RVW Wealth, LLC - Portfolio overview

RVW Wealth, LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL US CORE EQUITY MARKT ETF, 15.88%
2. AVUS - AMERICAN CENTURY INVESTMENTS U S EQT ETF, 6.78%
3. DGRW - Wisdomtree US Divid Etf, 5.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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