Revolve Wealth Partners, LLC [Rocket]

Holdings

Revolve Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD INDEX FUNDS	VTI	Common	358,396	139,349	76,126,789,000	31,419,244,000	17.53		Hist	09/30/2023
CAMBRIA SHAREHOLDER YLD ETF	SYLD	Equities	246,769	102,879	15,265,136,000	6,818,790,000	3.51		Hist	09/30/2023
SPDR SERIES TRUST	HYMB	Common	724,261	199,191	17,251,892,000	4,104,132,000	3.97		Hist	09/30/2023
iSHARES TRUST	IEFA	Common	188,988	53,366	12,161,369,000	3,095,027,000	2.80		Hist	09/30/2023
WisdomTree Trust	IQDG	Common	143,348	65,433	4,590,015,000	1,951,037,000	1.06		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHZ	Common	242,936	51,557	10,745,043,000	1,767,451,000	2.47		Hist	09/30/2023
VISA INC.	V	PUT	7,000	6,300	1,610,070,000	1,452,248,000	0.37		Hist	09/30/2023
AMAZON COM INC	AMZN	Common	40,314	3,102	5,124,779,000	1,281,167,000	1.18		Hist	09/30/2023
NVIDIA CORP	NVDA	Common	7,091	273	3,084,486,000	1,190,668,000	0.71	0.00	Hist	09/30/2023
Apple Inc.	AAPL	Common	63,267	3,612	10,832,005,000	994,872,000	2.49		Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	22,452	1,264	7,089,316,000	980,884,000	1.63	0.00	Hist	09/30/2023
Invesco Exchange-Traded Fund Trust II	PHB	Exchange Traded Fund	219,293	42,502	3,745,532,000	649,919,000	0.86		Hist	09/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	5,647	1,010	1,978,024,000	546,363,000	0.46		Hist	09/30/2023
AMGEN INC	AMGN	Common	17,451	210	4,690,131,000	522,119,000	1.08		Hist	09/30/2023
Alphabet Inc.	GOOGL	COM	13,645	808	1,785,532,000	453,992,000	0.41		Hist	09/30/2023
Alphabet Inc.	GOOG	COM	9,482	1,619	1,250,202,000	432,450,000	0.29		Hist	09/30/2023
JPMORGAN CHASE & CO	JPM	Common	11,051	1,914	1,602,620,000	411,915,000	0.37	0.00	Hist	09/30/2023
PayPal Holdings, Inc.	PYPL	PUT	7,000	6,300	409,220,000	356,062,000	0.09		Hist	09/30/2023
ELI LILLY & Co	LLY	Common	1,252	240	672,487,000	324,946,000	0.15	0.00	Hist	09/30/2023
HOME DEPOT, INC.	HD	Common	2,441	729	737,661,000	232,562,000	0.17		Hist	09/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	5,372	66	1,924,606,000	221,594,000	0.44		Hist	09/30/2023
Uber Technologies, Inc	UBER	Common Stock	15,073	171	693,207,000	220,814,000	0.16		Hist	09/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	4,686	134	2,362,463,000	211,441,000	0.54		Hist	09/30/2023
ADOBE INC.	ADBE	Common	1,263	97	644,012,000	194,671,000	0.15	0.00	Hist	09/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	5,399	226	2,307,930,000	190,282,000	0.53		Hist	09/30/2023
Mastercard Inc	MA	CL A	4,787	55	1,895,070,000	175,367,000	0.44		Hist	09/30/2023
Broadcom Ltd	AVGO	COM	530	88	440,276,000	156,662,000	0.10		Hist	09/30/2023
iSHARES TRUST	NYF	Common	15,990	3,245	815,970,000	133,985,000	0.19		Hist	09/30/2023
Walmart Inc.	WMT	Common	3,006	640	480,792,000	131,909,000	0.11	0.00	Hist	09/30/2023
Merck & Co., Inc.	MRK	COM	4,913	1,333	505,837,000	124,970,000	0.12	0.00	Hist	09/30/2023
iShares MSCI KLD 400 Social ETF	DSI	common	9,328	1,134	759,384,000	120,301,000	0.17		Hist	09/30/2023
Nushares ETF Trust	NULG	Common	13,007	1,147	780,044,000	118,954,000	0.18		Hist	09/30/2023
COMCAST CORP	CMCSA	Common	9,364	1,465	415,205,000	115,754,000	0.10		Hist	09/30/2023
EXXON MOBIL CORP	XOM	Common	7,066	511	830,795,000	111,997,000	0.19		Hist	09/30/2023
CHEVRON CORP	CVX	Common	3,730	550	628,934,000	110,103,000	0.14	0.00	Hist	09/30/2023
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