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Home > Institutional Investor > Revolve Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Revolve Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 373,844 $108,343,791 15.58%
2.
Ishares Tr - CORE MSCI EAFE
 551,668 $38,771,260 5.57%
3.
Ea Series Trust
 1,254,005 $30,121,192 4.33%
4.
Spdr Series Trust
 1,097,107 $28,063,995 4.03%
5.
Rbb Fd Inc
 502,135 $25,036,430 3.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)