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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHARES TRUST HIG YLD VL ET F | HIG YLD VL ETF | 151 | $883,936 | 21,628 | 0.00 | 0.00 | -226 | -1.03 | 12-31-2023 |
| JP MORGAN ETF TRUST ULTRA SHRT INC ETF | ULTRA SHRT INC | 152 | $818,297 | 16,291 | 0.00 | 0.00 | -5,939 | -26.72 | 12-31-2023 |
| iShares MSCI Israel ETF | MSCI ISRAEL ETF | 153 | $811,774 | 13,950 | 0.00 | 0.00 | 11,508 | 471.25 | 12-31-2023 |
| SPDR PORTFOLIO EMG MK ETF | PORTFOLIO EMG MK | 154 | $809,827 | 22,870 | 0.00 | 0.00 | -7,536 | -24.78 | 12-31-2023 |
