RVW Wealth, LLC Q4 2023 Filing
Filed January 8, 2024
Portfolio Value
$910.3B
Holdings
142
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IVWIshares S&P 500 Growth | 3,525 | $0 | 0.00% | |
| 102 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 6,983 | $0 | 0.00% | |
| 103 | XOMExxon Mobil Corporation | 5,599 | $0 | 0.00% | |
| 104 | HYLSFirst TRUST Tactcl High | 11,114 | $0 | 0.00% | |
| 105 | MNKDMannkind Corp | 46,151 | $0 | 0.00% | |
| 106 | PGXPowershs Exch Trad Fd Tr | 33,744 | $0 | 0.00% | |
| 107 | JPINJpmorgan Dvrsfd Rtrn | 17,748 | $0 | 0.00% | |
| 108 | AQLTIshares Core Msci Eafe | 7,536 | $0 | 0.00% | |
| 109 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 21,238 | $0 | 0.00% | |
| 110 | CVXChevron Corporation | 3,469 | $0 | 0.00% | |
| 111 | JGHNUVEEN GLOBAL HIGH INCM FD SHS | 31,900 | $0 | 0.00% | |
| 112 | METAMeta Platforms, Inc. | 929 | $0 | 0.00% | |
| 113 | JPSTJP MORGAN ETF TRUST ULTRA SHRT INC ETF | 16,291 | $0 | 0.00% | |
| 114 | JFRNuveen Floating Rate Income | 29,037 | $0 | 0.00% | |
| 115 | VEUVanguard Intl Eqty Index | 11,525 | $0 | 0.00% | |
| 116 | FPFFirst TRUST Intermediate | 12,700 | $0 | 0.00% | |
| 117 | VRPInvesco Variable Rate Preferred ETF | 29,743 | $0 | 0.00% | |
| 118 | JNJJohnson & Johnson | 1,485 | $0 | 0.00% | |
| 119 | SPYS P D R TRUST Unit SR | 575 | $0 | 0.00% | |
| 120 | ABBVAbbvie Inc | 5,103 | $0 | 0.00% | |
| 121 | HYIWestern Asset High Yld Def Opp | 19,500 | $0 | 0.00% | |
| 122 | BSCQINVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | 51,257 | $0 | 0.00% | |
| 123 | REZIshares Ftse Nareit Res | 5,772 | $0 | 0.00% | |
| 124 | SPEMSPDR PORTFOLIO EMG MK ETF | 22,870 | $0 | 0.00% | |
| 125 | ACVVirtus Diversified Income & Convertible Fund | 12,100 | $0 | 0.00% | |
| 126 | JPCNuveen Preferred Income | 58,500 | $0 | 0.00% | |
| 127 | AGQProShares Ultra Silver | 17,000 | $0 | 0.00% | |
| 128 | IJHIshares Tr S&P Midcap | 1,161 | $0 | 0.00% | |
| 129 | AAGRAFRICAN AGRICULTURE HOLDINGS ORD | 10,000 | $0 | 0.00% | |
| 130 | VHTVanguard Health Care | 957 | $0 | 0.00% | |
| 131 | GOOGLGoogle Inc Class A | 2,804 | $0 | 0.00% | |
| 132 | VEAVanguard Europe Pac Etf | 11,534 | $0 | 0.00% | |
| 133 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 17,110 | $0 | 0.00% | |
| 134 | VGTVanguard Info Technology | 813 | $0 | 0.00% | |
| 135 | ISRAVaneck Vectors Israel ETF | 16,954 | $0 | 0.00% | |
| 136 | TIPIshares Tr Lehman Tips | 6,905 | $0 | 0.00% | |
| 137 | IWVIshares Russell 3000 | 1,558 | $0 | 0.00% | |
| 138 | VTVVanguard Value | 2,117 | $0 | 0.00% | |
| 139 | VNQVanguard Reit | 2,630 | $0 | 0.00% | |
| 140 | IVVIshares TRUST S&P | 808 | $0 | 0.00% | |
| 141 | AQLTiShares iBonds Dec 2024 Term Muni Bond | 11,636 | $0 | 0.00% | |
| 142 | DDominion Res Inc Va New | 7,725 | $0 | 0.00% |
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