Rvw Wealth, LLC
CIK Number: 0001756543
Main Sectors:
Top Industries:
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 |