0001606587-22-001322.txt : 20220715 0001606587-22-001322.hdr.sgml : 20220715 20220715112742 ACCESSION NUMBER: 0001606587-22-001322 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220715 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220715 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: 221084818 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 13F-HR LIVE false true false 0001729457 XXXXXXXX 06-30-2022 06-30-2022 false Nova R Wealth, Inc.

9990 COLLEGE BLVD. OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-21510 N Eric T. Rodgers 913-225-9207 Eric T. Rodgers OVERLAND PARK KS 07-15-2022 0 73 121565 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 486 4478 SH SOLE NONE 0 0 4478 AMAZON COM INC COM 023135106 2320 21842 SH SOLE NONE 0 0 21842 AMERICAN CENTY ETF TR US SML CP VALU 025072877 517 7567 SH SOLE NONE 0 0 7567 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 2127 46141 SH SOLE NONE 0 0 46141 AMERICAN TOWER CORP NEW COM 03027X100 270 1056 SH SOLE NONE 0 0 1056 AMGEN INC COM 031162100 3072 12627 SH SOLE NONE 0 0 12627 AMPHENOL CORP NEW CL A 032095101 229 3556 SH SOLE NONE 0 0 3556 ANSYS INC COM 03662Q105 522 2180 SH SOLE NONE 0 0 2180 APPLE INC COM 037833100 4707 34426 SH SOLE NONE 0 0 34426 APTIV PLC SHS G6095L109 1015 11400 SH SOLE NONE 0 0 11400 AUTOMATIC DATA PROCESSING IN COM 053015103 355 1689 SH SOLE NONE 0 0 1689 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3046 11157 SH SOLE NONE 0 0 11157 BLACKROCK HEALTH SCIENCES TR COM 09250W107 20032 472447 SH SOLE NONE 0 0 472447 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 520 31622 SH SOLE NONE 0 0 31622 BLACKROCK MUNIYIELD FD INC COM 09253W104 1113 99903 SH SOLE NONE 0 0 99903 CANADIAN PAC RY LTD COM 13645T100 266 3810 SH SOLE NONE 0 0 3810 CDW CORP COM 12514G108 289 1833 SH SOLE NONE 0 0 1833 CHEVRON CORP NEW COM 166764100 639 4412 SH SOLE NONE 0 0 4412 CONFORMIS INC COM 20717E101 13 36185 SH SOLE NONE 0 0 36185 CONSTELLATION BRANDS INC CL A 21036P108 356 1527 SH SOLE NONE 0 0 1527 EXXON MOBIL CORP COM 30231G102 316 3685 SH SOLE NONE 0 0 3685 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 581 8070 SH SOLE NONE 0 0 8070 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 149 46660 SH SOLE NONE 0 0 46660 GARMIN LTD SHS H2906T109 952 9689 SH SOLE NONE 0 0 9689 GENERAL MTRS CO COM 37045V100 420 13213 SH SOLE NONE 0 0 13213 HOME DEPOT INC COM 437076102 287 1045 SH SOLE NONE 0 0 1045 INTUITIVE SURGICAL INC COM NEW 46120E602 5117 25495 SH SOLE NONE 0 0 25495 IQVIA HLDGS INC COM 46266C105 321 1481 SH SOLE NONE 0 0 1481 ISHARES INC CORE MSCI EMKT 46434G103 1470 29966 SH SOLE NONE 0 0 29966 ISHARES TR CORE S&P500 ETF 464287200 7063 18628 SH SOLE NONE 0 0 18628 ISHARES TR MSCI USA MMENTM 46432F396 2774 20341 SH SOLE NONE 0 0 20341 ISHARES TR MSCI INTL QUALTY 46434V456 1569 50718 SH SOLE NONE 0 0 50718 ISHARES TR RUS 1000 GRW ETF 464287614 5853 26761 SH SOLE NONE 0 0 26761 ISHARES TR U S EQUITY FACTR 46434V282 4586 121007 SH SOLE NONE 0 0 121007 ISHARES TR CORE MSCI EAFE 46432F842 3160 53690 SH SOLE NONE 0 0 53690 ISHARES TR CORE S&P SCP ETF 464287804 708 7666 SH SOLE NONE 0 0 7666 ISHARES TR MSCI USA MIN VOL 46429B697 977 13915 SH SOLE NONE 0 0 13915 ISHARES TR MSCI USA VALUE 46432F388 977 10789 SH SOLE NONE 0 0 10789 MASTERCARD INCORPORATED CL A 57636Q104 638 2021 SH SOLE NONE 0 0 2021 MCDONALDS CORP COM 580135101 285 1155 SH SOLE NONE 0 0 1155 MCEWEN MNG INC COM 58039P107 4 10236 SH SOLE NONE 0 0 10236 META PLATFORMS INC CL A 30303M102 302 1870 SH SOLE NONE 0 0 1870 MICROSOFT CORP COM 594918104 1761 6858 SH SOLE NONE 0 0 6858 NEXTERA ENERGY INC COM 65339F101 1514 19548 SH SOLE NONE 0 0 19548 NIKE INC CL B 654106103 298 2915 SH SOLE NONE 0 0 2915 NOVOCURE LTD ORD SHS G6674U108 496 7132 SH SOLE NONE 0 0 7132 NVIDIA CORPORATION COM 67066G104 354 2332 SH SOLE NONE 0 0 2332 NXP SEMICONDUCTORS N V COM N6596X109 1595 10775 SH SOLE NONE 0 0 10775 OREILLY AUTOMOTIVE INC COM 67103H107 431 683 SH SOLE NONE 0 0 683 PEPSICO INC COM 713448108 212 1270 SH SOLE NONE 0 0 1270 PROCTER AND GAMBLE CO COM 742718109 206 1430 SH SOLE NONE 0 0 1430 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 1187 100687 SH SOLE NONE 0 0 100687 S&P GLOBAL INC COM 78409V104 503 1492 SH SOLE NONE 0 0 1492 SCHWAB CHARLES CORP COM 808513105 320 5060 SH SOLE NONE 0 0 5060 SHYFT GROUP INC COM 825698103 242 12991 SH SOLE NONE 0 0 12991 SOUTHERN CO COM 842587107 205 2869 SH SOLE NONE 0 0 2869 SPDR S&P 500 ETF TR TR UNIT 78462F103 399 1058 SH SOLE NONE 0 0 1058 STMICROELECTRONICS N V NY REGISTRY 861012102 1441 45781 SH SOLE NONE 0 0 45781 TEXAS INSTRS INC COM 882508104 946 6157 SH SOLE NONE 0 0 6157 TJX COS INC NEW COM 872540109 209 3745 SH SOLE NONE 0 0 3745 VANGUARD INDEX FDS TOTAL STK MKT 922908769 208 1104 SH SOLE NONE 0 0 1104 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 706 16959 SH SOLE NONE 0 0 16959 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5075 101258 SH SOLE NONE 0 0 101258 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 16173 264440 SH SOLE NONE 0 0 264440 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1473 8570 SH SOLE NONE 0 0 8570 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1578 11000 SH SOLE NONE 0 0 11000 VANGUARD STAR FDS VG TL INTL STK F 921909768 234 4526 SH SOLE NONE 0 0 4526 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1099 26933 SH SOLE NONE 0 0 26933 VANGUARD WELLINGTON FD US MOMENTUM 921935508 806 7562 SH SOLE NONE 0 0 7562 VERIZON COMMUNICATIONS INC COM 92343V104 239 4713 SH SOLE NONE 0 0 4713 VISA INC COM CL A 92826C839 320 1626 SH SOLE NONE 0 0 1626 WALMART INC COM 931142103 637 5238 SH SOLE NONE 0 0 5238 ZOETIS INC CL A 98978V103 295 1715 SH SOLE NONE 0 0 1715