0001756543-19-000001.txt : 20190424 0001756543-19-000001.hdr.sgml : 20190424 20190424154947 ACCESSION NUMBER: 0001756543-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190424 DATE AS OF CHANGE: 20190424 EFFECTIVENESS DATE: 20190424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RVW Wealth, LLC CENTRAL INDEX KEY: 0001756543 IRS NUMBER: 753214631 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19477 FILM NUMBER: 19763823 BUSINESS ADDRESS: STREET 1: 1880 CENTURY PARK EAST STREET 2: SUITE 200 CITY: LOS ANGELES STATE: CA ZIP: 90067 BUSINESS PHONE: 310-945-4000 MAIL ADDRESS: STREET 1: 1880 CENTURY PARK EAST STREET 2: SUITE 200 CITY: LOS ANGELES STATE: CA ZIP: 90067 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001756543 XXXXXXXX 03-31-2019 03-31-2019 RVW Wealth, LLC
1880 CENTURY PARK EAST SUITE 200 LOS ANGELES CA 90067
13F HOLDINGS REPORT 028-19477 N
Jonathan Gerber Chief Compliance Officer 310-432-4036 Jonathan Gerber Los Angeles CA 04-24-2019 0 64 391880 true
INFORMATION TABLE 2 20190331.xml Ishares Tr S&P Smallcap CORE S&P SCP ETF 464287804 35335 458007 SH SOLE 0 0 0 Wisdomtree TRUST Midcap US MIDCAP FUND 97717W570 31331 796408 SH SOLE 0 0 0 Ishares Ibonds Dec 2023 IBONDS DEC23 ETF 46434VAX8 19977 798761 SH SOLE 0 0 0 JP MORGAN ETF TRUST ULTRA SHRT INC ETF ULTRA SHRT INC 46641Q837 19612 389905 SH SOLE 0 0 0 Wisdomtree US Divid Etf US QTLY DIV GRT 97717X669 18119 420785 SH SOLE 0 0 0 Ishares Etf USA QUALITY FCTR 46432F339 17137 193531 SH SOLE 0 0 0 Ishares Ibonds Dec 2022 IBONDS DEC22 ETF 46434VBA7 15923 639212 SH SOLE 0 0 0 Powershs Exch Trad Fd Tr BUYBACK ACHIEV 46137V308 15880 266309 SH SOLE 0 0 0 Dutsch X Trck Rusl 1000 XTRACK RUSS 1000 233051481 14996 460284 SH SOLE 0 0 0 First Tr Nasdaq 100 Fund SHS 337345102 14546 176596 SH SOLE 0 0 0 Mid Cap SPDR UTSER1 S&PDCRP 78467Y107 13578 39310 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2021 TERM CORP ETF IBONDS DEC21 ETF 46434VBK5 12394 501370 SH SOLE 0 0 0 Jpmorgan Dvrsfd Rtrn DIV RTN INT EQ 46641Q209 11203 202626 SH SOLE 0 0 0 First TRUST Value SHS 33734H106 11194 344736 SH SOLE 0 0 0 Ishares US Financial Ser U.S. FIN SVC ETF 464287770 11187 89634 SH SOLE 0 0 0 Powershares Etf Fd Tr II INTL BUYBACK 46138E644 10381 327580 SH SOLE 0 0 0 First Trust Developed Mkts Ex US DEV MRK EX US 33737J174 9684 178105 SH SOLE 0 0 0 Jpmrg Dvsfd Retn Emrg DIV RTN EM EQT 46641Q308 9601 177015 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2019 TERM CORP ETF IBONDS DEC19 ETF 46434VAU4 8883 357337 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2020 TERM CORP ETF IBONDS DEC20 ETF 46434VAQ3 8870 351483 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC24 ETF IBONDS DEC24 ETF 46434VBG4 8428 338728 SH SOLE 0 0 0 Wisdomtree US US MULTIFACTOR 97717Y857 7625 263088 SH SOLE 0 0 0 Alps TRUST Etf BARRONS 400 ETF 00162Q726 5449 136055 SH SOLE 0 0 0 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 5440 37594 SH SOLE 0 0 0 Powershs Qqq TRUST Ser UNIT SER 1 46090E103 5388 29988 SH SOLE 0 0 0 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 5279 105269 SH SOLE 0 0 0 Guggenheim Bullet 2022 BULSHS 2022 CB 46138J882 5245 248345 SH SOLE 0 0 0 Rydex Etf TRUST S&P500 EQL WGT 46137V357 5042 48280 SH SOLE 0 0 0 Schw US Brd Mkt Etf US BRD MKT ETF 808524102 4646 68270 SH SOLE 0 0 0 Guggenheim Bullet 2021 BULSHS 2021 CB 46138J700 4057 192916 SH SOLE 0 0 0 Apple Computer Inc COM 037833100 3675 120224 SH SOLE 0 0 0 Guggenheim Etf BULSHS 2019 CB 46138J304 2227 105710 SH SOLE 0 0 0 Guggenheim Etf BULSHS 2020 CB 46138J502 1998 94175 SH SOLE 0 0 0 INVESCO BULSHS 2023 CB ETF BULSHS 2023 CB 46138J866 1468 70596 SH SOLE 0 0 0 Intuit Inc COM 461202103 1452 5555 SH SOLE 0 0 0 Ishares Msci India Index MSCI INDIA ETF 46429B598 1323 37523 SH SOLE 0 0 0 Berkshire Hathaway Cl B CL B NEW 084670702 1083 5389 SH SOLE 0 0 0 Allergan Inc SHS G0177J108 843 5755 SH SOLE 0 0 0 Ishares Tr Lehman Tips TIPS BD ETF 464287176 802 7090 SH SOLE 0 0 0 Ishares Tr Dow Jones Re U.S. REAL ES ETF 464287739 738 8476 SH SOLE 0 0 0 Stryker Corp COM 863667101 705 3569 SH SOLE 0 0 0 Spdr Barclays Cnv BLMBRG BRC CNVRT 78464A359 661 12643 SH SOLE 0 0 0 Amazon Com Inc COM 023135106 659 370 SH SOLE 0 0 0 NUVEEN ESG NUVEEN SHRT TERM RE IT ETF NUVEEN SHRT TERM 67092P706 648 22659 SH SOLE 0 0 0 First TRUST Tactcl High FIRST TR TA HIYL 33738D408 639 13368 SH SOLE 0 0 0 Disney Walt Co COM DISNEY 254687106 572 5149 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC2026 E TF IBONDS DEC2026 46435GAA0 544 22452 SH SOLE 0 0 0 Rydex Etf TRUST S&P500 EQL HLT 46137V332 524 2654 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC25 ETF IBONDS DEC25 ETF 46434VBD1 515 20692 SH SOLE 0 0 0 Facebook Inc Class A CL A 30303M102 433 2599 SH SOLE 0 0 0 First TRUST Preferred PFD SECS INC ETF 33739E108 395 20736 SH SOLE 0 0 0 Powershares High Yield HIG YLD EQ DIV 46137V563 391 21879 SH SOLE 0 0 0 Ishares Mrnstar Lrg Cap MRNGSTR LG-CP GR 464287119 385 2108 SH SOLE 0 0 0 Netflix Inc COM 64110L106 360 1011 SH SOLE 0 0 0 Berkshire Hathaway CL A 084670108 301 1 SH SOLE 0 0 0 First Trst Nasdaq Rsng RISNG DIVD ACHIV 33738R506 289 9676 SH SOLE 0 0 0 Amc Entertainment CL A COM 00165C104 283 19075 SH SOLE 0 0 0 ISHARES TRUST MULTIFACTOR INTL ETF MULTIFACTOR INTL 46434V274 248 9406 SH SOLE 0 0 0 Vanguard Div Apprciation DIV APP ETF 921908844 223 2036 SH SOLE 0 0 0 Ishares Core Dividend CORE DIV GRWTH 46434V621 223 6064 SH SOLE 0 0 0 ISHARES CORE S&P TTL STK ETF CORE S&P TTL STK 464287150 222 3451 SH SOLE 0 0 0 Ishares Msci Etf MIN VOL USA ETF 46429B697 214 3633 SH SOLE 0 0 0 Alps TRUST Etf SECTR DIV DOGS 00162Q858 206 4811 SH SOLE 0 0 0 Google Inc Class A CAP STK CL A 02079K305 201 171 SH SOLE 0 0 0