0001756543-21-000003.txt : 20210708
0001756543-21-000003.hdr.sgml : 20210708
20210707180846
ACCESSION NUMBER: 0001756543-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210708
DATE AS OF CHANGE: 20210707
EFFECTIVENESS DATE: 20210708
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: 211078443
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
06-30-2021
06-30-2021
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
07-07-2021
0
108
800000
false
INFORMATION TABLE
2
submit.xml
Abbvie Inc
COM
00287Y109
1000
4956
SH
SOLE
0
0
0
Adamis Pharmaceuticals Corp
COM NEW
00547W208
0
19000
SH
SOLE
0
0
0
Aercap Holdings Nv
SHS
N00985106
0
4000
SH
SOLE
0
0
0
Alps TRUST Etf
BARRONS 400 ETF
00162Q726
0
3967
SH
SOLE
0
0
0
Amazon Com Inc
Com
023135106
2000
519
SH
SOLE
0
0
0
Amc Entertainment
CL A COM
00165C104
0
4777
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF
AVENTIS EMGMKT
025072604
2000
25898
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS I NTL EQT ETF
INTL EQT ETF
025072703
25000
393357
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS U S EQT ETF
US EQT ETF
025072885
34000
455558
SH
SOLE
0
0
0
Apple Computer Inc
COM
037833100
11000
83623
SH
SOLE
0
0
0
Ares Capital Corp
COM
04010L103
0
12941
SH
SOLE
0
0
0
ARK Genomic Revolution ETF
GENOMIC REV ETF
00214Q302
0
2827
SH
SOLE
0
0
0
Berkshire Hathaway
CL A
084670108
0
1
SH
SOLE
0
0
0
Berkshire Hathaway Cl B
CL B NEW
084670702
1000
3274
SH
SOLE
0
0
0
Boeing Co
COM
097023105
0
932
SH
SOLE
0
0
0
Citigroup Inc
COM NEW
172967424
1000
20100
SH
SOLE
0
0
0
Disney Walt Co
COM DISNEY
254687106
4000
21436
SH
SOLE
0
0
0
Dutsch X Trck Rusl 1000
XTRACK RUSS 1000
233051481
25000
566006
SH
SOLE
0
0
0
Facebook Inc Class A
CL A
30303M102
1000
2058
SH
SOLE
0
0
0
FERGUSON PLC
SHS
G3421J106
0
3365
SH
SOLE
0
0
0
First Tr Nasdaq 100 Fund
SHS
337345102
29000
183106
SH
SOLE
0
0
0
First Trst Nasdaq Rsng
RISNG DIVD ACHIV
33738R506
22000
458522
SH
SOLE
0
0
0
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
TECH ALPHADEX
33734X176
7000
58959
SH
SOLE
0
0
0
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF
EM SML CP ALPH
33737J307
3000
71627
SH
SOLE
0
0
0
FIRST TRUST PORTFOLIOS COM ETF
COM
33734G108
0
16773
SH
SOLE
0
0
0
First TRUST Preferred
PFD SECS INC ETF
33739E108
0
19072
SH
SOLE
0
0
0
FIRST TRUST SENIOR LN FD ETF
SENIOR LN FD
33738D309
1000
26970
SH
SOLE
0
0
0
First TRUST Tactcl High
FIRST TR TA HIYL
33738D408
1000
26956
SH
SOLE
0
0
0
First TRUST Value
SHS
33734H106
14000
351092
SH
SOLE
0
0
0
Flexsh Stoxx US Esg
STOX ESG INDEX
33939L696
2000
17091
SH
SOLE
0
0
0
FlexShares Intl Qual Div ETF
INTL QLTDV IDX
33939L837
1000
42288
SH
SOLE
0
0
0
Flexshares Morningstar
MORNSTAR USMKT
33939L100
19000
112664
SH
SOLE
0
0
0
FLEXSHARES TRUST HIG YLD VL ET F
HIG YLD VL ETF
33939L662
2000
37573
SH
SOLE
0
0
0
FLEXSHARES TRUST QLT DIV DEF I DX ETF
QLT DIV DEF IDX
33939L845
18000
342846
SH
SOLE
0
0
0
GLOBAL X FDS US PFD ETF
US PFD ETF
37954Y657
2000
67989
SH
SOLE
0
0
0
Google Inc Class A
CAP STK CL A
02079K305
0
191
SH
SOLE
0
0
0
Guggenheim Bullet 2021
BULSHS 2021 CB
46138J700
3000
135595
SH
SOLE
0
0
0
Guggenheim Bullet 2022
BULSHS 2022 CB
46138J882
4000
205558
SH
SOLE
0
0
0
INVESCO BULSHS 2023 CB ETF
BULSHS 2023 CB
46138J866
2000
89998
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF
S&P 500 REVENUE
46138G698
15000
208722
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET
S&P MDCP 400 REV
46138G672
32000
365815
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF
BULSHS 2024 CB
46138J841
2000
79038
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF
BULSHS 2025 CB
46138J825
1000
48052
SH
SOLE
0
0
0
Ishares Core Dividend
CORE DIV GRWTH
46434V621
1000
11045
SH
SOLE
0
0
0
Ishares Core Msci Eafe
CORE MSCI EAFE
46432F842
0
5354
SH
SOLE
0
0
0
Ishares Esg Msci Eafe
ESG MSCI EAFE
46435G516
26000
323648
SH
SOLE
0
0
0
Ishares Etf
USA QUALITY FCTR
46432F339
33000
251616
SH
SOLE
0
0
0
Ishares Ftse Nareit Res
RESIDENTIAL MULT
464288562
0
5218
SH
SOLE
0
0
0
Ishares Ibonds Dec 2022
IBONDS DEC22 ETF
46434VBA7
21000
819348
SH
SOLE
0
0
0
Ishares Ibonds Dec 2023
IBONDS DEC23 ETF
46434VAX8
25000
972842
SH
SOLE
0
0
0
iShares iBonds Dec 2027 Term Corp ETF
IBONDS 27 ETF
46435UAA9
0
18245
SH
SOLE
0
0
0
iShares MSCI USA ESG Select ETF
MSCI USA ESG SLC
464288802
0
2144
SH
SOLE
0
0
0
Ishares Russell 3000
RUSSELL 3000 ETF
464287689
0
1792
SH
SOLE
0
0
0
Ishares Tr Lehman Tips
TIPS BD ETF
464287176
1000
7011
SH
SOLE
0
0
0
Ishares Tr Msci Eafe Fd
MSCI EAFE ETF
464287465
38000
481341
SH
SOLE
0
0
0
Ishares Tr Russell
RUS 1000 GRW ETF
464287614
0
1336
SH
SOLE
0
0
0
Ishares Tr S&P Midcap
CORE S&P MCP ETF
464287507
0
1406
SH
SOLE
0
0
0
Ishares Tr S&P Smallcap
CORE S&P SCP ETF
464287804
4000
37163
SH
SOLE
0
0
0
ISHARES TRUST CRE U S REIT ETF
CRE U S REIT ETF
464288521
2000
25883
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC 2021 TERM CORP ETF
IBONDS DEC21 ETF
46434VBK5
19000
769854
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC 2030 TERM CORPOR
IBONDS DEC 2030
46436E726
0
8129
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC2026 E TF
IBONDS DEC2026
46435GAA0
1000
45744
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC24 ETF
IBONDS DEC24 ETF
46434VBG4
25000
932541
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC25 ETF
IBONDS DEC25 ETF
46434VBD1
26000
967085
SH
SOLE
0
0
0
ISHARES TRUST MULTIFACTOR USA ETF
MULTIFACTOR USA
46434V282
3000
74605
SH
SOLE
0
0
0
ISHARES TRUST ULTR SH TRM BD E TF
ULTR SH TRM BD
46434V878
4000
87321
SH
SOLE
0
0
0
JP MORGAN ETF TRUST DIVERSFED RTRN ETF
DIVERSFED RTRN
46641Q886
10000
115472
SH
SOLE
0
0
0
JP MORGAN ETF TRUST ULTRA SHRT INC ETF
ULTRA SHRT INC
46641Q837
14000
277057
SH
SOLE
0
0
0
JP MORGAN ETF TRUST US QUALTY FCTR ETF
US QUALTY FCTR
46641Q761
21000
516148
SH
SOLE
0
0
0
Jpmorgan Dvrsfd Rtrn
DIV RTN INT EQ
46641Q209
15000
243026
SH
SOLE
0
0
0
Jpmrg Dvsfd Retn Emrg
DIV RTN EM EQT
46641Q308
0
4851
SH
SOLE
0
0
0
KRAFT HEINZ CO COM
COM
500754106
2000
40240
SH
SOLE
0
0
0
Microsoft Corp
COM
594918104
1000
2580
SH
SOLE
0
0
0
Netflix Inc
COM
64110L106
1000
1204
SH
SOLE
0
0
0
Nuveen Esg Emerging
NUVEEN ESG EMRGN
67092P888
0
7783
SH
SOLE
0
0
0
Nuveen Esg Mid Cap
NUVEEN ESG MIDCP
67092P409
0
4205
SH
SOLE
0
0
0
Nuveen Esg Mid Cap Value
NUVEEN ESG MIDVL
67092P508
0
11350
SH
SOLE
0
0
0
NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF
NUVEEN ESG LRGCP
67092P201
18000
275002
SH
SOLE
0
0
0
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF
NUVEEN ESG LRGVL
67092P300
0
6207
SH
SOLE
0
0
0
Nuveen Esg Small Cap
NUVEEN ESG SMLCP
67092P607
1000
18789
SH
SOLE
0
0
0
OSI ETF TRUST OSHS GBL INTER E TF
OSHS GBL INTER
67110P704
32000
554715
SH
SOLE
0
0
0
Paypal Holdings Inco
COM
70450Y103
0
1620
SH
SOLE
0
0
0
Powershares High Yield
HIG YLD EQ DIV
46137V563
1000
28872
SH
SOLE
0
0
0
Powershs Exch Trad Fd Tr
PFD ETF
46138E511
1000
68466
SH
SOLE
0
0
0
Powershs Exch Trad Fd Tr
BUYBACK ACHIEV
46137V308
0
2220
SH
SOLE
0
0
0
Powershs Qqq TRUST Ser
UNIT SER 1
46090E103
7000
19626
SH
SOLE
0
0
0
Pwrshr S&P500 Hidiv
S&P500 HDL VOL
46138E362
1000
31893
SH
SOLE
0
0
0
Real Estate Select Sctr
RL EST SEL SEC
81369Y860
1000
31303
SH
SOLE
0
0
0
Rydex Etf TRUST
S&P500 EQL WGT
46137V357
7000
45341
SH
SOLE
0
0
0
S P D R TRUST Unit SR
TR UNIT
78462F103
0
665
SH
SOLE
0
0
0
Schw US Brd Mkt Etf
US BRD MKT ETF
808524102
2000
22158
SH
SOLE
0
0
0
Spdr Barclays Cnv
BLMBRG BRC CNVRT
78464A359
1000
9124
SH
SOLE
0
0
0
Spdr Blackstone Gso
BLKSTN GSOSRLN
78467V608
1000
24760
SH
SOLE
0
0
0
Spdr Msci Acwi Ex-Us
MSCI ACWI EXUS
78463X848
0
6870
SH
SOLE
0
0
0
SPDR PORTFOLIO EMG MK ETF
PORTFOLIO EMG MK
78463X509
15000
338607
SH
SOLE
0
0
0
Spdr S&P 600 Small Cap
S&P 600 SML CAP
78464A813
32000
324855
SH
SOLE
0
0
0
SPDR SERIES TRUST FACTST INV E TF
FACTST INV ETF
78464A110
18000
80181
SH
SOLE
0
0
0
SPDR SERIES TRUST PORTFOLIO TL STK ETF
PORTFOLI S&P1500
78464A805
35000
655393
SH
SOLE
0
0
0
Tesla Motors Inc
COM
88160R101
2000
2590
SH
SOLE
0
0
0
Thomson Reuters Corp
COM NEW
884903709
1000
13073
SH
SOLE
0
0
0
Twilio Inc
CL A
90138F102
0
515
SH
SOLE
0
0
0
Vanguard Div Apprciation
DIV APP ETF
921908844
1000
3297
SH
SOLE
0
0
0
Vanguard Intl Eqty Index
ALLWRLD EX US
922042775
1000
12182
SH
SOLE
0
0
0
Vanguard Total Stock Mkt
TOTAL STK MKT
922908769
4000
19260
SH
SOLE
0
0
0
Wisdomtree Midcap Divdnd
US MIDCAP DIVID
97717W505
0
7124
SH
SOLE
0
0
0
Wisdomtree TRUST Midcap
US MIDCAP FUND
97717W570
2000
29909
SH
SOLE
0
0
0
WISDOMTREE TRUST US QLT SHRHD YLD ETF
US QLT SHRHD YLD
97717W547
2000
28110
SH
SOLE
0
0
0
Wisdomtree US Divid Etf
US QTLY DIV GRT
97717X669
34000
572135
SH
SOLE
0
0
0