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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST IBONDS DEC24 ETF | IBONDS DEC24 ETF | 51 | $14,822,898 | 595,058 | 0.00 | 0.00 | 34,022 | 6.06 | 12-31-2023 |
| SPDR SERIES TRUST PORTFOLIO SM ETF | PORTFOLIO S&P600 | 52 | $14,131,263 | 335,023 | 0.00 | 0.00 | -49,145 | -12.79 | 12-31-2023 |
| NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF | NUVEEN ESG LRGCP | 53 | $11,509,080 | 165,670 | 0.00 | 0.00 | -281,109 | -62.92 | 12-31-2023 |
| Ishares Esg Msci Eafe | ESG AW MSCI EAFE | 54 | $11,275,251 | 149,262 | 0.00 | 0.00 | -22,848 | -13.28 | 12-31-2023 |
