Back to RVW Wealth, LLC

RVW Wealth, LLC

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
FLEXSHARES TRUST HIG YLD VL ET F$346.6K8,5090.0%
Nuveen Esg Emerging$349.9K9,8350.0%
Ishares Tr S&P Midcap$350.8K5,3150.0%
INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF$351.5K17,0640.0%
INTERNATIONAL BUSINESS MACHINES CORP$367.8K1,2420.0%
ANALOG DEVICES INC$373.2K1,3760.0%
CAPITAL ONE FINANCIAL CORP$376.4K1,5530.0%
GENERAL ELECTRIC CO$385.8K1,2520.0%
FIRST TRUST SENIOR LN FD ETF$397.7K8,6680.0%
BOSTON SCIENTIFIC CORP$411.5K4,3160.0%
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF$424.5K9,4230.0%
Vanguard Info Technology$429.7K5700.0%
Ishares S&P 500 Growth$434.5K3,5250.0%
SCHWAB CHARLES CORP$451.0K4,5140.0%
DOMINION ENERGY, INC$452.6K7,7250.0%
DIMENSIONAL WLD EX US CR EQ 2 ETF$463.7K14,1680.0%
FlexShares Intl Qual Div ETF$465.7K15,3180.0%
Bitcoin Investment Ord$469.8K6,8720.0%
Vanguard Mid Cap$470.7K1,6220.0%
MCDONALD'S CORP$481.1K1,5740.0%
Spdr Barclays Cnv$491.7K5,5120.0%
Nuveen Global High Income FundJGHClosed-End Fund$496.6K39,3790.0%
ISHARES TRUST IBONDS DEC 2031 TERM CORPOR$500.9K23,6820.0%
Vaneck Vectors Israel ETF$503.4K8,5600.0%
Ishares TRUST S&P$515.1K7520.0%
Palantir Technologies Inc$516.0K2,9030.0%
CHEVRON CORP$528.4K3,4670.0%
Walmart Inc.$539.4K4,8420.0%
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF$544.4K27,8110.0%
Pwrshr S&P500 Hidiv$572.2K11,9200.0%
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF$572.3K13,5960.0%
Nuveen Preferred & Income Opportunities FundJPCClosed-End Fund$575.2K70,9220.0%
Ishares Russell 3000$588.8K1,5220.0%
Vanguard Intl Eqty Index$600.0K8,1560.0%
iShares ESG Screened S&P Mid-Cap ETF$611.4K13,6940.0%
Mastercard Inc$616.9K1,0810.0%
Morgan Stanley$618.9K3,4860.0%
Ishares Core Msci Eafe$638.6K7,1390.0%
Asml Hldgs Nv$645.1K6030.0%
Nuveen Esg Mid Cap Value$671.8K17,1820.1%
iShares Bitcoin Trust ETF$687.2K13,8410.1%
iShares MSCI UAE ETF$693.8K5,7210.1%
iShares Broad USD High Yield Corp Bd ETF$734.8K19,6510.1%
JOHNSON & JOHNSON$738.2K3,5670.1%
Netflix Inc$738.8K7,8800.1%
Berkshire Hathaway Inc A$754.8K10.1%
Northrop Grumman Corp$775.5K1,3600.1%
Ishares Russell Midcap$803.5K5,8670.1%
Meta Platforms Inc$806.3K1,2210.1%
Invesco RAFI Strategic US ETF$814.9K14,2560.1%
← PrevPage 2 of 4Next →