RVW Wealth portfolio

What changed this quarter

97 positions with a change (7 new, 43 added to, 42 trimmed, 5 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• American Centy ETF Tr+10%more sharesIncreased
  7.0% → 7.5%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFAU15.9%
• American Centy ETF TrAVUS7.5%
• WisdomTree U.s. Quality Divi ETFDGRW5.2%
• WisdomTree US Quality Growth ETFQGRW4.9%
• J P Morgan Exchange Traded FundJQUA4.8%
• Dimensional ETF TrustDFAI3.7%
• Victory Portfolios IIVFLO3.6%
• iShares Msci International Q ETFIQLT3.1%
• First Trust Rising Dividend ETFRDVY3.0%
• AppleAAPL2.9%
• Invesco S&P 500 Momentum ETFSPMO2.7%
• Dimensional ETF TrustDFAE2.1%
• American Centy ETF TrAVDE2.1%
• Ishares TrIBDS1.9%
• iShares Ibonds DEC 2028 ETFIBDT1.9%
• iShares Msci USA Quality FAC ETFQUAL1.9%
• iShares Ibonds DEC 2029 Term ETFIBDU1.8%
• iShares Ustechnology ETFIYW1.8%
• State Street SPDR P S&P 1500 Comp ETFSPTM1.8%
• First Trust Nasdq 100 Tech I ETFQTEC1.8%
• iShares Ibonds DEC 2026 Term ETFIBDR1.7%
• iShares Ibonds DEC 2030 ETFIBDV1.7%
• Flexshares TrTILT1.2%
• Invesco S&P Midcap 400 REV ETFRWK1.1%
• Invesco QQQ Trust Series 1 ETFQQQ1.0%
• Nushares ETF TrNULG1.0%
• iShares Msci Eafe ETFEFA0.9%
• First Trust Technology Alpha ETFFXL0.9%
• Pacer US LRG Cap Cows GR LD ETFCOWG0.8%
• Harley-DavidsonHOG0.6%
• State Street SPDR P S&P 600 Small Cap ETFSPSM0.6%
• NVIDIANVDA0.6%
• Vanguard Index FundsVTI0.5%
• Invesco Exchange Traded Fund TRSP0.5%
• Flexshares TrQDEF0.5%
• J P Morgan Exchange Traded FundJPME0.5%
• Pacer US Cash Cows 100 ETFCOWZ0.5%
• American Centy ETF TrAVTM0.4%
• iShares Trust iShares ESG AW ETFESGD0.4%
• Vanguard S&P 500 ETFVOO0.4%
• Dimensional ETF TrustDFAC0.4%
• Invesco S&P 500 Revenue ETFRWL0.4%
• DBX ETF TrDEUS0.3%
• AlphabetGOOG · GOOGL0.3%
• State Street Technology Select Sector ETFXLK0.3%
• Eli LillyLLY0.3%
• American Centy ETF TrAVEM0.3%
• Schwab US DVD Equity ETFSCHD0.3%
• MicrosoftMSFT0.3%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.3%
• iShares Core Dividend Growth ETFDGRO0.3%
• iShares US Equity Factor ETFLRGF0.2%
• Berkshire HathawayBRK/B · BRK/A0.2%
• Schwab US Broad Market ETFSCHB0.2%
• iShares Core S&P Small-cap E ETFIJR0.2%
• TeslaTSLA0.2%
• Flexshares TrESG0.2%
• Amazon.comAMZN0.2%
• J P Morgan Exchange Traded FundJPST0.2%
• Plains GP HoldingsPAGP0.2%
• Invesco Exchange Traded Fund TSPHQ0.2%
• Invesco Bulletshares 2030 CB ETFBSCU0.2%
• State Str Spdr S&P Midcap 40MDY0.1%
• Vanguard International Equity Index FVEU0.1%
• AbbVieABBV0.1%
• American Centy ETF TrAVUV0.1%
• BroadcomAVGO0.1%
• SouthernSO0.1%
• Invesco Bulletshares 2027 CB ETFBSCR0.1%
• Gbank Financial HoldingsGBFH0.1%
• GE VernovaGEV0.1%
• Vanguard Dividend Apprec ETFVIG0.1%
• IntuitINTU0.1%
• WisdomTree US Midcap FundEZM0.1%
• JPMorgan ChaseJPM0.1%
• State Str Spdr S&P 500 ETF TSPY0.1%
• Exxon MobilXOM0.1%
• Goldman Sachs GroupGS0.1%
• Walt DisneyDIS0.1%
• J P Morgan Exchange Traded FundJPIN0.1%
• First Trust Value Line DVD ETFFVD0.1%
• Milestone PharmaceuticalsMIST0.1%
• StrykerSYK0.1%
• WisdomTree U.s. Value FundWTV0.1%
• IsharesEIS0.1%
• Invesco Rafi Strategic US ET ETFIUS0.1%
• Johnson & JohnsonJNJ0.1%
• iShares S&P 100 ETFOEF0.1%
• Space Exploration TechnologiesSPCX0.1%
• Costco WholesaleCOST0.1%
• Nushares ETF TrNUSC0.1%
• Meta PlatformsMETA0.1%
• iShares ESG Msci USA Leaders ETFSUSL0.1%
• VisaVunder 0.1%
• iShares Russell Mid-cap Grow ETFIWPunder 0.1%
• Nushares ETF TrNUMVunder 0.1%
• iShares Core Msci Eafe ETFIEFAunder 0.1%
• ChevronCVXunder 0.1%