13F Filings for Revolve Wealth Partners, LLC (CIK: 1808992)
View the most recent portfolio holdings disclosed by Revolve Wealth Partners, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 392.68K | $119.35M | 15.51% | Increased | 19.80K (5.0%, $16.86M) |
N/A - ISHARES TR(Class: CORE MSCI EAFE) | 580.82K | $48.49M | 6.30% | Decreased | 11.37K (1.0%, $3.69M) |
IVAL - EA SERIES TRUST(Class: INTL QUAN VALUE) | 1.35M | $37.72M | 4.90% | Decreased | 20.32K (1.0%, $2.65M) |
HYMB - SPDR SERIES TRUST(Class: NUVEEN ICE HIGH) | 1.18M | $29.34M | 3.81% | Decreased | 43.79K (3.0%, $1.63M) |
QMOM - EA SERIES TRUST(Class: US QUAN MOMENTUM) | 406.83K | $26.44M | 3.44% | Increased | 30.63K (8.0%, $4.09M) |
ITAN - EA SERIES TRUST(Class: SPARKLINE INTANG) | 776.05K | $25.07M | 3.26% | Increased | 53.84K (7.0%, $3.56M) |
TBIL - RBB FD INC(Class: US TREAS 3 MNTH) | 486.49K | $24.32M | 3.16% | Increased | 175 (0.0%, $1.42K) |
N/A - CAMBRIA ETF TR(Class: SHSHLD YIELD ETF) | 366.07K | $23.81M | 3.09% | Increased | 36.33K (11.0%, $2.77M) |
SCHF - SCHWAB STRATEGIC TR(Class: INTL EQTY ETF) | 945.29K | $20.89M | 2.71% | Increased | 41.96K (4.0%, $3.02M) |
TFI - SPDR SERIES TRUST(Class: NUVEEN ICE MUNIC) | 412.35K | $18.42M | 2.39% | Decreased | 11.67K (2.0%, $691.09K) |
DLN - WISDOMTREE TR(Class: US LARGECAP DIVD) | 213.43K | $17.53M | 2.28% | Decreased | 6.17K (2.0%, $101.36K) |
DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 406.64K | $17.18M | 2.23% | Increased | 373.89K (1141.0%, $15.81M) |
N/A - WISDOMTREE TR(Class: INTL QULTY DIV) | 425.96K | $16.88M | 2.19% | Increased | 14.27K (3.0%, $2.20M) |
SCHZ - SCHWAB STRATEGIC TR(Class: US AGGREGATE B) | 724.79K | $16.84M | 2.19% | Decreased | 18.14K (2.0%, $362.02K) |
AAPL - APPLE INC(Class: COM) | 68.08K | $13.97M | 1.82% | Decreased | 4.42K (6.0%, $2.14M) |
MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 133.31K | $13.93M | 1.81% | Increased | 5.03K (3.0%, $401.88K) |
MSFT - MICROSOFT CORP(Class: COM) | 27.39K | $13.62M | 1.77% | Decreased | 532 (1.0%, $3.14M) |
SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 450.76K | $13.17M | 1.71% | Decreased | 38.82K (7.0%, $907.69K) |
NVDA - NVIDIA CORPORATION(Class: COM) | 75.41K | $11.91M | 1.55% | Decreased | 4.14K (5.0%, $3.29M) |
N/A - VANECK ETF TRUST(Class: HIGH YLD MUNIETF) | 230.61K | $11.58M | 1.50% | Increased | 39.06K (20.0%, $1.78M) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 18.41K | $11.43M | 1.49% | Increased | 517 (2.0%, $1.38M) |
AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 122.25K | $11.14M | 1.45% | Increased | 2.75K (2.0%, $719.85K) |
SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 430.46K | $10.52M | 1.37% | Decreased | 40.81K (8.0%, $114.69K) |
AMGN - AMGEN INC(Class: COM) | 26.53K* | $7.41M* | 0.96% | Increased | 11.03K (71.0%, $2.58M) |
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 129.09K | $7.36M | 0.96% | Decreased | 161 (0.0%, $789.58K) |