0001756543-22-000004.txt : 20220713
0001756543-22-000004.hdr.sgml : 20220713
20220712173528
ACCESSION NUMBER: 0001756543-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220713
DATE AS OF CHANGE: 20220712
EFFECTIVENESS DATE: 20220713
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: 221079790
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
06-30-2022
06-30-2022
RVW Wealth, LLC
1880 CENTURY PARK EAST
SUITE 200
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-19477
N
Simon Liu
Senior Equity Trader
310-432-4398
Simon Liu
Los Angeles
CA
07-12-2022
0
126
746500
false
INFORMATION TABLE
2
a13filer.xml
Abbott Laboratories
COM
002824100
267
2461
SH
SOLE
0
0
0
Abbvie Inc
COM
00287Y109
934
6099
SH
SOLE
0
0
0
Adamis Pharmaceuticals Corp
COM NEW
00547W208
10
19000
SH
SOLE
0
0
0
Amazon Com Inc
CL A COM
023135106
2173
20463
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF
AVENTIS EMGMKT
025072604
1487
28581
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS I NTL EQT ETF
INTL EQT ETF
025072703
20863
409396
SH
SOLE
0
0
0
AMERICAN CENTURY INVESTMENTS U S EQT ETF
US EQT ETF
025072885
50534
776970
SH
SOLE
0
0
0
Apple Computer Inc
COM
037833100
12904
94383
SH
SOLE
0
0
0
Ares Capital Corp
COM
04010L103
200
11149
SH
SOLE
0
0
0
AVANTIS US SMALL CAP VALUE ETF
US SML CP VALU
025072877
422
6166
SH
SOLE
0
0
0
Berkshire Hathaway
CL A
084670108
409
1
SH
SOLE
0
0
0
Berkshire Hathaway Cl B
CL B NEW
084670702
1000
3662
SH
SOLE
0
0
0
BLACKSTONE SECURED LENDING CF
COMMON STOCK
09261X102
468
19818
SH
SOLE
0
0
0
Boeing Co
COM
097023105
203
1482
SH
SOLE
0
0
0
Chevron Corporation
COM
166764100
638
4404
SH
SOLE
0
0
0
Citigroup Inc
COM NEW
172967424
929
20200
SH
SOLE
0
0
0
Consolidated Edison Inc
COM
209115104
478
5030
SH
SOLE
0
0
0
Costco Whsl Corp New
COM
22160K105
338
706
SH
SOLE
0
0
0
Dimensional Emerging Core Equity Mkt ETF
EMGR CRE EQT MNG
25434V302
820
35396
SH
SOLE
0
0
0
Dimensional International Cr Eq Mkt ETF
INTL CORE EQT MK
25434V203
13959
578254
SH
SOLE
0
0
0
DIMENSIONAL US CORE EQUITY MARKT ETF
US CORE EQT MKT
25434V104
8101
306507
SH
SOLE
0
0
0
DIMENSIONAL WLD EX US CR EQ 2 ETF
WORLD EX US CORE
25434V880
666
31045
SH
SOLE
0
0
0
Disney Walt Co
COM
254687106
1319
13978
SH
SOLE
0
0
0
Dominion Res Inc Va New
COM
25746U109
608
7617
SH
SOLE
0
0
0
Dutsch X Trck Rusl 1000
XTRACK RUSS 1000
233051481
9632
241210
SH
SOLE
0
0
0
Exxon Mobil Corporation
COM
30231G102
420
4899
SH
SOLE
0
0
0
FERGUSON PLC
SHS
G3421J106
373
3365
SH
SOLE
0
0
0
First Tr Nasdaq 100 Fund
SHS
337345102
20757
181426
SH
SOLE
0
0
0
First Trst Nasdaq Rsng
RISNG DIVD ACHIV
33738R506
20181
493175
SH
SOLE
0
0
0
First Trust Emerging Mrkts AlphaDEX ETF
EMERG MKT ALPH
33737J182
321
15039
SH
SOLE
0
0
0
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
TECH ALPHADEX
33734X176
5314
56462
SH
SOLE
0
0
0
FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF
EM SML CP ALPH
33737J307
3043
87601
SH
SOLE
0
0
0
FIRST TRUST PORTFOLIOS COM ETF
COM
33734G108
600
23305
SH
SOLE
0
0
0
First TRUST Preferred
PFD SECS INC ETF
33739E108
329
19072
SH
SOLE
0
0
0
FIRST TRUST SENIOR LN FD ETF
SENIOR LN FD
33738D309
962
21824
SH
SOLE
0
0
0
First TRUST Tactcl High
FIRST TR TA HIYL
33738D408
1660
42391
SH
SOLE
0
0
0
First TRUST Value
SHS
33734H106
13878
357599
SH
SOLE
0
0
0
Flexsh Stoxx US Esg
STOX US ESG SLCT
33939L696
1315
14661
SH
SOLE
0
0
0
FlexShares Intl Qual Div ETF
INTL QLTDV IDX
33939L837
1710
83688
SH
SOLE
0
0
0
Flexshares Morningstar
MORNSTAR USMKT
33939L100
13453
92637
SH
SOLE
0
0
0
FLEXSHARES TRUST HIG YLD VL ET F
HIG YLD VL ETF
33939L662
1903
47116
SH
SOLE
0
0
0
FLEXSHARES TRUST QLT DIV DEF I DX ETF
QLT DIV DEF IDX
33939L845
17115
342229
SH
SOLE
0
0
0
GLOBAL X FDS RATE PREFERRED ET F
RATE PREFERRED
37954Y376
2272
94097
SH
SOLE
0
0
0
GLOBAL X FDS US PFD ETF
US PFD ETF
37954Y657
1326
62507
SH
SOLE
0
0
0
Google Inc Class A
CAP STK CL A
02079K305
571
262
SH
SOLE
0
0
0
Guggenheim Bullet 2022
BULSHS 2022 CB
46138J882
3409
160855
SH
SOLE
0
0
0
Home Depot Inc
COM
437076102
224
816
SH
SOLE
0
0
0
Intuit Inc
COM
461202103
2143
5559
SH
SOLE
0
0
0
INVESCO BULSHS 2023 CB ETF
BULSHS 2023 CB
46138J866
2309
110224
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF
S&P500 QUALITY
46137V241
220
5230
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF
S&P 500 REVENUE
46138G698
14339
205229
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET
S&P MDCP 400 REV
46138G672
29077
371349
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF
BULSHS 2024 CB
46138J841
2609
125782
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF
BULSHS 2025 CB
46138J825
2978
145677
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF
BULSHS 2026 CB
46138J791
12879
668323
SH
SOLE
0
0
0
INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF
BULSHS 2027 CB
46138J783
602
31062
SH
SOLE
0
0
0
Ishares Core Dividend
CORE DIV GRWTH
46434V621
1164
24441
SH
SOLE
0
0
0
Ishares Core Msci Eafe
CORE MSCI EAFE
46432F842
488
8299
SH
SOLE
0
0
0
Ishares Esg Msci Eafe
ESG AW MSCI EAFE
46435G516
14123
225035
SH
SOLE
0
0
0
iShares ESG Screened S&P Mid-Cap ETF
ESG SCRD S&P MID
46436E551
14386
470382
SH
SOLE
0
0
0
Ishares Etf
MSCI USA QLT FCT
46432F339
31048
277880
SH
SOLE
0
0
0
Ishares Ftse Nareit Res
RESIDENTIAL MULT
464288562
622
7771
SH
SOLE
0
0
0
Ishares Ibonds Dec 2022
IBONDS DEC22 ETF
46434VBA7
16686
667154
SH
SOLE
0
0
0
Ishares Ibonds Dec 2023
IBONDS DEC23 ETF
46434VAX8
22238
886313
SH
SOLE
0
0
0
Ishares Msci Emrg Mkt Fd
MSCI EMG MKT ETF
464287234
6568
163792
SH
SOLE
0
0
0
iShares MSCI USA Mid-Cap Multifactor ETF
MSCI USA MID CP
46435U143
2118
65201
SH
SOLE
0
0
0
Ishares Russell 3000
RUSSELL 3000 ETF
464287689
390
1792
SH
SOLE
0
0
0
Ishares Tr Lehman Tips
TIPS BD ETF
464287176
799
7011
SH
SOLE
0
0
0
Ishares Tr Msci Eafe Fd
MSCI EAFE ETF
464287465
26578
425323
SH
SOLE
0
0
0
Ishares Tr Russell
RUS 1000 GRW ETF
464287614
351
1605
SH
SOLE
0
0
0
Ishares Tr S&P Midcap
CORE S&P MCP ETF
464287507
389
1719
SH
SOLE
0
0
0
Ishares Tr S&P Smallcap
CORE S&P SCP ETF
464287804
3524
38135
SH
SOLE
0
0
0
ISHARES TRUST CRE U S REIT ETF
CRE U S REIT ETF
464288521
1207
22602
SH
SOLE
0
0
0
ISHARES TRUST IBDS DEC28 ETF
IBDS DEC28 ETF
46435U515
299
11970
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC2026 E TF
IBONDS DEC2026
46435GAA0
8470
356050
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC24 ETF
IBONDS DEC24 ETF
46434VBG4
20979
847653
SH
SOLE
0
0
0
ISHARES TRUST IBONDS DEC25 ETF
IBONDS DEC25 ETF
46434VBD1
20257
820128
SH
SOLE
0
0
0
ISHARES TRUST INTL QLTY FACTOR ETF
MSCI INTL QUALTY
46434V456
14835
479621
SH
SOLE
0
0
0
ISHARES TRUST MULTIFACTOR USA ETF
U S EQUITY FACTR
46434V282
2465
65027
SH
SOLE
0
0
0
ISHARES TRUST ULTR SH TRM BD E TF
BLACKROCK ULTRA
46434V878
8390
167669
SH
SOLE
0
0
0
JP MORGAN ETF TRUST DIVERSFED RTRN ETF
DIVERSFED RTRN
46641Q886
8500
105313
SH
SOLE
0
0
0
JP MORGAN ETF TRUST ULTRA SHRT INC ETF
ULTRA SHRT INC
46641Q837
1709
34116
SH
SOLE
0
0
0
JP MORGAN ETF TRUST US QUALTY FCTR ETF
US QUALTY FCTR
46641Q761
21679
582137
SH
SOLE
0
0
0
Jpmorgan Dvrsfd Rtrn
DIV RTN INT EQ
46641Q209
9071
185852
SH
SOLE
0
0
0
Jpmrg Dvsfd Retn Emrg
DIV RTN EM EQT
46641Q308
240
4851
SH
SOLE
0
0
0
KRAFT HEINZ CO COM
COM
500754106
1536
40276
SH
SOLE
0
0
0
Meta Platforms, Inc.
CL A
30303M102
342
2124
SH
SOLE
0
0
0
Microsoft Corp
COM
594918104
1596
6215
SH
SOLE
0
0
0
Nuveen Esg Emerging
NUVEEN ESG EMRGN
67092P888
229
8404
SH
SOLE
0
0
0
Nuveen Esg Mid Cap Value
NUVEEN ESG MIDVL
67092P508
389
12685
SH
SOLE
0
0
0
NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF
NUVEEN ESG LRGCP
67092P201
12580
260990
SH
SOLE
0
0
0
Nuveen Esg Small Cap
NUVEEN ESG SMLCP
67092P607
647
19719
SH
SOLE
0
0
0
Nvidia Corp
COM
67066G104
502
3312
SH
SOLE
0
0
0
OSI ETF TRUST OSHS GBL INTER E TF
OSHS GBL INTER
00162Q361
16666
615666
SH
SOLE
0
0
0
Pfizer Incorporated
COM
717081103
206
3925
SH
SOLE
0
0
0
Powershares High Yield
HIG YLD EQ DIV
46137V563
593
28872
SH
SOLE
0
0
0
Powershs Exch Trad Fd Tr
PFD ETF
46138E511
301
24358
SH
SOLE
0
0
0
Powershs Qqq TRUST Ser
UNIT SER 1
46090E103
8986
32062
SH
SOLE
0
0
0
Pwrshr S&P500 Hidiv
S&P500 HDL VOL
46138E362
1006
22791
SH
SOLE
0
0
0
Real Estate Select Sctr
RL EST SEL SEC
81369Y860
1281
31362
SH
SOLE
0
0
0
Rydex Etf TRUST
S&P500 EQL WGT
46137V357
6146
45789
SH
SOLE
0
0
0
S P D R TRUST Unit SR
TR UNIT
78462F103
347
919
SH
SOLE
0
0
0
Schw US Brd Mkt Etf
US BRD MKT ETF
808524102
1968
44542
SH
SOLE
0
0
0
SCHWAB US DIVIDEND EQ ETF
US DIVIDEND EQ
808524797
1758
24539
SH
SOLE
0
0
0
Spdr Barclays Cnv
BBG CONV SEC ETF
78464A359
594
9208
SH
SOLE
0
0
0
Spdr Blackstone Gso
BLACKSTONE SENR
78467V608
2438
58554
SH
SOLE
0
0
0
SPDR PORTFOLIO EMG MK ETF
PORTFOLIO EMG MK
78463X509
7299
209932
SH
SOLE
0
0
0
Spdr S&P 600 Small Cap
S&P 600 SML CAP
78464A813
26430
330051
SH
SOLE
0
0
0
SPDR SERIES TRUST PORTFOLIO TL STK ETF
PORTFOLI S&P1500
78464A805
30536
656962
SH
SOLE
0
0
0
Stryker Corp
COM
863667101
714
3589
SH
SOLE
0
0
0
Tesla Motors Inc
COM
88160R101
2751
4085
SH
SOLE
0
0
0
Thomson Reuters Corp
COM NEW
884903709
1375
13192
SH
SOLE
0
0
0
Vanguard Bond Index Fund
SHORT TRM BOND
921937827
201
2612
SH
SOLE
0
0
0
Vanguard Div Apprciation
DIV APP ETF
921908844
2168
15109
SH
SOLE
0
0
0
Vanguard Growth
GROWTH ETF
922908736
2428
10894
SH
SOLE
0
0
0
Vanguard Info Technology
INF TECH ETF
92204A702
353
1081
SH
SOLE
0
0
0
Vanguard Intl Eqty Index
ALLWRLD EX US
922042775
587
11759
SH
SOLE
0
0
0
Vanguard S&P 500 Etf
S&P 500 ETF SHS
922908363
417
1201
SH
SOLE
0
0
0
Vanguard Small Cap
SMALL CP ETF
922908751
300
1704
SH
SOLE
0
0
0
Vanguard Total Stock Mkt
TOTAL STK MKT
922908769
3720
19720
SH
SOLE
0
0
0
Vanguard Value
VALUE ETF
922908744
1856
14077
SH
SOLE
0
0
0
Verizon Communications
COM
92343V104
233
4591
SH
SOLE
0
0
0
Wisdomtree Midcap Divdnd
US MIDCAP DIVID
97717W505
232
5953
SH
SOLE
0
0
0
Wisdomtree TRUST Midcap
US MIDCAP FUND
97717W570
1089
23693
SH
SOLE
0
0
0
WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF
WISDOMTREE US VA
97717W547
1459
27535
SH
SOLE
0
0
0
Wisdomtree US Divid Etf
US QTLY DIV GRT
97717X669
35014
610965
SH
SOLE
0
0
0