RVW Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW RVW Wealth, LLC | Institutional Filer | ▼ 1.95% | $1.28B | 176 |
Current Portfolio Holdings
Showing all 176 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | — | 4.6M | $208.9M | 16.27% |
| 2 | AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | — | 803K | $89.2M | 6.95% |
| 3 | DGRW | Wisdomtree US Divid Etf | — | 830K | $72.9M | 5.68% |
| 4 | QGRW | WISDOMTREE US QUALITY GROWTH ETF | — | 1.1M | $56.9M | 4.44% |
| 5 | DFAI | Dimensional International Cr Eq Mkt ETF | — | 1.5M | $56.7M | 4.42% |
| 6 | JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | — | 918K | $56.3M | 4.39% |
| 7 | IQLT | ISHARES TRUST INTL QLTY FACTOR ETF | — | 922K | $42.6M | 3.32% |
| 8 | VFLO | VictoryShares Free Cash Flow ETF | — | 1.0M | $39.5M | 3.08% |
| 9 | RDVY | First Trst Nasdaq Rsng | — | 571K | $39.0M | 3.04% |
| 10 | AAPL | Apple Inc. | Technology | 136K | $34.5M | 2.69% |
| 11 | IBDS | iShares iBonds Dec 2027 Term Corp ETF | — | 1.2M | $29.5M | 2.30% |
| 12 | IBDT | ISHARES TRUST IBDS DEC28 ETF | — | 1.2M | $29.4M | 2.29% |
| 13 | DFAE | Dimensional Emerging Core Equity Mkt ETF | — | 859K | $29.1M | 2.26% |
| 14 | SPMO | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF | — | 247K | $27.7M | 2.16% |
| 15 | IBDR | ISHARES TRUST IBONDS DEC2026 E TF | — | 1.1M | $27.6M | 2.15% |
Showing 1 to 15 of 176 holdings