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RVW Wealth, LLC

SEC CIK
0001756543
最新申報
2026/7/7

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/1/8 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
142
較 2023 年第 3 季 −235
總值
$9.10 億
較 2023 年第 3 季 +$8,073 萬 (+9.7%)
申報日
2024/1/8
SEC
RVW Wealth, LLC 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
American Centy ETF Tr025072885US EQT ETF1,126,813$9,189 萬10.1%+12,062+1.1%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT759,864$5,340 萬5.9%+37,429+5.2%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,566,301$4,486 萬4.9%+145,141+10.2%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT1,224,728$4,072 萬4.5%+44,399+3.8%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF721,095$3,749 萬4.1%+130,240+22.0%加碼–
iShares Tr46434V456MSCI INTL QUALTY996,531$3,743 萬4.1%+115,801+13.1%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR727,631$3,482 萬3.8%+25,094+3.6%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF615,092$3,178 萬3.5%+25,894+4.4%加碼–
American Centy ETF Tr025072703INTL EQT ETF453,741$2,742 萬3.0%−463−0.1%減碼–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX175,615$2,249 萬2.5%+8,133+4.9%加碼–
American Centy ETF Tr025072877US SML CP VALU243,124$2,183 萬2.4%+26,642+12.3%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF905,216$2,182 萬2.4%+48,654+5.7%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF147,339$2,168 萬2.4%−6,930−4.5%減碼–
WisdomTree Tr97717Y477US QUALITY GROW583,100$2,133 萬2.3%+583,100新進–
SPDR Series Trust78464A805ST STR PR SP1500338,526$1,979 萬2.2%−7,464−2.2%減碼–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF109,202$1,916 萬2.1%−9,578−8.1%減碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF752,971$1,864 萬2.0%+28,864+4.0%加碼–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV173,064$1,818 萬2.0%−15,461−8.2%減碼–
iShares MSCI Eafe ETF464287465ETF238,888$1,800 萬2.0%−11,060−4.4%減碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF750,808$1,794 萬2.0%−47,279−5.9%減碼–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF730,316$1,748 萬1.9%+1830.0%加碼–
AAPLApple Inc.Stock84,797$1,633 萬1.8%−388−0.5%減碼歷史
Flexshares Tr33939L100MORNSTAR USMKT88,352$1,612 萬1.8%−205−0.2%減碼–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF634,955$1,593 萬1.8%+612,139+2,682.9%加碼–
Schwab US Dividend Equity ETF808524797ETF203,168$1,547 萬1.7%−8,284−3.9%減碼–
iShares Tr46434VBG4IBONDS DEC24 ETF595,058$1,482 萬1.6%+34,022+6.1%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF335,023$1,413 萬1.6%−49,145−12.8%減碼–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP165,670$1,151 萬1.3%−281,109−62.9%減碼–
iShares Tr46435G516ESG AW MSCI EAFE149,262$1,128 萬1.2%−22,848−13.3%減碼–
DBX ETF Tr233051481XTRA RU 1000 ETF180,598$859.9 萬0.9%−6,233−3.3%減碼–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN91,565$841.3 萬0.9%−4,543−4.7%減碼–
Invesco QQQ Trust Series I46090E103ETF19,119$783.0 萬0.9%−75−0.4%減碼–
Flexshares Tr33939L845QLT DIV DEF IDX130,212$769.0 萬0.8%−19,363−12.9%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT45,241$713.9 萬0.8%+209+0.5%加碼–
First Tr Exchange-Traded FD33734H106SHS172,950$701.5 萬0.8%−58,499−25.3%減碼–
iShares Tr46434V878ULTRA SHORT DUR124,345$626.2 萬0.7%−3,915−3.1%減碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE68,004$580.3 萬0.6%−16,334−19.4%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF19,984$474.1 萬0.5%+1,856+10.2%加碼–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB216,603$452.4 萬0.5%−34,850−13.9%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF8,263$419.2 萬0.5%−473−5.4%減碼歷史
CWBRCohBar, Inc.COM NEW5,444,703$402.9 萬0.4%+5,444,703新進歷史
INTUIntuit Inc.Stock5,576$348.5 萬0.4%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF31,704$343.2 萬0.4%−1,720−5.1%減碼–
iShares Tr46434V282U S EQUITY FACTR50,991$246.2 萬0.3%−5,100−9.1%減碼–
iShares Tr46436E551ESG SELECT SCRE64,912$244.9 萬0.3%−31,990−33.0%減碼–
Schwab U.S. Broad Market ETF808524102ETF42,986$239.3 萬0.3%−1,192−2.7%減碼–
NVDANVIDIA CorpStock4,599$227.8 萬0.3%00.0%不變歷史
Invesco S&P 500 Quality ETF46137V241ETF41,973$227.0 萬0.2%−910−2.1%減碼–
MSFTMicrosoft CorpStock5,888$221.4 萬0.2%−240−3.9%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF12,555$213.9 萬0.2%−1,236−9.0%減碼–
TSLATesla, Inc.Stock7,968$198.0 萬0.2%00.0%不變歷史
Flexshares Tr33939L696STOX US ESG SLCT16,990$197.1 萬0.2%+27+0.2%加碼–
WisdomTree Tr97717W547US VALUE FD27,297$187.1 萬0.2%00.0%不變–
iShares Russell 1000 Growth ETF464287614ETF5,324$161.4 萬0.2%+66+1.3%加碼–
First Tr Exch TRD Alphdx FD33737J307EM SML CP ALPH41,577$159.8 萬0.2%−5,561−11.8%減碼–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB75,026$153.5 萬0.2%−2,617−3.4%減碼–
Invesco Exch TRD SLF Idx FD46138J742RAFI STRATGIC US31,570$136.7 萬0.2%−1,496−4.5%減碼–
iShares Russell 1000 Value ETF464287598ETF8,235$136.1 萬0.1%00.0%不變–
BRK.BBerkshire Hathaway IncStock3,692$131.7 萬0.1%−14−0.4%減碼歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD28,478$131.2 萬0.1%−278−1.0%減碼–
American Centy ETF Tr025072604AVANTIS EMGMKT23,166$130.6 萬0.1%−4,722−16.9%減碼–
WisdomTree Tr97717W570US MIDCAP FUND20,354$116.8 萬0.1%−429−2.1%減碼–
Flexshares Tr33939L837INTL QLTDV IDX49,706$115.7 萬0.1%−330−0.7%減碼–
Vanguard Morningstar Growth ETF922908736ETF3,720$115.6 萬0.1%−90−2.4%減碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF28,736$115.1 萬0.1%−299−1.0%減碼–
iShares Tr46435U853BROAD USD HIGH31,505$114.5 萬0.1%00.0%不變–
iShares Tr464288521CRE U S REIT ETF20,731$112.5 萬0.1%00.0%不變–
SYKStryker CorpStock3,600$107.8 萬0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL25,250$107.1 萬0.1%−161−0.6%減碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB51,257$98.9 萬0.1%−435−0.8%減碼–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ17,748$96.4 萬0.1%−672−3.6%減碼–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP23,346$91.3 萬0.1%−149−0.6%減碼–
Flexshares Tr33939L662HIG YLD VL ETF21,628$88.4 萬0.1%−226−1.0%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF16,291$81.8 萬0.1%−5,939−26.7%減碼–
iShares Inc464286632MSCI ISRAEL ETF13,950$81.2 萬0.1%+11,508+471.3%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF22,870$81.0 萬0.1%−7,536−24.8%減碼–
ABBVAbbVie Inc.Stock5,103$79.1 萬0.1%−17−0.3%減碼歷史
TAT&T Inc.Stock45,908$77.0 萬0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF38,586$74.9 萬0.1%−772−2.0%減碼–
iShares Tips Bond ETF464287176ETF6,905$74.2 萬0.1%−100−1.4%減碼–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD29,743$68.6 萬0.1%−3,526−10.6%減碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,525$64.7 萬0.1%00.0%不變–
DISWalt Disney CoStock6,906$62.4 萬0.1%−28−0.4%減碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL19,051$60.1 萬0.1%+66+0.3%加碼–
VanEck Vectors ETF Tr92189F635ISRAEL ETF16,954$59.3 萬0.1%+14,008+475.5%加碼–
AMZNAmazon Com IncStock3,798$57.7 萬0.1%−1,380−26.7%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF10,501$56.5 萬0.1%−643−5.8%減碼–
XOMExxonMobil Holdings CorpCOM5,599$56.0 萬0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF11,534$55.2 萬0.1%00.0%不變–
BRK.ABerkshire Hathaway IncCL A1$54.3 萬0.1%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF7,536$53.0 萬0.1%−4,280−36.2%減碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF21,238$51.9 萬0.1%+50.0%加碼–
CVXChevron CorpStock3,469$51.7 萬0.1%+55+1.6%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL11,114$46.2 萬0.1%+419+3.9%加碼–
AGQProShares Trust IIULTRA SILVER NEW17,000$46.2 萬0.1%00.0%不變歷史
iShares Tr464287689RUSSELL 3000 ETF1,558$42.6 萬<0.1%−34−2.1%減碼–
iShares Tr464288562RESIDENTIAL MULT5,772$42.4 萬<0.1%−764−11.7%減碼–
JPCNuveen Preferred & Income Opportunities FundCOM58,500$39.5 萬<0.1%00.0%不變歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF5,478$39.5 萬<0.1%+94+1.7%加碼–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF17,110$39.5 萬<0.1%+1,333+8.4%加碼–

2023 年第 3 季之後清倉(239 檔)

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 239 檔。

RVW Wealth, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
iShares Tr46434VAX8IBONDS DEC23 ETF595,738$1,511 萬1.8%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB55,462$117.7 萬0.1%–
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV23,484$45.1 萬0.1%–
ARESAres Management CorpCL A COM STK2,500$25.7 萬<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT24,800$24.7 萬<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU4,076$23.6 萬<0.1%–
CHYCalamos Convertible & High Income FundCOM SHS20,700$23.1 萬<0.1%歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT21,600$22.8 萬<0.1%歷史
ARCCAres Capital CorpCEF10,441$20.3 萬<0.1%歷史
NFLXNetflix IncStock535$20.2 萬<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF2,589$19.5 萬<0.1%–
MAMastercard IncStock439$17.4 萬<0.1%歷史
Alps ETF Tr00162Q726BARRONS 400 ETF3,069$17.3 萬<0.1%–
SPDR Index Shs FDS78463X848ST STR ACWI ETF6,651$16.6 萬<0.1%–
Global X FDS37960A669SUPERDIVIDEND7,359$16.1 萬<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US3,147$15.8 萬<0.1%–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,965$15.8 萬<0.1%–
CRUSCirrus Logic, Inc.Stock2,078$15.4 萬<0.1%歷史
HONHoneywell International IncCOM814$15.0 萬<0.1%歷史
GOOGAlphabet Inc.Stock1,140$15.0 萬<0.1%歷史
KOCoca Cola CoStock2,613$14.6 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP9,360$14.6 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 287,385$14.3 萬<0.1%–
COFCapital One Financial CorpStock1,404$13.6 萬<0.1%歷史
PSXPhillips 66Stock1,074$12.9 萬<0.1%歷史
JPMJPMorgan Chase & CoStock868$12.6 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF2,623$12.5 萬<0.1%–
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM8,000$12.4 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF961$12.4 萬<0.1%–
DHRDanaher CorpStock495$12.3 萬<0.1%歷史
ABTAbbott LaboratoriesStock1,265$12.3 萬<0.1%歷史
EAElectronic Arts Inc.COM1,000$12.0 萬<0.1%歷史
AXONAxon Enterprise, Inc.COM600$11.9 萬<0.1%歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF4,611$11.7 萬<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF2,425$11.5 萬<0.1%–
OMCOmnicom Group Inc.COM1,538$11.5 萬<0.1%歷史
iShares Tr464287622RUS 1000 ETF484$11.4 萬<0.1%–
BABoeing CoStock585$11.2 萬<0.1%歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF3,370$11.2 萬<0.1%–
USBUS Bancorp DECOM NEW3,302$10.9 萬<0.1%歷史
IBMInternational Business Machines CorpStock763$10.7 萬<0.1%歷史
HSICHenry Schein IncCOM1,400$10.4 萬<0.1%歷史
INTCIntel CorpStock2,850$10.1 萬<0.1%歷史
VVisa Inc.Stock436$10.0 萬<0.1%歷史
ADPAutomatic Data Processing IncStock408$9.82 萬<0.1%歷史
ORealty Income CorpREIT1,938$9.68 萬<0.1%歷史
TGTTarget CorpStock867$9.59 萬<0.1%歷史
ORCLOracle CorpStock838$8.88 萬<0.1%歷史
PFEPfizer IncStock2,619$8.69 萬<0.1%歷史
Global X FDS37954Y376RATE PREFERRED3,781$8.68 萬<0.1%–
Vanguard Consumer Staples ETF92204A207ETF466$8.51 萬<0.1%–
Tidal ETF Tr886364587HOME APP US REIT5,768$8.51 萬<0.1%–
LRCXLam Research CorpCOM134$8.40 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF1,200$8.31 萬<0.1%–
UANCVR Partners, LPCOM1,000$8.26 萬<0.1%歷史
RTXRTX CorpStock1,133$8.15 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock792$8.14 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF499$7.96 萬<0.1%–
PGProcter & Gamble CoStock529$7.72 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM1,033$7.69 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,022$7.68 萬<0.1%–
WisdomTree Tr97717Y774INTK MLTIFACTR3,121$7.67 萬<0.1%–
iShares Tr464287556ISHARES BIOTECH622$7.60 萬<0.1%–
TJXTJX Companies IncStock807$7.17 萬<0.1%歷史
HDHome Depot, Inc.Stock237$7.16 萬<0.1%歷史
PANWPalo Alto Networks IncStock300$7.03 萬<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD1,805$6.77 萬<0.1%–
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF1,703$6.69 萬<0.1%–
Vanguard Total World Stock ETF922042742ETF689$6.42 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20293,652$6.40 萬<0.1%–
MGMMGM Resorts InternationalStock1,725$6.34 萬<0.1%歷史
CARRCarrier Global CorpStock1,143$6.31 萬<0.1%歷史
VLOValero Energy CorpStock441$6.25 萬<0.1%歷史
NOWServiceNow, Inc.Stock110$6.15 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock1,042$6.09 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP3,984$6.08 萬<0.1%–
iShares S&P Mid-Cap 400 Value ETF464287705ETF600$6.06 萬<0.1%–
iShares Tr46435U861CORE DIVID ETF1,611$6.00 萬<0.1%–
Vanguard Whitehall FDS921946810INTL DVD ETF835$5.96 萬<0.1%–
iShares Select Dividend ETF464287168ETF551$5.93 萬<0.1%–
iShares S&P 100 ETF464287101ETF286$5.74 萬<0.1%–
NEENextera Energy IncStock1,000$5.73 萬<0.1%歷史
Flagstar Bank, National Association649445103COM4,971$5.64 萬<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF392$5.62 萬<0.1%–
NXPINXP Semiconductors N.V.COM280$5.60 萬<0.1%歷史
ONOn Semiconductor CorpStock600$5.58 萬<0.1%歷史
SPDR Series Trust78464A201ST STR SP600GRWO751$5.50 萬<0.1%–
HBANHuntington Bancshares IncCOM5,170$5.38 萬<0.1%歷史
INSMINSMED IncCOM PAR $.012,099$5.30 萬<0.1%歷史
QRVOQorvo, Inc.Stock552$5.27 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF581$5.25 萬<0.1%–
CSLCarlisle Companies IncCOM200$5.19 萬<0.1%歷史
BDXBecton Dickinson & CoStock200$5.17 萬<0.1%歷史
EDConsolidated Edison IncStock600$5.13 萬<0.1%歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF781$5.12 萬<0.1%–
CSCOCisco Systems, Inc.Stock942$5.06 萬<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR1,953$5.05 萬<0.1%–
PMPhilip Morris International Inc.Stock545$5.05 萬<0.1%歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV1,369$5.00 萬<0.1%–
NSCNorfolk Southern CorpStock251$4.94 萬<0.1%歷史