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
WisdomTree Trust	DLN	LARGECAP DIVID	225,469	-134,459	13,864,060,000	-8,401,067,000	3.19		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
SCHWAB STRATEGIC TRUST	SCHG	Common	117,790	-118,449	8,565,694,000	-6,830,011,000	1.97		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
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
VanEck ETF Trust	HYD	Common	149,952	-25,011	7,358,141,000	-1,694,445,000	1.69		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
iSHARES TRUST	EFG	MSCI GRW IDX	84,189	-1,225	7,265,478,000	-736,138,000	1.67		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
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	IJH	Common	7,756	-2,346	1,933,883,000	-593,171,000	0.45		Hist	09/30/2023
Schwab US Dividend Equity ETF	SCHD	common	27,062	-6,995	1,914,926,000	-576,699,000	0.44		Hist	09/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	5,715	-3,288	537,409,000	-359,654,000	0.12		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
VANGUARD INDEX FUNDS	VB	ETF	10,576	-1,534	1,999,516,000	-296,015,000	0.46		Hist	09/30/2023
COLGATE PALMOLIVE CO	CL	Common	27,852	-1,468	1,980,556,000	-222,842,000	0.46	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
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 STAR FUNDS	VXUS	Common	57,874	-375	3,097,428,000	-118,522,000	0.71		Hist	09/30/2023
Vanguard Mid-Cap Value ETF	VOE	common	7,351	-659	962,718,000	-111,215,000	0.22		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	7,800	-1,403	502,770,000	-100,766,000	0.12		Hist	09/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	4,231	-447	1,661,601,000	-97,687,000	0.38		Hist	09/30/2023
JOHNSON & JOHNSON	JNJ	Common	6,655	-638	1,036,590,000	-93,899,000	0.24		Hist	09/30/2023
iSHARES TRUST	EEM	Common	13,509	-1,508	512,667,000	-79,889,000	0.12		Hist	09/30/2023
Vanguard Charlotte Funds	BNDX	Common	5,670	-1,158	271,212,000	-62,791,000	0.06		Hist	09/30/2023
DEXCOM INC	DXCM	COM	2,282	-46	212,911,000	-57,556,000	0.05	0.00	Hist	09/30/2023
COCA COLA CO	KO	Common	7,336	-149	410,658,000	-53,624,000	0.09	0.00	Hist	09/30/2023
SPDR S&P MIDCAP 400 ETF TRUST	MDY	Common	3,993	-87	1,823,364,000	-46,949,000	0.42		Hist	09/30/2023
Duke Energy CORP	DUK	COM	3,543	-160	312,719,000	-44,525,000	0.07	0.00	Hist	09/30/2023
iSHARES TRUST	IWM	Common	11,517	-46	2,035,493,000	-27,324,000	0.47		Hist	09/30/2023
SPDR SERIES TRUST	SMD	Common	23,959	-483	1,049,152,000	-24,845,000	0.24		Hist	09/30/2023
VANGUARD INDEX FUNDS	VOT	Common	2,485	-49	484,031,000	-9,820,000	0.11		Hist	09/30/2023
iSHARES TRUST	EFV	MSCI VAL IDX	27,100	-204	1,326,003,000	941,000	0.31		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	7,337	-78	365,730,000	10,930,000	0.08		Hist	09/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	2,527	-31	228,437,000	16,518,000	0.05		Hist	09/30/2023
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