13F HOLDINGS REPORT
Revolve Wealth Partners, LLC
Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001808992-24-000002
Total Value
$587.2M
Positions
186
Other Managers
0
Confidential Omitted
No
Holdings (186)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 364,219 | $94.7M | 16.12% |
| 2 | ISHARES TR | 46432F842 | 502,840 | $37.3M | 6.36% |
| 3 | EA SERIES TRUST | 02072L201 | 1,130,762 | $30.5M | 5.20% |
| 4 | SPDR SER TR | 78464A284 | 927,730 | $23.8M | 4.06% |
| 5 | RBB FD INC | 74933W452 | 447,118 | $22.4M | 3.81% |
| 6 | EA SERIES TRUST | 02072L409 | 362,555 | $21.4M | 3.65% |
| 7 | CAMBRIA ETF TR | 132061201 | 269,955 | $19.8M | 3.37% |
| 8 | EA SERIES TRUST | 02072L771 | 661,548 | $19.2M | 3.27% |
| 9 | SPDR SER TR | 78468R721 | 352,025 | $16.4M | 2.79% |
| 10 | WISDOMTREE TR | WT | 218,300 | $15.8M | 2.68% |
| 11 | SCHWAB STRATEGIC TR | 808524805 | 371,480 | $14.5M | 2.47% |
| 12 | SCHWAB STRATEGIC TR | 808524839 | 281,529 | $13.0M | 2.21% |
| 13 | ISHARES TR | 464288414 | 114,983 | $12.4M | 2.11% |
| 14 | WISDOMTREE TR | WT | 318,721 | $12.1M | 2.07% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 119,012 | $11.0M | 1.88% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 176,001 | $10.9M | 1.86% |
| 17 | APPLE INC | AAPL | 61,085 | $10.5M | 1.78% |
| 18 | MICROSOFT CORP | MSFT | 23,588 | $9.9M | 1.69% |
| 19 | ISHARES TR | 464287200 | 18,793 | $9.9M | 1.68% |
| 20 | AMERICAN CENTY ETF TR | 025072877 | 96,420 | $9.0M | 1.54% |
| 21 | VANECK ETF TRUST | 92189H409 | 170,211 | $8.9M | 1.51% |
| 22 | AMAZON COM INC | AMZN | 41,616 | $7.5M | 1.28% |
| 23 | NVIDIA CORPORATION | NVDA | 7,750 | $7.0M | 1.19% |
| 24 | AMGEN INC | AMGN | 17,359 | $4.9M | 0.84% |
| 25 | ISHARES TR | 464288885 | 46,474 | $4.8M | 0.82% |
| 26 | VANGUARD INDEX FDS | 922908736 | 13,565 | $4.7M | 0.80% |
| 27 | INVESCO EXCH TRADED FD TR II | IVZ | 243,351 | $4.4M | 0.75% |
| 28 | META PLATFORMS INC | META | 8,528 | $4.1M | 0.71% |
| 29 | VANGUARD STAR FDS | 921909768 | 60,765 | $3.7M | 0.62% |
| 30 | SCHWAB STRATEGIC TR | 808524508 | 40,248 | $3.3M | 0.56% |
| 31 | SPDR S&P 500 ETF TR | SPY | 6,197 | $3.2M | 0.55% |
| 32 | VANGUARD TAX-MANAGED FDS | 921943858 | 62,544 | $3.1M | 0.53% |
| 33 | VANGUARD INDEX FDS | 922908629 | 11,597 | $2.9M | 0.49% |
| 34 | ISHARES TR | 46432F834 | 37,553 | $2.5M | 0.43% |
| 35 | VISA INC | V | 8,919 | $2.5M | 0.42% |
| 36 | SCHWAB STRATEGIC TR | 808524607 | 50,429 | $2.5M | 0.42% |
| 37 | ISHARES TR | 464287804 | 22,461 | $2.5M | 0.42% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,891 | $2.5M | 0.42% |
| 39 | COLGATE PALMOLIVE CO | CL | 27,160 | $2.4M | 0.42% |
| 40 | ISHARES TR | 464287614 | 7,101 | $2.4M | 0.41% |
| 41 | ISHARES TR | 464287655 | 11,018 | $2.3M | 0.39% |
| 42 | JPMORGAN CHASE & CO | VYLD | 11,354 | $2.3M | 0.39% |
| 43 | VANGUARD INDEX FDS | 922908751 | 9,933 | $2.3M | 0.39% |
| 44 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,033 | $2.2M | 0.38% |
| 45 | MASTERCARD INCORPORATED | MA | 4,591 | $2.2M | 0.38% |
| 46 | INVESCO QQQ TR | IVZ | 4,979 | $2.2M | 0.38% |
| 47 | ALPHABET INC | GOOG | 14,510 | $2.2M | 0.37% |
| 48 | SCHWAB STRATEGIC TR | 808524797 | 27,078 | $2.2M | 0.37% |
| 49 | ISHARES TR | 464287507 | 35,793 | $2.2M | 0.37% |
| 50 | VANGUARD INDEX FDS | 922908363 | 4,252 | $2.0M | 0.35% |
| 51 | UNITEDHEALTH GROUP INC | UNH | 4,081 | $2.0M | 0.34% |
| 52 | ALPHABET INC | GOOG | 10,250 | $1.6M | 0.27% |
| 53 | NUSHARES ETF TR | NU | 19,592 | $1.5M | 0.25% |
| 54 | ISHARES TR | 464288877 | 27,053 | $1.5M | 0.25% |
| 55 | SHOPIFY INC | SHOP | 18,697 | $1.4M | 0.25% |
| 56 | ISHARES TR | 464288570 | 14,290 | $1.4M | 0.25% |
| 57 | ADVANCED MICRO DEVICES INC | AMD | 7,281 | $1.3M | 0.22% |
| 58 | DIMENSIONAL ETF TRUST | 25434V690 | 37,903 | $1.3M | 0.22% |
| 59 | SPDR SER TR | 78464A847 | 23,702 | $1.3M | 0.22% |
| 60 | UNITEDHEALTH GROUP INC | UNH | 2,500 | $1.2M | 0.21% |
| 61 | UBER TECHNOLOGIES INC | UBER | 15,432 | $1.2M | 0.20% |
| 62 | VANGUARD INDEX FDS | 922908512 | 7,250 | $1.1M | 0.19% |
| 63 | ELI LILLY & CO | LLY | 1,392 | $1.1M | 0.18% |
| 64 | JOHNSON & JOHNSON | JNJ | 6,746 | $1.1M | 0.18% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 6,487 | $1.1M | 0.18% |
| 66 | VANGUARD MUN BD FDS | 922907746 | 20,174 | $1.0M | 0.17% |
| 67 | ISHARES TR | 464288323 | 18,868 | $1.0M | 0.17% |
| 68 | HOME DEPOT INC | HD | 2,577 | $988,536 | 0.17% |
| 69 | NUSHARES ETF TR | NU | 25,006 | $971,732 | 0.17% |
| 70 | BROADCOM INC | AVGO | 725 | $961,032 | 0.16% |
| 71 | ISHARES TR | 464287481 | 7,375 | $841,783 | 0.14% |
| 72 | ISHARES TR | 464288158 | 7,877 | $824,958 | 0.14% |
| 73 | NUSHARES ETF TR | NU | 19,717 | $820,014 | 0.14% |
| 74 | EXXON MOBIL CORP | XOM | 6,986 | $812,028 | 0.14% |
| 75 | TESLA INC | TSLA | 4,590 | $806,924 | 0.14% |
| 76 | ISHARES TR | 464287473 | 6,315 | $791,459 | 0.13% |
| 77 | MICRON TECHNOLOGY INC | MU | 6,582 | $775,952 | 0.13% |
| 78 | NUSHARES ETF TR | NU | 17,428 | $775,180 | 0.13% |
| 79 | AMERICAN CENTY ETF TR | 025072299 | 13,036 | $742,110 | 0.13% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 996 | $729,699 | 0.12% |
| 81 | SERVICENOW INC | NOW | 951 | $725,042 | 0.12% |
| 82 | RBB FD INC | 74933W460 | 14,452 | $724,206 | 0.12% |
| 83 | ISHARES TR | 46436E759 | 10,619 | $723,472 | 0.12% |
| 84 | ADOBE INC | ADBE | 1,394 | $703,412 | 0.12% |
| 85 | BLACKSTONE INC | BX | 5,231 | $687,196 | 0.12% |
| 86 | DIMENSIONAL ETF TRUST | 25434V815 | 22,360 | $673,036 | 0.11% |
| 87 | NUSHARES ETF TR | NU | 19,675 | $672,893 | 0.11% |
| 88 | INVESCO EXCH TRD SLF IDX FD | IVZ | 30,971 | $649,461 | 0.11% |
| 89 | ORACLE CORP | ORCL-PD | 5,015 | $629,945 | 0.11% |
| 90 | VANGUARD INDEX FDS | 922908538 | 2,661 | $627,437 | 0.11% |
| 91 | MERCK & CO INC | MRK | 4,733 | $624,513 | 0.11% |
| 92 | DISNEY WALT CO | 254687106 | 4,955 | $606,279 | 0.10% |
| 93 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,274 | $597,835 | 0.10% |
| 94 | NETFLIX INC | NFLX | 942 | $571,903 | 0.10% |
| 95 | SALESFORCE INC | CRM | 1,898 | $571,640 | 0.10% |
| 96 | SCHWAB STRATEGIC TR | 808524409 | 7,507 | $570,414 | 0.10% |
| 97 | ABBVIE INC | ABBV | 3,083 | $561,412 | 0.10% |
| 98 | ISHARES TR | 464287234 | 13,509 | $554,950 | 0.09% |
| 99 | MCDONALDS CORP | MCD | 1,899 | $535,428 | 0.09% |
| 100 | VISA INC | V | 1,900 | $530,252 | 0.09% |
| 101 | ISHARES TR | 464287226 | 5,312 | $520,302 | 0.09% |
| 102 | AIRBNB INC | ABNB | 3,124 | $515,335 | 0.09% |
| 103 | CHEVRON CORP NEW | CVX | 3,204 | $505,382 | 0.09% |
| 104 | WALMART INC | WMT | 8,310 | $500,032 | 0.09% |
| 105 | PFIZER INC | PFE | 17,945 | $497,974 | 0.08% |
| 106 | AIR PRODS & CHEMS INC | AIIR | 2,037 | $493,504 | 0.08% |
| 107 | BANK AMERICA CORP | 060505104 | 12,897 | $489,051 | 0.08% |
| 108 | CSX CORP | CSX | 12,860 | $476,721 | 0.08% |
| 109 | COCA COLA CO | KO | 7,705 | $471,379 | 0.08% |
| 110 | INTUITIVE SURGICAL INC | ISRG | 1,152 | $459,752 | 0.08% |
| 111 | SCHWAB STRATEGIC TR | 808524102 | 7,241 | $442,086 | 0.08% |
| 112 | INVESCO EXCH TRD SLF IDX FD | IVZ | 21,472 | $438,663 | 0.07% |
| 113 | ISHARES TR | 464289438 | 2,126 | $414,783 | 0.07% |
| 114 | COMCAST CORP NEW | CCZ | 9,507 | $412,122 | 0.07% |
| 115 | WASTE MGMT INC DEL | 94106L109 | 1,860 | $396,471 | 0.07% |
| 116 | INTEL CORP | INTC | 8,951 | $395,366 | 0.07% |
| 117 | QUALCOMM INC | QCOM | 2,305 | $390,249 | 0.07% |
| 118 | SPDR SER TR | 78464A763 | 2,856 | $374,821 | 0.06% |
| 119 | WISDOMTREE TR | WT | 12,187 | $359,039 | 0.06% |
| 120 | PEPSICO INC | PEP | 2,027 | $354,831 | 0.06% |
| 121 | ISHARES TR | 464287671 | 2,985 | $349,922 | 0.06% |
| 122 | SCHWAB STRATEGIC TR | 808524730 | 12,462 | $345,945 | 0.06% |
| 123 | VERTEX PHARMACEUTICALS INC | VRTX | 800 | $334,323 | 0.06% |
| 124 | ISHARES TR | 464287689 | 1,106 | $331,888 | 0.06% |
| 125 | LINDE PLC | LIN | 693 | $321,774 | 0.05% |
| 126 | ISHARES TR | 46435G516 | 4,007 | $320,169 | 0.05% |
| 127 | DUKE ENERGY CORP NEW | DUKB | 3,264 | $315,677 | 0.05% |
| 128 | INTERNATIONAL BUSINESS MACHS | INTR | 1,649 | $314,837 | 0.05% |
| 129 | DEXCOM INC | DXCM | 2,215 | $307,221 | 0.05% |
| 130 | CHIPOTLE MEXICAN GRILL INC | CMG | 103 | $299,397 | 0.05% |
| 131 | CONSOLIDATED EDISON INC | ED | 3,291 | $298,867 | 0.05% |
| 132 | GOLDMAN SACHS GROUP INC | GSCE | 715 | $298,654 | 0.05% |
| 133 | AMERICAN EXPRESS CO | AXP | 1,304 | $296,908 | 0.05% |
| 134 | GENERAL ELECTRIC CO | 369604301 | 1,680 | $294,890 | 0.05% |
| 135 | HONEYWELL INTL INC | 438516106 | 1,435 | $294,548 | 0.05% |
| 136 | CISCO SYS INC | CSCO | 5,882 | $293,585 | 0.05% |
| 137 | KENVUE INC | KVUE | 13,665 | $293,251 | 0.05% |
| 138 | VERIZON COMMUNICATIONS INC | VZ | 6,808 | $285,653 | 0.05% |
| 139 | NEXTERA ENERGY INC | NEE-PW | 4,431 | $283,185 | 0.05% |
| 140 | ISHARES TR | 464287622 | 977 | $281,405 | 0.05% |
| 141 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,639 | $277,404 | 0.05% |
| 142 | RBB FD INC | 74933W486 | 5,701 | $274,161 | 0.05% |
| 143 | RBB FD INC | 74933W494 | 5,593 | $273,917 | 0.05% |
| 144 | VANGUARD WHITEHALL FDS | 921946406 | 2,249 | $272,107 | 0.05% |
| 145 | RAYMOND JAMES FINL INC | 754730109 | 2,107 | $270,581 | 0.05% |
| 146 | ISHARES TR | 464287721 | 1,972 | $266,338 | 0.05% |
| 147 | ACCENTURE PLC IRELAND | ACN | 763 | $264,463 | 0.05% |
| 148 | GILEAD SCIENCES INC | GILD | 3,505 | $256,716 | 0.04% |
| 149 | EATON CORP PLC | ETN | 815 | $254,834 | 0.04% |
| 150 | THERMO FISHER SCIENTIFIC INC | TMO | 433 | $251,385 | 0.04% |
| 151 | INTUIT | INTU | 383 | $248,950 | 0.04% |
| 152 | CATERPILLAR INC | CAT | 678 | $248,559 | 0.04% |
| 153 | GENERAL DYNAMICS CORP | GD | 878 | $248,026 | 0.04% |
| 154 | SELECT SECTOR SPDR TR | 81369Y506 | 2,612 | $246,636 | 0.04% |
| 155 | UNION PAC CORP | UNP | 1,002 | $246,433 | 0.04% |
| 156 | VEEVA SYS INC | VEEV | 1,056 | $244,665 | 0.04% |
| 157 | RTX CORPORATION | RTX | 2,506 | $244,421 | 0.04% |
| 158 | CVS HEALTH CORP | CVS | 3,033 | $241,914 | 0.04% |
| 159 | VANGUARD INDEX FDS | 922908744 | 1,482 | $241,359 | 0.04% |
| 160 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 589 | $234,161 | 0.04% |
| 161 | ROCKWELL AUTOMATION INC | ROK | 798 | $232,481 | 0.04% |
| 162 | EMERSON ELEC CO | EMR | 2,043 | $231,717 | 0.04% |
| 163 | WELLS FARGO CO NEW | 949746101 | 3,946 | $228,710 | 0.04% |
| 164 | BOEING CO | BA-PA | 1,179 | $227,606 | 0.04% |
| 165 | ABBOTT LABS | ABLZF | 1,956 | $222,319 | 0.04% |
| 166 | ISHARES TR | 464287606 | 2,416 | $220,460 | 0.04% |
| 167 | TRACTOR SUPPLY CO | TSCO | 835 | $218,536 | 0.04% |
| 168 | SELECT SECTOR SPDR TR | 81369Y803 | 1,044 | $217,434 | 0.04% |
| 169 | ZOETIS INC | ZTS | 1,284 | $217,266 | 0.04% |
| 170 | ALPS ETF TR | 00162Q205 | 1,830 | $215,922 | 0.04% |
| 171 | LOWES COS INC | 548661107 | 839 | $213,718 | 0.04% |
| 172 | RBB FD INC | 74933W510 | 4,403 | $213,543 | 0.04% |
| 173 | ISHARES TR | 464287705 | 1,804 | $213,395 | 0.04% |
| 174 | NOVANTA INC | NOVTU | 1,221 | $213,394 | 0.04% |
| 175 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 703 | $211,912 | 0.04% |
| 176 | PROLOGIS INC. | PLDGP | 1,627 | $211,868 | 0.04% |
| 177 | ANALOG DEVICES INC | ADI | 1,067 | $211,042 | 0.04% |
| 178 | APPLIED MATLS INC | 038222105 | 1,009 | $208,086 | 0.04% |
| 179 | LENNAR CORP | LEN-B | 1,208 | $207,752 | 0.04% |
| 180 | AMPHENOL CORP NEW | 032095101 | 1,801 | $207,746 | 0.04% |
| 181 | AT&T INC | T-PC | 11,633 | $204,739 | 0.03% |
| 182 | AMERIPRISE FINL INC | 03076C106 | 465 | $203,875 | 0.03% |
| 183 | PAYPAL HLDGS INC | PYPL | 2,962 | $198,424 | 0.03% |
| 184 | SERVICENOW INC | NOW | 100 | $76,240 | 0.01% |
| 185 | PAYPAL HLDGS INC | PYPL | 700 | $46,893 | 0.01% |
| 186 | DISNEY WALT CO | 254687106 | 200 | $24,472 | 0.00% |