RVW Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Los Angeles, CA
CIK
0001756543
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 142 910,266 AVUS, DGRW, DFAI, DFAU 13F-HR 1/8/2024 000175654324000001
Q3 2023 377 829,532 AVUS, DGRW, DFAI, DFAU 13F-HR 10/12/2023 000175654323000004
Q2 2023 150 847,381 AVUS, DGRW, DFAU, DFAI 13F-HR 7/6/2023 000175654323000003
Q1 2023 155 806,508 AVUS, DGRW, DFAU, DFAI 13F-HR 4/11/2023 000175654323000002
Q4 2022 150 785,199 AVUS, DGRW, QUAL, DFAU 13F-HR 1/12/2023 000175654323000001
Q3 2022 125 712,733 AVUS, DGRW, SPTM, QUAL 13F-HR 10/12/2022 000175654322000005
Q2 2022 126 746,500 AVUS, DGRW, QUAL, SPTM 13F-HR 7/12/2022 000175654322000004
Q1 2022 138 865,682 SPTM, AVUS, DGRW, QUAL 13F-HR 4/6/2022 000175654322000003
Q4 2021 140 895,160 SPTM, AVUS, DGRW, QUAL RESTATEMENT 1/14/2022 000175654322000002
Q3 2021 125 832,000 EFA, SPTM, AVUS, DGRW 13F-HR 10/6/2021 000175654321000004
Q2 2021 108 800,000 EFA, SPTM, AVUS, DGRW 13F-HR 7/7/2021 000175654321000003
Q1 2021 103 766,000 EFA, AVUS, DGRW, RWK 13F-HR 4/2/2021 000175654321000002
Q4 2020 95 682,000 EFA, OGIG, DGRW, QUAL 13F-HR 1/11/2021 000175654321000001
Q3 2020 96 592,150 EFA, DGRW, OGIG, IBDO 13F-HR 10/9/2020 000175654320000004
Q2 2020 93 547,087 EFA, DGRW, IBDO, QUAL 13F-HR 7/13/2020 000175654320000003
Q1 2020 93 428,023 JPST, AVUS, SLY, IBDO 13F-HR 4/15/2020 000175654320000002
Q4 2019 75 457,227 IJR, EZM, IBDO, DGRW 13F-HR 1/21/2020 000175654320000001
Q3 2019 79 420,426 IJR, EZM, JPST, IBDO 13F-HR 10/25/2019 000175654319000003
Q2 2019 65 419,689 IJR, EZM, IBDO, DGRW 13F-HR 7/8/2019 000175654319000002
Q1 2019 64 391,880 IJR, EZM, IBDO, JPST 13F-HR 4/24/2019 000175654319000001
Additional filings from RVW Wealth, LLC that have since been restated