0001606587-22-001990.txt : 20221025 0001606587-22-001990.hdr.sgml : 20221025 20221025140901 ACCESSION NUMBER: 0001606587-22-001990 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221025 DATE AS OF CHANGE: 20221025 EFFECTIVENESS DATE: 20221025 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: 221328867 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 09-30-2022 09-30-2022 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 10-19-2022 0 69 122753 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 433 4475 SH SOLE NONE 0 0 4475 AMAZON COM INC COM 023135106 2474 21892 SH SOLE NONE 0 0 21892 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 4247 95602 SH SOLE NONE 0 0 95602 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 709 15531 SH SOLE NONE 0 0 15531 AMERICAN CENTY ETF TR US SML CP VALU 025072877 588 8893 SH SOLE NONE 0 0 8893 AMERICAN TOWER CORP NEW COM 03027X100 227 1056 SH SOLE NONE 0 0 1056 AMGEN INC COM 031162100 2839 12596 SH SOLE NONE 0 0 12596 AMPHENOL CORP NEW CL A 032095101 233 3481 SH SOLE NONE 0 0 3481 ANSYS INC COM SHS 09260E105 479 2162 SH SOLE NONE 0 0 2162 APPLE INC COM 037833100 4748 34354 SH SOLE NONE 0 0 34354 APTIV PLC SHS G6095L109 858 10969 SH SOLE NONE 0 0 10969 AUTOMATIC DATA PROCESSING IN COM 053015103 369 1631 SH SOLE NONE 0 0 1631 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2981 11163 SH SOLE NONE 0 0 11163 BLACKROCK HEALTH SCIENCES TR COM 09250W107 18052 465022 SH SOLE NONE 0 0 465022 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 656 43946 SH SOLE NONE 0 0 43946 BLACKROCK MUNIYIELD FD INC COM 09253W104 932 93803 SH SOLE NONE 0 0 93803 CANADIAN PAC RY LTD COM 13645T100 255 3815 SH SOLE NONE 0 0 3815 CDW CORP COM 12514G108 286 1833 SH SOLE NONE 0 0 1833 CHEVRON CORP NEW COM 166764100 638 4439 SH SOLE NONE 0 0 4439 CONFORMIS INC COM 20717E101 7 36185 SH SOLE NONE 0 0 36185 CONSTELLATION BRANDS INC CL A 21036P108 351 1528 SH SOLE NONE 0 0 1528 EXXON MOBIL CORP COM 30231G102 323 3698 SH SOLE NONE 0 0 3698 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 592 8248 SH SOLE NONE 0 0 8248 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 99 34673 SH SOLE NONE 0 0 34673 GARMIN LTD SHS H2906T109 828 10312 SH SOLE NONE 0 0 10312 GENERAL MTRS CO COM 37045V100 418 13022 SH SOLE NONE 0 0 13022 HOME DEPOT INC COM 437076102 244 885 SH SOLE NONE 0 0 885 INTUITIVE SURGICAL INC COM NEW 46120E602 4782 25511 SH SOLE NONE 0 0 25511 IQVIA HLDGS INC COM 46266C105 270 1492 SH SOLE NONE 0 0 1492 ISHARES INC CORE MSCI EMKT 46434G103 1956 45513 SH SOLE NONE 0 0 45513 ISHARES TR CORE S&P500 ETF 464287200 10040 27993 SH SOLE NONE 0 0 27993 ISHARES TR CORE MSCI EAFE 46432F842 4522 85847 SH SOLE NONE 0 0 85847 ISHARES TR MSCI USA MMENTM 46432F396 4021 30654 SH SOLE NONE 0 0 30654 ISHARES TR RUS 1000 GRW ETF 464287614 3637 17288 SH SOLE NONE 0 0 17288 ISHARES TR U S EQUITY FACTR 46434V282 3521 97212 SH SOLE NONE 0 0 97212 ISHARES TR MSCI USA MIN VOL 46429B697 921 13932 SH SOLE NONE 0 0 13932 ISHARES TR MSCI INTL QUALTY 46434V456 815 29328 SH SOLE NONE 0 0 29328 ISHARES TR CORE S&P SCP ETF 464287804 794 9111 SH SOLE NONE 0 0 9111 ISHARES TR MSCI USA VALUE 46432F388 758 9260 SH SOLE NONE 0 0 9260 MASTERCARD INCORPORATED CL A 57636Q104 546 1922 SH SOLE NONE 0 0 1922 MCDONALDS CORP COM 580135101 266 1155 SH SOLE NONE 0 0 1155 META PLATFORMS INC CL A 30303M102 259 1910 SH SOLE NONE 0 0 1910 MICROSOFT CORP COM 594918104 1597 6859 SH SOLE NONE 0 0 6859 NEXTERA ENERGY INC COM 65339F101 1527 19471 SH SOLE NONE 0 0 19471 NIKE INC CL B 654106103 238 2864 SH SOLE NONE 0 0 2864 NOVOCURE LTD ORD SHS G6674U108 541 7116 SH SOLE NONE 0 0 7116 NVIDIA CORPORATION COM 67066G104 283 2333 SH SOLE NONE 0 0 2333 NXP SEMICONDUCTORS N V COM N6596X109 1608 10900 SH SOLE NONE 0 0 10900 OREILLY AUTOMOTIVE INC COM 67103H107 480 683 SH SOLE NONE 0 0 683 PEPSICO INC COM 713448108 208 1272 SH SOLE NONE 0 0 1272 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 987 100687 SH SOLE NONE 0 0 100687 S&P GLOBAL INC COM 78409V104 455 1492 SH SOLE NONE 0 0 1492 SCHWAB CHARLES CORP COM 808513105 364 5060 SH SOLE NONE 0 0 5060 SHYFT GROUP INC COM 825698103 313 15321 SH SOLE NONE 0 0 15321 SPDR S&P 500 ETF TR TR UNIT 78462F103 378 1058 SH SOLE NONE 0 0 1058 STMICROELECTRONICS N V NY REGISTRY 861012102 1423 46006 SH SOLE NONE 0 0 46006 TEXAS INSTRS INC COM 882508104 966 6238 SH SOLE NONE 0 0 6238 TJX COS INC NEW COM 872540109 226 3641 SH SOLE NONE 0 0 3641 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 756 20724 SH SOLE NONE 0 0 20724 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5237 108862 SH SOLE NONE 0 0 108862 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 16183 277533 SH SOLE NONE 0 0 277533 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1819 11132 SH SOLE NONE 0 0 11132 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1558 11528 SH SOLE NONE 0 0 11528 VANGUARD STAR FDS VG TL INTL STK F 921909768 207 4532 SH SOLE NONE 0 0 4532 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1163 31984 SH SOLE NONE 0 0 31984 VANGUARD WELLINGTON FD US MOMENTUM 921935508 1051 9941 SH SOLE NONE 0 0 9941 VISA INC COM CL A 92826C839 266 1497 SH SOLE NONE 0 0 1497 WALMART INC COM 931142103 679 5238 SH SOLE NONE 0 0 5238 ZOETIS INC CL A 98978V103 266 1796 SH SOLE NONE 0 0 1796