0001172661-23-003444.txt : 20231019 0001172661-23-003444.hdr.sgml : 20231019 20231018200844 ACCESSION NUMBER: 0001172661-23-003444 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231018 EFFECTIVENESS DATE: 20231019 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nova R Wealth, Inc. CENTRAL INDEX KEY: 0001729457 IRS NUMBER: 471338855 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21510 FILM NUMBER: 231333165 BUSINESS ADDRESS: STREET 1: 9990 COLLEGE BLVD. CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: (913) 225-9201 MAIL ADDRESS: STREET 1: 9990 COLLEGE BLVD. CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001729457 XXXXXXXX 09-30-2023 09-30-2023 false Nova R Wealth, Inc.

9990 College Blvd. Overland Park KS 66210

13F HOLDINGS REPORT 028-21510 000169574 801-78933 N Eric Timothy Rodgers 913-225-9207 Eric Timothy Rodgers Overland Park KS 10-18-2023 0 56 144863142 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 2189515 17224 SH SOLE 0 0 17224 AMERICAN CENTY ETF TR US SML CP VALU 025072877 914210 11728 SH SOLE 0 0 11728 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 8325903 158047 SH SOLE 0 0 158047 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 750694 13490 SH SOLE 0 0 13490 AMGEN INC COM 031162100 3288796 12237 SH SOLE 0 0 12237 ANSYS INC COM 03662Q105 678116 2279 SH SOLE 0 0 2279 APPLE INC COM 037833100 5708192 33340 SH SOLE 0 0 33340 APTIV PLC SHS G6095L109 907244 9202 SH SOLE 0 0 9202 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3874668 11061 SH SOLE 0 0 11061 BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105 419568 29116 SH SOLE 0 0 29116 BLACKROCK HEALTH SCIENCES TR COM 09250W107 15674710 400376 SH SOLE 0 0 400376 BLACKROCK MUNIYIELD FD INC COM 09253W104 861113 93803 SH SOLE 0 0 93803 CANADIAN PACIFIC KANSAS CITY COM 13646K108 285055 3831 SH SOLE 0 0 3831 CHEVRON CORP NEW COM 166764100 728865 4323 SH SOLE 0 0 4323 EXXON MOBIL CORP COM 30231G102 413124 3514 SH SOLE 0 0 3514 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 670219 8099 SH SOLE 0 0 8099 GARMIN LTD SHS H2906T109 1314372 12494 SH SOLE 0 0 12494 GENERAL MTRS CO COM 37045V100 422647 12819 SH SOLE 0 0 12819 HOME DEPOT INC COM 437076102 244339 809 SH SOLE 0 0 809 INTUITIVE SURGICAL INC COM NEW 46120E602 7381959 25256 SH SOLE 0 0 25256 ISHARES INC CORE MSCI EMKT 46434G103 2573063 54067 SH SOLE 0 0 54067 ISHARES TR CORE S&P SCP ETF 464287804 976977 10357 SH SOLE 0 0 10357 ISHARES TR CORE S&P500 ETF 464287200 16804366 39132 SH SOLE 0 0 39132 ISHARES TR RUS 1000 GRW ETF 464287614 1151215 4328 SH SOLE 0 0 4328 ISHARES TR MSCI INTL QUALTY 46434V456 1404581 41791 SH SOLE 0 0 41791 ISHARES TR CORE MSCI EAFE 46432F842 7999250 124308 SH SOLE 0 0 124308 ISHARES TR MSCI USA MIN VOL 46429B697 974946 13470 SH SOLE 0 0 13470 ISHARES TR U S EQUITY FACTR 46434V282 4285786 98933 SH SOLE 0 0 98933 ISHARES TR MSCI USA MMENTM 46432F396 1567007 11217 SH SOLE 0 0 11217 ISHARES TR MSCI USA VALUE 46432F388 456867 5036 SH SOLE 0 0 5036 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 5134070 125098 SH SOLE 0 0 125098 JPMORGAN CHASE & CO COM 46625H100 224543 1548 SH SOLE 0 0 1548 MCDONALDS CORP COM 580135101 304185 1155 SH SOLE 0 0 1155 MICROSOFT CORP COM 594918104 1185632 3755 SH SOLE 0 0 3755 NEXTERA ENERGY INC COM 65339F101 1125170 19640 SH SOLE 0 0 19640 NVIDIA CORPORATION COM 67066G104 689550 1585 SH SOLE 0 0 1585 NXP SEMICONDUCTORS N V COM N6596X109 2113314 10571 SH SOLE 0 0 10571 OREILLY AUTOMOTIVE INC COM 67103H107 445341 490 SH SOLE 0 0 490 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 919972 99997 SH SOLE 0 0 99997 S&P GLOBAL INC COM 78409V104 545087 1492 SH SOLE 0 0 1492 SHYFT GROUP INC COM 825698103 264224 17650 SH SOLE 0 0 17650 SPDR S&P 500 ETF TR TR UNIT 78462F103 452274 1058 SH SOLE 0 0 1058 STMICROELECTRONICS N V NY REGISTRY 861012102 1860434 43106 SH SOLE 0 0 43106 TEXAS INSTRS INC COM 882508104 970958 6106 SH SOLE 0 0 6106 VANGUARD INDEX FDS SMALL CP ETF 922908751 286961 1518 SH SOLE 0 0 1518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 331353 1560 SH SOLE 0 0 1560 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1237198 31553 SH SOLE 0 0 31553 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5876952 124301 SH SOLE 0 0 124301 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 3525496 18111 SH SOLE 0 0 18111 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 17725212 310152 SH SOLE 0 0 310152 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1365038 8785 SH SOLE 0 0 8785 VANGUARD STAR FDS VG TL INTL STK F 921909768 244169 4562 SH SOLE 0 0 4562 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2041924 46705 SH SOLE 0 0 46705 VANGUARD WELLINGTON FD US MOMENTUM 921935508 1560404 13761 SH SOLE 0 0 13761 VISA INC COM CL A 92826C839 372580 1620 SH SOLE 0 0 1620 WALMART INC COM 931142103 813734 5088 SH SOLE 0 0 5088