Rvw-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABT",
  null,
  "ABBV",
  null,
  null,
  "GOOGL",
  "JFR",
  null,
  "ASML",
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  "BSX",
  null,
  null,
  "COF",
  null,
  null,
  null,
  null,
  "D",
  null,
  "EOG",
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "EMR",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "JGH",
  "MMC",
  "HYI",
  "MA",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  null,
  "FPF",
  "IJR",
  null,
  "VHT",
  "IWF",
  null,
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "PG",
  null,
  "JPC",
  null,
  null,
  "IEFA",
  null,
  "IBM",
  "SYK",
  null,
  "VO",
  "SCHW",
  null,
  "IWV",
  "LGF-B",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "AON",
  "AXON",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "TDY",
  null,
  null,
  "DGRO",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CVX",
  "COST",
  null,
  "DFAX",
  "RSP",
  "EFA",
  "ADI",
  "QQQ",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 160
Total Value: 1062186640
Accession Number: 0001756543-25-000006
Form Type: 13F-HR
CIK: rvw-wealth
Manager Name: Rvw-Wealth

Data Enrichment

53% identified

85 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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337345102

Shares:90.2K

Value:$15.7M

% of Portfolio:1.5% ($15.7M/$1.1B)

33939L100

Shares:72.8K

Value:$15.0M

% of Portfolio:1.4% ($15.0M/$1.1B)

46138G672

Shares:137.7K

Value:$14.9M

% of Portfolio:1.4% ($14.9M/$1.1B)

69374H881

Shares:241.5K

Value:$13.2M

% of Portfolio:1.2% ($13.2M/$1.1B)

464287465

EFA|464287465

Shares:154.1K

Value:$12.6M

% of Portfolio:1.2% ($12.6M/$1.1B)

67092P201

Shares:142.6K

Value:$11.2M

% of Portfolio:1.1% ($11.2M/$1.1B)

464287721

Shares:76.0K

Value:$10.7M

% of Portfolio:1.0% ($10.7M/$1.1B)

33734X176

Shares:78.5K

Value:$10.4M

% of Portfolio:1.0% ($10.4M/$1.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:20.8K

Value:$9.7M

% of Portfolio:0.9% ($9.7M/$1.1B)

78468R853

Shares:200.2K

Value:$8.2M

% of Portfolio:0.8% ($8.2M/$1.1B)

46137V357

RSP|46137V357

Shares:43.2K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

46641Q886

Shares:69.2K

Value:$7.0M

% of Portfolio:0.7% ($7.0M/$1.1B)

33939L845

Shares:88.0K

Value:$6.2M

% of Portfolio:0.6% ($6.2M/$1.1B)

922908769

VTI|922908769

Shares:20.8K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.1B)

46435G516

ESGD|46435G516

Shares:69.5K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.1B)

808524797

SCHD|808524797

Shares:188.5K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.1B)

233051481

Shares:88.4K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.1B)

46138G698

Shares:45.6K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:34.4K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.3K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip337345102)✕	90.2K	QoQ -5.85% (-5.6K) YoY -15.27% (-16.3K)	All Managers (Combined)	$15.7M	1.5% ($15.7M/$1.1B)	QoQ -13.21% (-$2.4M) YoY -22.88% (-$4.6M)
(cusip33939L100)✕	72.8K	QoQ -4.12% (-3.1K) YoY -15.39% (-13.3K)	All Managers (Combined)	$15.0M	1.4% ($15.0M/$1.1B)	QoQ -8.65% (-$1.4M) YoY -12.26% (-$2.1M)
(cusip46138G672)✕	137.7K	QoQ -3.95% (-5.7K) YoY -18.24% (-30.7K)	All Managers (Combined)	$14.9M	1.4% ($14.9M/$1.1B)	QoQ -10.85% (-$1.8M) YoY -23.37% (-$4.5M)
(cusip69374H881)✕	241.5K	QoQ -68.33% (-521.1K) YoY -68.39% (-522.7K)	All Managers (Combined)	$13.2M	1.2% ($13.2M/$1.1B)	QoQ -69.29% (-$29.8M) YoY -70.21% (-$31.2M)
(EFAcusip464287465)	154.1K	QoQ -26.75% (-56.3K) YoY -34.47% (-81.1K)	All Managers (Combined)	$12.6M	1.2% ($12.6M/$1.1B)	QoQ -20.82% (-$3.3M) YoY -32.94% (-$6.2M)
(cusip67092P201)✕	142.6K	QoQ -3.95% (-5.9K) YoY -11.84% (-19.2K)	All Managers (Combined)	$11.2M	1.1% ($11.2M/$1.1B)	QoQ -12.41% (-$1.6M) YoY -9.53% (-$1.2M)
(cusip464287721)✕	76.0K	QoQ +2127.51% (+72.6K) YoY NEW(+76.0K)	All Managers (Combined)	$10.7M	1.0% ($10.7M/$1.1B)	QoQ +1861.08% (+$10.1M) YoY NEW(+$10.7M)
(cusip33734X176)✕	78.5K	QoQ -60.37% (-119.7K) YoY -57.38% (-105.7K)	All Managers (Combined)	$10.4M	1.0% ($10.4M/$1.1B)	QoQ -64.72% (-$19.1M) YoY -58.19% (-$14.5M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	20.8K	QoQ +0.30% (-64) YoY +9.10% (+1.7K)	All Managers (Combined)	$9.7M	0.9% ($9.7M/$1.1B)	QoQ -7.99% (-$846.8K) YoY +15.22% (+$1.3M)
(cusip78468R853)✕	200.2K	QoQ -19.51% (-48.5K) YoY -35.07% (-108.1K)	All Managers (Combined)	$8.2M	0.8% ($8.2M/$1.1B)	QoQ -26.96% (-$3.0M) YoY -38.51% (-$5.1M)
(RSPcusip46137V357)	43.2K	QoQ -1.23% (-539) YoY -4.20% (-1.9K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ -2.36% (-$180.9K) YoY -2.02% (-$154.8K)
(cusip46641Q886)✕	69.2K	QoQ -4.95% (-3.6K) YoY -9.72% (-7.5K)	All Managers (Combined)	$7.0M	0.7% ($7.0M/$1.1B)	QoQ -6.71% (-$501.1K) YoY -8.42% (-$640.0K)
(cusip33939L845)✕	88.0K	QoQ -1.79% (-1.6K) YoY -23.16% (-26.5K)	All Managers (Combined)	$6.2M	0.6% ($6.2M/$1.1B)	QoQ -2.25% (-$142.2K) YoY -16.36% (-$1.2M)
(VTIcusip922908769)	20.8K	QoQ -6.56% (-1.5K) YoY -3.10% (-667)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.1B)	QoQ -11.38% (-$733.8K) YoY +2.46% (-$137.2K)
(ESGDcusip46435G516)	69.5K	QoQ -42.46% (-51.3K) YoY -51.74% (-74.6K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.1B)	QoQ -38.26% (-$3.5M) YoY -50.67% (-$5.8M)
(SCHDcusip808524797)	188.5K	QoQ -71.25% (-467.3K) YoY -12.28% (-26.4K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.1B)	QoQ -70.58% (-$12.6M) YoY -69.58% (-$12.1M)
(cusip233051481)✕	88.4K	QoQ -30.53% (-38.9K) YoY -47.21% (-79.1K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.1B)	QoQ -30.59% (-$2.1M) YoY -45.71% (-$4.0M)
(cusip46138G698)✕	45.6K	QoQ -8.94% (-4.5K) YoY -29.28% (-18.9K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.1B)	QoQ -7.62% (-$373.4K) YoY -25.05% (-$1.5M)
NVIDIA CORP(NVDAcusip67066G104)	34.4K	QoQ +33.39% (+8.6K) YoY +712.33% (-30.1K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$1.1B)	QoQ +7.65% (+$265.0K) YoY -2.56% (-$98.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.3K	QoQ +43.89% (+1.9K) YoY +58.22% (+2.3K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ +69.06% (+$1.4M) YoY +100.39% (+$1.7M)