Revolve Wealth Partners, LLC ETFs

Revolve Wealth Partners, LLC

$660 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWP Ishares Russell Mid Cap Growth	$0	$866,000 0.13% of portfolio	7,370	Q4 2024 Added 2.53%
FNDX Schwab Fundamental U S Large C	$0	$816,000 0.12% of portfolio	34,911	Q1 2025 Added 14.99%
IWS Ishares Russell Midcap Value E	$0	$805,000 0.12% of portfolio	6,440	Q1 2025 Added 0.02%
SUB Ishares Short Term National Mu	$0	$712,000 0.11% of portfolio	6,756	Q1 2025 Added 21.71%
EFA Ishares Tr Msci Eafe ETF	$0	$686,000 0.1% of portfolio	8,322	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$658,000 0.1% of portfolio	2,696	Q4 2024 Reduced 2.99%
VWO Vanguard Ftse Emerging Mkts Et	$0	$629,000 0.1% of portfolio	13,900	Q1 2025 Reduced 1.62%
DFSV Dimensional ETF Tr Dimensional	$0	$628,000 0.1% of portfolio	22,360	Q1 2024 Added 0.86%
SCHV Schwab Strategic Tr Us Large C	$0	$546,000 0.08% of portfolio	20,749	Q1 2025 Reduced 0.62%
SPMD Spdr Portfolio	$0	$545,000 0.08% of portfolio	10,680	Q1 2025 Reduced 1.16%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$524,000 0.08% of portfolio	13,838	Q1 2025 Added 11.22%
FNDF Schwab Fundamental Intl Large	$0	$520,000 0.08% of portfolio	14,293	Q1 2025 Added 13.42%
GBTC Grayscale Bitcoin Trust (Btc)	$58B	$510,000 0.08% of portfolio	7,715	Q4 2024 Added 0.04%
PRF Invesco Exchange Traded Fd Tr	$0	$465,000 0.07% of portfolio	11,623	Q4 2024 New
IEMG Ishares Inc	$0	$464,000 0.07% of portfolio	8,668	Q1 2025 Added 52.18%
IWB Ishares Tr Russell 1000 ETF	$0	$460,000 0.07% of portfolio	1,509	Q4 2024 Added 56.05%
IWY Ishares Tr Russell 200 Growth	$0	$447,000 0.07% of portfolio	2,126	Q1 2023 Reduced 0.14%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$417,000 0.06% of portfolio	7,954	Q1 2025 Added 3.82%
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$399,000 0.06% of portfolio	19,714	Q1 2025 Added 12.84%
SCHB Schwab Strategic Tr Us Broad M	$0	$399,000 0.06% of portfolio	18,652	Q1 2025 Reduced 13.29%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$365,000 0.06% of portfolio	18,672	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$360,000 0.05% of portfolio	11,723	Q1 2025 Added 6.06%
IWV Ishares Russell 3000 ETF	$0	$349,000 0.05% of portfolio	1,106	Q2 2023 Added 2.22%
VTV Vanguard Value ETF	$0	$342,000 0.05% of portfolio	2,005	Q1 2025 Added 43.01%
IUSG Ishares Core S&P U.S Growth Et	$0	$316,000 0.05% of portfolio	2,494	Q1 2025 Added 2.3%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$312,000 0.05% of portfolio	5,742	Q1 2025 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$292,000 0.04% of portfolio	9,439	Q1 2025 Reduced 6.41%
VV Vanguard Large Cap ETF	$0	$290,000 0.04% of portfolio	1,138	Q4 2024 Added 9.63%
IWR Ishares Russell Mid Cap ETF	$0	$284,000 0.04% of portfolio	3,360	Q1 2025 Reduced 8.1%
VYM Vanguard Whitehall Fds (Vangua	$0	$274,000 0.04% of portfolio	2,152	Q2 2024 Reduced 4.31%
BNDX Vanguard Total International B	$0	$272,000 0.04% of portfolio	5,581	Q1 2025 Added 0.18%
IYW Ishares Dj Us Tech ETF	$0	$257,000 0.04% of portfolio	1,830	Q1 2025 Reduced 7.2%
FNDA Schwab Fundamental U S Small C	$0	$252,000 0.04% of portfolio	9,230	Q1 2025 Added 6.88%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$251,000 0.04% of portfolio	12,181	Q4 2024 Reduced 14.01%
BND Vanguard Bd Index Fd Inc Total	$0	$241,000 0.04% of portfolio	3,299	Q1 2025 Added 0.03%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$238,000 0.04% of portfolio	567	Q4 2024 Added 0.18%
DNL Wiswisdomtree Tr	$0	$225,000 0.03% of portfolio	6,284	Q1 2025 New
IAU Ishares Gold Trust	$53.2B	$224,000 0.03% of portfolio	3,810	Q1 2025 New
FNDC Schwab Fundamental Intl Small	$0	$214,000 0.03% of portfolio	5,868	Q1 2025 New
EZM Wisdomtree U.S. Midcap Fund	$0	$214,000 0.03% of portfolio	3,616	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$213,000 0.03% of portfolio	7,724	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$212,000 0.03% of portfolio	3,556	Q1 2025 New

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