.00% 465.02K 262.2 0.04% Share
96 GBTC Grayscale Bitco...
92.76
-3.98% 7.06K 0.00% 460.04K 56.34 0.04% Share
97 WMT Walmart Inc.
100.84
-0.15% 5.21K +100.00% 457.39K 87.79 0.04% Share
98 D Dominion Energy...
61.16
-1.51% 7.82K +1.17% 438.16K 72.47 0.04% Share
99 JNJ Johnson & Johns...
174.72
+0.17% 2.61K +83.69% 433.1K 170.04 0.04% Share
100 IBIT iShares Bitcoin...
67.03
-4.02% 9.23K +1.52% 432.01K 52.96 0.04% Share
101 ASML ASML Holding N....
755.11
-0.06% 648 +100.00% 429.38K 662.63 0.04% Share
102 CWB SPDR Bloomberg ...
85.27
-0.46% 5.51K 0.00% 422.33K 61.18 0.04% Share
103 ISRA VanEck Israel E...
50.00
0.00% 9.82K -0.69% 414.06K 34.73 0.04% Share
104 MMC Marsh & McLenna...
206.96
-1.14% 1.68K +100.00% 410.21K 244.03 0.04% Share
105 MS Morgan Stanley
148.51
+0.51% 3.48K +100.00% 405.89K 116.67 0.04% Share
106 VO Vanguard Mid Ca...
286.38
-0.71% 1.57K -11.31% 405.52K 245.4 0.04% Share
107 PFFD Global X U.S. P...
19.31
-0.1% 20.8K 0.00% 396.09K 25.29 0.04% Share
108 FTSL First Trust Sen...
46.08
+0.04% 8.67K -65.46% 395.69K 44.86 0.04% Share
109 DFAX Dimensional Wor...
30.43
-0.47% 14.62K -25.94% 382.93K 25.02 0.04% Share
110 IQDF FlexShares Inte...
28.29
-0.42% 14.85K -23.79% 370.19K 22.42 0.03% Share
111 NULV Nuveen ESG Larg...
42.72
-0.47% 8.86K +25.28% 358.82K 35.88 0.03% Share
112 SCHW The Charles Sch...
97.75
+2.26% 4.53K +100.00% 354.53K 78.28 0.03% Share
113 HYGV FlexShares High...
40.80
-0.16% 8.61K -2.32% 347.83K 44.32 0.03% Share
114 IBM International B...
237.04
-1.26% 1.34K +14.95% 332.63K 200 0.03% Share
115 REZ iShares Residen...
81.46
-0.67% 3.82K 0.00% 330.47K 86.96 0.03% Share
116 USRT iShares Core U....
56.17
-0.83% 5.72K 0.00% 329.3K 39.54 0.03% Share
117 XLRE The Real Estate...
41.05
-0.71% 7.85K 0.00% 328.36K 31.29 0.03% Share
118 IVW iShares S&P 500...
115.82
+0.14% 3.52K 0.00% 327.23K 58.5 0.03% Share
119 BSCR Invesco BulletS...
19.71
-0.15% 16.63K 0.00% 325.84K 20.7 0.03% Share
120 NUMG Nuveen ESG Mid-...
47.58
-1.04% 7.51K -4.66% 322.5K 36.25 0.03% Share
121 AON Aon plc
366.34
-1.23% 800 +100.00% 319.27K 399.09 0.03% Share
122 AXON Axon Enterprise...
749.81
-2.05% 600 0.00% 315.57K 399.6 0.03% Share
123 HD The Home Depot,...
400.32
-1.68% 834 +100.00% 305.65K 366.49 0.03% Share
124 VGT Vanguard Inform...
704.44
-0.4% 563 -30.75% 305.36K 458.13 0.03% Share
125 VB Vanguard Small ...
246.81
-1.26% 1.37K -22.08% 302.85K 212.33 0.03% Share
126 ELV Elevance Health...
295.37
+0.32% 695 0.00% 302.3K 516 0.03% Share
127 NUEM Nuveen ESG Emer...
34.13
-1.49% 10.23K -11.69% 299.29K 25.92 0.03% Share
128 SUSL iShares ESG MSC...
112.94
-0.04% 3.11K +100.00% 298.16K 95.81 0.03% Share
129 IJH iShares Core S&...
63.85
-1.31% 5.09K -12.27% 297K 55.97 0.03% Share
130 PEP PepsiCo, Inc.
148.62
-0.49% 1.9K +9.35% 284.21K 174.73 0.03% Share
131 IBDW iShares iBonds ...
21.07
-0.26% 13.68K 0.00% 283.86K 20.35 0.03% Share
132 EOG EOG Resources, ...
119.79
+0.27% 2.19K +100.00% 280.85K 128.24 0.03% Share
133 ADI Analog Devices,...
236.13
-0.63% 1.39K +100.00% 280.12K 201.67 0.03% Share
134 VTV Vanguard Value ...
180.44
-0.2% 1.62K -19.07% 279.32K 134.59 0.03% Share
135 VRP Invesco Variabl...
24.59
-0.06% 11.31K -6.28% 274.25K 22.39 0.03% Share
136 TDY Teledyne Techno...
542.17
-1.45% 543 +100.00% 270.26K 497.71 0.03% Share
137 MGV Vanguard Mega C...
133.01
-0.08% 2K 0.00% 257.68K 119.03 0.02% Share
138 COF Capital One Fin...
221.13
+1.92% 1.43K +1.57% 255.68K 150.19 0.02% Share
139 VHT Vanguard Health...
248.84
+0.49% 957 -8.42% 253.35K 249.74 0.02% Share
140 NVS Novartis AG
122.14
+0.78% 2.25K +100.00% 250.61K 111.48 0.02% Share
141 GE GE Aerospace
269.72
+0.32% 1.25K +100.00% 249.45K 200.15 0.02% Share
142 PG The Procter & G...
153.70
-1.1% 1.46K +18.37% 248.16K 172.77 0.02% Share
143 EMR Emerson Electri...
134.37
-0.43% 2.23K +100.00% 243.95K 109.64 0.02% Share
144 ITEQ BlueStar Israel...
52.34
-1.67% 4.77K -0.48% 233.04K 45.54 0.02% Share
145 IWF iShares Russell...
450.40
+0.11% 645 0.00% 232.9K 235.72 0.02% Share
146 FRI First Trust S&P...
26.88
-0.68% 8.4K 0.00% 231.06K 28.54 0.02% Share
147 DGRO iShares Core Di...
66.23
-0.14% 3.64K -3.16% 225.13K 45.59 0.02% Share
148 ABT Abbott Laborato...
129.32
-0.06% 1.66K +100.00% 219.93K 132.65 0.02% Share
149 BSCT Invesco BulletS...
18.79
-0.11% 11.86K +100.00% 219.75K 18.53 0.02% Share
150 DON WisdomTree U.S....
51.95
-0.99% 4.43K 0.00% 219.28K 44.36 0.02% Share