RVW Wealth, LLC
- SEC CIK
- 0001756543
- 最新申報
- 2026/7/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 155
- 較 2024 年第 2 季 +4
- 總值
- $10.8 億
- 較 2024 年第 2 季 +$7,455 萬 (+7.4%)
| 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 | 1,061,480 | $1.01 億 | 9.4% | −22,017−2.0% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 830,277 | $6,909 萬 | 6.4% | +8,698+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,826,043 | $5,803 萬 | 5.4% | +77,867+4.5% | 加碼 | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 1,126,151 | $5,138 萬 | 4.8% | +137,210+13.9% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,286,851 | $5,108 萬 | 4.7% | +43,704+3.5% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 1,177,607 | $4,886 萬 | 4.5% | +46,485+4.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 784,980 | $4,540 萬 | 4.2% | −8,351−1.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 785,662 | $4,444 萬 | 4.1% | +23,325+3.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 632,945 | $3,748 萬 | 3.5% | +14,759+2.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,037,014 | $2,842 萬 | 2.6% | +20,211+2.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 200,900 | $2,785 萬 | 2.6% | +6,366+3.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 412,945 | $2,768 萬 | 2.6% | −13,572−3.2% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 264,959 | $2,542 萬 | 2.4% | −13,048−4.7% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 133,889 | $2,401 萬 | 2.2% | −1,407−1.0% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 865,912 | $2,173 萬 | 2.0% | +101,457+13.3% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 308,392 | $2,161 萬 | 2.0% | −9,854−3.1% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 880,423 | $2,139 萬 | 2.0% | +82,769+10.4% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 875,857 | $2,134 萬 | 2.0% | +73,089+9.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 806,740 | $2,060 萬 | 1.9% | +76,194+10.4% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 805,215 | $2,030 萬 | 1.9% | −105,826−11.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 84,328 | $1,965 萬 | 1.8% | −145−0.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 227,073 | $1,919 萬 | 1.8% | +4,819+2.2% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 99,024 | $1,894 萬 | 1.8% | −2,135−2.1% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 219,479 | $1,836 萬 | 1.7% | −4,041−1.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 154,541 | $1,798 萬 | 1.7% | −1,501−1.0% | 減碼 | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 79,923 | $1,701 萬 | 1.6% | −1,799−2.2% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 155,565 | $1,285 萬 | 1.2% | −1,632−1.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 256,799 | $1,169 萬 | 1.1% | −6,770−2.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,219 | $1,036 萬 | 1.0% | −100.0% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 122,002 | $1,027 萬 | 1.0% | −5,494−4.3% | 減碼 | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 143,144 | $783.9 萬 | 0.7% | −3,924−2.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 43,739 | $783.6 萬 | 0.7% | +10.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 73,372 | $770.7 萬 | 0.7% | −1,173−1.6% | 減碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 91,512 | $654.4 萬 | 0.6% | −1,534−1.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,819 | $646.2 萬 | 0.6% | +731+3.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 48,005 | $583.0 萬 | 0.5% | +3,924+8.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 51,554 | $505.6 萬 | 0.5% | −2,505−4.6% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 94,533 | $479.7 萬 | 0.4% | −13,833−12.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 44,937 | $407.3 萬 | 0.4% | +30,489+211.0% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 116,957 | $389.5 萬 | 0.4% | +84,153+256.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 80,759 | $367.4 萬 | 0.3% | −3,925−4.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 30,769 | $359.9 萬 | 0.3% | −350−1.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,303 | $359.1 萬 | 0.3% | −392−5.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 167,889 | $354.6 萬 | 0.3% | −15,309−8.4% | 減碼 | – |
| INTUIntuit Inc. | Stock | 5,559 | $345.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,449 | $324.4 萬 | 0.3% | −8−0.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,397 | $302.5 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 6,673 | $287.1 萬 | 0.3% | −123−1.8% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 42,881 | $285.2 萬 | 0.3% | +37+0.1% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 47,931 | $281.7 萬 | 0.3% | −100.0% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 36,600 | $246.2 萬 | 0.2% | −1,590−4.2% | 減碼 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 16,936 | $230.1 萬 | 0.2% | +36+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 7,813 | $204.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,712 | $170.8 萬 | 0.2% | −221−5.6% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 68,137 | $160.2 萬 | 0.1% | +52,666+340.4% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 36,640 | $154.9 萬 | 0.1% | −1,996−5.2% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 35,100 | $144.2 萬 | 0.1% | −636−1.8% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 20,885 | $134.9 萬 | 0.1% | −527−2.5% | 減碼 | – |
| SYKStryker Corp | Stock | 3,569 | $128.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 62,272 | $128.6 萬 | 0.1% | −2,016−3.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,234 | $123.5 萬 | 0.1% | −343−5.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 23,681 | $119.1 萬 | 0.1% | +2,261+10.6% | 加碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 17,617 | $109.8 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 17,510 | $105.2 萬 | 0.1% | +40.0% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 23,641 | $101.3 萬 | 0.1% | +30.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,113 | $101.0 萬 | 0.1% | −100−1.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,297 | $98.7 萬 | 0.1% | +633+13.6% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 3,486 | $96.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 25,174 | $94.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 11,681 | $78.9 萬 | 0.1% | +6+0.1% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 9,845 | $78.8 萬 | 0.1% | −50−0.5% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,424 | $78.3 萬 | 0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 18,404 | $76.7 萬 | 0.1% | −190−1.0% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,806 | $74.0 萬 | 0.1% | −20.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 37,499 | $73.3 萬 | 0.1% | −1,624−4.2% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 11,911 | $73.3 萬 | 0.1% | −161−1.3% | 減碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 18,877 | $69.5 萬 | 0.1% | +16+0.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,123 | $64.3 萬 | 0.1% | +76+7.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 723 | $64.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,315 | $62.3 萬 | 0.1% | −100−1.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 12,163 | $61.5 萬 | 0.1% | −63−0.5% | 減碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 26,199 | $61.4 萬 | 0.1% | +26,199 | 新進 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 25,565 | $61.4 萬 | 0.1% | +25,565 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 13,363 | $59.7 萬 | 0.1% | −204−1.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,536 | $58.8 萬 | 0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 1,180 | $58.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 6,023 | $57.9 萬 | 0.1% | −1,582−20.8% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189F635 | ISRAEL ETF | 14,394 | $56.3 萬 | 0.1% | −30.0% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 20,067 | $54.2 萬 | 0.1% | +30.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 11,547 | $53.0 萬 | <0.1% | +58+0.5% | 加碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 19,924 | $52.4 萬 | <0.1% | −2,539−11.3% | 減碼 | – |
| CVXChevron Corp | Stock | 3,273 | $48.2 萬 | <0.1% | +151+4.8% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,464 | $47.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 813 | $47.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 821 | $47.4 萬 | <0.1% | −20−2.4% | 減碼 | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 58,500 | $47.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,844 | $47.2 萬 | <0.1% | +360+14.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,768 | $46.6 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 933 | $46.1 萬 | <0.1% | −23−2.4% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TAT&T Inc. | Stock | 32,722 | $62.5 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,002 | $55.5 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,115 | $22.0 萬 | <0.1% | – |
| INTCIntel Corp | Stock | 6,675 | $20.7 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,873 | $20.4 萬 | <0.1% | – |
| FSRFisker Inc. | CL A COM STK | 10,184 | $163 | <0.1% | 歷史 |