Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RVW WEALTH LLC | 01-08-2024 | 12-31-2023 | 142 | 910,266,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS U S EQT ETF | US EQT ETF | 1 | $91,891,602 | 1,126,813 | 0.01 | 0.01 | 12,062 | 1.08 | 12-31-2023 |
| Wisdomtree US Divid Etf | US QTLY DIV GRT | 2 | $53,403,211 | 759,864 | 0.01 | 0.01 | 37,429 | 5.18 | 12-31-2023 |
| Dimensional International Cr Eq Mkt ETF | INTL CORE EQT MK | 3 | $44,858,850 | 1,566,301 | 0.00 | 0.00 | 145,141 | 10.21 | 12-31-2023 |
| DIMENSIONAL US CORE EQUITY MARKT ETF | US CORE EQT MKT | 4 | $40,722,222 | 1,224,728 | 0.00 | 0.00 | 44,399 | 3.76 | 12-31-2023 |
