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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
 372,886 $102,483,966 14.82%
2.
Ishares Tr - CORE MSCI EAFE
 592,187 $44,798,915 6.48%
3.
Ea Series Trust
 1,373,167 $35,070,696 5.07%
4.
Spdr Series Trust
 1,227,999 $30,970,127 4.48%
5.
Rbb Fd Inc
 486,312 $24,320,480 3.52%
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)