RW

Revolve Wealth Partners, LLC

13F
Revolve Wealth Partners, LLC
Last update 2024-10-18 193 Stocks (24 new)
Value $656.00 Mil Turnover 10 %
Countries:
Top Holdings: VTI(16.09%)IEFA(6.32%)IVAL(4.83%)HYMB(4.19%)TBIL(3.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
Revolve Wealth Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
373,133
105656.260
-0.35%
16.090
-0.06%
0.030
+12.80%
+24.93%
418831.486
 
IEFA 		iShares Core MSCI EAFE ETF
531,727
41501.260
+1.96%
6.320
+0.12%
0.030
+0.74%
+3.03%
119187.736
 
IVAL 		Alpha Architect International Quantitative Value ETF
1,230,608
31734.420
+4.03%
4.830
+0.19%
21.040
+2.87%
-2.83%
142.603
 
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
1,047,298
27512.520
+6.22%
4.190
+0.25%
0.980
-0.46%
+2.09%
2784.474
 
TBIL 		US Treasury 3 Month Bill ETF
480,576
24048.040
-3.65%
3.660
-0.15%
0.560
+0.03%
+0.11%
4354.023
 
QMOM 		Alpha Architect U.S. Quantitative Momentum ETF
370,792
23801.110
-0.19%
3.630
-0.01%
9.130
+19.87%
+39.65%
287.490
 
ITAN 		Sparkline Intangible Value ETF
700,279
21202.120
+1.77%
3.230
+0.06%
59.850
+16.82%
+20.76%
37.647
 
SYLD 		Cambria Shareholder Yield ETF
291,062
21064.180
+2.79%
3.210
+0.09%
1.670
+8.64%
+9.09%
1293.613
 
TFI 		SPDR Nuveen Bloomberg Municipal Bond ETF
411,400
19265.870
+10.87%
2.930
+0.29%
0.530
-1.01%
-2.38%
3521.337
 
SCHF 		Schwab International Equity ETF
849,760
17471.080
+105.60%
2.660
+1.37%
0.020
+1.21%
+4.11%
39903.760
 

Revolve Wealth Partners, LLC's Historical Top Holdings Breakdowns

Revolve Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.47%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 309.94%
487,740
92,191
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.37%
●
18.49 ($19.77) 20.77
$19.24
-2.68%
Add 105.6%
849,760
218,227
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.35%
●
22.6 ($23.41) 23.93
$22.91
-2.14%
Add 118.76%
685,754
186,137
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.94%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 160.63%
442,599
90,927
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.56%
●
161.02 ($182.46) 200
$208.91
14.50%
Reduce -42.33%
24,059
-17,657
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.32%
●
25.16 ($26.59) 27.75
$29.17
9.70%
Add 194.16%
117,177
25,781
TFI 		SPDR Nuveen Bloomberg Municipal Bond ETF2024-09-30Add
+0.29%
●
45.6 ($46.36) 46.83
$45.88
-1.04%
Add 10.87%
411,400
40,351
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF2024-09-30Add
+0.25%
●
25.38 ($25.94) 26.27
$25.83
-0.42%
Add 6.22%
1,047,298
61,340
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.20%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 178.22%
74,967
16,007
IVAL 		Alpha Architect International Quantitative Value ETF2024-09-30Add
+0.19%
●
22.58 ($24.96) 26.27
$24.38
-2.34%
Add 4.03%
1,230,608
47,637

Revolve Wealth Partners, LLC Total Holding History ($B)

To

Revolve Wealth Partners, LLC's Asset Allocation

To

Revolve Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Revolve Wealth Partners, LLC's Hypothetical Growth since 2024-09-30

Revolve Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Revolve Wealth Partners, LLC's Holdings Heat Map

Size field:

Revolve Wealth Partners, LLC's Holdings Bubble Chart

Revolve Wealth Partners, LLC News

  • 1

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