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RVW Wealth, LLC

SEC CIK
0001756543
最新申報
2026/7/7

2021 年第 1 季持倉

持倉截至 2021/3/31,2021/4/2 申報。只含多頭部位。

機構總覽
持股檔數
103
2020 年第 4 季沒有 13F 資料
總值
$7.51 億
2020 年第 4 季沒有 13F 資料
申報日
2021/4/2
SEC

Livermore 的 13F 資料從 2021 年第 1 季開始,這一季沒有前一季可以比較,所以不顯示股數變化與動作。

RVW Wealth, LLC 在 2021 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares MSCI Eafe ETF464287465ETF453,115$3,400 萬4.5%–––
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV362,459$3,100 萬4.1%–––
WisdomTree Tr97717X669US QTLY DIV GRT540,120$3,100 萬4.1%–––
American Centy ETF Tr025072885US EQT ETF444,131$3,100 萬4.1%–––
SPDR Series Trust78464A805ST STR PR SP1500618,553$3,000 萬4.0%–––
iShares MSCI USA Quality Factor ETF46432F339ETF237,821$2,900 萬3.9%–––
SPDR Ser Tr78464A813S&P 600 SML CAP311,237$2,900 萬3.9%–––
Osi ETF Tr67110P704OSHS GBL INTER537,120$2,800 萬3.7%–––
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF933,074$2,500 萬3.3%–––
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF173,603$2,500 萬3.3%–––
iShares Tr46434VAX8IBONDS DEC23 ETF942,672$2,500 萬3.3%–––
iShares Tr46434VBG4IBONDS DEC24 ETF909,269$2,400 萬3.2%–––
DBX ETF Tr233051481XTRA RU 1000 ETF542,560$2,300 萬3.1%–––
American Centy ETF Tr025072703INTL EQT ETF379,383$2,300 萬3.1%–––
iShares Tr46435G516ESG AW MSCI EAFE302,753$2,300 萬3.1%–––
First Trust Rising Dividend Achievers ETF33738R506ETF449,523$2,000 萬2.7%–––
iShares Tr46434VBA7IBONDS DEC22 ETF788,103$2,000 萬2.7%–––
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR494,471$1,900 萬2.5%–––
iShares Tr46434VBK5IBONDS DEC21 ETF763,502$1,900 萬2.5%–––
Flexshares Tr33939L845QLT DIV DEF IDX329,284$1,700 萬2.3%–––
Flexshares Tr33939L100MORNSTAR USMKT108,273$1,700 萬2.3%–––
SPDR Ser Tr78464A110FACTST INV ETF77,229$1,600 萬2.1%–––
Nushares ETF Tr67092P201NUVEEN ESG LRGCP263,638$1,500 萬2.0%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF274,187$1,400 萬1.9%–––
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE200,131$1,400 萬1.9%–––
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ230,317$1,400 萬1.9%–––
First Tr Exchange-Traded FD33734H106SHS334,602$1,300 萬1.7%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF298,309$1,300 萬1.7%–––
AAPLApple Inc.Stock82,936$1,000 萬1.3%––歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN117,268$1,000 萬1.3%–––
First Tr Exchange-Traded FD33734X176TECH ALPHADEX58,973$700.0 萬0.9%–––
Invesco QQQ Trust Series I46090E103ETF19,088$600.0 萬0.8%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT42,497$600.0 萬0.8%–––
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB211,211$500.0 萬0.7%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF19,564$400.0 萬0.5%–––
iShares Core S&P Small Cap ETF464287804ETF37,242$400.0 萬0.5%–––
DISWalt Disney CoStock21,522$400.0 萬0.5%––歷史
iShares Tr46434V878ULTRA SHORT DUR88,289$400.0 萬0.5%–––
First Tr Exch TRD Alphdx FD33737J307EM SML CP ALPH71,776$300.0 萬0.4%–––
iShares Tr46434V282U S EQUITY FACTR74,611$300.0 萬0.4%–––
BSCLBILI Social International, Inc.BULSHS 2021 CB142,977$300.0 萬0.4%––歷史
AMZNAmazon Com IncStock489$200.0 萬0.3%––歷史
Schwab U.S. Broad Market ETF808524102ETF22,423$200.0 萬0.3%–––
TSLATesla, Inc.Stock2,585$200.0 萬0.3%––歷史
KHCKraft Heinz CoStock40,240$200.0 萬0.3%––歷史
Flexshares Tr33939L662HIG YLD VL ETF36,261$200.0 萬0.3%–––
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL35,956$200.0 萬0.3%–––
American Centy ETF Tr025072604AVANTIS EMGMKT26,048$200.0 萬0.3%–––
iShares Tr464288521CRE U S REIT ETF30,976$200.0 萬0.3%–––
WisdomTree Tr97717W547US VALUE FD14,693$200.0 萬0.3%–––
Flexshares Tr33939L696STOX US ESG SLCT17,037$200.0 萬0.3%–––
WisdomTree Tr97717W570US MIDCAP FUND31,580$200.0 萬0.3%–––
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB79,391$200.0 萬0.3%–––
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB90,349$200.0 萬0.3%–––
State Street Real Estate Select Sector SPDR ETF81369Y860ETF35,967$100.0 萬0.1%–––
NFLXNetflix IncStock1,204$100.0 萬0.1%––歷史
iShares Tips Bond ETF464287176ETF6,911$100.0 萬0.1%–––
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF9,124$100.0 萬0.1%–––
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF13,694$100.0 萬0.1%–––
GOOGLAlphabet Inc.Stock203$100.0 萬0.1%––歷史
MSFTMicrosoft CorpStock2,807$100.0 萬0.1%––歷史
BRK.BBerkshire Hathaway IncStock3,292$100.0 萬0.1%––歷史
METAMeta Platforms, Inc.Stock2,100$100.0 萬0.1%––歷史
iShares Core MSCI Eafe ETF46432F842ETF4,674$100.0 萬0.1%–––
ABBVAbbVie Inc.Stock4,956$100.0 萬0.1%––歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF12,239$100.0 萬0.1%–––
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF48,507$100.0 萬0.1%–––
Vanguard Dividend Appreciation ETF921908844ETF3,301$100.0 萬0.1%–––
iShares Core Dividend Growth ETF46434V621ETF10,919$100.0 萬0.1%–––
CCitigroup IncStock20,000$100.0 萬0.1%––歷史
PYPLPayPal Holdings, Inc.Stock1,620$100.0 萬0.1%––歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,387$100.0 萬0.1%–––
ARK ETF Tr00214Q302GENOMIC REV ETF3,700$100.0 萬0.1%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF19,072$100.0 萬0.1%–––
Invesco Exch Traded FD Tr II46138E511PFD ETF66,999$100.0 萬0.1%–––
Global X FDS37954Y657US PFD ETF45,237$100.0 萬0.1%–––
BRK.ABerkshire Hathaway IncCL A1$100.0 萬0.1%––歷史
Flexshares Tr33939L837INTL QLTDV IDX30,506$100.0 萬0.1%–––
Nushares ETF Tr67092P607NUVEEN ESG SMLCP18,604$100.0 萬0.1%–––
First Tr Exchange-Traded FD33738D309SENIOR LN FD27,167$100.0 萬0.1%–––
Nushares ETF Tr67092P508NUVEEN ESG MIDVL11,351$100.0 萬0.1%–––
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV28,657$100.0 萬0.1%–––
iShares Tr464287689RUSSELL 3000 ETF1,876$100.0 萬0.1%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL19,624$100.0 萬0.1%–––
Ssga Active ETF Tr78467V608ST STR BL LN ETF16,971$100.0 萬0.1%–––
AMCAMC Entertainment Holdings, Inc.CL A COM32,488$100.0 萬0.1%––歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB48,336$100.0 萬0.1%–––
TRIThomson Reuters CorpCOM NEW13,073$100.0 萬0.1%––歷史
SPYSPDR S&P 500 ETF TrustETF664––––歷史
ARCCAres Capital CorpCEF12,941––––歷史
BABoeing CoStock932––––歷史
PLTRPalantir Technologies Inc.Stock12,211––––歷史
AERAerCap Holdings N.V.SHS4,000––––歷史
First Tr Exchange-Traded FD33734G108COM12,337–––––
Nushares ETF Tr67092P409NUVEEN ESG MIDCP4,188–––––
Nushares ETF Tr67092P888NUVEEN ESG EMRGN7,749–––––
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT5,044–––––
WisdomTree Tr97717W505US MIDCAP DIVID7,124–––––
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,207–––––
iShares Tr464288562RESIDENTIAL MULT3,755–––––