HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
364,219 | -209 | $94,661 |
| VTI | 364,219 | -209 | $94,661 |
| ISHARES TR (IEFA) |
502,840 | +157,553 | $37,321 |
| IEFA | 502,840 | +157,553 | $37,321 |
| EA SERIES TRUST |
1,130,762 | +46,005 | $30,508 |
| IVAL | 1,130,762 | +46,005 | $30,508 |
| SPDR SER TR (HYMB) |
927,730 | +136,817 | $23,833 |
| HYMB | 927,730 | +136,817 | $23,833 |
| RBB FD INC |
447,118 | -10,557 | $22,369 |
| TBIL | 447,118 | -10,557 | $22,369 |
| EA SERIES TRUST |
362,555 | +7,210 | $21,431 |
| QMOM | 362,555 | +7,210 | $21,431 |
| CAMBRIA ETF TR (SYLD) |
269,955 | +8,342 | $19,780 |
| SYLD | 269,955 | +8,342 | $19,780 |
| EA SERIES TRUST |
661,548 | +15,679 | $19,184 |
| ITAN | 661,548 | +15,679 | $19,184 |
| SPDR SER TR (TFI) |
352,025 | +44,226 | $16,362 |
| TFI | 352,025 | +44,226 | $16,362 |
| WISDOMTREE TR |
218,300 | -919 | $15,759 |
| DLN | 218,300 | -919 | $15,759 |
| SCHWAB STRATEGIC TR |
371,480 | -80,621 | $14,495 |
| SCHF | 371,480 | -80,621 | $14,495 |
| SCHWAB STRATEGIC TR |
281,529 | +9,823 | $12,950 |
| SCHZ | 281,529 | +9,823 | $12,950 |
| ISHARES TR (MUB) |
114,983 | +3,002 | $12,372 |
| MUB | 114,983 | +3,002 | $12,372 |
| WISDOMTREE TR |
318,721 | +57,489 | $12,131 |
| IQDG | 318,721 | +57,489 | $12,131 |
| SCHWAB STRATEGIC TR |
119,012 | +617 | $11,035 |
| SCHG | 119,012 | +617 | $11,035 |
| SCHWAB STRATEGIC TR |
176,001 | -159 | $10,923 |
| SCHX | 176,001 | -159 | $10,923 |
| APPLE INC |
61,085 | -1,029 | $10,475 |
| AAPL | 61,085 | -1,029 | $10,475 |
| MICROSOFT CORP |
23,588 | +36 | $9,924 |
| MSFT | 23,588 | +1,036 | $9,924 |
| ISHARES TR (IVV) |
18,793 | -100 | $9,880 |
| IVV | 18,793 | -100 | $9,880 |
| AMERICAN CENTY ETF TR (AVUV) |
96,420 | +4,346 | $9,035 |
| AVUV | 96,420 | +4,346 | $9,035 |
| VANECK ETF TRUST (HYD) |
170,211 | +4,758 | $8,895 |
| HYD | 170,211 | +4,758 | $8,895 |
| AMAZON COM INC |
41,616 | +654 | $7,507 |
| AMZN | 41,616 | +654 | $7,507 |
| NVIDIA CORPORATION |
7,750 | +720 | $7,003 |
| NVDA | 7,750 | +720 | $7,003 |
| AMGEN INC |
17,359 | -94 | $4,936 |
| AMGN | 17,359 | -94 | $4,936 |
| ISHARES TR (EFG) |
46,474 | -9,284 | $4,824 |
| EFG | 46,474 | -9,284 | $4,824 |
| VANGUARD INDEX FDS (VUG) |
13,565 | -218 | $4,669 |
| VUG | 13,565 | -218 | $4,669 |
| INVESCO EXCH TRADED FD TR II (PHB) |
243,351 | +5,427 | $4,412 |
| PHB | 243,351 | +5,427 | $4,412 |
| META PLATFORMS INC |
8,528 | -118 | $4,141 |
| META | 8,528 | -118 | $4,141 |
| VANGUARD STAR FDS (VXUS) |
60,765 | +1,052 | $3,664 |
| VXUS | 60,765 | +1,052 | $3,664 |
| SCHWAB STRATEGIC TR |
40,248 | -1,064 | $3,277 |
| SCHM | 40,248 | -1,064 | $3,277 |
| SPDR S&P 500 ETF TR (SPY) |
6,197 | +882 | $3,241 |
| SPY | 6,197 | +882 | $3,241 |
| VANGUARD TAX MANAGED FDS (VEA) |
62,544 | +2,275 | $3,138 |
| VEA | 62,544 | +2,275 | $3,138 |
| VANGUARD INDEX FDS (VO) |
11,597 | -158 | $2,898 |
| VO | 11,597 | -158 | $2,898 |
| ISHARES TR (IXUS) |
37,553 | -593 | $2,548 |
| IXUS | 37,553 | -593 | $2,548 |
| SCHWAB STRATEGIC TR |
50,429 | -240 | $2,483 |
| SCHA | 50,429 | -240 | $2,483 |
| ISHARES TR (IJR) |
22,461 | +80 | $2,482 |
| IJR | 22,461 | +80 | $2,482 |
 BERKSHIRE HATHAWAY INC DEL |
$2,477 | ||
| BRK.B | 5,891 | +290 | $2,477 |
| COLGATE PALMOLIVE CO |
27,160 | -691 | $2,446 |
| CL | 27,160 | -691 | $2,446 |
| ISHARES TR (IWF) |
7,101 | -183 | $2,393 |
| IWF | 7,101 | -183 | $2,393 |
| ISHARES TR (IWM) |
11,018 | +4 | $2,317 |
| IWM | 11,018 | +4 | $2,317 |
| JPMORGAN CHASE & CO |
11,354 | +208 | $2,274 |
| JPM | 11,354 | +208 | $2,274 |
| VANGUARD INDEX FDS (VB) |
9,933 | +410 | $2,271 |
| VB | 9,933 | +410 | $2,271 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,033 | +91 | $2,244 |
| MDY | 4,033 | +91 | $2,244 |
| MASTERCARD INCORPORATED |
4,591 | +104 | $2,211 |
| MA | 4,591 | +104 | $2,211 |
| INVESCO QQQ TR |
4,979 | +310 | $2,211 |
| QQQ | 4,979 | +310 | $2,211 |
| ALPHABET INC |
14,510 | +470 | $2,190 |
| GOOGL | 14,510 | +470 | $2,190 |
| SCHWAB STRATEGIC TR |
27,078 | -75 | $2,183 |
| SCHD | 27,078 | -75 | $2,183 |
| ISHARES TR (IJH) |
35,793 | +28,538 | $2,174 |
| IJH | 35,793 | +28,538 | $2,174 |
| VANGUARD INDEX FDS (VOO) |
4,252 | +101 | $2,044 |
| VOO | 4,252 | +101 | $2,044 |
| VISA INC |
$1,959 | ||
| V | 8,919 | +244 | $2,489 |
| Put | 1,900 | UNCH | $530 |
See Full List: All Stocks Held By Revolve Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Revolve Wealth Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $587,202 At 12/31/2023: $518,672 Revolve Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Revolve Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |
