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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
 392,681 $119,347,675 15.51%
2.
Ishares Tr - CORE MSCI EAFE
 580,816 $48,486,480 6.3%
3.
Ea Series Trust
 1,352,846 $37,717,344 4.9%
4.
Spdr Series Trust
 1,184,208 $29,344,685 3.81%
5.
Ea Series Trust
 406,828 $26,435,662 3.44%
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)