RVW Wealth, LLC
CIK 1756543 · Holdings on Sep 30, 2023 · First reported Oct 12, 2023
Top ten holdings
Q3 2023- AVUS9.84%
- DGRW5.53%
- DFAI4.47%
- DFAU4.26%
- JQUA3.66%
- IQLT3.57%
- COWZ3.52%
- RDVY3.26%
- NULG3.23%
- AVDE3.05%
Share classes counted separately44.39%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $81.67M | 9.84% | 1.11M shares | — | ↗▾ | |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $45.87M | 5.53% | 722.43K shares | — | ↗▾ | |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $37.11M | 4.47% | 1.42M shares | — | ↗▾ | |
| 04 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $35.35M | 4.26% | 1.18M shares | — | ↗▾ | |
| 05 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $30.40M | 3.66% | 702.54K shares | — | ↗▾ | |
| 06 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $29.60M | 3.57% | 880.73K shares | — | ↗▾ | |
| 07 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $29.21M | 3.52% | 590.86K shares | — | ↗▾ | |
| 08 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $27.07M | 3.26% | 589.20K shares | — | ↗▾ | |
| 09 | NULGNUVEEN ESG LRG-CAP GRW ETFNUVEEN ESG LRGCP View history and evidence | $26.79M | 3.23% | 446.78K shares | — | ↗▾ | |
| 10 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $25.28M | 3.05% | 454.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| C CITIGROUP INC | Non-derivative | — | — | SEC filing ↗ | |
| G3421J106 FERGUSON PLC | Non-derivative | — | — | SEC filing ↗ | |
| PMAR INNOVATOR U.S. EQUITY POWER | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1756543 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 829532346
}Research all 377 reported holdings.
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