HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
189,850 | +6,584 | $49,342 |
| VTI | 189,850 | +6,584 | $49,342 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
603,954 | +17,924 | $31,931 |
| JQUA | 603,954 | +17,924 | $31,931 |
| VANGUARD TAX MANAGED FDS (VEA) |
624,715 | +30,293 | $31,342 |
| VEA | 624,715 | +30,293 | $31,342 |
| AMERICAN CENTY ETF TR (AVUS) |
245,404 | +16,833 | $21,964 |
| AVUS | 245,404 | +16,833 | $21,964 |
| VANGUARD BD INDEX FDS (BSV) |
209,608 | -14,966 | $16,071 |
| BSV | 209,608 | -14,966 | $16,071 |
| DIMENSIONAL ETF TRUST (DUHP) |
363,437 | +38,715 | $11,488 |
| DUHP | 363,437 | +38,715 | $11,488 |
| ISHARES INC (EMXC) |
196,346 | +9,934 | $11,304 |
| EMXC | 196,346 | +9,934 | $11,304 |
| VANGUARD INDEX FDS (VNQ) |
129,529 | -15,332 | $11,202 |
| VNQ | 129,529 | -15,332 | $11,202 |
| FLEXSHARES TR (HYGV) |
224,565 | -46,827 | $9,232 |
| HYGV | 224,565 | -46,827 | $9,232 |
| APPLE INC |
53,680 | -1,658 | $9,205 |
| AAPL | 53,680 | -1,658 | $9,205 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
176,302 | +5,879 | $8,894 |
| JPST | 176,302 | +5,879 | $8,894 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
44,331 | -3,131 | $7,508 |
| RSP | 44,331 | -3,131 | $7,508 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
177,426 | -10,207 | $7,411 |
| VWO | 177,426 | -10,207 | $7,411 |
| SPDR S&P 500 ETF TR (SPY) |
11,941 | -142 | $6,246 |
| SPY | 11,941 | -142 | $6,246 |
| MICROSOFT CORP |
12,859 | -493 | $5,410 |
| MSFT | 12,859 | -493 | $5,410 |
| ISHARES TR (EEM) |
125,308 | +33,141 | $5,148 |
| EEM | 125,308 | +33,141 | $5,148 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
82,224 | -4,795 | $4,814 |
| VGIT | 82,224 | -4,795 | $4,814 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
79,330 | -12,543 | $4,607 |
| VGSH | 79,330 | -12,543 | $4,607 |
| AMERICAN CENTY ETF TR (AVDE) |
67,256 | +3,366 | $4,287 |
| AVDE | 67,256 | +3,366 | $4,287 |
| VANGUARD INDEX FDS (VO) |
16,683 | -525 | $4,168 |
| VO | 16,683 | -525 | $4,168 |
| VANGUARD BD INDEX FDS (BND) |
54,737 | -2,539 | $3,976 |
| BND | 54,737 | -2,539 | $3,976 |
| SCHWAB STRATEGIC TR |
61,596 | -1,533 | $3,760 |
| SCHB | 61,596 | -1,533 | $3,760 |
| VANGUARD INDEX FDS (VTV) |
22,965 | -2,773 | $3,740 |
| VTV | 22,965 | -2,773 | $3,740 |
| AMERICAN CENTY ETF TR (AVEM) |
61,083 | +2,390 | $3,540 |
| AVEM | 61,083 | +2,390 | $3,540 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
38,498 | -6,638 | $3,099 |
| VCIT | 38,498 | -6,638 | $3,099 |
| ISHARES TR (IBDW) |
140,577 | +14,896 | $2,880 |
| IBDW | 140,577 | +14,896 | $2,880 |
 BERKSHIRE HATHAWAY INC DEL |
$2,864 | ||
| BRK.B | 6,811 | -500 | $2,864 |
| AMAZON COM INC |
14,914 | +61 | $2,690 |
| AMZN | 14,914 | +61 | $2,690 |
| GLOBAL X FDS |
64,623 | -34,587 | $2,573 |
| PAVE | 64,623 | -34,587 | $2,573 |
| ISHARES TR (ESGU) |
19,391 | +60 | $2,229 |
| ESGU | 19,391 | +60 | $2,229 |
| VANGUARD INDEX FDS (VUG) |
6,154 | +178 | $2,118 |
| VUG | 6,154 | +178 | $2,118 |
| INTUIT |
3,152 | UNCH | $2,049 |
| INTU | 3,152 | UNCH | $2,049 |
| INVESCO QQQ TR |
4,517 | -247 | $2,006 |
| QQQ | 4,517 | -247 | $2,006 |
| ISHARES TR (AGG) |
19,243 | -72 | $1,885 |
| AGG | 19,243 | -72 | $1,885 |
| AMERICAN CENTY ETF TR (AVUV) |
19,640 | +4,323 | $1,840 |
| AVUV | 19,640 | +4,323 | $1,840 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
22,934 | -597 | $1,773 |
| VCSH | 22,934 | -597 | $1,773 |
| SCHWAB STRATEGIC TR |
70,947 | -7,241 | $1,440 |
| SCHH | 70,947 | -7,241 | $1,440 |
| ISHARES TR (ESGD) |
17,551 | +1,339 | $1,402 |
| ESGD | 17,551 | +1,339 | $1,402 |
| SCHWAB STRATEGIC TR |
35,762 | -830 | $1,395 |
| SCHF | 35,762 | -830 | $1,395 |
| SPDR SER TR (SPYV) |
27,298 | -98 | $1,368 |
| SPYV | 27,298 | -98 | $1,368 |
| JPMORGAN CHASE & CO |
6,811 | +22 | $1,364 |
| JPM | 6,811 | +22 | $1,364 |
| ISHARES TR (IVW) |
15,538 | UNCH | $1,312 |
| IVW | 15,538 | UNCH | $1,312 |
| ISHARES TR (IVV) |
2,488 | -714 | $1,308 |
| IVV | 2,488 | -714 | $1,308 |
| ISHARES TR (IBDX) |
51,628 | +18,990 | $1,281 |
| IBDX | 51,628 | +18,990 | $1,281 |
| ISHARES TR (XT) |
21,237 | UNCH | $1,266 |
| XT | 21,237 | UNCH | $1,266 |
| NVIDIA CORPORATION |
1,275 | +355 | $1,152 |
| NVDA | 1,275 | +355 | $1,152 |
| VANGUARD WHITEHALL FDS (VYM) |
9,248 | UNCH | $1,119 |
| VYM | 9,248 | UNCH | $1,119 |
| ISHARES TR (IBDV) |
51,466 | +12,687 | $1,101 |
| IBDV | 51,466 | +12,687 | $1,101 |
| ISHARES INC (ESGE) |
32,717 | UNCH | $1,054 |
| ESGE | 32,717 | UNCH | $1,054 |
| LINDE PLC |
2,249 | UNCH | $1,044 |
| LIN | 2,249 | UNCH | $1,044 |
See Full List: All Stocks Held By REDW Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By REDW Wealth LLC
|
Size ($ in 1000's)
At 03/31/2024: $371,108 At 12/31/2023: $348,759 REDW Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from REDW Wealth LLC 13F filings. Link to 13F filings: SEC filings |
