Revolve Wealth Partners, LLC

Key Holdings and Their Significance

• VTI (Vanguard Total Stock Market ETF) — $129.52M (15.23% of portfolio): This single new position is the largest holding and functions as a broad U.S. equity core (total market) exposure. At 15.2% of assets it is a deliberate, large-scale core allocation.
• IEFA (iShares Core MSCI EAFE ETF) — $52.18M (6.13%): Provides broad developed international equity exposure outside the U.S. and likely serves as the international equity sleeve.
• EA Series Trust (four line items combined) — $103.64M (12.18%): Multiple EA Series Trust positions across four reported lines total ~ $103.6M. The “EA Series Trust” entries are material and collectively represent a sizable allocation; the exact exposure depends on the specific EA share classes/strategies reported and should be reviewed for their underlying exposures and style.
• Fixed income and cash-like ETFs: SCHZ ($18.45M), TBIL ($24.22M), MUB ($15.93M), HYMB ($26.50M), HYD ($15.40M), TFI ($20.20M). These indicate a diversified set of bond and cash-management exposures spanning US aggregate, T-bills/short-term, munis, and higher yield segments.
• Factor and smart-beta exposure: DFCF, DFSI (Dimensional ETFs), AVUV (small-cap value), SCHG (large-cap growth), SCHD (dividend) — together these suggest intentional factor/satellite allocations.
• Select individual equities — AAPL $19.27M (2.26%), NVDA $13.32M (1.57%), MSFT $13.04M (1.53%), TSLA $6.69M (0.79%), META, AMZN, GOOGL/GOOG: These represent modest concentrated active positions in large-cap growth/technology names, but none exceed ~2.3% of assets individually (AAPL is the largest single-name equity at 2.26%).

Overall, the portfolio’s construction reflects a large passive/core allocation (broad market ETFs), diversified income/fixed-income sleeves, targeted factor/satellite ETFs, and limited concentrated active stock positions.