Rvw Wealth, LLC Incresed Positions in Q3 2024

Rvw Wealth, LLC

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
77.9K
+ 4.45%
$28.69 - $32.06 $2.23M - $2.5M
1.83M $58M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.7K
+ 1.06%
$75.88 - $83.21 $660K - $724K
830K $69.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
46.5K
+ 4.11%
$37.37 - $41.82 $1.74M - $1.94M
1.18M $48.9M
DFAU
Dimensional ETF Tr

ETFs
43.7K
+ 3.52%
$35.8 - $39.69 $1.56M - $1.73M
1.29M $51.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.3K
+ 3.06%
$51.29 - $56.57 $1.2M - $1.32M
786K $44.4M
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
+ 2.39%
$53.68 - $59.24 $792K - $874K
633K $37.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
30.5K
+ 211.03%
$79.58 - $91.64 $2.43M - $2.79M
44.9K $4.07M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
101K
+ 13.27%
$24.78 - $25.11 $2.51M - $2.55M
866K $21.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
76.2K
+ 10.43%
$24.62 - $25.59 $1.88M - $1.95M
807K $20.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
73.1K
+ 9.1%
$23.63 - $24.42 $1.73M - $1.78M
876K $21.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.82K
+ 2.17%
$77.02 - $85.06 $371K - $410K
227K $19.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
82.8K
+ 10.38%
$23.75 - $23.75 $1.97M - $1.97M
880K $20.9M
FXL
First Tr Exchange Traded Fd Fi

ETFs
6.37K
+ 3.27%
$122.48 - $142.51 $780K - $907K
201K $27.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
52.7K
+ 340.42%
$22.51 - $23.57 $1.19M - $1.24M
68.1K $1.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.0%
$162.83 - $179.16 $163 - $179
43.7K $7.84M
VTI
Vanguard Total Stock Market Et

ETFs
731
+ 3.31%
$255.18 - $283.2 $187K - $207K
22.8K $6.46M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.01%
$191.76 - $263.26 $192 - $263
7.81K $2.04M
NVDA
Nvidia Corp

Technology
3.92K
+ 8.9%
$98.91 - $134.91 $388K - $529K
48K $5.83M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
2.26K
+ 10.56%
$46.07 - $50.3 $104K - $114K
23.7K $1.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
37
+ 0.09%
$59.93 - $66.52 $2.22K - $2.46K
42.9K $2.85M
META
Meta Platforms, Inc.

Communication Services
76
+ 7.26%
$453.41 - $572.44 $34.5K - $43.5K
1.12K $642K
JPM
Jpmorgan Chase & CO

Financial Services
479
+ 37.36%
$194.9 - $224.8 $93.4K - $108K
1.76K $371K
JPIN
Jp Morgan Diversified Return I

ETFs
4
+ 0.02%
$54.1 - $60.82 $216 - $243
17.5K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
633
+ 13.57%
$161.02 - $200.0 $102K - $127K
5.3K $986K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3
+ 0.01%
$38.89 - $42.97 $117 - $129
23.6K $1.01M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
6
+ 0.05%
$58.66 - $67.52 $352 - $405
11.7K $788K
PEP
Pepsico Inc

Consumer Defensive
411
+ 32.72%
$161.9 - $179.3 $66.5K - $73.7K
1.67K $283K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
16
+ 0.08%
$32.65 - $36.84 $522 - $589
18.9K $695K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
712
+ 13.32%
$57.32 - $62.65 $40.8K - $44.6K
6.06K $377K
VTV
Vanguard Value ETF

ETFs
82
+ 4.1%
$159.75 - $174.57 $13.1K - $14.3K
2.08K $363K
GOOG
Alphabet Inc.

Communication Services
363
+ 22.74%
$149.54 - $192.66 $54.3K - $69.9K
1.96K $327K
DFAX
Dimensional ETF Tr
3
+ 0.01%
$24.29 - $27.25 $72.9 - $81.8
20.1K $542K
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 3.83%
$517.38 - $573.86 $11.4K - $12.6K
597 $342K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
61
+ 0.54%
$26.13 - $31.72 $1.59K - $1.93K
11.4K $354K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
55
+ 0.7%
$39.43 - $44.82 $2.17K - $2.47K
7.88K $353K
GOOGL
Alphabet Inc.

Communication Services
360
+ 14.49%
$148.65 - $191.18 $53.5K - $68.8K
2.84K $471K
FTSL
First Trust Senior Ln Fund

ETFs
58
+ 0.5%
$45.51 - $46.26 $2.64K - $2.68K
11.5K $529K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
84
+ 0.79%
$25.97 - $26.11 $2.18K - $2.19K
10.8K $280K
ESG
Flexshares Stoxx Us Esg Select
36
+ 0.21%
N/A
16.9K $0
Blue Star Israel Technology ETF
19
+ 0.28%
N/A
6.85K $0
Victory Shares Free Cash Flow ETF
84.2K
+ 256.53%
N/A
117K $0
Wisdomtree Us Quality Growth ETF
137K
+ 13.87%
N/A
1.13M $0
CVX
Chevron Corp

Energy
151
+ 4.84%
$137.88 - $161.97 $20.8K - $24.5K
3.27K $481K
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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