0001756543-19-000003.txt : 20191025 0001756543-19-000003.hdr.sgml : 20191025 20191024180901 ACCESSION NUMBER: 0001756543-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191025 DATE AS OF CHANGE: 20191024 EFFECTIVENESS DATE: 20191025 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: 191166649 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 09-30-2019 09-30-2019 RVW Wealth, LLC

1880 CENTURY PARK EAST SUITE 200 LOS ANGELES CA 90067

13F HOLDINGS REPORT 028-19477 N Jonathan Gerber 310-432-4398 Jonathan Gerber Los Angeles CA 10-24-2019 0 79 420425 true INFORMATION TABLE 2 export20190930.xml Ishares Tr S&P Smallcap CORE S&P SCP ETF 464287804 33508 430476 SH SOLE 0 0 0 Wisdomtree TRUST Midcap US MIDCAP FUND 97717W570 29620 751009 SH SOLE 0 0 0 JP MORGAN ETF TRUST ULTRA SHRT INC ETF ULTRA SHRT INC 46641Q837 22897 454075 SH SOLE 0 0 0 Ishares Ibonds Dec 2023 IBONDS DEC23 ETF 46434VAX8 21313 832543 SH SOLE 0 0 0 Wisdomtree US Divid Etf US QTLY DIV GRT 97717X669 19143 424557 SH SOLE 0 0 0 Dutsch X Trck Rusl 1000 XTRACK RUSS 1000 233051481 17632 511176 SH SOLE 0 0 0 Ishares Etf USA QUALITY FCTR 46432F339 17253 186724 SH SOLE 0 0 0 Ishares Ibonds Dec 2022 IBONDS DEC22 ETF 46434VBA7 16512 652123 SH SOLE 0 0 0 Powershs Exch Trad Fd Tr BUYBACK ACHIEV 46137V308 16279 260127 SH SOLE 0 0 0 First Tr Nasdaq 100 Fund SHS 337345102 15156 173150 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC24 ETF IBONDS DEC24 ETF 46434VBG4 15103 587906 SH SOLE 0 0 0 Mid Cap SPDR UTSER1 S&PDCRP 78467Y107 14149 40142 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2021 TERM CORP ETF IBONDS DEC21 ETF 46434VBK5 13452 538078 SH SOLE 0 0 0 First TRUST Value SHS 33734H106 12837 368152 SH SOLE 0 0 0 Ishares US Financial Ser U.S. FIN SVC ETF 464287770 11826 86680 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2020 TERM CORP ETF IBONDS DEC20 ETF 46434VAQ3 9691 381976 SH SOLE 0 0 0 Powershares Etf Fd Tr II INTL BUYBACK 46138E644 9685 312507 SH SOLE 0 0 0 Wisdomtree US US MULTIFACTOR 97717Y857 8883 292767 SH SOLE 0 0 0 Jpmorgan Dvrsfd Rtrn DIV RTN INT EQ 46641Q209 8784 165213 SH SOLE 0 0 0 First Trust Developed Mkts Ex US DEV MRK EX US 33737J174 8746 167100 SH SOLE 0 0 0 Jpmrg Dvsfd Retn Emrg DIV RTN EM EQT 46641Q308 8693 165748 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC 2019 TERM CORP ETF IBONDS DEC19 ETF 46434VAU4 6599 265563 SH SOLE 0 0 0 Powershs Qqq TRUST Ser UNIT SER 1 46090E103 5997 31763 SH SOLE 0 0 0 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 5732 37961 SH SOLE 0 0 0 Rydex Etf TRUST S&P500 EQL WGT 46137V357 5222 48319 SH SOLE 0 0 0 Guggenheim Bullet 2022 BULSHS 2022 CB 46138J882 5018 233521 SH SOLE 0 0 0 Alps TRUST Etf BARRONS 400 ETF 00162Q726 4783 120222 SH SOLE 0 0 0 Schw US Brd Mkt Etf US BRD MKT ETF 808524102 4589 64622 SH SOLE 0 0 0 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 4099 82139 SH SOLE 0 0 0 Guggenheim Bullet 2021 BULSHS 2021 CB 46138J700 3787 178119 SH SOLE 0 0 0 ISHARES TRUST MULTIFACTOR INTL ETF MULTIFACTOR INTL 46434V274 3634 142519 SH SOLE 0 0 0 Apple Computer Inc COM 037833100 3580 39378 SH SOLE 0 0 0 JP MORGAN DIVERSFD EQT ETF DIVERSFD EQT ETF 46641Q845 3228 106517 SH SOLE 0 0 0 Ishares Core Msci Eafe CORE MSCI EAFE 46432F842 3091 50621 SH SOLE 0 0 0 Guggenheim Etf BULSHS 2019 CB 46138J304 1992 94478 SH SOLE 0 0 0 Wisdomtree Midcap Divdnd US MIDCAP DIVID 97717W505 1869 51483 SH SOLE 0 0 0 Guggenheim Etf BULSHS 2020 CB 46138J502 1840 86367 SH SOLE 0 0 0 Intuit Inc COM 461202103 1477 5555 SH SOLE 0 0 0 Ishares Tr S&P Midcap CORE S&P MCP ETF 464287507 1277 6609 SH SOLE 0 0 0 Wisdomtree Emerging Mkts EMER MKT HIGH FD 97717W315 1221 29545 SH SOLE 0 0 0 INVESCO BULSHS 2023 CB ETF BULSHS 2023 CB 46138J866 1135 53295 SH SOLE 0 0 0 Ishares Russell 3000 RUSSELL 3000 ETF 464287689 1081 6223 SH SOLE 0 0 0 Allergan Inc SHS G0177J108 969 5755 SH SOLE 0 0 0 Berkshire Hathaway Cl B CL B NEW 084670702 917 4409 SH SOLE 0 0 0 Powershares Intl Dvdnd INTL DIVI ACHI 46137V548 917 57143 SH SOLE 0 0 0 Ishares Msci India Index MSCI INDIA ETF 46429B598 846 25187 SH SOLE 0 0 0 Ishares Tr Lehman Tips TIPS BD ETF 464287176 812 6986 SH SOLE 0 0 0 Ishares Tr Dow Jones Re U.S. REAL ES ETF 464287739 793 8476 SH SOLE 0 0 0 Stryker Corp COM 863667101 772 3569 SH SOLE 0 0 0 NUVEEN ESG NUVEEN SHRT TERM RE IT ETF NUVEEN SHRT TERM 67092P706 699 22741 SH SOLE 0 0 0 Amazon Com Inc COM 023135106 677 390 SH SOLE 0 0 0 Disney Walt Co COM DISNEY 254687106 666 5112 SH SOLE 0 0 0 Spdr Barclays Cnv BLMBRG BRC CNVRT 78464A359 663 12643 SH SOLE 0 0 0 First TRUST Tactcl High FIRST TR TA HIYL 33738D408 646 13386 SH SOLE 0 0 0 First TRUST Morningstar SHS 336917109 631 20316 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC2026 E TF IBONDS DEC2026 46435GAA0 605 23748 SH SOLE 0 0 0 ISHARES TRUST IBONDS DEC25 ETF IBONDS DEC25 ETF 46434VBD1 568 21962 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 500 BUYB CK ETF S&P 500 BUYBCK 78468R820 521 7743 SH SOLE 0 0 0 Powershs Exch Trad Fd Tr DIVID ACHIEVEV 46137V506 471 15920 SH SOLE 0 0 0 Facebook Inc Class A CL A 30303M102 469 2631 SH SOLE 0 0 0 First TRUST Preferred PFD SECS INC ETF 33739E108 409 20736 SH SOLE 0 0 0 Ishares Mrnstar Lrg Cap MRNGSTR LG-CP GR 464287119 404 2108 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF S&P500 QUALITY 46137V241 394 11745 SH SOLE 0 0 0 Flexshares Morningstar MORNSTAR USMKT 33939L100 375 3206 SH SOLE 0 0 0 Spdr S&P Bank Etf S&P BK ETF 78464A797 342 7924 SH SOLE 0 0 0 Powershares High Yield HIG YLD EQ DIV 46137V563 319 17440 SH SOLE 0 0 0 Sector Spdr Tech Select TECHNOLOGY 81369Y803 316 3929 SH SOLE 0 0 0 First Trst Nasdaq Rsng RISNG DIVD ACHIV 33738R506 315 9886 SH SOLE 0 0 0 Berkshire Hathaway CL A 084670108 312 1 SH SOLE 0 0 0 Netflix Inc COM 64110L106 271 1011 SH SOLE 0 0 0 Ishares Tr Russell RUS 1000 ETF 464287622 251 1523 SH SOLE 0 0 0 Microsoft Corp COM 594918104 246 1766 SH SOLE 0 0 0 Vanguard Div Apprciation DIV APP ETF 921908844 243 2036 SH SOLE 0 0 0 Ishares Core Dividend CORE DIV GRWTH 46434V621 237 6064 SH SOLE 0 0 0 Ishares Msci Etf MIN VOL USA ETF 46429B697 233 3633 SH SOLE 0 0 0 ISHARES CORE S&P TTL STK ETF CORE S&P TTL STK 464287150 231 3451 SH SOLE 0 0 0 Google Inc Class A CAP STK CL A 02079K305 221 181 SH SOLE 0 0 0 Amc Entertainment CL A COM 00165C104 204 19075 SH SOLE 0 0 0 INSEEGO CORP COM COM 45782B104 48 10000 SH SOLE 0 0 0