RVW Wealth, LLC
- SEC CIK
- 0001756543
- Latest filing
- Jul 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 2, 2021. Long positions only.
- Positions
- 103
- No 13F data for Q4 2020
- Portfolio value
- $751.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 453,115 | $34.0M | 4.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 362,459 | $31.0M | 4.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 540,120 | $31.0M | 4.1% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 444,131 | $31.0M | 4.1% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 618,553 | $30.0M | 4.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 237,821 | $29.0M | 3.9% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 311,237 | $29.0M | 3.9% | – | – | – |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 537,120 | $28.0M | 3.7% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 933,074 | $25.0M | 3.3% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 173,603 | $25.0M | 3.3% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 942,672 | $25.0M | 3.3% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 909,269 | $24.0M | 3.2% | – | – | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 542,560 | $23.0M | 3.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 379,383 | $23.0M | 3.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 302,753 | $23.0M | 3.1% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 449,523 | $20.0M | 2.7% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 788,103 | $20.0M | 2.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 494,471 | $19.0M | 2.5% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 763,502 | $19.0M | 2.5% | – | – | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 329,284 | $17.0M | 2.3% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 108,273 | $17.0M | 2.3% | – | – | – |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 77,229 | $16.0M | 2.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 263,638 | $15.0M | 2.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 274,187 | $14.0M | 1.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 200,131 | $14.0M | 1.9% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 230,317 | $14.0M | 1.9% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 334,602 | $13.0M | 1.7% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 298,309 | $13.0M | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 82,936 | $10.0M | 1.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 117,268 | $10.0M | 1.3% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,973 | $7.00M | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,088 | $6.00M | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,497 | $6.00M | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 211,211 | $5.00M | 0.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,564 | $4.00M | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,242 | $4.00M | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 21,522 | $4.00M | 0.5% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 88,289 | $4.00M | 0.5% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 71,776 | $3.00M | 0.4% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 74,611 | $3.00M | 0.4% | – | – | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 142,977 | $3.00M | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 489 | $2.00M | 0.3% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 22,423 | $2.00M | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,585 | $2.00M | 0.3% | – | – | History |
| KHCKraft Heinz Co | Stock | 40,240 | $2.00M | 0.3% | – | – | History |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 36,261 | $2.00M | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 35,956 | $2.00M | 0.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 26,048 | $2.00M | 0.3% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 30,976 | $2.00M | 0.3% | – | – | – |
| WisdomTree Tr97717W547 | US VALUE FD | 14,693 | $2.00M | 0.3% | – | – | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 17,037 | $2.00M | 0.3% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 31,580 | $2.00M | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 79,391 | $2.00M | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 90,349 | $2.00M | 0.3% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 35,967 | $1.00M | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 1,204 | $1.00M | 0.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 6,911 | $1.00M | 0.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 9,124 | $1.00M | 0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 13,694 | $1.00M | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 203 | $1.00M | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,807 | $1.00M | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,292 | $1.00M | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,100 | $1.00M | 0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,674 | $1.00M | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,956 | $1.00M | 0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,239 | $1.00M | 0.1% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 48,507 | $1.00M | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,301 | $1.00M | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,919 | $1.00M | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 20,000 | $1.00M | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,620 | $1.00M | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,387 | $1.00M | 0.1% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 3,700 | $1.00M | 0.1% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 19,072 | $1.00M | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 66,999 | $1.00M | 0.1% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 45,237 | $1.00M | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $1.00M | 0.1% | – | – | History |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 30,506 | $1.00M | 0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,604 | $1.00M | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 27,167 | $1.00M | 0.1% | – | – | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 11,351 | $1.00M | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,657 | $1.00M | 0.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,876 | $1.00M | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 19,624 | $1.00M | 0.1% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 16,971 | $1.00M | 0.1% | – | – | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 32,488 | $1.00M | 0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 48,336 | $1.00M | 0.1% | – | – | – |
| TRIThomson Reuters Corp | COM NEW | 13,073 | $1.00M | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 664 | – | – | – | – | History |
| ARCCAres Capital Corp | CEF | 12,941 | – | – | – | – | History |
| BABoeing Co | Stock | 932 | – | – | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 12,211 | – | – | – | – | History |
| AERAerCap Holdings N.V. | SHS | 4,000 | – | – | – | – | History |
| First Tr Exchange-Traded FD33734G108 | COM | 12,337 | – | – | – | – | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 4,188 | – | – | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 7,749 | – | – | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 5,044 | – | – | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 7,124 | – | – | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,207 | – | – | – | – | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,755 | – | – | – | – | – |