0001756543-22-000003.txt : 20220407
0001756543-22-000003.hdr.sgml : 20220407
20220406174318
ACCESSION NUMBER: 0001756543-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220407
DATE AS OF CHANGE: 20220406
EFFECTIVENESS DATE: 20220407
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: 22811546
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
false
false
0001756543
XXXXXXXX
03-31-2022
03-31-2022
RVW Wealth, LLC
1880 CENTURY PARK EAST
SUITE 200
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-19477
N
Jonathan Gerber
Chief Compliance Officer
3104324036
Jonathan Gerber
Los Angeles
CA
04-06-2022
0
138
865682
false
INFORMATION TABLE
2
13F_Filer.xml
FANSUNITE ENTERTAINMENT INC CO M
CL A
30727R109
3
12390
SH
SOLE
0
0
0
First Choice Healthc
CL A
31949B104
8
201129
SH
SOLE
0
0
0
Adamis Pharmaceuticals Corp
CL A COM
00547W208
11
19000
SH
SOLE
0
0
0
AFRICAN DISCOVERY GROUP ORD
CL A COM
00832F100
18
316429
SH
SOLE
0
0
0
TALON METALS CORPORATION COM
US QTLY DIV GRT
G86659102
67
100000
SH
SOLE
0
0
0
A T & T Inc New
COM
00206R102
200
8465
SH
SOLE
0
0
0
Aercap Holdings Nv
US QTLY DIV GRT
N00985106
201
4000
SH
SOLE
0
0
0
Vanguard Bond Index Fund
SHORT TRM BOND
921937827
202
2589
SH
SOLE
0
0
0
ARES MANAGEMENT CORPORATION CO M CL A
CL A COM STK
03990B101
203
2500
SH
SOLE
0
0
0
Pfizer Incorporated
COM
717081103
206
3979
SH
SOLE
0
0
0
Ishares Gold Etf
ISHARES NEW
464285204
209
5673
SH
SOLE
0
0
0
NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF
NUVEEN ESG LRGVL
67092P300
209
5501
SH
SOLE
0
0
0
Alps TRUST Etf
BARRONS 400 ETF
00162Q726
211
3555
SH
SOLE
0
0
0
Spdr S&P Dividend Etf
S&P DIVID ETF
78464A763
226
1764
SH
SOLE
0
0
0
Paypal Holdings Inco
S&P500 HDL VOL
70450Y103
226
1958
SH
SOLE
0
0
0
Nuveen Esg Mid Cap
COM
67092P409
227
5173
SH
SOLE
0
0
0
Jpmorgan Chase & Co
COM
46625H100
231
1694
SH
SOLE
0
0
0
Adobe Systems Inc
COM
00724F101
231
507
SH
SOLE
0
0
0
Ares Capital Corp
COM
04010L103
234
11149
SH
SOLE
0
0
0
Ishares Phlx Sox Semi-
CORE S&P MCP ETF
464287523
237
500
SH
SOLE
0
0
0
Home Depot Inc
CAP STK CL A
437076102
241
806
SH
SOLE
0
0
0
Vanguard S&P 500 Etf
ALLWRLD EX US
922908363
246
592
SH
SOLE
0
0
0
Nuveen Esg Emerging
NUVEEN ESG SMLCP
67092P888
254
8351
SH
SOLE
0
0
0
Wisdomtree Midcap Divdnd
US MIDCAP DIVID
97717W505
264
5953
SH
SOLE
0
0
0
Jpmrg Dvsfd Retn Emrg
ULTR SH TRM BD
46641Q308
270
4851
SH
SOLE
0
0
0
BLACKSTONE SECURED LENDING CF
COMMON STOCK
09261X102
276
9909
SH
SOLE
0
0
0
Boeing Co
COM
097023105
284
1482
SH
SOLE
0
0
0
ISHARES TRUST IBDS DEC28 ETF
IBDS DEC28 ETF
46435U515
300
11380
SH
SOLE
0
0
0
Abbott Laboratories
COM
002824100
300
2538
SH
SOLE
0
0
0
Jefferies Finl Group Inc
COM
47233W109
334
10182
SH
SOLE
0
0
0
Ishares Etf
CRE U S REIT ETF
46434G103
341
6140
SH
SOLE
0
0
0
iShares iBonds Dec 2027 Term Corp ETF
ULTR SH TRM BD
46435UAA9
357
14316
SH
SOLE
0
0
0
Vanguard Small Cap
ALLWRLD EX US
922908751
361
1700
SH
SOLE
0
0
0
First TRUST Preferred
SHS
33739E108
363
19072
SH
SOLE
0
0
0
Exxon Mobil Corporation
XTRACK RUSS 1000
30231G102
402
4866
SH
SOLE
0
0
0
Costco Whsl Corp New
COM
22160K105
403
700
SH
SOLE
0
0
0
S P D R TRUST Unit SR
S&P500 HDL VOL
78462F103
415
919
SH
SOLE
0
0
0
AVANTIS US SMALL CAP VALUE ETF
US SML CP VALU
025072877
426
5333
SH
SOLE
0
0
0
Bitcoin Investment Ord
CAP STK CL A
389637109
431
14121
SH
SOLE
0
0
0
Ishares Tr Russell
CORE S&P MCP ETF
464287614
434
1562
SH
SOLE
0
0
0
DIMENSIONAL US CORE EQUITY MARKT ETF
US CORE EQT MKT
25434V104
437
13854
SH
SOLE
0
0
0
Ishares Tr S&P Midcap
CORE S&P MCP ETF
464287507
450
1676
SH
SOLE
0
0
0
Vanguard Info Technology
ALLWRLD EX US
92204A702
450
1081
SH
SOLE
0
0
0
FERGUSON PLC
US QTLY DIV GRT
G3421J106
451
3365
SH
SOLE
0
0
0
Nuveen Esg Mid Cap Value
NUVEEN ESG MIDVL
67092P508
457
12685
SH
SOLE
0
0
0
Ishares Russell 3000
CORE S&P MCP ETF
464287689
470
1792
SH
SOLE
0
0
0
Consolidated Edison Inc
COM
209115104
476
5030
SH
SOLE
0
0
0
Facebook Inc Class A
CL A
30303M102
478
2151
SH
SOLE
0
0
0
Berkshire Hathaway
CL A
084670108
529
1
SH
SOLE
0
0
0
Vanguard Div Apprciation
DIV APP ETF
921908844
533
3289
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF
BULSHS 2027 CB
46138J783
534
26412
SH
SOLE
0
0
0
Netflix Inc
COM
64110L106
545
1454
SH
SOLE
0
0
0
Ishares Core Dividend
CRE U S REIT ETF
46434V621
590
11045
SH
SOLE
0
0
0
Powershares High Yield
CAP STK CL A
46137V563
630
28872
SH
SOLE
0
0
0
Nvidia Corp
COM
67066G104
631
2312
SH
SOLE
0
0
0
Dominion Res Inc Va New
XTRACK RUSS 1000
25746U109
647
7617
SH
SOLE
0
0
0
Vanguard Intl Eqty Index
ALLWRLD EX US
922042775
680
11815
SH
SOLE
0
0
0
DIMENSIONAL WLD EX US CR EQ 2 ETF
XTRACK RUSS 1000
25434V880
693
27757
SH
SOLE
0
0
0
Chevron Corporation
COM
166764100
697
4278
SH
SOLE
0
0
0
FIRST TRUST PORTFOLIOS COM ETF
CL A
33734G108
704
22550
SH
SOLE
0
0
0
Google Inc Class A
CL A COM
02079K305
704
253
SH
SOLE
0
0
0
Spdr Barclays Cnv
PORTFOLIO EMG MK
78464A359
709
9208
SH
SOLE
0
0
0
Ishares Ftse Nareit Res
CRE U S REIT ETF
464288562
718
7484
SH
SOLE
0
0
0
Nuveen Esg Small Cap
NUVEEN ESG SMLCP
67092P607
766
19237
SH
SOLE
0
0
0
Powershs Exch Trad Fd Tr
CAP STK CL A
46138E511
825
60782
SH
SOLE
0
0
0
Ishares Tr Lehman Tips
TIPS BD ETF
464287176
873
7011
SH
SOLE
0
0
0
Abbvie Inc
CL A COM
00287Y109
992
6119
SH
SOLE
0
0
0
Ishares Core Msci Eafe
CRE U S REIT ETF
46432F842
1032
14848
SH
SOLE
0
0
0
Citigroup Inc
COM NEW
172967424
1082
20254
SH
SOLE
0
0
0
Pwrshr S&P500 Hidiv
CAP STK CL A
46138E362
1087
23017
SH
SOLE
0
0
0
FIRST TRUST SENIOR LN FD ETF
SENIOR LN FD
33738D309
1151
24463
SH
SOLE
0
0
0
Microsoft Corp
COM
594918104
1165
3778
SH
SOLE
0
0
0
Berkshire Hathaway Cl B
CL B NEW
084670702
1284
3638
SH
SOLE
0
0
0
Wisdomtree TRUST Midcap
US QLT SHRHD YLD
97717W570
1358
24834
SH
SOLE
0
0
0
Ishares TRUST S&P
CORE S&P500 ETF
464287200
1425
3141
SH
SOLE
0
0
0
Thomson Reuters Corp
COM NEW
884903709
1439
13218
SH
SOLE
0
0
0
ISHARES TRUST CRE U S REIT ETF
CRE U S REIT ETF
464288521
1461
22602
SH
SOLE
0
0
0
Real Estate Select Sctr
PORTFOLI S&P1500
81369Y860
1515
31362
SH
SOLE
0
0
0
KRAFT HEINZ CO COM
COM
500754106
1586
40256
SH
SOLE
0
0
0
Flexsh Stoxx US Esg
CAP STK CL A
33939L696
1601
14602
SH
SOLE
0
0
0
GLOBAL X FDS US PFD ETF
CAP STK CL A
37954Y657
1613
68640
SH
SOLE
0
0
0
WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF
US QLT SHRHD YLD
97717W547
1697
27551
SH
SOLE
0
0
0
GLOBAL X FDS RATE PREFERRED ET F
RATE PREFERRED
37954Y376
1715
65747
SH
SOLE
0
0
0
First TRUST Tactcl High
FIRST TR TA HIYL
33738D408
1889
41287
SH
SOLE
0
0
0
FlexShares Intl Qual Div ETF
CAP STK CL A
33939L837
1916
80250
SH
SOLE
0
0
0
Ishares Tr Lehman Bd Fd
CORE US AGGBD ET
464287226
2171
20268
SH
SOLE
0
0
0
FLEXSHARES TRUST HIG YLD VL ET F
HIG YLD VL ETF
33939L662
2223
48002
SH
SOLE
0
0
0
Schw US Brd Mkt Etf
PORTFOLI S&P1500
808524102
2283
42763
SH
SOLE
0
0
0
Disney Walt Co
XTRACK RUSS 1000
254687106
2537
18498
SH
SOLE
0
0
0
INVESCO BULSHS 2023 CB ETF
BULSHS 2025 CB
46138J866
2610
123697
SH
SOLE
0
0
0
Spdr Blackstone Gso
PORTFOLI S&P1500
78467V608
2650
58941
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF
BULSHS 2025 CB
46138J825
2721
130132
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF
BULSHS 2025 CB
46138J841
2818
133757
SH
SOLE
0
0
0
ISHARES TRUST MULTIFACTOR USA ETF
CRE U S REIT ETF
46434V282
2901
65229
SH
SOLE
0
0
0
Amazon Com Inc
CL A COM
023135106
3368
1033
SH
SOLE
0
0
0
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF
CL A
33737J307
3589
88322
SH
SOLE
0
0
0
Ishares Tr S&P Smallcap
CORE S&P SCP ETF
464287804
3857
35754
SH
SOLE
0
0
0
JP MORGAN ETF TRUST ULTRA SHRT INC ETF
ULTR SH TRM BD
46641Q837
4246
84455
SH
SOLE
0
0
0
Guggenheim Bullet 2022
BULSHS 2025 CB
46138J882
4263
200524
SH
SOLE
0
0
0
Vanguard Total Stock Mkt
TOTAL STK MKT
922908769
4402
19335
SH
SOLE
0
0
0
Tesla Motors Inc
COM
88160R101
4854
4504
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF
BULSHS 2026 CB
46138J791
5138
257264
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF
AVENTIS EMGMKT
025072604
5512
92980
SH
SOLE
0
0
0
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
CL A
33734X176
6639
57157
SH
SOLE
0
0
0
Rydex Etf TRUST
CAP STK CL A
46137V357
7226
45819
SH
SOLE
0
0
0
Powershs Qqq TRUST Ser
CAP STK CL A
46090E103
7410
20438
SH
SOLE
0
0
0
ISHARES TRUST ULTR SH TRM BD E TF
CRE U S REIT ETF
46434V878
8657
172613
SH
SOLE
0
0
0
JP MORGAN ETF TRUST DIVERSFED RTRN ETF
DIVERSFED RTRN
46641Q886
9910
105910
SH
SOLE
0
0
0
Dimensional International Cr Eq Mkt ETF
XTRACK RUSS 1000
25434V203
11449
406703
SH
SOLE
0
0
0
Dutsch X Trck Rusl 1000
XTRACK RUSS 1000
233051481
12111
265704
SH
SOLE
0
0
0
Jpmorgan Dvrsfd Rtrn
ULTR SH TRM BD
46641Q209
12180
215568
SH
SOLE
0
0
0
SPDR PORTFOLIO EMG MK ETF
PORTFOLIO EMG MK
78463X509
12278
317749
SH
SOLE
0
0
0
SPDR SERIES TRUST FACTST INV E TF
PORTFOLIO EMG MK
78464A110
13832
90256
SH
SOLE
0
0
0
Apple Computer Inc
COM
037833100
16217
92873
SH
SOLE
0
0
0
First TRUST Value
CL A
33734H106
16613
392751
SH
SOLE
0
0
0
Flexshares Morningstar
SHS
33939L100
17381
99810
SH
SOLE
0
0
0
iShares ESG Screened S&P Mid-Cap ETF
ULTR SH TRM BD
46436E551
17806
486841
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF
S&P 500 REVENUE
46138G698
18098
224343
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC2026 E TF
ULTR SH TRM BD
46435GAA0
18191
737984
SH
SOLE
0
0
0
NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF
COM
67092P201
18247
300461
SH
SOLE
0
0
0
Ishares Ibonds Dec 2022
CRE U S REIT ETF
46434VBA7
20895
834452
SH
SOLE
0
0
0
FLEXSHARES TRUST QLT DIV DEF I DX ETF
CAP STK CL A
33939L845
20937
370501
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC25 ETF
CRE U S REIT ETF
46434VBD1
21879
866501
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC24 ETF
CRE U S REIT ETF
46434VBG4
22217
885126
SH
SOLE
0
0
0
OSI ETF TRUST OSHS GBL INTER E TF
OSHS GBL INTER
67110P704
23404
621953
SH
SOLE
0
0
0
Ishares Ibonds Dec 2023
CRE U S REIT ETF
46434VAX8
23453
927716
SH
SOLE
0
0
0
First Trst Nasdaq Rsng
SHS
33738R506
23685
483360
SH
SOLE
0
0
0
JP MORGAN ETF TRUST US QUALTY FCTR ETF
ULTR SH TRM BD
46641Q761
24355
567972
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS I NTL EQT ETF
INTL EQT ETF
025072703
24850
411850
SH
SOLE
0
0
0
Ishares Esg Msci Eafe
ULTR SH TRM BD
46435G516
29150
395367
SH
SOLE
0
0
0
First Tr Nasdaq 100 Fund
CL A
337345102
31071
203756
SH
SOLE
0
0
0
Spdr S&P 600 Small Cap
PORTFOLI S&P1500
78464A813
31152
332787
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET
CAP STK CL A
46138G672
33804
366723
SH
SOLE
0
0
0
Ishares Tr Msci Eafe Fd
MSCI EAFE ETF
464287465
34802
472849
SH
SOLE
0
0
0
Ishares Etf
CRE U S REIT ETF
46432F339
37096
275542
SH
SOLE
0
0
0
Wisdomtree US Divid Etf
US QTLY DIV GRT
97717X669
38923
611319
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS U S EQT ETF
US EQT ETF
025072885
42104
546098
SH
SOLE
0
0
0
SPDR SERIES TRUST PORTFOLIO TL STK ETF
PORTFOLI S&P1500
78464A805
42770
769520
SH
SOLE
0
0
0