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
SCHWAB STRATEGIC TRUST	SCHF	Common	520,887	-11,803	17,689,332,000	-848,272,000	4.07		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
CAMBRIA SHAREHOLDER YLD ETF	SYLD	Equities	246,769	102,879	15,265,136,000	6,818,790,000	3.51		Hist	09/30/2023
WisdomTree Trust	DLN	LARGECAP DIVID	225,469	-134,459	13,864,060,000	-8,401,067,000	3.19		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
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	115,269	2,907	11,819,653,000	-286,264,000	2.72		Hist	09/30/2023
Westfield Emerging Markets Small Cap Fund LP	TFI	ETF	267,640	20,090	11,695,861,000	105,576,000	2.69		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
SCHWAB STRATEGIC TRUST	SCHZ	Common	242,936	51,557	10,745,043,000	1,767,451,000	2.47		Hist	09/30/2023
SCHWAB US LC ETF	SCHX	Equities	177,699	-168,925	8,991,591,000	-7,774,608,000	2.07		Hist	09/30/2023
iSHARES TRUST	IVV	Common	20,004	-2,606	8,590,317,000	-704,096,000	1.98		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	117,790	-118,449	8,565,694,000	-6,830,011,000	1.97		Hist	09/30/2023
VanEck ETF Trust	HYD	Common	149,952	-25,011	7,358,141,000	-1,694,445,000	1.69		Hist	09/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	84,189	-1,225	7,265,478,000	-736,138,000	1.67		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
AMAZON COM INC	AMZN	Common	40,314	3,102	5,124,779,000	1,281,167,000	1.18		Hist	09/30/2023
AMGEN INC	AMGN	Common	17,451	210	4,690,131,000	522,119,000	1.08		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
Tesla, Inc.	TSLA	COM	16,689	-540	4,175,797,000	601,517,000	0.96		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
Vanguard Growth ETF	VUG	ETF	13,453	-1,003	3,663,386,000	57,392,000	0.84		Hist	09/30/2023
VANGUARD STAR FUNDS	VXUS	Common	57,874	-375	3,097,428,000	-118,522,000	0.71		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
VANGUARD INDEX FDS MID CAP	VO	STOCK	14,207	-1,270	2,958,378,000	-305,948,000	0.68		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHM	Common	43,442	-76,097	2,940,128,000	-5,170,602,000	0.68		Hist	09/30/2023
Meta Platforms, Inc.	FB	Common	8,706	-310	2,613,528,000	702,671,000	0.60		Hist	09/30/2023
EQUINIX INC	EQIX	COM PAR $0.001	3,366	-235	2,444,591,000	-151,874,000	0.56	0.00	Hist	09/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	54,608	-1,625	2,387,457,000	-152,584,000	0.55		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
SPDR S&P 500 ETF TRUST	SPY	Common	5,399	226	2,307,930,000	190,282,000	0.53		Hist	09/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	53,782	-108,712	2,227,642,000	-4,585,720,000	0.51		Hist	09/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	23,386	-5,693	2,206,047,000	-605,934,000	0.51		Hist	09/30/2023
iSHARES TRUST	IWM	Common	11,517	-46	2,035,493,000	-27,324,000	0.47		Hist	09/30/2023
VANGUARD INDEX FUNDS	VB	ETF	10,576	-1,534	1,999,516,000	-296,015,000	0.46		Hist	09/30/2023
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