RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/7 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 138
- 較 2021 年第 4 季 −2
- 總值
- $8.66 億
- 較 2021 年第 4 季 −$2,948 萬 (−3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 769,520 | $4,277 萬 | 4.9% | +19,349+2.6% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 546,098 | $4,210 萬 | 4.9% | +28,906+5.6% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 611,319 | $3,892 萬 | 4.5% | +16,416+2.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 275,542 | $3,710 萬 | 4.3% | +7,835+2.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 472,849 | $3,480 萬 | 4.0% | −5,525−1.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 366,723 | $3,380 萬 | 3.9% | +1,588+0.4% | 加碼 | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 332,787 | $3,115 萬 | 3.6% | +1,110+0.3% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 203,756 | $3,107 萬 | 3.6% | +9,019+4.6% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 395,367 | $2,915 萬 | 3.4% | +13,270+3.5% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 411,850 | $2,485 萬 | 2.9% | +3,950+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 567,972 | $2,436 萬 | 2.8% | +17,174+3.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 483,360 | $2,369 萬 | 2.7% | +8,185+1.7% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 927,716 | $2,345 萬 | 2.7% | −6,925−0.7% | 減碼 | – |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 621,953 | $2,340 萬 | 2.7% | +30,811+5.2% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 885,126 | $2,222 萬 | 2.6% | −471−0.1% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 866,501 | $2,188 萬 | 2.5% | −13,854−1.6% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 370,501 | $2,094 萬 | 2.4% | +4,580+1.3% | 加碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 834,452 | $2,090 萬 | 2.4% | +6,161+0.7% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 300,461 | $1,825 萬 | 2.1% | +13,394+4.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 737,984 | $1,819 萬 | 2.1% | +9,667+1.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 224,343 | $1,810 萬 | 2.1% | +1,764+0.8% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 486,841 | $1,781 萬 | 2.1% | +45,315+10.3% | 加碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 99,810 | $1,738 萬 | 2.0% | −3,352−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 392,751 | $1,661 萬 | 1.9% | +16,075+4.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 92,873 | $1,622 萬 | 1.9% | +2,255+2.5% | 加碼 | 歷史 |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 90,256 | $1,383 萬 | 1.6% | +7,062+8.5% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 317,749 | $1,228 萬 | 1.4% | +37,872+13.5% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 215,568 | $1,218 萬 | 1.4% | −14,655−6.4% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 265,704 | $1,211 萬 | 1.4% | −6,200−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 406,703 | $1,145 萬 | 1.3% | +98,415+31.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 105,910 | $991.0 萬 | 1.1% | −277−0.3% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 172,613 | $865.7 萬 | 1.0% | +10,749+6.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,438 | $741.0 萬 | 0.9% | −110−0.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,819 | $722.6 萬 | 0.8% | +36+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 57,157 | $663.9 萬 | 0.8% | −432−0.8% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 92,980 | $551.2 萬 | 0.6% | −17,170−15.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 257,264 | $513.8 萬 | 0.6% | +916+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,504 | $485.4 萬 | 0.6% | +1,014+29.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,335 | $440.2 萬 | 0.5% | −38−0.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 200,524 | $426.3 萬 | 0.5% | −3,849−1.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 84,455 | $424.6 萬 | 0.5% | −3,791−4.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 35,754 | $385.7 萬 | 0.4% | −84−0.2% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 88,322 | $358.9 萬 | 0.4% | +11,288+14.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,033 | $336.8 萬 | 0.4% | −19−1.8% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 65,229 | $290.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 133,757 | $281.8 萬 | 0.3% | +2,481+1.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 130,132 | $272.1 萬 | 0.3% | +13,017+11.1% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 58,941 | $265.0 萬 | 0.3% | +6,872+13.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 123,697 | $261.0 萬 | 0.3% | +5,260+4.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 18,498 | $253.7 萬 | 0.3% | −3,750−16.9% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 42,763 | $228.3 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 48,002 | $222.3 萬 | 0.3% | +345+0.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,268 | $217.1 萬 | 0.3% | +20,268 | 新進 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 80,250 | $191.6 萬 | 0.2% | +1,643+2.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 41,287 | $188.9 萬 | 0.2% | +757+1.9% | 加碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 65,747 | $171.5 萬 | 0.2% | +41,000+165.7% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 27,551 | $169.7 萬 | 0.2% | 00.0% | 不變 | – |
| Global X FDS37954Y657 | US PFD ETF | 68,640 | $161.3 萬 | 0.2% | −32,908−32.4% | 減碼 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 14,602 | $160.1 萬 | 0.2% | +364+2.6% | 加碼 | – |
| KHCKraft Heinz Co | Stock | 40,256 | $158.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 31,362 | $151.5 萬 | 0.2% | +59+0.2% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 22,602 | $146.1 萬 | 0.2% | 00.0% | 不變 | – |
| TRIThomson Reuters Corp | COM NEW | 13,218 | $143.9 萬 | 0.2% | +26+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,141 | $142.5 萬 | 0.2% | +3,141 | 新進 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 24,834 | $135.8 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,638 | $128.4 萬 | 0.1% | +357+10.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,778 | $116.5 萬 | 0.1% | +602+19.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 24,463 | $115.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 23,017 | $108.7 萬 | 0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 20,254 | $108.2 萬 | 0.1% | −393−1.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,848 | $103.2 萬 | 0.1% | +6,151+70.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,119 | $99.2 萬 | 0.1% | −86−1.4% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,011 | $87.3 萬 | 0.1% | −29−0.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 60,782 | $82.5 萬 | 0.1% | −7,684−11.2% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 19,237 | $76.6 萬 | 0.1% | +1,041+5.7% | 加碼 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,484 | $71.8 萬 | 0.1% | +438+6.2% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 9,208 | $70.9 萬 | 0.1% | +19+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 253 | $70.4 萬 | 0.1% | +52+25.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734G108 | COM | 22,550 | $70.4 萬 | 0.1% | +627+2.9% | 加碼 | – |
| CVXChevron Corp | Stock | 4,278 | $69.7 萬 | 0.1% | −178−4.0% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 27,757 | $69.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,815 | $68.0 萬 | 0.1% | −49−0.4% | 減碼 | – |
| DDominion Energy, Inc | Stock | 7,617 | $64.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,312 | $63.1 萬 | 0.1% | +1,073+86.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 28,872 | $63.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,045 | $59.0 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,454 | $54.5 萬 | 0.1% | +25+1.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 26,412 | $53.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,289 | $53.3 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $52.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,151 | $47.8 萬 | 0.1% | +33+1.6% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,030 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,792 | $47.0 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 12,685 | $45.7 萬 | 0.1% | +370+3.0% | 加碼 | – |
| FERGFerguson Enterprises Inc. | SHS | 3,365 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,081 | $45.0 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,676 | $45.0 萬 | 0.1% | +270+19.2% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 13,854 | $43.7 萬 | 0.1% | +13,854 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,562 | $43.4 萬 | 0.1% | 00.0% | 不變 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 14,121 | $43.1 萬 | <0.1% | −4,900−25.8% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（11 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BlackRock ETF Trust09290C301 | FUTURE TECH ETF | 35,589 | $124.2 萬 | 0.1% | – |
| Berkshire Hat A 100th084990175 | COM | 100 | $45.1 萬 | 0.1% | – |
| FFord Motor Co | Stock | 11,969 | $24.9 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 4,113 | $21.2 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 5,000 | $21.0 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,151 | $20.8 萬 | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,182 | $20.5 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 6,870 | $20.1 萬 | <0.1% | – |
| Hon Hai Precision Inds Ltd OrdY36861105 | COM | 10,000 | $3.80 萬 | <0.1% | – |
| Crystallex Intl Corp Com Delisted22942F101 | COM | 59,000 | $0 | 0.0% | – |
| Innerscope Hearing45781P104 | Common | 33,000 | $0 | 0.0% | – |