RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 155
- 較 2022 年第 4 季 +5
- 總值
- $8.07 億
- 較 2022 年第 4 季 +$2,131 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 1,069,757 | $7,582 萬 | 9.4% | +4,414+0.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 665,029 | $4,146 萬 | 5.1% | +57,719+9.5% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,083,490 | $3,117 萬 | 3.9% | +33,408+3.2% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,081,529 | $2,915 萬 | 3.6% | +74,449+7.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 478,488 | $2,729 萬 | 3.4% | −14,904−3.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 219,918 | $2,728 萬 | 3.4% | −67,882−23.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 614,437 | $2,533 萬 | 3.1% | +62,480+11.3% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 176,421 | $2,302 萬 | 2.9% | −58,517−24.9% | 減碼 | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 262,035 | $2,202 萬 | 2.7% | −57,864−18.1% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 600,249 | $2,119 萬 | 2.6% | +120,318+25.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 465,910 | $2,091 萬 | 2.6% | +7,002+1.5% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 373,583 | $2,082 萬 | 2.6% | +62,304+20.0% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 280,529 | $2,015 萬 | 2.5% | −101,903−26.6% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 379,132 | $1,912 萬 | 2.4% | −43,868−10.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 267,293 | $1,912 萬 | 2.4% | −9,829−3.5% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 778,944 | $1,911 萬 | 2.4% | −39,025−4.8% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 802,265 | $1,904 萬 | 2.4% | −15,744−1.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 202,033 | $1,831 萬 | 2.3% | −35,507−14.9% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 753,217 | $1,794 萬 | 2.2% | +5,002+0.7% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 699,517 | $1,762 萬 | 2.2% | −66,199−8.6% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 431,831 | $1,734 萬 | 2.2% | −184,907−30.0% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 721,954 | $1,662 萬 | 2.1% | +18,247+2.6% | 加碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 99,810 | $1,565 萬 | 1.9% | −17,156−14.7% | 減碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 627,906 | $1,544 萬 | 1.9% | +5,398+0.9% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 313,613 | $1,472 萬 | 1.8% | +313,613 | 新進 | – |
| AAPLApple Inc. | Stock | 85,191 | $1,405 萬 | 1.7% | −11,495−11.9% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 161,439 | $1,181 萬 | 1.5% | +150,488+1,374.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 109,500 | $1,152 萬 | 1.4% | +52,256+91.3% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 285,182 | $969.3 萬 | 1.2% | −213,638−42.8% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 214,721 | $927.0 萬 | 1.1% | −6,528−3.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 102,754 | $881.6 萬 | 1.1% | −648−0.6% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 154,186 | $816.2 萬 | 1.0% | −202,283−56.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 94,791 | $721.4 萬 | 0.9% | −9,107−8.8% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 91,858 | $680.3 萬 | 0.8% | +85,199+1,279.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,031 | $651.2 萬 | 0.8% | −724−1.6% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 128,169 | $644.0 萬 | 0.8% | −25,779−16.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,410 | $622.9 萬 | 0.8% | −1,414−6.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 290,902 | $599.0 萬 | 0.7% | −41,989−12.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,601 | $486.0 萬 | 0.6% | −169−1.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 41,675 | $403.0 萬 | 0.5% | −448−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,282 | $373.1 萬 | 0.5% | −198−1.1% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 83,320 | $310.0 萬 | 0.4% | −60.0% | 減碼 | – |
| INTUIntuit Inc. | Stock | 5,576 | $248.6 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 58,381 | $241.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,092 | $232.4 萬 | 0.3% | −1,239−7.6% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 46,834 | $221.6 萬 | 0.3% | −8,018−14.6% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 44,518 | $213.0 萬 | 0.3% | −289−0.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 90,127 | $182.8 萬 | 0.2% | −4,714−5.0% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,700 | $179.1 萬 | 0.2% | +23,700 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 6,072 | $175.1 萬 | 0.2% | −1,530−20.1% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 13,206 | $171.8 萬 | 0.2% | −119−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,961 | $165.2 萬 | 0.2% | −970−10.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 36,322 | $164.3 萬 | 0.2% | −12,138−25.0% | 減碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 27,297 | $160.1 萬 | 0.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 29,977 | $158.5 萬 | 0.2% | −101−0.3% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 45,970 | $156.9 萬 | 0.2% | −13,903−23.2% | 減碼 | – |
| KHCKraft Heinz Co | Stock | 40,387 | $156.2 萬 | 0.2% | −160.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,577 | $154.9 萬 | 0.2% | −2,423−30.3% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 14,897 | $148.0 萬 | 0.2% | +87+0.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 69,244 | $146.0 萬 | 0.2% | −21,826−24.0% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 38,167 | $135.7 萬 | 0.2% | −21,907−36.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 35,202 | $134.8 萬 | 0.2% | −3,481−9.0% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 49,452 | $131.8 萬 | 0.2% | −5,596−10.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,433 | $128.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,117 | $125.0 萬 | 0.2% | −1,913−27.2% | 減碼 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 23,765 | $124.3 萬 | 0.2% | −6,177−20.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,808 | $117.6 萬 | 0.1% | −84−2.2% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 31,303 | $117.0 萬 | 0.1% | −272−0.9% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 22,571 | $113.8 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 22,112 | $111.3 萬 | 0.1% | −12,509−36.1% | 減碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 21,600 | $107.4 萬 | 0.1% | −163−0.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 25,411 | $107.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 55,571 | $106.5 萬 | 0.1% | −3,230−5.5% | 減碼 | – |
| Global X FDS37960A669 | SUPERDIVIDEND | 44,607 | $102.8 萬 | 0.1% | −7,822−14.9% | 減碼 | – |
| SYKStryker Corp | Stock | 3,600 | $102.8 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 53,049 | $102.1 萬 | 0.1% | +53,049 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 44,170 | $97.8 萬 | 0.1% | −21,203−32.4% | 減碼 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 23,185 | $94.4 萬 | 0.1% | −6,661−22.3% | 減碼 | – |
| CCitigroup Inc | Stock | 20,000 | $93.8 萬 | 0.1% | −200−1.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,492 | $85.0 萬 | 0.1% | −444−5.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,120 | $81.6 萬 | 0.1% | −1,389−21.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,879 | $79.4 萬 | 0.1% | −696−5.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,005 | $77.2 萬 | 0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y657 | US PFD ETF | 38,074 | $75.6 萬 | 0.1% | −11,884−23.8% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 19,950 | $70.6 萬 | 0.1% | −26−0.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,659 | $66.3 萬 | 0.1% | +168+6.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,446 | $62.2 萬 | 0.1% | −8,055−39.3% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 9,257 | $62.1 萬 | 0.1% | +49+0.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,557 | $61.8 萬 | 0.1% | −10−0.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,599 | $61.4 萬 | 0.1% | −593−9.6% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,592 | $59.0 萬 | 0.1% | −5,173−16.8% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 14,069 | $58.3 萬 | 0.1% | −7,831−35.8% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,443 | $57.5 萬 | 0.1% | −9−0.4% | 減碼 | – |
| CVXChevron Corp | Stock | 3,516 | $57.4 萬 | 0.1% | −894−20.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,473 | $56.3 萬 | 0.1% | −920−6.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,383 | $55.6 萬 | 0.1% | −15,184−73.8% | 減碼 | 歷史 |
| AGQProShares Trust II | ULTRA SILVER NEW | 17,000 | $53.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 26,139 | $52.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 7,190 | $50.8 萬 | 0.1% | −796−10.0% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 5,030 | $48.1 萬 | 0.1% | −12−0.2% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（17 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,215 | $59.3 萬 | 0.1% | – |
| Global X FDS37954Y376 | RATE PREFERRED | 17,682 | $39.8 萬 | 0.1% | – |
| COSTCostco Wholesale Corp | Stock | 848 | $38.7 萬 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 15,637 | $34.9 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 1,165 | $34.4 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 1,705 | $32.5 萬 | <0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 8,343 | $28.9 萬 | <0.1% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,145 | $28.8 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 7,637 | $28.7 萬 | <0.1% | – |
| HDHome Depot, Inc. | Stock | 845 | $26.7 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,239 | $26.6 萬 | <0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,390 | $26.2 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 5,109 | $26.2 萬 | <0.1% | 歷史 |
| VVisa Inc. | Stock | 1,155 | $24.0 萬 | <0.1% | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,933 | $20.4 萬 | <0.1% | – |
| DEDeere & Co | Stock | 475 | $20.4 萬 | <0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,288 | $20.0 萬 | <0.1% | – |