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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
 364,428 $86,449,663 16.66%
2.
Ea Series Trust
 1,084,757 $27,167,733 5.23%
3.
Ishares Tr
 345,287 $24,290,940 4.68%
4.
Rbb Fd Inc
 457,675 $22,819,668 4.39%
5.
Spdr Series Trust
 790,913 $20,010,098 3.85%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)